RE:worth a listenThanks for the link. I thought he was an excellent speaker and answered the questions very well. The supply/demand equation will surely be greatly impacted by slight perterbations of demand going forward because no one is bringing new production on line. The long-term fundamentals look very promising.
What about a comparison between URE and DML? Wheeler River is another high-grade Athabascan deposit, but URE is now a low cost producer and higher spot will make them very profitable.