Thanks for this, Michael. There's a Twitter battle between the "U equities are not keeping up with physical" bulls and the "U equities are wildly overpriced here, especially the crapcos multiple years from production" bears. What you've written here is the kind of information that's been missing from the discussion. Would love to read more of this!
Do you know anything about FCU's asset supposedly sitting under a lake?
Thanks for this, Michael. There's a Twitter battle between the "U equities are not keeping up with physical" bulls and the "U equities are wildly overpriced here, especially the crapcos multiple years from production" bears. What you've written here is the kind of information that's been missing from the discussion. Would love to read more of this!
Do you know anything about FCU's asset supposedly sitting under a lake?