All the uranium plays have had a great run and now, appropriately, a healthy correction.
They're all now poised for the next leg up as the realisation slowly sinks into the brains of even the obtuse that "We're going to need uranium and lots and lots and lots and LOTS of it, to feed all the Small Modular Reactors that are going to be popping up like dandelions."
Cash-covered Puts here are a licence to print money.
NXE!