i like the uranium space and looking for an entry as i do think its fundamentally different. (yer it never is this time i know...)i did avoid lithium though.
but your points/view isnt outlandish or stupid. i may not agree but its what makes a market and anyone stubbornly refusing to entertain that uranium (or any commodity) may follow a similar path is blindingly ignorant, and likely far too concentrated in this space to remain unemotional.
Uninvestable, page-61
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