i hold other U stocks, not just PENPEN is my biggest holding...

i hold other U stocks, not just PEN

PEN is my biggest holding because:

1. experienced management
2. it’s a (idled) producer, not an explorer/eveloper so less risk (eg permitting) and doesn’t require up to $350M to build a mine (eg VMY which I also hold)
3. Guaranteed revenue every year up until 2030
4. Low pH ISR .. same method as lowest cost producer in the world (Kaz) etc
5. infrastructure in place

but I hold other (smaller holdings) U stocks like VMY, TOE, LOT

whether $75M stockpile happens or not, I’ve said in the past it’s just a “bonus” for PEN if it happens. I’m not getting my hopes up, but would be great to see US DOE get uranium from Lance (being US based) if it does ever happens

ps. I do not work in the uranium industry.. so I try to listen to smarter experienced people like Wayne Heili, Brandon Munro, Amir Adnani, uranium twitter, etc

HC is just another source of information for me