PDN is my worst performer and i bought too high (just north of $10). im willing to hold as i want an allocation/exposure to the Uranium thesis which i believe in.
LHM is a marginal asset, but a marginal asset will still perform in face of larger uranium trend. exacerbated by how long it takes a new project to come online. PLS is a longer dated option and not particularly relevant today. at least they didnt buy that with debt.
i think the debt load is fine tbh and easily serviced.
im disappointed in my holding, but still of opinion that all these issues will flush out in due course. Just wish i didnt buy when i did with a strategic view and not as price sensitive as i probably should or could have been. luckily the losses here are made up elsewhere.
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