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The Uranium sector is stabilizing after the over supply from Fukashima, U.S. Utilities will need by law or pressure to start contracting domestic supply, To guarantee supple utilities know they must pay all-in cost plus profit,... yep nameplate would be nice but the bottom line is profit,.. Many miners make fantastic profits without hitting nameplate, and many produce nameplate but don't make a profit,( just look at the U miners ).. 99 U.S. reactors to supply, that demand dose not fit into a hand full of miners and PEN the only ASX company to benefit.