Chinese Uranium Inventories and the Challenges for The Stocks | Ben Finegold Interview
Ben Finegold, EMX Royalty, and Sovereign Metals joined me on this episode of Energy Transition Talks.
Ben Finegold returns to dive deep into Kazatomprom’s latest financials, production cuts, and inventory levels at a nine-year low. We discuss the underperformance of uranium equities, despite strong fundamentals in the spot and term markets. Ben also gives insights into China’s growing nuclear capacity, its massive uranium inventories, and the potential impact of infrastructure delays in Kazakhstan.
After my uranium conversation with Ben Finegold, I interviewed two CEOs — one from a copper, gold, and battery metals royalty company, and another CEO from a rutile-graphite development company.
More specifically, this episode of "Energy Transition Talks" also includes:
1. EMX Royalty CEO Interview with Dave Cole (TSX-V: EMX) - #royalty company with paying assets across the globe.
EMX Royalty's website: https://emxroyalty.com
2. Sovereign Metals CEO Interview with Frank Eager (ASX: SVM) - #rutile (titanium) & #graphite company with exposure to Malawi.
Sovereign Metals' Website: https://sovereignmetals.com.au
Important warning:
None of the companies have paid for the production of this video. No questions were exchanged, and nobody saw the end product prior to its publication.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer/listener acknowledges and agrees that the contents of this publication do not constitute an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication.
Always assume he doesn't know much more than a potato does. He doesn’t get paid to pick the best companies, he gets paid to interview CEOs.
The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.
Timestamps:
00:00 - Intro
01:00 - Ben Finegold
00:57:59 EMX Royalty CEO Interview
01:49:41 Sovereign Metals CEO Interview
