Ann: Change in substantial holding, page-14

Refer discussion above, I am not worried at all by any USA guys selling

VMY mgmt has worked systematically over the years, big funds have been coming in after a lot of due diligence for development and there are huge opportunities for offtake from Asia, particularly India and China.
CEO is a known and competent guy, I think in case of VMY SP , it will be a case of one who laughs last , laughs best.
I will keep adding VMY slowly.I have to disclose here currently I am on a 40 % notional loss, but it does not matter at all, the co is never going to go to zero in any case.

When the uranium bull runs and VMY gets its due, this notional loss IMHO will be made up by SP action in a few hours.