The Next Big Rush Hey Fabi. I know uranium looks like a great opportunity right now but what do you think will happen to commodity stocks when this huge bubble in equities bursts?
The Next Big Rush Like the name. Reminds me of Marc Faber, "You only need one good investment every 10 years". I hope my first 10 year plan is silver and gold. Ideally I'd love to take profits from the PM's and put it in Uranium. I'm asking for some impeccable timing from the Universe! :)
interests10 Yeah all we know is it will turn around eventually. So many bizarre things going on in the world. "Disharmomized" valuations everywhere you look.
Two years later, and all of these catalysts and theses still hold, yet uranium prices are unchanged or have fallen. If this isn't a gold-mine of a presentation for 2020, I don't know what is.
TheFinnmacool I am a long term share holder of Energy Fuels. uuuu. Invest at your own risk. No one knows when the market will recover. But uranium is 20 percent baseload in u.s and the renewables are a much smaller part of the energy mix. China wants to have as much reactors as u.s or more and they are only like 5 percent of uranium is part of their energy generation. Other countries are building reactors. People dont realise how much land is used for wind farms and for solar.. The u.s producers are very interesting because there is like only 4 or so. Yet they are the biggest consumer of uranium.
Ticker symbol: WUC - Western Uranium Corporation. Near term producer in the United States. CEO is uranium legend George Glasier. He started Energy Fuels and made investors 49x their money from 2005-07.
Julius Cabrera Western uranium..hmm could be good am not sure if its producing but wont be as big as Energy Fuels yet so am not investing. My fav is Energy Fuels. They got the mines they are producing and they got the mill. Some say if they got the mill they own the district. Invest at your own risk though...
Excellent Analysis. Can someone comment on the future outlook for Uranium in the US? Over the last five years the following nuclear plants have retired: 1.) Fort Calhoun 2.) Vermont Yankees 3.) Crystal River 4.) San Onofre 5.) Kewaunee The lost production was replaced by a mixture of Solar, Coal and Natural Gas. The following Nuclear plants are set to retire in the coming decade 1.) Clinton 2.) Quad Cities - Illinois 3.) Pilgrim 4.) Oyester Creek 5.) Diablo Canyon 1 6.) Diablo Canyon 2 Would one be correct in concluding that the US demand will continue to decline; meanwhile the demand in China picks up? Would love to hear some macros commentary on this.
Maninder Minhas well u.s has around nearly a hundred reactors so it isnt going anywhere. China has like over 40 reactors i think. And building more. So are other nations. People dont realise that wind solar and hydro or anything else is only a small percent of the energy mix. I think solar and wind to power countries alone is sci fi. And how much land and forests are needed to lay solar panels and wind farms? Uranium is efficient..but its a volatile market.. Coal..nat gas can't compete with uranium, not on an emissions level. It is a small market uranium maybe that's why it could be explosive. My fav are the u.s producers but invest at your own risk..
I gotta like Energy Fuels. There’s Cameco. Who else. Buy the best in the u.s. Energy Fuels dominant producer of uranium, diversified in copper, vanadium, alternate feeds and clean up work. Heard they could be the dominant vanadium producer in the u.s too. Invest at your own risk..
I like Energy Fuels. Is already a producer. Delivering uranium to utilities.. has like only mill for uranium process. Has large resources. Has grown into a much larger company...Has permitted mines. I like Energy Fuels.
My thesis is this, the uranium space is in some ways similar to other stocks, in the way..is that it makes sense to own sound companies, although still speculation, won't be as much risk as say, a stock that doesn't have an advantage over the competition. I own some mainly speculation stocks, these are developers and building a mine, so with risk. But I like Energy Fuels because they are producing and have merged with some other uranium players in the u.s. Was the dominant producer of uranium in 2017 in the u.s. I am a shareholder. If you are investing in this, or any other uranium stock, invest at your own risk.
But things were good while they lasted. Paladin gave investors 1000x their money in the last bull market. Mining shares are burning matches not family heirlooms. Happy investing:)
I'm very bullish in the sector and own a substantial position, but my main concern is the growing natural gas sector here in the US. www.eia.gov/naturalgas/weekly/archivenew_ngwu/2017/09_28/What affect could this have on nuclear here in the US?
