U308 spot price is on moving UP, page-47

http://www.world-nuclear.org/getmed...aa-1cd66fca4860/Pocket-Guide-Uranium.pdf.aspx

This website has a huge amount of information. Global production in 2016 was 62 mt and about 10% was from Australia.

Yes I think we are going to see uranium prices go up, but I also believe the easy money has been made (eg. PDN from 12c to 20c), and also there will be "bifurcation" as some commentators have called it, in share price performance. In these early stages I believe the low cost existing producers (eg. Cameco, Paladin) will do better because we just don't know yet how high the uranium price will go and how long the cycle will be. In other words, there is a risk that these larger players will hog the cycle and the current crop of developers won't get a look in. I am not saying I will be right, that's just my thinking now and how I am invested.