- "We still think we are a long way from the exit" says Brian Laks from Old West Investment Management, a firm which launched a fund focused on the uranium opportunity.
- We catch up almost a year later after our first interview and a strong rally in uranium equities, as institutional investors have been entering the sector.
- Brian shares his views on what's next, portfolio allocation at this stage, ideas on specific companies and other issues such as valuation or the exit strategy.
For further details see:
Uranium Update: After The Initial Equities Rally, What's Next? Follow-Up Interview With Brian Laks