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22:25
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Originally posted by Drswing:
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Well done - you've done well. It's a funny situation when the 'lions share' of gains is always in the speculative begginings, instead of when reality (such as developer transition to producer) happens. It would appear to me that nuclear is here to stay - and I'm a believer in the deficit narrative (for now). It boggles me a little that the entire sector is heavily shorted (shortman.com), and continues to be. I mean, BOE as an example, is making good money, and has a good business runway - yet, continues to be attacked by shorts. Anyway, it's starting to get pretty grim from a global economic perspective, which does not help - but, energy will still be needed. I'd be betting we are maybe 2-4 weeks away from some type of sector capitulation. My two cents anyway.
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I like them with a viable deposit prior to production at the bottom of the cycle before the next boom. Check out the lithium stocks.
(20min delay)