We would suggest CCO as the 'easiest' and safest call, as one of the world's largest producers. It has done very well this year but the outlook remains good. NXE we think is also a good option. UEC is just ramping up a new mind, and could possibly get re-rated as revenue and cash flow start in ernest. LEU operates an uranium enrichment facility in Kentucky. It is much smaller than the others listed here, but decent enough, with good revenue, earnings and cash flow. It has $110M net cash and expectations call for 30% growth in 2024. There has been some insider buying this year and the stock has done well. At 27X earnings it is not cheap but we think it looks good for investors seeking a small cap in the space. Few small cap stocks are actually revenue-generating right now.
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