For anyone interested; listened to the following podcast today. Found it highly informative and timely given the closure of cigar lake today. Not specifically vimy related but undoubtedly the most compelling investment case for the uranium sector i have heard:
https://www.realvision.com/uranium-the-underappreciated-clean-energy-transition-trade-live-with-adam-rodman-and-arthur-hyde
(Real Vision: Uranium: The Underappreciated Clean Energy Transition Trade - Live with Adam Rodman and Arthur Hyde)
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