PART II - Rick Rule New Analysis On 40 Companies (Uranium, Gold, Silver, Copper)

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  • เผยแพร่เมื่อ 5 มิ.ย. 2024
  • PART II!
    Interview with investing legend Rick Rule. In this part Rick gave me a new analysis of 10 uranium, 10 gold, 10 silver and 10 copper stocks.
    Rick is a highly experienced investor and speculator, focused on sub $1,000,000,000 market capitalization public and private issuers in natural resource industries.
    Rick is hosting a great resource and commodities event on July 7-11, the famous Rule Symposium on Natural Resource Investing On-Site & Livestreamed (all presentations archived and available until 12/31/24)
    You can register here: opptravel.zohobackstage.com/T...
    Recording date: April 19., 2024.
    Chapters:
    0:00 Intro
    1:23 Top hated commodities
    5:36 PM percentage allocation
    7:03 Platinum
    9:09 Best beneficiors of inflow of capital in the months to come
    10:37 True cost of capital/equity for the projects
    13:33 In which commodity have you done the most private placements
    15:50 Is there a better commodity then uranium
    18:33 Building new nuclear power plants, lender, debt
    21:59 Oil & Gas
    26:56 O&G in Columbia
    28:48 Company analysis
    29:39 URANIUM 👇- Uranium Energy Corp
    31:33 Mega Uranium
    32:31 Power Metal Resources
    33:13 Bannerman Energy
    34:01 Paladin Energy
    35:17 Laramide Resources
    35:27 Uranium enrichment companies
    36:14 Western Uranium and Vanadium
    36:38 Energy Fuels
    37:44 GOLD👇 - Empress Royalty
    38:57 Lundin Gold
    41:07 OceanaGold
    41:28 Centerra Gold
    42:02 NovaGold Resources
    42:26 McEwen Mining
    43:12 Victoria Gold
    43:58 Jaguar Mining
    44:24 Lumina Gold
    45:07 Tudor Gold
    46:34 SILVER 👇- Silvercorp Metals
    47:28 Gatos Silver
    48:15 Endeavour Silver
    48:29 Fresnilo
    49:24 Adriatic Metals
    51:00 Hercules Silver
    51:57 Kootenay Silver
    52:16 Skeena Resources
    53:00 Discovery Silver
    53:18 GoGold Resources
    COPPER 👇-
    54:37 BHP & Rio Tinto
    56:19 Arizona Metals
    57:17 Southern copper
    57:46 Centera Gold
    58:20 NGEx Minerals
    1:00:24 Solaris Resources
    1:01:18 Marimaca Copper
    1:01:27 Nevada Copper
    1:01:45 Typhoon tecnology from Ivanhoe Electric
    #uranium #gold #silver #copper #commodities #rickrule #stocks #miningstocks #silverstocks #goldstocks #copperstocks #uraniumstocks #nuclearenergy #stockmarket #stockinvesting
    Website: www.triangle-investor.com (subscribe for free)
    Follow me/us on X (Twitter): / capnek123
    Podcast on Spotify: podcasters.spotify.com/pod/show/triangle-investor
    LinkedIn: linkedin.com/in/lucijan-valkovic-9973a2276/
    linkedin.com/company/triangle-investor
    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.
    _________________________________________________________________________
    IMPORTANT DISCLAIMER:
    I am not compensated for the creation and publishing this contetnt.
    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.

ความคิดเห็น • 97

  • @toppersunglasses9288
    @toppersunglasses9288 หลายเดือนก่อน +8

    Rick is a rockstar

  • @timothyoherlihy5391
    @timothyoherlihy5391 หลายเดือนก่อน +5

    What an excellent interview. Well done Lucien and thank you so much Rick for your limitless generosity of spirit .

  • @jennielam8522
    @jennielam8522 15 วันที่ผ่านมา +2

    Thank you for an awesome interview and always an honor to listen to Mr Rick Rule!

    • @triANGLEINVESTOR
      @triANGLEINVESTOR  15 วันที่ผ่านมา +1

      Thank you and stay tuned for another on on June 5.

    • @jennielam8522
      @jennielam8522 12 วันที่ผ่านมา +1

      @@triANGLEINVESTOR thank you for letting me know

  • @wondahbwoy3370
    @wondahbwoy3370 หลายเดือนก่อน +8

    Thx from sinking star Germany…
    My stocks are…
    Cameco/ Kaza / Ura E / Denison / D Y / Boss E / Bannerman
    Wheaton / Agnico / Northern Star R / Frreeport / Equinox
    Good to all…

  • @joelspicher590
    @joelspicher590 หลายเดือนก่อน +7

    it cannot get any better than this ! Thanks for hosting Rick and asking questions about specific companies, this is so interesting ! Great work !

