RE:reduced holdings today Sherrif's latest guidance was 400-500k produced for the full year of 2024. As of June, Alta Vista was not even flowing yet.
So I'd assume most U3O8 410k sold in H1 was purchased (or gotten from the Boss deal).
For companrison, UEC's Christensen Ranch ISR operation just started flowing, and UEC is guiding first shipment in "November-December". There's some lead time involved, in lettnig the solvent do it's thing for a while. EU won't hit ti's stride until 2025. Goranson was guiding that the business starts running cash-poistive by 2024 end.