THE Uranium Crash, Cameco's Warning, and 2 Uranium Stocks
Mart Wolbert aka Yellow Bull joined me for this episode of Transition Talks, to talk about the recent crash in uranium, and what that meant for the the future of the uranium thesis.
We also talked about the geopolitical challenges straining the uranium supply chain, and how the different parties might deal we it.
Additionally, we covered Cameco's recent warning to uranium investors, Kazatomprom's challenging production profile, and the new up-and-coming jurisdictions that might attempt to fill some of the gaps.
After my conversation with Mart Wolbert, I was joined by 2 uranium exploration companies:
1. Skyharbour Resources CEO Interview with Jordan Trimble (TSX-V: SYH) - #uranium stock with exposure to the Athbasca Basin, Canada. This company has paid for the production of this interview.
Skyharbour Resources’ website: https://skyharbourltd.com/
2. American Premier Uranium CEO Interview with Colin Healey (TSX-V: PUR) - #uranium stock with exposure to New Mexico, Wyoming and Colorado in the US.
Premier American Uranium’s website: https://premierur.com/
Important warning:
THIS VIDEO SHOULD BE TREATED AS AN ADVERTISEMENT FOR THE COMPANIES, SOME OF WHICH HAVE PAID FOR THE PRODUCTION OF SAID ADVERTISEMENT. NO QUESTIONS WERE EXCHANGED, AND NOBODY SAW THIS PRIOR TO ITS PUBLICATION.
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
01:52 - Yellow Bull
02:43 - Is this the end of the uranium thesis?
09:11 - How do we recover from the uranium crash?
16:44 - Does Mart pay attention to the velocity of the uranium spot market?
20:15 - What do you think the shape of the long-term uranium market will be in the near future?
26:25 - Who are the next big players in uranium supply?
32:09 - Is the production forecast for Cameco and Kazatomprom too good to be true?
40:12 - What are the latest developments in the nuclear space?
47:30 - Which type of uranium stocks is Mart bullish on during this part of the bull market?
56:12 - Contact Details Mart Wolbert
56:38 - Important Warning
01:01:12 - Skyharbour Resources Company Overview
01:03:07 - Skyharbour Resources CEO Interview
01:46:09 - Premier American Uranium Company Overview
01:55:38 - Premier American Uranium CEO Interview
