Where the Next Big Opportunities Lie in SPACs

Mike Blankenship: So getting a crystal ball out. Looking ahead, where do you see the best opportunities for Spring Valley and for investors who still believe in SPACs is a viable path to the public markets?

Chris Sorrells: Nuke, it's, it certainly very attractive at this point. We've had. Three or four SMRs now closed in trading in the public market. A fifth is about to occur maybe as early as next week. They have been massive homeowners by all accounts. At some point that will get saturated. That is more in the SMR category.

I think they're gonna be neat opportunities in and around the value chain as we are demonstrating with the success, initial success with Eagle, where there are other parts of the value chain inside of that nuke industry that can use and benefit from, public transparency, public markets, access to capital, anything ai.

I think will be relatively compelling. There's still not a lot of great ways Pure plays to play AI in the public markets. This is an entire category and it's a category that. Probably, can handle hundreds and hundreds of public companies in all different aspects of that value chain. I do think we will, as the sector matures, we will see more of that.

Quantum computing has certainly been an interesting arena. We will see more there. We've talked about rare earth you're going to see more there as long as we're focused on reshoring. You will see different elements in different parts of the rare earth value chain here in the us. Defense tech is another area that I think there, there's going to be some focus life extension.

Think biotech, a lot of focus on that. Not a lot of pure plays out there to do that. And possibly, even some of the betting markets, like the prediction markets poly market Kashi, some of these types of things. That, that's where we focus, where as an investor we can.

Provide the public PM exposure to something that he doesn't otherwise have, but would like to have or could use or benefit in the portfolio, as a hedge or an investment.

Mike Blankenship: Thanks. Thanks, Chris. Totally agree with all of that. I don't have any further questions. I will say I am working on a number of D facts related GPU.