well said. I’d argue that when/if WA policy changes, given the nuclear tailwinds globally, TOE/CXU will double in the blink of an eye. It sucks seeing everything else nuclear energy related across the entire fuel cycle fly… but … my gut tells me WA is going to get its time in the sun. Absorb on weakness, never chase. Anyway, I’m always a sucker for an asymmetric bet… and that’s what we have here.
TOE Price at posting:
22.0¢ Sentiment: Buy Disclosure: Held
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