RE:Is it no wonder?I agree with a few things you said. Dev looks like a used cars salesman, I lost confidence after the deal with Denison Mines.
I am more thinking 2 to 3 years. Secondary supply will keep drying out and 60 reactors are under construction. All of them are big, 4 between 2200 and 3300 MW will be built. These are not into the 60 as constructions is not started yet but all this will make a difference one day. Don't forget that a new reactor consumes 2 to 3 times more U for the first 2 to 3 years, no one talks about that but it makes a tremendous difference. It means the 60 will consume like 150 reactor for 3 years, which is a 30% increase compare to today's consumption.