1st Microsoft, now Google, page-3

Going by the JB interview, I think they have proceeded wisely not jumping ahead.

His recent interview spoke of stocks with market caps driven up by hype, big talk etc.

At some point, those stocks with high ambitions based on hope not reality, will find they cant support their market cap.

No one can say TOE has been hyped up, no-one can say management have jumped ahead spending sooner than needed.

JB also said dry is better than wet like the Athabasca.

That man is a uranium encyclopaedia, so much knowledge. He mentioned, TORO and Cameco had done a lot of work re permitting in WA. Spoke of our nearby uranium needing trading partners.

WA is in such a sweet spot. no borders to cross, customers in the back and front plus down the sides.


We all feel the pain of the shares we paid the most for, but the opportunity to buy cheap has certainly sweetened things. For me at least.
Time will tell.

I would like to go to the next AGM so I can meet in person, but the tickets to Perth, time in the air and insane flight times put me off.

Add Meta, Oracle and Amazon to the big tech nuclear partnerships list.


Hardly any posts lately. All at the trading desks working on stocks in other sectors. Lol