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"Our first company is Uranium Energy Corp. They own fully permitted shovelready projects in Texas and in Wyoming assets they acquired from Riotinto and Uranium 1 Americas when prices were extremely low. The key is institute recovery mining. They inject a solution underground. Then they extract the uraniumrich fluid and they process it without ever moving millions of tons of rock. This is good because this means that they can restart the production within months, not years. once, of course, the uranium prices justify it. They're also delivering directly into US government stockpile programs under the Department of Energy contracts. In a market where domestic supply is a national security priority, UEC has the permits, the infrastructure, and the political tailwind."
The speaker outlines Uranium Energy Corp as a company with shovel-ready projects and rapid production restart capability. Their involvement in government stockpile programs and the domestic security angle provides a strong tailwind for the stock.
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