The Convergence Trade Opportunity for Natural Gas

Natural gas in Europe costs way more than it costs in the United States. Over time as we get more and more US export infrastructure assuming we don't have any sort of like protectionist policies then we should see over time that convergence trade. Then since we're on energy let's move on to another market that you and I have both begun following in the last year or two which is uranium. Are you just thinking about it is there may be a trade opportunity there right now are you thinking okay there's going to be a big renaissance and we're going to replace oil with nuclear over the next 30 years what's your big view?