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In its 2007 admission documents to London's AIM market, Niger Uranium put it this way: "The ending of the HEU deal between Russia and the United States in 2013 may prove to be a major turning point, and it is clear that primary production must increase substantially to make up the loss of this source of supply". If this prediction turns out to be on the right side of history, a good number of investors have already bought into it.

Patience may also pay; as Hathor Exploration points out, its land package was acquired when uranium was USD 7/lb: this early entry enabled the company to acquire strategic ground in close proximity to the uranium mines of Cameco, Areva and Denison.

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