HC URANIUM THREAD 2021, page-27

Looking at the big picture ! the race has just started and the uranium space is looking better since pre Fukushima !
The global acceptance to go green and wind solar and battery don’t cut it as 100% base load !
The U S the largest consumer is resurrecting there uranium industry with cash and policies !
The Chinese who are way ahead in the space own half of Africa have got small positions around the globe and only recently took a 49% stake in 2 mines in Kazakhstan securing their Supply !
The Japanese who took 47 reactors off line have now put 9 back on line with more to come !
There are currently 54 reactors in construction with more planed and also there is upgrading of older reactors the cost of 1 reactor is valued more than all the asx uranium miners ! The cost of 3 reactors is valued more that the globally listed uranium miners !
The money that has gone into equities in the last year with some miners sp are over 5 year highs and holding no fizzle !
The credit raised done by the miners in excess of $1b in last year most to all has gone to institutions retail never got a good look !
The listing of pure uranium play miners first time in 10 years !
There is more ways that cater in different platforms for uranium investing etf the physical and now we have SPUT since just listing in Canada the book build only about a quarter filled the spot price is at 5 year highs and will list at the end of the year on the nyse with a much bigger book to fill !
So I see the demand difference from the previous to this as night and day ! And these small tides that just started lifting all the boats the tsunami has not come yet ?