/biz/ - Business & Finance

>>27962107
Don't get me wrong. CCJ is a U blue chip. It's a solid company and they have decent exposure, so obviously I wouldn't sell out of it completely, but consider that Energy Fuels has a huge stockpile of U3O8 and Chalmers hasn't wanted to sell it while spot is so low (contributing to an even bigger supply chain shock), and on top of that, their White Mesa mill has been humming along nicely now (despite all the indios protesting).