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$COSA.V fits the US nuclear rebuild thesis even if the trade is primarily basin-focused. the domestic supply…

@alpinesun · · 0 upvotes · 1 replies

$COSA.V fits the US nuclear rebuild thesis even if the trade is primarily basin-focused. the domestic supply build needs every Athabasca name with real geology to actually deliver this decade

Replies

  • @gibson_strat · 2026-05-14

    US uranium supply is the macro tailwind but the timing is the question. by 2033 today's discoveries are in production only if everything goes right. that's still a long road

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