My views on U has not changed based on an isolated off take...

My views on U has not changed based on an isolated off take price much higher than current spot. I’m more likely to as why Cameco closed the Cigar lake operation. They have much more intimate knowledge on the workings in this sector.

So far post Fukushima and the 7th year counting, what has changed in terms of alternate fuel source? Still an abundance of demand and supply for fossil fuels, climate talk fest is just that and you have a scepticsl POTUS. The economic growth in coming into question largely whether Feds can continue to jackbip IR. 2018 was a good response Feds push too hard.

If I was a patient investor with some lazy excess funds I might contemplate but I can see BEV with an immediate potential experiencing childhood pains.

PDN chart to date suggest bottom trawlers are continually getting opportunities in a trading rather than investing mindset. There is plenty of time to let the horse bolt first rather than trying to be right.