Agree B22. Only real short term checkpoints are (1) the DFS...

Agree B22.

Only real short term checkpoints are (1) the DFS (which IMO won't have remarkable impact on SP) and (2) possibly the impact of Kazatomprom establishing its Swiss trading arm (supposedly by the end of this year) on U308 SP.

I suspect that once there is greater visibility on these points institutional investors will turn around and revisit.

However, on a positive note, irrespective of the above Vimy is arguably best placed (in Aus) to capitalise on any market turn.