Fairly new I would say, only started taking investing seriously...

Fairly new I would say, only started taking investing seriously about 1.5 years ago and have been focussed on EV materials (like many others), which I do like and will continue with as I've done fairly well and the more I learn the better I get. Quite new to the U space though. I like EV materials but they do have a somewhat "uncertain" technology horizon - think 5/10 years time when some guy comes up with effective Si anodes and my graphite investments suddenly aren't worth what was predicted or some other guy figures out Na-ion batteries and Li suddenly doesn't have the monopoly etc. etc. Can be very hard to predict because it's a new rapidly developing space.

U, at least from my point of view has a very stable horizon, all the technology breakthroughs occur within the reactors to more efficiently use the same raw product. So unless another abundant and useable fissile element can be optimised for use (doubtful as it would have already reared its head throughout the long history of nuclear power), and the current positive sentiment swing keeps its momentum, I see U as almost the very best combination of safety in investment and potential upside (alongside potash) - until fusion becomes viable in 30, 40, 50 years?

As for TOE, well to me it's a big glaring takeover target and through simple peer comparison deserves at least a modest rerate based on asset value alone. PS, would love the links you've got mate.