I'm with you on many things. Only with $CCO do I see the chances as rather limited. According to my information, they have already sold out all their subsidies for the next 3 years or more with fixed-price purchase agreements, so they would benefit neither from rising demand nor from rising prices. That's why I'd rather bet on the smaller players such as $UUUU
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@Multibagger I understand well. $CCO is a pure macro play, which should take some of the vola out of my uranium portfolio share. Small players like $DML should provide the leverage in the upswing. Nevertheless, I expect $CCO to perform well as the uranium cycle progresses - simply because they are one of the most relevant players in the uranium market.
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•@Liebesspieler in any case, and they also benefit from their stake in Westinghouse, which is now to be given preference in the construction of new reactors.
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