This is exactly right.
James, what you're saying is right .. LOT looks bad, but so does Banermann / Goviex / Deep Yellow / All of them. So now what?
Option 1:- There's a supply deficit and therefore the incentive price must go much higher otherwise the lights go out.
Option 2:- There isn't a supply deficit and we're all being conned.
Option 3:- There isn't a supply deficit but there's a Tsunami of Nuclear coming in the next decade.
Genuinely interested; don't just stop at "this is bad and nothing is viable" .. what's the macro next step in your thought process?
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21 | 752093 | 0.225 |
32 | 991586 | 0.220 |
14 | 672941 | 0.215 |
20 | 668300 | 0.210 |
Price($) | Vol. | No. |
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0.240 | 843456 | 13 |
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