$Denison Mines Corp.(DNN)$ doesn't have U.S. assets, but it's in one of the most prestigious locations for finding uranium, the Athabasca region of Canada. We picked up coverage of Denison because it could easily supply the U.S., which generally doesn't have concerns about getting energy supplies from Canada. With that in mind, we think Denison's assets are elite and high-grade; the theory is the higher the grade, the better the cost numbers will eventually work out. It's also in a jurisdiction with known regulations and a clear path and time horizon, albeit it a longer one, to production.