Ann: Change in substantial holding, page-9

Hi TheoJess
Is your concern with;
1. VMY asset (the actual resource mine itself)
2. Uranium industry
3. VMY shareholder register. Who really cares in short term if dumb a RCF runs out, who are rebalancing across the board
4. Australian Govt
5. If you are ok with uranium industry more generally, what’s your time horizon expectation?

If uranium industry restores prices, register will take care of itself very quickly?. My view is that industry could be a 10 bagger for high quality future mines with huge leverage for low MC companies with large assets
Only yesterday you were a buy recommendation.
As a new shareholder of VMY, really keen for your view why ?