John said that he read headlines that the price of uranium went up 15 cents ! He would not even waist the ink on something like that. He cracks me up. This guy is The Godfather of uranium. You got to love him .
John is epic, only jr to compare is peninsula energy as they have tier 1 contracts, nuclear procurement team and cashflow positive. The low ph isr mine at lance with a 6 month restart 6m cost will be first ;) jrs have to prove themselves first. Wonder why ron chamberlain former 03-07 paladin cfo didnt go with john to deep yellow....
John is so incredibly knowledgeable! But also, you are asking the exactly right questions to squeeze out highly useful information, unlike other interviewers, that come unprepared and ask meaningless questions. Good job! I really like his opinion about the purchases of U3O8 in the futures market by junior miners, it totally makes sense. There's just hardly any leverage there if you buy the uranium for 30$/lbs and then sell it, even for, let's say north of 60$/lbs. Where as using the capital to bring up a producing mine from a piece of land is a totally different story in terms of value creation and even just cashflow and being able to contract.
I second this. I have been looking for an interviewer of their project, all signs point to my truck being ready to back up, but would love a person ready to ask tough questions to dig a bit into them.
@@bobgio90 Me too. I have generally appreciated Matt's frankness, although abrasive at times, and always wish companies I have high conviction in would get the Crux Treatment. RECAF is definitely one of them.
Does Crux investor have any lists online anywhere where they actually rank how they feel about any of these companies in these interviews? I would like to see what uranium companies Crux is actually investing in.
John is a fascinating character.can,t help but feel he,s purposely planting seeds of douth in all other junior project to his own benefit.I like Deep yellow,I hold a decent position in it but contrary to what John say,s he,s not the dog on the road
I think he is saying that the spot price will be a tide that lifts all boats (juniors) however he takes exception that he can build a corporate footprint better than anyone else. He literally said that “other juniors” (he name dropped DNN so maybe them) will increase in value 100-200 percent, versus paladin which increased something crazy like 100,000% haha. He’s just saying “the other junior are alright, but I’m better” and considering what he did with Paladin - yeah he kinda is top dog at the moment tbh. He talked about how he had things outside the main function of mining squared up ahead of time and how that was key to the success last round but I wish he would have given detail and a few specific examples. We will see if he can do it again. That will be the real test. EDIT: I just heard the part where he trashed the speculative nature of buying uranium - yeah I don’t know what’s up with that, it’s almost as though he sees it as cheating or something. Lol.
Rule rates DY a 5 which is good, but not in his top 3 uranium companies, I believe. He says they have a great team and that they will likely become a consolidator. However, he adds that owning it will require patience and the company has key man risk.
At least with John he has a very good understanding of the structural shortage and that they need him not him begging for a contract at $40-$70. Wait till the oh hell moment and they realize there is not enough uranium to go around for all the hungry nuclear power plants. First mover advantage is fine I guess but some of these newbies seem to eager to please the utilities that they will cut down on the margin and cheat share holders out of better gains just to say they have contracts.
So apart from trading futures ...what other reliable uranium products are there available...ETF's? its not like you can stick some yellow cake under the bed next to your gold.
This ceo got his last company into a ditch by take it down a debt Road. He is doing the same with deep yellow. The dilution three months ago was astronomical. Now if he was buying other properties I might say ok . But that is not the case.
John said that he read headlines that the price of uranium went up 15 cents ! He would not even waist the ink on something like that.
He cracks me up. This guy is The Godfather of uranium. You got to love him .
John’s a champion!! I’m a proud share holder of his business
John is awesome! As a Nexgen shareholder his comment on their deposit made me smile!
John is epic, only jr to compare is peninsula energy as they have tier 1 contracts, nuclear procurement team and cashflow positive. The low ph isr mine at lance with a 6 month restart 6m cost will be first ;) jrs have to prove themselves first. Wonder why ron chamberlain former 03-07 paladin cfo didnt go with john to deep yellow....
John Borsheff just a stand up guy. Matthew Gordon always a stellar interview. Love both these guys and the value they offer to peons like me.
John is so incredibly knowledgeable! But also, you are asking the exactly right questions to squeeze out highly useful information, unlike other interviewers, that come unprepared and ask meaningless questions. Good job!
I really like his opinion about the purchases of U3O8 in the futures market by junior miners, it totally makes sense. There's just hardly any leverage there if you buy the uranium for 30$/lbs and then sell it, even for, let's say north of 60$/lbs. Where as using the capital to bring up a producing mine from a piece of land is a totally different story in terms of value creation and even just cashflow and being able to contract.
Can you please look to interview Craig Steinke from Recon Africa...oil exploration in Namibia. You are by far one of the best interviewers.
I second this. I have been looking for an interviewer of their project, all signs point to my truck being ready to back up, but would love a person ready to ask tough questions to dig a bit into them.