  • @europeantechie
    @europeantechie หลายเดือนก่อน +4

    oh this is just in time thank you both

  • @scottyflintstone
    @scottyflintstone หลายเดือนก่อน +2

    05:17 first heard Rick a year ago and started buying silver miners then. Overall return now approaching 50%. Thank you Rick

  • @RolfStumpfRailMedia
    @RolfStumpfRailMedia หลายเดือนก่อน +3

    I am delighted to see Rick really lighten up on the question about Adriatic Metals. I like that one, too.

  • @simonlandry9908
    @simonlandry9908 หลายเดือนก่อน +1

    Extremely helpful! Thanks to both!

  • @beachoffice365
    @beachoffice365 หลายเดือนก่อน +1

    Love when you bring him on and love the format of these interviews with him!!

  • @alfreddangoor1335
    @alfreddangoor1335 หลายเดือนก่อน +2

    Excelent! Thank you Rick, and Lucien!

  • @robertharle6377
    @robertharle6377 หลายเดือนก่อน +2

    Bannerman's Life of Mine output for uranium is stated to be 95.2 Mlbs in their latest report. There are two options available. The first is average production of 3.5 Mlbs for 27 years. The second is average of 6.7 Mlbs for 16 years following mine upgrade from year 5 onwards. ASIC ~$39 USD.

  • @sebastianburnaz6760
    @sebastianburnaz6760 หลายเดือนก่อน +1

    Thank you very much!

  • @scottwilliamson1606
    @scottwilliamson1606 หลายเดือนก่อน +2

    Thanks guys!! Very helpful! See you both in Boca!!

  • @totico3293
    @totico3293 หลายเดือนก่อน +3

    Big thanks

  • @ppierodds
    @ppierodds หลายเดือนก่อน +4

    thx rick and thx for giving him a list of what he owns

  • @thecaptain8773
    @thecaptain8773 หลายเดือนก่อน +2

    Is it just me, or does Rick Rule's shit eating grin just get bigger and bigger as time goes on. Talk about a guy who is on the right side of the massive commodities bull market that is playing out right now. Thanks Rick for providing all of this super high quality content on TH-cam. Really, thanks.

  • @hart-coded
    @hart-coded 29 วันที่ผ่านมา +1

    love this interview as ricks response is precise and quick. would love some video by guests on building a portfolio for the next bull run with 4 company for each sector + 1 one speculative. great channel

  • @scottyflintstone
    @scottyflintstone หลายเดือนก่อน +2

    7:07 started buying Platinum stock-5 yr plan

  • @scottyflintstone
    @scottyflintstone หลายเดือนก่อน +2

    31:00 UEC short at $8 paid off but i didn't want to overstay. Took profit. Not likely to go long into this name as the ride is over

  • @socalsilver6397
    @socalsilver6397 หลายเดือนก่อน +2

    I owned MUX for about 10yrs. Recently sold it at a loss. Watching it finally move up 🤦🏻‍♂️.
    Thx for part #2 with Rick

    • @Coco-yw9nf
      @Coco-yw9nf หลายเดือนก่อน +1

      I did too.I sold it with little profit

    • @socalsilver6397
      @socalsilver6397 หลายเดือนก่อน

      @@Coco-yw9nf Nice 👍🏼
      Gonna use loss as tax write-off

  • @polarroller
    @polarroller หลายเดือนก่อน +1

    Any thoughts on West Red Lake Mine stock? Frank Guisa is really on board with this.

  • @davidriley8446
    @davidriley8446 หลายเดือนก่อน +3

    Lucijan, great interview and great information. If you interview him again, can you get his rating numbers for each stock (1-10) you inquire about? That supplies additional important information and Rick usually expands his explanation and detail with the rating number. For example, if you are asking about Lumina Gold, could you say "What is your thoughts and current rating of Lumina Gold?"
    Thanks

  • @attitude928
    @attitude928 หลายเดือนก่อน +2

    Ev hybrid also need catalytic converters that need higher efficiency since they don’t get as hot.

  • @scottyflintstone
    @scottyflintstone หลายเดือนก่อน +2

    9:20 big copper producers stock prices have already started moving

  • @SaSa-fs8sb
    @SaSa-fs8sb หลายเดือนก่อน +1

    Alexander Woodyer Sherron is a very high quality human being, says Rick Rule . EMPR.

