Great video discussion on all things Uranium

[JBtheBrit]

Good 1 hr 20 min discussion on Uranium - well worth a listen.

https://www.youtube.com/watch?v=3IalMNKRly0&utm_source=substack&utm_medium=email

[ChuckGeb]

Good stuff. Uranium prices are set up to skyrocket based upon supply issues over next 4+ years.

[JBtheBrit]

Agreed @Chuck. I think stock price moves will not necessarily track U prices.... but there is definitely possibility of 2-3x current levels for the main ETF (URNM). I also like the set up here that, unlike oil, it seems that high prices won't necessarily quickly cure high prices, because U as an input to power generation is a relatively small % of the costs.

[ChuckGeb]

Physical uranium is an easy play as it keeps going up to right. Miners should yield exponentially over the 3 - 5 year cycle but have lagged the physical move so far though certainly nothing to complain about. Sprott SRUUF is my physical preference. Look up the discount/premium to NAV and try to buy at discount of5% or greater which is becoming less and less frequent.

[ChuckGeb]

Subscription to Uranium Insider has been well worth the price of admission. I don’t think Justin ever stops working and the timely and frequent info flow has far exceeded my expectations. Includes a portfolio of stock picks of some of the smaller miners that should soar at some point soon. Once the hedge funds go all in, strap in.

[Lbark]

https://twitter.com/quakes99/status/1734222130232099081

This could be a big mover for uranium if prohibiting Russia act passes. the support of utilities and NEI is big. The big story is still supply demand and it seems there is no one making case that we will have more supply soon and demand is growing and if Russia is cut off will grow even faster. Highly recommend Justin Huhn. Lots of good ideas.

[aja57]

Justin Huhn (Uranium Insider) came out with a You Tube video on the outlook of spot prices, government investment, uranium reactor life extensions, AI data center energy needs. Worth the watch.

https://x.com/energyburrito/status/1782199564331626961