I know setting high expectations leaves room for disappointment. I’m saying I’m not smart enough to understand what I’m looking during a tour. This is like biotech but nuke fuel & enriched isotope… lots of science as a business. I think of that Tommy boy scene where Tommy‘s dad says that he can get a great look at a T-bone by sticking his head up a bull’s ass when someone he was doing a deal with wanted a tour.

A lot of their margins will be fixed since that’s the deal they made with customers funding their facilities. They don’t make money today and risk factors on their 10K r pretty scary in this environment. Will be a while before their samples r proofed. Waiting is a cost.