  • @Simonpt2000
    @Simonpt2000 หลายเดือนก่อน +12

    Thanks for the fantastic interview. I must say I didnt know Rule was bullish on Adriatic Metals

    • @panzervalkyrie9299
      @panzervalkyrie9299 หลายเดือนก่อน +2

      He ranks it a 4 may upgrade to 3

    • @lawtutoring
      @lawtutoring หลายเดือนก่อน +2

      Except its right in the middle of a potential warzone 😂

    • @Simonpt2000
      @Simonpt2000 หลายเดือนก่อน +1

      @@lawtutoring I am more scared of poor management

    • @panzervalkyrie9299
      @panzervalkyrie9299 หลายเดือนก่อน +3

      @@Simonpt2000 Europe has always been a potential warzone . I’m more worried about western governments regulating and confiscating wealth by taxation these days

  • @user-uz7of5sc2q
    @user-uz7of5sc2q หลายเดือนก่อน +4

    There is no doubt about Bannerman,Bos and Deep yellow. They are proven winners already. Next kids off the block will be AGE, DEV and LOT. Just Love those 10 baggers👍

  • @imaginosdesdinova
    @imaginosdesdinova หลายเดือนก่อน +3

    In the first interview you were very nervous and interupt him too many times. This was much better!

  • @adrianhom1721
    @adrianhom1721 หลายเดือนก่อน +2

    He loooves Centaurus as well

  • @TT3TT3
    @TT3TT3 หลายเดือนก่อน +1

    Lumina👍

  • @leex0750
    @leex0750 หลายเดือนก่อน +3

    Part 3 - Copper Companies?
    Abitibi Metals (AMQ)
    Adventus Mining Corporation (ADZN)

  • @Condorcet2011
    @Condorcet2011 9 วันที่ผ่านมา

    Can you ask him what he means by canada being a risky jurisdiction please? He said ir a couple of times
    Thank you

  • @user-hb2ku5oq5r
    @user-hb2ku5oq5r หลายเดือนก่อน

    Rick Rule¡¡¡

  • @Coco-yw9nf
    @Coco-yw9nf หลายเดือนก่อน +4

    AG most hated stock

  • @mniay
    @mniay หลายเดือนก่อน +1

    If there is a part 3 can you ask about i-80 gold?

  • @andreslebon3869
    @andreslebon3869 หลายเดือนก่อน +2

    26:56 ....Colombia, not Columbia

  • @jean-marcbaud451
    @jean-marcbaud451 หลายเดือนก่อน +2

    Does RR talk relatively bad about DSV because Eric Sprott holds 23% of the company? Wondering…

  • @scottyflintstone
    @scottyflintstone หลายเดือนก่อน +1

    24:30 XOM stock up over 20% last 3 months

  • @darrensymes6902
    @darrensymes6902 หลายเดือนก่อน +6

    I enjoy ricks interview's 🎉 📈📊🗂🎊xxxx

  • @scottyflintstone
    @scottyflintstone หลายเดือนก่อน +1

    05:12 Costco selling gold bullion in US

  • @evannia4753
    @evannia4753 หลายเดือนก่อน +3

    I’m a little confused why Rick things Bannerman is a smaller deposit. 200 million lbs is pretty large and greater than his 2.5 billion dollar in situ value when at current uranium prices its like 18 billion dollars in situ value

    • @panzervalkyrie9299
      @panzervalkyrie9299 หลายเดือนก่อน

      Probably means it’s tier 2 deposit . Rick only invests in Tier 1 like NexGen Fission , Kazatomprom, boss energy etc

    • @MickInvest
      @MickInvest หลายเดือนก่อน +2

      What? Bannerman has more than fission and Boss combined. And don't say grade because in this is a strong sellers market now. The price will be soo high its a none tooic. He's accumulating.

    • @panzervalkyrie9299
      @panzervalkyrie9299 หลายเดือนก่อน

      @@MickInvest bannerman 14 Mlb U3O8 vs NexGen 209 Mlb U3O8 measured . You’re referring to indicated . I don’t know Boss’s measured maybe you can advise me , but aren’t they producing 22Mlb over next decade ?. Does that help ?

    • @robertharle6377
      @robertharle6377 หลายเดือนก่อน

      Bannerman aiming to produce 3.5 Mlbs for 27 years. LOM 95.2 Mlbs. 200 Mlbs is the size of the Resource.

  • @fourandroid1104
    @fourandroid1104 หลายเดือนก่อน +1

    SIlver TIger? SIlver One? Defiance Silver? Thanks!

