Daniel Major tells us he is seeing a lot of optimism at the WNA from big suppliers because they sense the market is turning. How quickly is to be discussed? And why he has been looking forward to the WNA symposium. Is it another benchmark? We discuss KazAtomProm and Camecos' messages into the market. Some huge contracts need to be delivered in the market. the macro story is generally accepted as being very positive. But when does it move. Nothing is happening..... so Daniel argues the case for slow and steady growth.
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