Thanks for the submission -- I've received this on email a couple times, including one other reader who proposed ERA as the solution, but I've never been able to confirm it completely, probably because, as a couple readers pointed out, they don't have all the facts precisely right. The chart is a good match, though, as long as you use Australian dollars, and everyone who submitted seems certain of this so I bow to your uranium knowledge.

Just FYI for everyone: This is that MEGA-U308 teaser from DeHaemer with the GRESSOR report at Taipan, and it's been circulating for at least a month or two. It's essentially about Chinese insatiable demand for uranium, and the advantages given to this company by Cameco's recent mine flooding problems.

Here's a comment that I got via email from one reader who sleuthed this out as ERA, too:

"It's questionable if you'd want to buy this stock, given that
they just announced that their Australian operations were recently disrupted
due to heavy rain and floods - and they declared force majeure on some of
their supply contracts. The CEO also said that they expect their uranium
production to be lower by about 35% over the year. However, they do have
excellent resource base and good uranium producing properties, so I don't
know - may be worth a shot if you don't have high quality exposure to
uranium already in your portfolio."

I, of course, don't know if that's true ... but one more perspective for you.