Patience is certainly the key with strong thematic plays. Big setups with long playouts only come around every now and then in a traders career.
It's sort of hard to see where all the uranium will be coming from by the end of this decade. I can see some of the cashflow strong tier 1's, which would include PDN expanding production/projects quicker than some greenfields getting to production to meet the supply gap, but it still looks like a pretty big hole.
I'm also guessing some greenfields won't even deliver to production given their lack of expertise in mine and plant development.
Time will tell but it seems like the 1st innings.
DYOR
worth keeping an eye on as well.., page-40
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