Proactive Investors webinar, page-7

I'm super bullish on uranium mid/long term but I don't believe we will see significant adjustments in pricing until post 26/27. Unfortunately everyone is putting off the decision to scale up their nuclear power capacity in the short-medium term. To me the decision is inevitable as renewables is still too inconsistent especially in jurisdictions not blessed by the right environmental conditions. In my opinion and not financial advice, its a good time to build positions, similar to 2014/15 during the lithium early days. Unfortunately being early from a thematic point of view means having to understand the opportunity cost trade-off of not trading the present day zeitgeist.