Energy Fuels Inc. (EFR.TO)

He owned this and covered his investment. EFR will benefit from Pres. Biden subsidizing the uranium business. EFR benefits from having relatively advanced projects in the U.S.  The easy money has been made already in uranium stocks, but there remains money to be made here for the next 5 years. The uranium metals market has moved from a short-term to a long-term market, which increases investor security. Speculators could take profits in these stocks, while investors can stay long.

It hasn't popped hard like its uranium peers, and rather is at multi-year resistance now. If it breaks the current level, great. He owns Cameco which had a similar chart to ERF by hitting resistance three times (he traded it when this happened), but he hold onto Cameco during its last (strong) breakout. This could happen to ERF. If you own ERF, hold it a little longer to see if it breaks out. (Uranium is doing well.) Otherwise, it will fall back to resistance.

Unsure on current state of Uranium.
Buying at anything below $8.50
Hold at current price. 

Likes that they have done a bunch of things to consolidate their operations. Balance sheet looks fine. They are going to live and die on the price of uranium. If you have a positive outlook on uranium, this is definitely one that you want to own.