Mulga Rock Project DFS Metrics, page-14

One of the reasons why VMY could expect to sign contracts is that up until now the supply of U3O8 has been dominated by a couple of companies, that was fine for the consuming entities as long as they kept pumping product at any price. That has now come to an end, and together with the up-coming 232 in the US, suddenly there are risks for buyers. One way to address that risk in the future is to diversify their supply chain and support new mines in safe and friendly jurisdictions.
I'm thinking that that's what will happen and VMY should be in the thick of it.
B22.