    • @triANGLEINVESTOR
      @triANGLEINVESTOR  หลายเดือนก่อน +1

      I aske abou two of those in my prior interview but they are to small for him

  • @sitzdisko
    @sitzdisko หลายเดือนก่อน +1

    💪💪💪U.E.C.😊😊😊

  • @centurione6489
    @centurione6489 หลายเดือนก่อน +4

    Why nobody ever mentions Sibanye-Stillwater when talking about platinum? On top of South Africa they have a sizeable permitted PGM mine in the US!

    • @sjovmaiin
      @sjovmaiin หลายเดือนก่อน +1

      He doesnt invest in South Africa

    • @mattgrundman4801
      @mattgrundman4801 หลายเดือนก่อน

      He has sbsw suspended right now.

    • @mattgrundman4801
      @mattgrundman4801 หลายเดือนก่อน

      Going back to January a cup n handle is forming for sbsw

  • @Pizarroconquer
    @Pizarroconquer หลายเดือนก่อน +3

    Would been nice if Rick could rate the stocks.

  • @albertoacena1115
    @albertoacena1115 หลายเดือนก่อน +1

    Southern Copper cheap? Southern Copper less atractive than BHP or Rio? I guess Rick is not really refering to Souther Copper SCCO

  • @danielfracalossi2297
    @danielfracalossi2297 หลายเดือนก่อน +1

    irrespective I suggest

  • @tlebryk
    @tlebryk หลายเดือนก่อน +2

    Only tells names after they have already doubled in price!

  • @scottyflintstone
    @scottyflintstone หลายเดือนก่อน +1

    04:01 environmental destruction that cannot be undone

  • @MickInvest
    @MickInvest หลายเดือนก่อน +6

    Bannermans etango project isn't big enough? Listen, that's utter nonsense, the whole thing is over 200million lbs... No doubt he's accumulating right now and later on will tell as if he only knew about entango 8 and not the expansion
    Why you should always do your own research

    • @rickrule6947
      @rickrule6947 หลายเดือนก่อน

      I don't see that size

    • @MickInvest
      @MickInvest หลายเดือนก่อน

      @rickrule6947 Just go to their website, and you'll see that this has been known for almost a decade now.

    • @robertharle6377
      @robertharle6377 หลายเดือนก่อน

      Bannerman looking to produce 3.5 Mlbs for 27 years is the main option. LOM 95.2 Mlbs. Opportunities to expand the resource. Good Luck!

  • @Lukky_Luke
    @Lukky_Luke หลายเดือนก่อน +1

    Rick don't seem to know that the sanctions where not to stop the oil flow, just see to it that it was a limit what price russia gets from it, one would think he knows more of it

    • @scottyflintstone
      @scottyflintstone หลายเดือนก่อน

      Russia has consistently sold oil above the sanctioned price

    • @Lukky_Luke
      @Lukky_Luke หลายเดือนก่อน

      @@scottyflintstone Well but still not market preice, just wathc Joe Blogs videos, he shows its very clear the revenue has fallen drastically. In anycase the sanctions when it comes to price ceiling has been reinforced lately and both Turkey and India have stopped buying/or uses the ceiling. So its old facts saying that they get over ceiling as well. From like Februar I think?

  • @triANGLEINVESTOR
    @triANGLEINVESTOR  หลายเดือนก่อน +7

    Part I of the interview with Rick you can find here:
    th-cam.com/video/VVDBo--ga_g/w-d-xo.htmlsi=1gJwB1SwcKwg4uhg

  • @wiktorjespersen971
    @wiktorjespersen971 5 วันที่ผ่านมา

    How is russia a basket case?

  • @Coco-yw9nf
    @Coco-yw9nf หลายเดือนก่อน +2

    AG is the worst stock.CEO needs to buy back.Horrible CEO

  • @alberciik
    @alberciik หลายเดือนก่อน

    You really want me to spend over an hour watching your video? Are u serious? Make it 15 min. Ain’t got time for this. Nobody does.

    • @triANGLEINVESTOR
      @triANGLEINVESTOR  หลายเดือนก่อน +2

      There is one usefull thing for people like you. They are called time stamps or chapters so you can watch what you like.

    • @Fesk2
      @Fesk2 21 วันที่ผ่านมา +1

      But you had time to write a stupid comment troll? Go away

  • @AshleyGraetz
    @AshleyGraetz หลายเดือนก่อน +2

    ASX:svl

  • @DanielPryor-zk2hs
    @DanielPryor-zk2hs 17 วันที่ผ่านมา

    Few months ago he said natural gas now it’s lithium anyway I got a $1k bet on tell (tellurian) stock 350x or bankruptcy

  • @James-yu1yd
    @James-yu1yd หลายเดือนก่อน +2

    MMC.ASX silver and gold stock! 😊