Ann: Becoming a substantial holder, page-25

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?