All Episodes
Episodes
Episode 125: Contracting Cycle is Just Beginning
According to Grant Isaac of Cameco, we are in the early innings of a contracting cycle from a very strong base.
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Episode 124: Spot, Mid-Term, & Long-Term U3O8
In today's episode, Justin discusses the price reporting machinations for the U3O8 market.
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Episode 123: ANU Energy LAUNCHES
Kazatomprom-funded ANU Energy has launched and raised an oversubscribed $74mil in seed funding.
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Episode 121: Baby with the Bathwater – Why I am Calm During This Storm
Justin discusses the continuing market turmoil and why he is not concerned about uranium.
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Episode 120: RISK-OFF Consequences for the Uranium Price
Justin discusses the knock-on effects of weak capital markets for the uranium market and the price of uranium going forward.
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Episode 119: Cameco & Orano Increase Stake at Cigar Lake
M&A continues in the uranium space.
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Episode 118: Weak Hands Vs. CONTRARIANS
In this episode, Justin discusses the steep selloff that hit all markets today, including uranium, and why during times like these he zooms out and focuses on the fundamentals.
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Episode 117: Early Days
In this episode Justin highlights the sector carnage and takes a long-term zoomed-out view of the early outperformance of URA relative to the S&P.
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Episode 116: Fundamentals Will WIN in the End...
In this episode, Justin discusses this morning's Cameco Q1 Conference Call and the improving fundamentals for the uranium sector.
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Episode 115: The Only Prescription is MORE FLYWHEEL
In today's episode, Justin discussed the bounce in the markets and the new exchanges for the Sprott Uranium Miners ETF and a new Global X uranium ETF on the London Stock Exchange.
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Episode 114: Supply Response Moves Slowly...Equities Do NOT
In this episode, Justin highlights the "secondary sanctioning" that nuclear utilities are taking part in.
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Episode 113: Nuclear Picking Up Steam During Energy CRISIS
In this episode, Justin discussed the relative outperformance of the uranium sector vs. the S&P in 2022 ytd, as well as some important developments for support of nuclear energy in the United States.
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