Really long in depth interview with Michael Alkin on his extensive analysis on the U bull market, page-25

Oh, does the market speak to you like a voice in your head?

It's pretty simplistic thinking to say that there's any one reason for the current SP, obviously not reaching nameplate because of the faulty, under-tested alkaline process is part of the story, as is the U price, trade wars, Fukushima, general nuclear sentiment etc. etc.

But that all makes your adamant stance on the failure of the new process all the more ridiculous.
They've identified the problem, taken steps to resolve it, tested it and are implementing it in parallel with regulatory work - but you still only see failure and catastrophe ... it's patently illogical.