Am surprised this thread is like crickets.
Thats OK - Appears Instos are all over Uranium from above and its not really catching on widely.
Once people shift from High P/E growth which has been decimiated to resilient Uranium names, whom already own mines and only need to wait to turn the taps on, people will wake up.
It is one of the best asymmetric trades now EVER
* What more could be said ..., page-5
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