This is my amateur opinion. JB once told me that this area is the second-highest grade uranium in the world, as per previous mining. A mine in eastern Canada, I believe, is the highest grade, acc. to JB. But I think it would be hard to sell at this stage. But maybe that is not a good thing to do now because...
... the real reason I came on to post is that it just hit me that the news release says "finalize a draft agreement" on North Pipes! That is very interesting verbiage. And since they may have been in discussions for a while, perhaps both parties could come to an agreement very soon.