M&A Activity in 2024With the spot price now over $90, and experts calling for it to be well over $100, I expect quite a bit of M&A activity in the basin in 2024. IMO, we will see both FUU AND FCU taken out. Dennison will buy FUU and FCU will be taken out by either Cameco or Nexgen. Patience is all you need if you have these two holdings.