RE:Uranium is now 100% demand driven market Latest on Alta Mesa: "...it goes into production in next 6-7 weeks...". Aka, end of May.
Judging by the announcement that Rosita had gone into production, "production" was defined as first truckload - approx 22000 pounds or US$1.6 million worth - of yellowcake shipped to enricher.
If so, extrapolating further, total production (Rosita plus Alta Mesa) is really going to snowball, into Q4, exceeding the earlier target.