
"Now, the US-UK nuclear deal is a possible boost for our uranium stocks, but this is an area where you just need to be very careful. And again, don't accept conventional wisdom here because there certainly are some production issues with stocks like Boss Energy, for instance."
The speaker warns that despite potential macro catalysts such as the US-UK nuclear deal, investors should exercise caution with uranium stocks. The commentary specifically calls out production issues in companies like Boss Energy and underscores the need for a discriminating approach in this volatile segment.
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Company Opinion