RE:RE:RE:6 NDA`s Signed
Seen nothing myself but I mentioned the other day that China Guangdong would likely be interested. They have changed their name to China General Nuclear Power Group so I see you have them on the NDA list. The Chinese will not compete with themselves so they are likely the only Chinese company that will front up. They are developing the Husab mine in Namibia and appear to be somewhat street smart. China is following the Japanese MITI playbook from the 80's which I had some experience with back then in Australia. So I would put my money on them here ahead of Cameco and Areva since they likely have the national mandate which is more security (diversity) of supply oriented as opposed to supply cost. If you want some metrics, research what CGNP took over Extract Resources for. It should all be on sedar.
I suspect the other two are pipsqueaks and Dev was too embarrassed to name drop. NDA's with Cameco and Areva mean very little. It is usually a bunch of geologists looking at core in the shack. I was involved in many NDA's in my time and that is all they amounted to apart from a day in a data room and a free liquid dinner. Some of the big boys mentioned by others are not interested in greenfield. Dev will play these mystery guys and Areva/Cameco off against CGNP is my bet. Sorry to spoil the plot.