Aug. 29 at 5:13 PM
Sweden’s move to lift the uranium ban is a positive first step—but it does not greenlight operations at Viken. A parliamentary vote, any change to the municipal veto, and full EIA/permitting are still ahead. Expect a milestone-by-milestone rerating rather than a straight line: we saw a short term boost, but actual mine start (if all goes well) looks late-2020s/early-2030s, not 2026. I had hoped for more. Bullish optionality, extended timeline.
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