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CCJNEUTRALNXENEUTRALDNNNEUTRALBULLISHCore thesis · 5/5

Physically-backed uranium over high-beta miners short term

Buy physical uranium trusts now to capture long-term structural deficits, while waiting for market drawdowns to enter high-beta mining equities.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE