Uranium is a furphy. Which ones beside Cameco and those from Kazakhstan can dig it out at current prices? Some local Greenies are casually chin wagging local nuclear power, do they even know how much Capex and lead time it takes regardless if we are getting subs?
There are enough explorers and producers on multi commodities to take the pick assuming stagflation. Don't underestimate gold specs, the new big dogs a decade ago started with just a twinkle in the ceo's eyes.
I'm of the view that if you are riding a good trend on whatever, it does not matter if your horse is the pure pedigree or a 3 legged one. How are those coal late punters feeling right now? When anything goes exponential, BEWARE! That includes gold!
