All Episodes
Episodes
Episode 159: Cameco Q2 Conference Call – Bull Confirmed
Justin discusses the very bullish elements of today's Q2 Conference Call with Cameco. Kuppy's brilliant thread: https://twitter.com/hkuppy/status/1552295308423442432?s=20&t=lH7sJNsJg5AVAbEvu2FjnQ To receive a...
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Episode 158: The World is Waking Up to Nuclear Energy
Justin discusses the "big day" coming tomorrow with the July Fed meeting and Cameco's Q2 Conference Call, as well as multiple international developments in terms of adoption or re-embracing of nuclear. Cameco's Q2...
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Episode 157: A Big Week for the Uranium Market
Justin discusses the potentially market-moving events of this week. Cameco's Q2 Conference Call: https://www.cameco.com/invest/events-presentations/2022-q2-conference-call-and-webcast
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Episode 156: Conversion is Pointing the Way
Justin discusses the incredible fundamental base the uranium thesis is building, and the big move in conversion pricing and its implications for U3O8. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 155: CAPEX & Production Costs Will Support MUCH Higher Prices
Justin discusses the updated expected CAPEX to restart Langer Heinrich and the market's expectations for future production. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 154: Japan Takes New Steps Towards Restarts
Justin discusses Japan's new steps towards restarting their idled nuclear reactor fleet. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 153: NEI Conference & Enrichment's Future
Justin discusses next week's NEI Conference in D.C., and the implications of a bifurcating market. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 152: Canadian Shipper Gets a 1-yr "PASS"
Justin discusses the waiver given to a Canadian shipper of Russian EUP to the U.S. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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Episode 151: Nuclear Officially GREEN
Justin discusses the official inclusion of nuclear energy into the EU Green Taxonomy, and the immediate effects already taking place. To receive a sample Newsletter, click here: https://bit.ly/3mUPRWV
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Episode 150: Uranium–Enrichment Dynamic is Reversing
In this 150th Episode, Justin discusses the uranium–enrichment dynamic that is at a very important inflection point. The article that Justin discusses in this episode:...
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Episode 149: Kazakhstan Plants Their Flag
Justin discusses the recent political turmoil in Kazakhstan and the folly of the German Green party.
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Episode 148: China Showing Up
Justin discusses China's impressive nuclear buildout schedule. Bloor St. Capital Interview with Paul Ma of CGN Mining: https://youtu.be/mZHRSjd5LsQ
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