uranium

“It's around 50 dollars now. It's still not a balancing price. We still think there's quite a bit to go”

“Fuel costs are a relatively small percentage of operating a plant. People who don't know nuclear economics that well maybe assume that light coal or gas plant feedstock is 80% of running. It's flipped on its head for a nuclear reactor. It's all Upfront, CapEx,…”

“What the market hasn't fully digested yet, because this market moves in slow motion, is that on a go forward basis, you probably aren't going to get supply from enrichers, and it's very likely that you actually have demand from enrichers, which is a process th…”

“And even high-quality development assets, the best ones that we see out there are probably four years out from producing.”

“One of our favorite themes has been and continues to be uranium and nuclear.”