The Bullish Uranium Thesis

The spot, the entity is sequestered over 40 million pounds since Sprock took control of it. And I really feel like Mike Burry in the movie, you know, when all the subprime mortgages were going bad. You have the utilities running around frantically trying to get material and they can't find any financial buyers frantically trying to buy material. It's the next month or two that we finally get price discovery.