Uranium and Nuclear Power

It just seems to me that for all the talk around uranium as a bull case that you can see it coming and you just need to wait for the catalyst, right? Because to your point, the permits have to be in place. You have to, this is a very kind of long term type of bet. So it doesn't seem to me like there's necessarily urgency to buy into the uranium thesis unless you have an imminent major catalyst such as five reactors from one country.

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