Uranium will come back. It's not if, but when. Japan will keep a few of the 54 closed reactors closed. However, it is important to note that the Japanese government has spent BILLIONS to make the remaining reactors safe. The INTENT to reopen the remaining reactors not yet reopened, is there. China, Russia and India are going heavily into building new reactors.New reactors typically secure supply by buying 7 years of uranium inventory. Germany may have closed their reactors, HOWEVER, they use a lot of the energy generated by French reactors, where they obtain about 85% of all their electricity from nuclear reactors. PLUUF, a Canadian company doing mining in business friendly Peru, has both uranium and lithium. UUUU is the biggest uranium miner in the USA, has done very well the past year, up over 100%. They also do INSITU mining, and processing. I hold both...
As I see it, the production that has been taken off-line will come right back on-line when the demand returns. This is just another pump by a guy who must be heavily invested in this space. There is plenty of supply so I am not buying into this BS. Good luck to everyone invested. I'm thinking it is just about time to get out of the markets and wait for the big crash - then buy big.
The guy's a fast talking huckster. Fact is anything that made any sense in the past 8 years would have put everyone into the poor house. The stock market went up when it should have gone down and made lower lows than the March 09, 2009 low. Gold went up then down when it should have gone up. The bankers are very good at reading the playbooks and knowing what the public will do and then do the exact opposite with hundreds of billions of dollars to squeeze everyone with.
Who's reading this in 2019!? Seriously. These comments made in 2017 about expected situation at end of 2018 look super interesting to me, th-cam.com/video/gfvAIor53Ig/w-d-xo.html "54 reactors shut down and the market thought they would come on a lot sooner but it's taken a long time you only have five approvals for up and running and there's only one more to come and but by 2018 by the end of 2018 we think there will be about 18 up and running but still it's had a tremendous drag on the price of uranium as you look down so what's the existing narrative well the miners are getting killed nuclear power is declining natural gas is going to take over Japan still not up and running there's way too much secondary supply and there's way too much inventory and we're going to address all of that we're going to knock each part of that narrative down and why I think the bear case is rather weak right now"
See some discussion with Mike on twitter here, twitter.com/PeterNBell/status/1109266750762291200 "When I spoke in 2017 we didnt have a lot of the prod cuts. so much supply is offline I’d say so on that front. The fundamentals are ridiculously better today then then. If 232 were never filed price discovery would have happened a year ago and we’d already be on our way" #MikeAlkin #FootnotesFirst #UraniumBullMarket
Allow me to explain. You suggested that the fed and other central banks could just keep printing money and all will be well and that nothing bad would happen to the markets. What you fail to realize here is that the markets are up and touching record heights BECAUSE of the money printing. The housing market is at the highest point, the stock market is at the highest ever point, mergers and acquistions in the corporate sphere are happening at record valuations - all while the US soverign debt has doubled in the last ten years, student loan delinquncies are increasing, auto loans are going sour at a faster rate and to top it off the wages of the middle class have seen a very modest increase. If this is not the recipe for a crash to you, I do not know what would be. If I were you, I would be shorting conservatively.
![ILLSLICK - WINTER IS COMING [Official Video]](http://i.ytimg.com/vi/dwTMeM1zIhQ/mqdefault.jpg)
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Pro trick : you can watch series on flixzone. I've been using it for watching lots of of movies these days.
@Emery Forrest Yea, been using flixzone} for years myself :D
@Emery Forrest definitely, been watching on flixzone} for years myself :)
Best uranium video I've seen in a long time.
The Next Big Rush Hey Fabi. I know uranium looks like a great opportunity right now but what do you think will happen to commodity stocks when this huge bubble in equities bursts?
The Next Big Rush
Like the name. Reminds me of Marc Faber, "You only need one good investment every 10 years".
I hope my first 10 year plan is silver and gold. Ideally I'd love to take profits from the PM's and put it in Uranium. I'm asking for some impeccable timing from the Universe! :)
TheFinnmacool hmm yeah well am like up from my stock but am not selling until the bull market gets going. When that is dont kno..
interests10
Yeah all we know is it will turn around eventually. So many bizarre things going on in the world. "Disharmomized" valuations everywhere you look.
Please! Tell me some of your picks I want to invest!!!
Two years later, and all of these catalysts and theses still hold, yet uranium prices are unchanged or have fallen. If this isn't a gold-mine of a presentation for 2020, I don't know what is.
Oh man and look at today!! What a time to be a uranium investor!
"The markets can remain irrational for longer than you can remain solvent"... may also apply.
That being said... I am still long.
George, 1 year later how ya' feeling? This market has been a real creeper.
