First cab off the rank today is Paladin (PDN) with production of over 500kt pounds of uranium since the restart.
Next up we spoke about South32 (S32) who had a horrid day after sharing their quarterly and an update on Worsley, followed by Regis (RRL) who came out with the McPhillamys DFS.
We rounded up with 3 smaller operators, in varying states of health, with Jervois (JRV), Sierra Rutile (SRX) and Galena (G1A).
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(0:00:00)Intro
(0:02:44)Paladin pump pounds
(0:17:12)S32 gets whacked
(0:30:21)Regis' McPhillmays DFS disappoints
(0:37:30)Jervois' struggles
(0:41:28)Sierra Rutile's competing bid
(0:44:03)Galena in trouble