You need to do some recent research.
First go google "climbing the wall of worry sachem cove", and read the slides.
Next jump on Twitter and search for "#uranium morgan stanley". Hot off the press this week. Exec summary: Their current 3 bullish commodities are Coking Coal, Lithium Carbonate, and <drum roll please> Uranium.
Then look for broker coverage on ASX U miners, and you'll see many have started coverage late last year and this year.
Finally ask yourself, why are so many getting bullish on Uranium? Why have all U miners rocketed up in price since December? Do I need to revisit the investment thesis here?
Good luck.
uranium news, page-58
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