Mar. 4 at 5:19 PM
$NUCL $NUCLW
Kind of surprised how well NUCLW is holding ~
$1.30 while commons sit around
$5.40.
Feels like this whole story is really a bet on future U.S. uranium policy. The CEO already hinted they’re trying to accelerate timelines at the Aurora project.
With the U.S. trying to rebuild domestic nuclear fuel supply and move away from uranium imports, I’m curious how much government support or incentives could end up flowing into projects like this. 
If Washington really pushes domestic supply chains, companies sitting on large U.S. deposits might suddenly look more strategic.
Curious what others think:
Is NUCL basically banking on future government backing to make the economics work?
Thoughts
$UUUU $OKLO $SMR ☢️ ?