After fucashuma, the number of companies producing went from 500 down to less than forty. Wall street left. There were no more uranium analists per set. And so there's a scenario there where perception is such tht it's a dead industry. But when you go in and actually do the math, which i did, my team did, you start to realize that at that time, several years ago, growth really didn't even matter. You just needed not much of a decline. It was hay, i think h the price of uranium has to at least double. And therefore the leverage in these companies, those equitieslwill move significantly higher over time.
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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