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Gold/Mining/Energy : Uranium Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Gib Bogle who wrote (29770)	9/26/2025 9:43:54 AM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 30097

Yes, it's up, but liquidity on these is abysmal. Owning thru Mega or directly on the ASX is really the main way to go here. No direct news, but there has been overall movement in the past week where more people are expecting the ban on uranium mining in WA to get overturned at some pt and likely prior to next election. Can watch CEO of CXU discussing this on youtube recently. Again it's shallow, permitted already and good grade and ridiculously cheap for what they have, but how much can it run w/out the ban being overturned? I don't know. I wouldn't be surprised though to see another 50-100% move ahead especially given the moves in other names. Longer term I think it could be a 5x from these levels, but we'll see if I have the patience. If something else has a better setup after it's run I'm not married to anything here. I like management far better at CXU vs TOE, but the assets are just too good w/TOE imo. Again almost all of the value in Mega is NXE, but it TOE goes up 5x+ it can add some juice along w/the others. Just wondering if the discount can get to 10% or less at some pt.