Justin does a lot more just for subscribers. Listening as I type.
He has been all over other people's pod casts and videos in the last week as some things are occurring. Some of what he said in one this week as about the new possibly 100s of millions in the about to launch physical holding fund.
Sprott change to allow redemption of physical uranium once per year for 'certain Uranium Energy utilize to take procession of and use' seem to add a floor to its Discount to NAV. That was a very smart move I thought! They traded up 4% overnight. The Spot price was up almost the same so it is still a discount to NAV.
Rising SWU price is adding to overfeeding by Urenco and Cameco facilities. Did you hear or see the Decouple Pod cast How to fuel a Tripling of Nuclear energy?
It is very interesting on this topic! It's on Spotify and apple pod casts as well.
https://youtu.be/dU6rqBc0sgM?si=_xJsvdn1XJz_a0mP
Nuclear Power, page-1303
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