one thing I like about Vimy, and I haven´t read comments on it, is that Vimy hired a former Cameco sales manager who seems to be good at talking to utilities and closing deals (forgot his name). In SmithWeekly, there is this fantastic interview with Dustin Garrow about 1,5h long to listen (last week), and he talks about that one of the most important things John Borshoff did in the last bull with Paladin, is to hire sales managers who had good contacts with utilities, so he could close some deals and get financing.
So, with 232 approaching in April 2019, there may be a dual price system (US versus Rest of World), and Vimy could benefit enormously if they can close some contracts with US utilities...