TheFinnmacool I am a long term share holder of Energy Fuels. uuuu. Invest at your own risk. No one knows when the market will recover. But uranium is 20 percent baseload in u.s and the renewables are a much smaller part of the energy mix. China wants to have as much reactors as u.s or more and they are only like 5 percent of uranium is part of their energy generation. Other countries are building reactors. People dont realise how much land is used for wind farms and for solar.. The u.s producers are very interesting because there is like only 4 or so. Yet they are the biggest consumer of uranium.
@@interests1094 congratulations on holding UUUU! ;)
How many times in the past few years have I heard this? ALOT!!!!
kreteman777 a lot!!
I just saw the guy present again in a video that's new. the commodity is up like 40% since this video. not too shabby- he called it.
A lot. Like silver a lot. Ha ha ha.
i have some uranium stocks, but what are some good yielding natural gas stocks? Since its such a threat, then there is obviously growth.
Ticker symbol: WUC - Western Uranium Corporation. Near term producer in the United States. CEO is uranium legend George Glasier. He started Energy Fuels and made investors 49x their money from 2005-07.
Julius Cabrera Thanks Julius, I think WUC is a gem as well.
Julius Cabrera Western uranium..hmm could be good am not sure if its producing but wont be as big as Energy Fuels yet so am not investing. My fav is Energy Fuels. They got the mines they are producing and they got the mill. Some say if they got the mill they own the district. Invest at your own risk though...
Why isn't this stock on Robinhood!@!#
Excellent Analysis.
Can someone comment on the future outlook for Uranium in the US?
Over the last five years the following nuclear plants have retired:
1.) Fort Calhoun
2.) Vermont Yankees
3.) Crystal River
4.) San Onofre
5.) Kewaunee
The lost production was replaced by a mixture of Solar, Coal and Natural Gas.
The following Nuclear plants are set to retire in the coming decade
1.) Clinton
2.) Quad Cities - Illinois
3.) Pilgrim
4.) Oyester Creek
5.) Diablo Canyon 1
6.) Diablo Canyon 2
Would one be correct in concluding that the US demand will continue to decline; meanwhile the demand in China picks up? Would love to hear some macros commentary on this.
Maninder Minhas well u.s has around nearly a hundred reactors so it isnt going anywhere. China has like over 40 reactors i think. And building more. So are other nations. People dont realise that wind solar and hydro or anything else is only a small percent of the energy mix. I think solar and wind to power countries alone is sci fi. And how much land and forests are needed to lay solar panels and wind farms? Uranium is efficient..but its a volatile market.. Coal..nat gas can't compete with uranium, not on an emissions level. It is a small market uranium maybe that's why it could be explosive. My fav are the u.s producers but invest at your own risk..
UEC / DNN -- slowly building positions
I gotta like Energy Fuels. There’s Cameco. Who else. Buy the best in the u.s. Energy Fuels dominant producer of uranium, diversified in copper, vanadium, alternate feeds and clean up work. Heard they could be the dominant vanadium producer in the u.s too. Invest at your own risk..
Great time to invest in uranium NOW ;)
I like Energy Fuels. Is already a producer. Delivering uranium to utilities.. has like only mill for uranium process. Has large resources. Has grown into a much larger company...Has permitted mines. I like Energy Fuels.
And large inside buying.
Over 40 reactors online in China now. In this interview they show China has 35 reactors. Could it be China puts around 5 reactors online a year...
So theres a lot of oversupply??
My thesis is this, the uranium space is in some ways similar to other stocks, in the way..is that it makes sense to own sound companies, although still speculation, won't be as much risk as say, a stock that doesn't have an advantage over the competition. I own some mainly speculation stocks, these are developers and building a mine, so with risk. But I like Energy Fuels because they are producing and have merged with some other uranium players in the u.s. Was the dominant producer of uranium in 2017 in the u.s. I am a shareholder. If you are investing in this, or any other uranium stock, invest at your own risk.
Energy Fuels to start vanadium production in November. I think they are the only vanadium producer in North America.
Compelling. I like Goviex uranium. It could be the next Paladin.
Paladin is kaput.
But things were good while they lasted. Paladin gave investors 1000x their money in the last bull market. Mining shares are burning matches not family heirlooms. Happy investing:)
jmcarp98 Am not invested in Goviex. I own Energy Fuels and am up quite a bit but am not selling it yet. Not in a bear market. Sell in a bull market..
I like Aura Energy, could also be the next Paladin. Will it? Don't know.
I hope not, I was in paladin when it died lol
I got into uranium for many of the reasons he just stated and backed the wrong horse...
Buy UEC its the only USA ISR Uranium producer.
This aged well
Well let's see what 2021 brings
Palaf, Gdlnf are my horses.
what about goviex ? or energy fuels?