@@justkane510 I am already invested.
@@bobgio90 Me too. I have generally appreciated Matt's frankness, although abrasive at times, and always wish companies I have high conviction in would get the Crux Treatment. RECAF is definitely one of them.
Agree, he is an ace interviewer. It is a pleasure to listen
Does Crux investor have any lists online anywhere where they actually rank how they feel about any of these companies in these interviews? I would like to see what uranium companies Crux is actually investing in.
great interview, dyl was my first U holding back in jan 2018
Gotta love Johns passion, now where to get the money to convert all these options?
I wish they'd list on the London Stock Exchange - very frustrating
John is a fascinating character.can,t help but feel he,s purposely planting seeds of douth in all other junior project to his own benefit.I like Deep yellow,I hold a decent position in it but contrary to what John say,s he,s not the dog on the road
I think he is saying that the spot price will be a tide that lifts all boats (juniors) however he takes exception that he can build a corporate footprint better than anyone else. He literally said that “other juniors” (he name dropped DNN so maybe them) will increase in value 100-200 percent, versus paladin which increased something crazy like 100,000% haha. He’s just saying “the other junior are alright, but I’m better” and considering what he did with Paladin - yeah he kinda is top dog at the moment tbh. He talked about how he had things outside the main function of mining squared up ahead of time and how that was key to the success last round but I wish he would have given detail and a few specific examples. We will see if he can do it again. That will be the real test. EDIT: I just heard the part where he trashed the speculative nature of buying uranium - yeah I don’t know what’s up with that, it’s almost as though he sees it as cheating or something. Lol.
Is Rick Rule invested in DY? Interesting to hear his name mentioned
I believe he is (with high confidence) the question is what proportion of his Uranium investment is it?. Regardless John is worth it on his own merit.
Rule rates DY a 5 which is good, but not in his top 3 uranium companies, I believe. He says they have a great team and that they will likely become a consolidator. However, he adds that owning it will require patience and the company has key man risk.
@@fjjfjj Yea, things could go off the rails without John.
@@brianmoran1196 Too true. And there are precious few people in the industry who could step in to take the reigns.
I think yes, under Resource Capital Investment Corp.
John is the main reason I would buy DY shares. How long has he committed himself as the CEO of DY for? does any one know.
Thankyou Matt. 👍👍👍
“Fuck Them, im not gonna approach utilities”
You gotta love Borshoff 💪
backing up the truck on deep yellow
Curious on anyone's informative opinion about the decommissioning of nuclear power reactors in some states like California and New York
We discuss this topic and similar on our weekly uranium show at cruxinvestor.com
Interesting that he threw Rick Rules name out there with regards to fundraising. Just how deep is he in deep yellow? Is he invested in DY?
I’m thinking that he is in deep.... he made his fortune with john back when he ran paladin
John took paladin from ten cents to the forty USD....
Trust is a key component among friends and colleagues. I am feeling bullish with DY following this interview. I may increase my position.
@@nomadicfenceman509 $10 not $40.
He might be himself, and Sprott is, but consider when they got in. It hovered ~20c for years and has gone up ~300% this past year alone.
At least with John he has a very good understanding of the structural shortage and that they need him not him begging for a contract at $40-$70. Wait till the oh hell moment and they realize there is not enough uranium to go around for all the hungry nuclear power plants. First mover advantage is fine I guess but some of these newbies seem to eager to please the utilities that they will cut down on the margin and cheat share holders out of better gains just to say they have contracts.
Strange when he said he hasn't been buying any shares.
I loaded up DYL my biggest uranium position by a mile.
All CEO’s need to think like JB
let them utilities come begging on there knees.
I’m buying yellow
So apart from trading futures ...what other reliable uranium products are there available...ETF's? its not like you can stick some yellow cake under the bed next to your gold.
Sprott Physical Uranium Trust. URA ETF. Uranium Royalty Corp
@@CRUXInvestor Thanks for that ... and thanks for the great videos... very enlightening. subbed
.."come to the table with your piddily little purse and your 1 million pounds..." lol
This ceo got his last company into a ditch by take it down a debt Road. He is doing the same with deep yellow. The dilution three months ago was astronomical. Now if he was buying other properties I might say ok . But that is not the case.
I don’t think he makes a compelling case for why / how BOS, DNN, UEC have errored - surely only time can truly tell? I will follow along the story
Old school straight shooter. Classic.
Some real rubbish listed in the market ATM - but their prices have flown ever higher anyway. When wrong is right, it seems.
As Doug Casey says, "when the wind bows even turkeys fly"
If there is a word wide economic collapse Matt😁😁😁 you can be a stand up comedian
Crack 🧨 boom 💥 patatra 💣😜
My favourite bit. Fronting up with their little purse. Lol