"Is the timing and severity of the pullback similar to other U stocks ie sector problem not a company specific problem?"
Weakness in the uranium sector imo, and more broadly commodities over the last few weeks. In the last month copper is down 9%, nickel 15%, zinc 7%, lithium 13%, iron ore 9%, platinum 7%, uranium 8%, silver 9%, etc. Momentum has fizzled out and sentiment needs to change.
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