All Episodes
Episodes
Episode 171: Recognition Day on BIG Japan News
Justin discusses the breakout moves across the uranium sector today and the positive news out of Japan. Cantor Fitzgerald Uranium Report: http://www.cantorcanada.com/sites/default/files/20220824Uranium_0.pdf To...
View Episode
Episode 170: Uranium Season INCOMING?
Justin discusses the factors that could lead to a strong end-of-year for uranium. To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkout To receive a sample...
View Episode
Episode 169: KAP Updates & 2024 Guidance
Justin discusses this morning's Operational Update from Kazatomprom. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 168: Summertime Blues, Autumn GREEN
Justin discusses the summer doldrums, rising tensions in Kazakhstan, and the volatility of resource bull markets. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 167: But...What About CHERNOBYL?!
Justin discussed in-brief the misconceptions around Chernobyl and how it is in-fact a testament to the relative safety of nuclear energy. @MadiHilly's fantastic thread on Chernobyl:...
View Episode
Episode 166: Uranium M&A HEATING UP
Justin discusses the exciting developments in the M&A space for uranium mining companies. NOT bearish.
To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 165: Summer Doldrums, Autumn Starting Gun
Justin discusses the low volume markets and what he believes is coming for the uranium market in the Autumn. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 164: Scholz to Support German Nukes?
Justin discusses the news today that German Chancellor Olaf Scholz is in support of keeping Germany's last three nuclear plants in operation. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 163: Nuclear on the Table Down Under?
Justin discusses a proposal by the Opposition leader in Australia to re-examine nuclear. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 162: Kazatomprom Q2 Operational Update
Justin discusses some noteworthy elements of Kazatomprom's Q2 Operational Update. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 161: SMR Demand Potential NOT Baked In
Justin discusses the excellent write-up from Segra Capital on SMRs and future demand. https://segracapital.com/commentary/the-advanced-nuclear-fuel-cycle-we-can-work-it-out/
View Episode
Episode 160: Nuclear Gaining Federal Support?
Justin discusses in-brief the Senate bills on the table that include support for domestic nuclear.
View Episode