Uranium Mining all the way to Nuclear Power (Mike Alkin Interview)
ฝัง
- เผยแพร่เมื่อ 5 มิ.ย. 2024
- Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level discussion around everything Uranium, from the mining all the way to enrichment and power generation.
Mike holds a firm view that the world will be in a considerable Uranium structural supply deficit for many years to come.
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CHAPTERS
0:00:00 Introduction
0:01:09 Quick lay of the Uranium land
0:11:00 How much Nuclear power would the SPUT produce?
0:21:19 Double whammy of supply and enrichment deficits
0:23:43 2030 deficit prediction
0:38:27 Are Mike's views different to other Uranium funds?
0:48:42 What if everything goes perfectly in the next 6 years
0:57:39 Are there enough economic Uranium deposits?
1:03:05 Will Reactors get built if the structural supply deficit is too big?
1:05:54 Would a high price tempt a SPUT shareholder vote to sell their Uranium?
1:07:25 Will M&A heat up?
1:10:38 Kazatomprom situation
1:15:53 Can the West bring on enough conversion and enrichment to decouple from Russia?
1:22:10 Are SMR's plausible considering the lack of enrichment capacity?
1:25:34 East vs West demand
1:29:36 Reflection on today vs previous bull cycles
1:35:05 Will Oil & Gas companies get into Nuclear?
1:37:44 What can break the Uranium thesis?
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DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
thanks for being intelligent enough to let him run without interruption. sign of an insightful interviewers. thank you
No point interrupting a fuckin genius
@MoneyofMine was thinking the same think, nothing worse than an interviewer constantly interrupting their guest. If you're looking for another guest in the future may I suggest Dustin Garrow
You have not heard the uranium thesis until you hear it from Mike in a long form interview. So good!!
TRUTH.
Great work getting Mike on, perfect Friday night, this and a few beers. Thanks guys
I've heard Mike a few times now, but this is next level, will have to listen to this a couple if times I think!
At least a couple of times agreed!
Can’t Believe u guys got Big Mike on!! U have officially made it Boys!!
It doesn’t get any better than that,well done fellas
Remarkable ability to break down complex processes and communicate them in an accessible manner. THANX.
Loved you interview! But mostly I so happy for you that your daughter is on the right path to recovering!
This was your most interesting interview I have listened to. Thanks very much and please invite Mike back
Fantastic interview. The only expert I trust in the Uranium sector. Cheers
Have heard Mike before but this is one his best interviews. You guys did great job
This is the best one yet on Uranium, Mike is the bomb!
What a discussion
Thanks for giving us this gem
Now that BHP has committed to Saskatchewan for the next 100 years, I want to see them buy both Fission & Nexgen. Outright.
I love Mike. Miss his podcast. Good pick!
Great show and great guest!
Thanks guys. My head is spinning. I had to listen in sessions and might go back to review some of it.
U got da big dawg on. Nice one fellas
Amazing work gents. Great guest
F’n masterclass
Thanks Mike & All -
A couple of very good questions from the guy with the headphones.
Hell yeah boys welcome to the real thesis 🔥
Great stuff. Amazing guest
Solid stuff gents!
Don't know how I found this podcast only recently.
This was top work .
Cheers for the great interview. Glad to know that institutional money is starting to pay attention & waiting for more liquidity before jumping into the thesis. Get your money in before them & you’ll be golden in the end.
Fuck Matty…. I didn’t think you had that much silence in you! Well done mate
I've learnt to shut up in the presence of gurus.....it's been tough but I'm getting there.
Mike Alkin is going to be a legend. If he isn't allready.
FEW know the uranium thesis better than Mike Alkin, who was an EARLY investor. Mike offers the NO bs view on the uranium market.
Mike’s a Badass
Uranium 🚀 🌙
I am literally ordering some uranium on door dash now 😅
Watching- but feeling lost somewhat. More to learn.
Cobba me n JD were the exact same during the interview
@@MoneyofMine Cheers, I shall watch it again. Love the show. Hooteroo
🎉
If you do Not have the time for the FULL Interview, START listening to MIKE ALKIN at around 48:00.
Dingo Lager, where Fulla's?
This channel is great 😊but why does the guy on the right look so angry 😂
Thank you❗ 👍
☝Platinum - A Very Undervalued Metal
Gold Platinum ratio 2,55 (XAU/XPT) 🤑
Platinum is scarcer than gold and has historically been considered more precious than its yellow counterpart.
🤔 Only 190 metric tonnes of platinum are mined each year compared to gold’s whopping 3,460 tonnes. To boot, gold is mined all over the world whereas the supply of platinum is concentrated to South Africa, with Russia a distant second.
ETF Aberdeen Standard Physical Platinum Shares (PPLT)
ETF GraniteShares Platinum Trust (PLTM)
Yeah that was the Lithium narrative. …. How did that work out ?
It went up shitloads.....then went down
How much uranium is sitting around in warheads?
A lot of the uranium from the USSR nukes was converted to fuel. It would be interesting to know how much is left World wide.
Has Matt had some manscaping done? Very suspicious amount of hair product going on today
Hat hair mate...must be the lighting enhancements.
All could have been said in 10’minutes
Way way Tooo long winded
Very disrespectful towards one of the Uranium legends
Most Uranium equities worse than 2021.
My portfolio doesn’t lie.
I need all the luck of the universe with a problem in Kazatomprom, the miracle can make me money.
Only Uranium…. This you bro 😂
Exactly, I won’t be in twitter for a while.
Too painful for me, everybody is there saying lies for years.
Adoring Justin scammer, well here we are enjoying the 50x at 55 spot
Such a shame you have interviewed the great Mike Alkin.
Mike is the best and id love love to listen........... but just cant stand to hear you 3 bozos dribble on.
We get it..... your Australian and are able to swear. good four you.
Mate we could not give a shit about what you think
And "good four you" that you have such high-level grammatical skills.
Bozo? Is that the pot calling the kettle black?
@@MoneyofMineIts right up your alley, I thought you would like that........🤣. JB.
Missing out on quality alpha cause you can’t handle a couple of F Bombs. 😂