I'm very bullish in the sector and own a substantial position, but my main concern is the growing natural gas sector here in the US. www.eia.gov/naturalgas/weekly/archivenew_ngwu/2017/09_28/What affect could this have on nuclear here in the US?
Prescient, given the current geopolitical landscape.
Uranium will come back. It's not if, but when. Japan will keep a few of the 54 closed reactors closed. However, it is important to note that the Japanese government has spent BILLIONS to make the remaining reactors safe. The INTENT to reopen the remaining reactors not yet reopened, is there. China, Russia and India are going heavily into building new reactors.New reactors typically secure supply by buying 7 years of uranium inventory. Germany may have closed their reactors, HOWEVER, they use a lot of the energy generated by French reactors, where they obtain about 85% of all their electricity from nuclear reactors.
PLUUF, a Canadian company doing mining in business friendly Peru, has both uranium and lithium.
UUUU is the biggest uranium miner in the USA, has done very well the past year, up over 100%. They also do INSITU mining, and processing. I hold both...
3 months later and we are way lower in some blue chip names (Cameco) lol....
Cameco moving up nicely now
this guy called it. you see his new video from this year's vric?
"Uranium is only 3% of the cost to run a facility". Would have never thought it was slow low.
Have a look at Vimy Resources (ASAX:VMY). Massively undervalued and nearer to production that almost everyone.
Vimy's a gut burger and they're going and I, EYE I am gettin' up. They're going with it drawing out...
He was early, but he was right
Writing for 2019... some good gains but nothing spectacular.
Berkeley Energia BKY
As I see it, the production that has been taken off-line will come right back on-line when the demand returns. This is just another pump by a guy who must be heavily invested in this space. There is plenty of supply so I am not buying into this BS. Good luck to everyone invested. I'm thinking it is just about time to get out of the markets and wait for the big crash - then buy big.
The guy's a fast talking huckster. Fact is anything that made any sense in the past 8 years would have put everyone into the poor house. The stock market went up when it should have gone down and made lower lows than the March 09, 2009 low. Gold went up then down when it should have gone up. The bankers are very good at reading the playbooks and knowing what the public will do and then do the exact opposite with hundreds of billions of dollars to squeeze everyone with.
@@parkerbohnn lol- this guy called it. look at the price of the commodity today. crazy.
Uranium Salt (hydro-dam hydrogen) + CO2 (captured from gas power plant) + Palladium Catalyst = Natural Gas & by-products.
maths
Who's reading this in 2019!?
Seriously. These comments made in 2017 about expected situation at end of 2018 look super interesting to me, th-cam.com/video/gfvAIor53Ig/w-d-xo.html
"54 reactors shut down and the market thought they would come on a lot sooner but it's taken a long time you only have five approvals for up and running and there's only one more to come and but by 2018 by the end of 2018 we think there will be about 18 up and running but still it's had a tremendous drag on the price of uranium as you look down so what's the existing narrative well the miners are getting killed nuclear power is declining natural gas is going to take over Japan still not up and running there's way too much secondary supply and there's way too much inventory and we're going to address all of that we're going to knock each part of that narrative down and why I think the bear case is rather weak right now"
See some discussion with Mike on twitter here, twitter.com/PeterNBell/status/1109266750762291200
"When I spoke in 2017 we didnt have a lot of the prod cuts. so much supply is offline I’d say so on that front. The fundamentals are ridiculously better today then then. If 232 were never filed price discovery would have happened a year ago and we’d already be on our way" #MikeAlkin #FootnotesFirst #UraniumBullMarket
Pump and dump scheme
Imbecile
Hi David, please expand upon this. Curious on your opinion!
Commodity Bulls don't begin right before the biggest economic crash in the history of the world.
Latro Geniwile you short anything?
Jawad - You are fn clueless.
Jawad H ..the central bankers can manipulate the market so far bit no further... otherwise the soviet union would still be a superpower
Allow me to explain. You suggested that the fed and other central banks could just keep printing money and all will be well and that nothing bad would happen to the markets. What you fail to realize here is that the markets are up and touching record heights BECAUSE of the money printing. The housing market is at the highest point, the stock market is at the highest ever point, mergers and acquistions in the corporate sphere are happening at record valuations - all while the US soverign debt has doubled in the last ten years, student loan delinquncies are increasing, auto loans are going sour at a faster rate and to top it off the wages of the middle class have seen a very modest increase. If this is not the recipe for a crash to you, I do not know what would be. If I were you, I would be shorting conservatively.
MM yup could well be a recession before things get better. This would affect all stocks.