In short: The other US ISR producer in "a bit of a race" with enCore for the lead; with enCore idled "they're going to eclipse us now. But we'll be back in the fight next year." A competitor reference, no view on the stock.
3:23Two million of that roughly has come out of ISR between roughly two, two and a half producers. It's been a bit of a race between ourselves and UR Energy as to who's got the lead. And at the moment since we're idled and doing some maintenance work, they're going to eclipse us now. But we'll be back in the fight next year to see who's the biggest and best hopefully.
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