I don't normally look at resources due to their inherent unpredictability, however uranium really seems to offer a good asymmetric return profile over the next 2-4 years. Livewire have given the thumbs up and published our article (currently #3 trending article) and you can have a look here should you have some time: https://www.livewiremarkets.com/wires/betting-on-the-perfect-storm
I'm really trying to see where our thesis is wrong and would appreciate any feedback or thoughts (be honest!).