@nic_carter Love this write up, Nic. I work in energy and am impressed by your command of this topic. One area I’m curious if you considered- the split between delivery/supply charges? I suspect most increases are driven on the supply side but would have to look deeper into the data.
@uraniuminsider Hi new subscriber here. Curious why a company like $UUUU is not included in your portfolio mix? I am not suggesting it should be, but rather I am genuinely curious since I always see it mixed in other uranium portfolios. Have you discussed this anywhere?