I've been wrong on timing, but I think we have to wait 6-12 mos at most for big gains in uranium and offshore; utility contract coverage starts to drop off dramatically in 2027, and a number of offshore projects that were deferred are now happening in 2026, so we should see contract announcements H2 2025. Fingers crossed.
Nice write up and summary. I’m waiting in the catalyst. We could have multiple catalyst all colliding. The big one is just a rotation into value. That could be the biggest driver of sp appreciation.
Great summary piece - & something I needed to hear! My portfolio very similar to yours, & has been cut in half since May this year....
The question is how long to wait until the catalyst!
I've been wrong on timing, but I think we have to wait 6-12 mos at most for big gains in uranium and offshore; utility contract coverage starts to drop off dramatically in 2027, and a number of offshore projects that were deferred are now happening in 2026, so we should see contract announcements H2 2025. Fingers crossed.
🙏🙏🙏🙏
Nice write up and summary. I’m waiting in the catalyst. We could have multiple catalyst all colliding. The big one is just a rotation into value. That could be the biggest driver of sp appreciation.
Thanks man. I agree. The tech stocks and crypto are sucking up all the liquidity at the moment.