In short: His own track record: co-founded in 2005, bought the Trekkopje asset for ~$4m, sold two years later for $2.5bn — "we didn't add anything in resource"; the uranium price went from $8 to a $142 high in July 2007.
2:57— I think that's right. And if I go back to our first involvement in the sector, this is back in 2005, and just contrasted with today. So in 2005, Dells and I founded a company called Eurin, which is a longer story, but we bought the asset for call it $4 million give or take and put it into a listed vehicle and sold it two years later for $2.5 billion.
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