@ Quakesin particular, and (few) other posters who will recognize themselves...
CONGRATULATIONS for the fantastic work !
A few questions: at the start of a uranium boom, could you please mention what would be your ideal portfolios in the sector, and with which ponderation ?
What would be the ponderation of the uranium sector in your portfolios globally ?
If it is the case, what other sectors and which companies would you integrate ?
In other words, if you don't mind, what do your global portfolios look like, knowing we are mid-long term investors (3-5 + years) ?
Thanks in advance.