Great interview Collin! Very informative and educational. I’ve been holding Goviex for 2 years now. That’s one that should go into production in concert with the bull market. Really excited about that one!
Killed it. Would be nice to hear which of these 50 companies that are left in the space, are diluted or not due to shares outstanding. Thanks again. Your stuff is awesome.
Michael Alkin correctly identifies an important issue: Massive dilution of shares in 2018... understandably - because the mines are on Care/Maintenance without the revenue.
Great interview. I like that the interviewer lets Michael talk without interruptions. I have one question about this bull market case, however: What about new technologies such as Nuclear Fast Reactors? My understanding is that these reactors can use depleted Uranium and even Thorium. TerraPower, which is building a 600 Mw prototype in China, notes that the US hosts 700,000 metric tons of depleted uranium and that 8 metric tons could power 2.5 million homes for a year. How will this affect the price of Uranium, if at all? There will probably not be enough Fast Reactors before the market experiences a shortage of Uranium supply so spot prices will go up. However, will it decrease the value of the Uranium that is still in the ground, and thus decrease the value of the miners?
This series is just what uranium investors need. Absolutely great job Colin.
Great interview Collin! Very informative and educational. I’ve been holding Goviex for 2 years now. That’s one that should go into production in concert with the bull market. Really excited about that one!
Killed it. Would be nice to hear which of these 50 companies that are left in the space, are diluted or not due to shares outstanding. Thanks again. Your stuff is awesome.
Michael Alkin correctly identifies an important issue: Massive dilution of shares in 2018... understandably - because the mines are on Care/Maintenance without the revenue.
*furiously counting my eggs before they hatch*
Great interview. I like that the interviewer lets Michael talk without interruptions. I have one question about this bull market case, however: What about new technologies such as Nuclear Fast Reactors? My understanding is that these reactors can use depleted Uranium and even Thorium. TerraPower, which is building a 600 Mw prototype in China, notes that the US hosts 700,000 metric tons of depleted uranium and that 8 metric tons could power 2.5 million homes for a year.
How will this affect the price of Uranium, if at all? There will probably not be enough Fast Reactors before the market experiences a shortage of Uranium supply so spot prices will go up. However, will it decrease the value of the Uranium that is still in the ground, and thus decrease the value of the miners?
Japan Tried to make a plant that uses Depleted Uranium, and its not going well. Very very very costly to make the thing
Thanks, Octal. I read that as well after I wrote the comment.
So what uranium stocks does he recommend?
Tim Dax whats your pick?
Great!
Why didnt you ask him a stock pick????
I’ve been a uranium shareholder for many years now. I’m ready..
WHAT DO YOU THINK ABOUT MEGA URANIUM? WHAT SHARES DO YOU OWN?
Interview: "Oct 10 2018"
Posted: "Oct 9 2018"
How does that work?
What do you guys think of UEC?
energy fuels symbol ..UUUU?
the only uranium company that looks strong technically atm is UUUU
Get George Glasier back on, Western has blown up, to ask him about how sone they of into production.
I agree with this guy. If you squint, you can almost read what he's saying 👍
. Only for accredited investors... lame