A year ago at PDAC, INN’s Charlotte McLeod broke the news to the world that I was going independent. This year, she asked me about much more than uranium, but it seems that my bullishness on that score made for a good headline. I was right about uranium last year, and I expect to be right about it again this year. The key point, however, is that it’s less risky betting on something that’s happening now, as opposed to something “inevitable” or “imminent”.

Thursday, March 7, 11:23am, EDT, 2019