You should have heard the stutter of surprise when they announced we were from Nora Springs, Iowa. We're a well kept secret.

We don't just ride, we work and condition our horses. So an indoor arena is an absolute necessity in North Iowa.

But their temperament is loving and playful.

Once in a while it can be a bit disconcerting to be so recognisable.

Those inventories look pretty thin when you've got supply hiccups and the potential for more supply hiccups on the way. We've had supply interruptions in Nigeria and possible ones in Iran.

With the opportunity opening up of the Chinese market it's providing greater confidence in the market that all the exploration spending going on is actually worthwhile. If it was possible to add more enthusiasm to the whole uranium sector this has done it.