Uranium is a perfect set up where most people don't understand it. There's plenty of room for a really big, you know, rubber band snap kind of move to happen in uranium. And that's why you give the fuel rather than building the plants and the other things that go into this. The opportunity continues to evolve as people stare at spot price, not recognizing the transition has occurred.
In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz
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