Munro
I always remember the interview Munro did with Mike Alkin during the S.232 'thing'. At that time, Munro was shilling Namibia as an ally of the US.
Every time there is a U narrative, you will have Munro front and centre with an expert opinion. When you have a project needing USD75/lb, with massive CapEx and low IRR; what do you have left to promote? Only yourself.
JB calls it how it is. Back in mid-2018, JB was on a SmithWeekly podcast. He predicted U price movement for 2020. And here we are. Meanwhile. compare his approach to other MD's and the U FinTwit community talking up U for years.
Young Bull v. Old Bull. I will stick with the Old Bull.
All imo
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