RE:amazing co Agree.
Uranium ore may be a supply 'bottleneck', as more nukes come online. But I suspect the real bottleneck wil develop downstream, in the enrichment and manufacturing steps where ore is made into fuel pellets. I keep looking at fuel pellet manufacturers, and there are some, but one of the obvious top choices is all those ex-Westinghouse operations that Cameco is in the process of acquiring.