Yes, I agree that Russian uranium will find other markets, only that if the US bans Russian imports, then a domestic producer who is about to start production will be in a great position to fill the shortfall. If only there were a company like that I could invest in....
And yes, very happy to not be in DYL and PDN as they try to put out the fire of the reported moves/rumours for the State to take a piece of their action. The US is a basketcase in many ways, but at least I don't lose too much sleep at night that they'll want to take over domestic uranium production.
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