Thanks for the endorsements - it took some time to research the full history back to the 1980's and also to go through the Cameco MD&A's to get their spending since 2014. Just got another interesting video from Oceanwall (Ben Finegold). IMO Ben has a good grasp of the market however in my view he has not grasped the difficulty competitors (e,g ASP Isotopes & LIS Technologies) will have in every getting to viable commercial products particularly for uranium enrichment - the political/security barriers are IMO enormous and (IMO) insurmountable for other LIS competitors in this decade.
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