Uranium the yellow cake you can't eat :(

Uranium is becoming huge with almost everything in our society becoming more power humans need to generate more power. There is no other option and the only thing that can give us that power we need is nuclear power. So, now the question is do you invest in the commodity or a company who has a unique competitive advantage controlling that commodity? My thought is Uranium is ultimately an unproductive thing to invest in. The simple reason being you cannot benefit from Uranium having unique competitive in a market. It can return no value other than the one placed on it. Now a company that has a unique market situation and a good cash flows that's to me is very interesting.