There is an inevitability with Uranium not present within many other commodities.
The spot price is (clearly) not an accurate measure of the current market... supply and demand fundamentals attest to this.
It's not as much about getting out and explaining anything to the market, but more about positioning yourself to maximise the return when the penny drops.
VMY (under Mikes guidance) are extremely well positioned. It's a marathon, not a sprint.
#patience
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