Uranium: Why It Can Rally Back to $70, page-26

If U is for you then I think regardless of timing, it isn't a bad idea to be in a few countries across different continents. Lets face it, Australia wants to complain about the gas crisis here, not consider a nuclear option and in the case of some states not allow further development due to pathetic ideological grounds.
PEN have a new CEO who has managed U producers previously and is a tech guy (as opposed to a sales exec), so I have a bit more confidence that they may turn it around.
In this instance, a new CEO is going to make a difference as the Q4 results will likely show. As I previously mentioned, they talked positive cash flow in Q4 along with a lift in production reversing the downtrend in production.

Just my opinion and please DYOR.