Uranium Market, Uranium Ban, Spot & Term Market, Stage of Bull Cycle - Mart Wolbert
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- เผยแพร่เมื่อ 5 มิ.ย. 2024
- Interview with Mart Wolbert aslo known as @Yellowbull11 from X. Mart is a founder and author of Contrarian Codex which includes biweekly uranium newsletter, sector analysis, company coverage, access to the uranium equity spreadsheet that covers market cap, thoughts, rating, the chart and much more.
If you want to find out more check his website: / contrariancodex
Recording date: May 15., 2024.
Chapters:
0:00 Intro
0:37 Mart's origin story
1:33 Contrarian Codex
4:18 Is the uranium ban calculated in spot and eqity prices
10:12 Retaliation by Russia
13:21 Stage of bull cycle, 2 possible paths going forward
20:29 Uranium equities, who benefits next
23:43 Spot market
27:33 Term market
30:00 Negxen buying 2.7M pounds of physical uranium
33:26 Who will & how fill the supply gap
37:27 Big money entering the sector
#uranium #nuclearenergy #uraniumstocks #u308 #commodities #markets #commodities #stockinvesting #stocks #exploration #mining #uraniummining #investing
Website: www.triangle-investor.com/ (subscribe for free)
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LinkedIn: / lucijan-valkovic-9973a...
About the channel:
CEO & Market Expert Interviews is a series of interviews with an excellent source of information for investors interested in investing in uranium, gold, silver, copper and other commodities. We cover the macro story with well-known guests from commodity world and host company CEOs where we try to bring the details of a certain company, plans and important metrics closer to the average investor.
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None of this content is a financial advice of any kind or solicitation to buy or sell any equities or other financial products. This contetnt is only for educational and/or entertainment purposes. Do your own deep research before making any financial decisions. I may own stocks mentioned in this content. Investment in stocks can lead to a big financial loss so do not invest or listen to any advices before you consult your financial advisor.
32:42 "... NexGen is not super confident in ... 2027-2028..." The Canadian federal environment minister is anti nuclear (anti everything, it seems, actually) and the federal government is in the midst of a substantial conflict with the province of Saskatchewan over the province's refusal to collect the federal carbon tax. Considering that NexGen's federal permit was put on hold recently, three months into the two year process, I suggest that it will stay on hold until the federal government changes. That won't be until October 2025. After that the political risk will ease but the long beuracractic review will still have to be completed. Then they have to complete financing, then build the mine. Which will take years more. And during that time the market can shift. The darling NexGen has headwinds, it seems.
Interesting take. Thanks!
Loving the Football analogy!
Everything seems so Americanized... nice to have a European perspective!
Thank you
Larger uranium stocks such as Paladin, Boss Energy and Deep Yellow have done well here in Australia in the last 12 months. Mid and Micro Caps have done little. This tells us that the Uranium Bull market has a long way to go!
Excellent interview - thank you from New Zealand
What part of NZ
Thank you very much
@@macca3539 Nelson
I’m from Auckland, (nuclear free) New Zealand. Years ago a left wing government banned nuclear here, but the thinking people understand that nuclear energy will save the world as it is the safest, cheapest and cleanest. Bring on the SMRs !
I'm from Coromandel. Live in Perth these days. I remember David Lange govt well. Good luck with the Uranium trade.
Very Informative Interview for all uranium market participants.
It really is. Thank you.
Great discussion men!! Thanks for taking the time!!
Thanks for watching.
Another great interview by Licijan.
❤❤❤
Let me be the first one to react here. Mart is great! Thx for the interview!
Thanks mate
Very good interview, thank you.
Thanks
Amazing interview. Malcom said the uranium market will go up at least till Arrow or another big mine comes online. Until the supply side gets some significant delivery increase, the bull market goes on.
Thank you very much
Great interview thanks
Thank you
Once again, Great !!
Thanks mate
Excellent discussion
Thank you
Would it be fair to say that over the last 2 yrs US NPP'S have likely brought fwd future demand because of the expected R ban? Thus the demand curve has shifted beyond 2030. Case in point CEG Constellation has stated all needs met for 14 NPP's out to 2030+.
Would have liked to hear thoughts on lack of pricing transparency impacts..
Who r buying - where how much?
Mart's mistake here is that a cup soccergame has a home and away game 🙂
No, not the CL final.
Unfortunately JP at Fed still twisted round endlessly flip flopping about cuts - inflation analysis by Truflation a more real time measure indicates inflation below 3% for some time . JP seems to run an ever increasing chance of pushing the US to a recession - hint jobs data going fwd.
All in all it was this what I am preaching for 3 years now. And nobody wanted to listen when uranium was at $30. Obviously the vast majority of uranium CEOs are not capable in understanding their own bull market.
Even though I was a shareholder of nexgen I was never convinced about the management and the latest transaction would have been a smart move two years ago.
We will see this parabolic move and most retail investors will die on the way down. I would be surprised to see this move before rate cuts.
However, over the past years I learned to hate this stupid baseball analogy. A game where nobody outside the US knows the rules or a single player. 🙄