Mike Alkin on Shorting Uranium, Red Flags for Stocks, Pricing, Contracting, and MUCH MORE!
Mike Alkin has been investing in uranium since before we split the atom (allegedly). So, he knows a thing or two about what's happening in uranium land today.
Before Mike started working for himself, he used to work as a short seller. In this conversation, I managed to ask him about shorting in general, and shorting uranium in particular. Furthermore, we talked about uranium stocks, M&A in uranium, contracting, pricing, whatever is happening with Kazatomprom these days, and much more.
Later on, I interviewed Teako Minerals (CSE: TMIN) CEO Sven Gollan.
Teako Minerals’ website: https://teakominerals.com/
Teako Minerals Corp. is a Vancouver-based mineral exploration company committed to acquiring, exploring, and developing mineral properties in Norway, Finland, and Canada. More specifically, they are looking for copper, cobalt, gold, molybdenum, and rare earth elements (REE). The adoption of technologies such as the SCS Exploration Product aligns with its strategy to remain at the forefront of the rapidly evolving mining industry.
Important warning:
The Resource Talks interview rules are simple: no questions off the table, no questions upfront, no editing rights.
Even though we might try, we can't guarantee the quality of the information provided herein, and neither can the speakers. This is not research. It's entertainment.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute 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.
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
00:59 Who is Mike Alkin?
25:25 Can you still trust research reports?
34:28 What is a reason to short the uranium sector as a whole?
54:36 What is a major red flag for a uranium company?
01:06:27 How does Mike find good uranium stocks?
01:15:38 How does Mike invest during the different stages of a bull market?
01:25:31 How does Mike determine the size of a position?
01:30:40 What other metals does Mike like?
01:39:09 Will there be more M&A in uranium?
01:47:30 What jurisdictions does Mike Alkin like?
01:58:37 What is the "right" price for uranium?
02:13:55 Contact Details for Mike Alkin
02:14:12 Teako Minerals Company Overview
02:20:32 Teako Minerals Interview
