Amir Adnani is the primary reason UEC became one of my top 3 holdings. He’s a sharp cookie and he has lots of skin in the game. the first 2x already happened, here’s to a few more.
@centurione64899 ай бұрын
UEC is currently priced at 780 P/E ... not exactly a good entry point.
@CB-ob5vh8 ай бұрын
@centurione6489 Yes but it's a growth company. It's net income is low, because of the past bear market. Future looks good for uranium, and if the company hasn't made substantial net income year to year, naturally their P/E will be high.
@compass27010 ай бұрын
Never spent much time thinking about the uranium sector, however after this discussion, I will.
@brawndothethirstmutilator984810 ай бұрын
Amir did an excellent job of summarizing the basic thesis for the sector.
@HiPlains110 ай бұрын
My dad used to run URI (uranium resources corp) and did this type of mining in south texas in the late 70's. The technology was developed by Mobile oil initially. This solution mining really is a cleaner way to mine and I'm all for it. I thought UEC had properties in south Texas as well. I'm thinking they may be some of URI's older properties. I asked Amir on twitter but he never replied. Bill Mcknight used to be Mobile's top engineer on solution mining. He worked for URI back in the day. At the time they had the lowest cost to produce but after the Russians starting dumping U308 on the market it put the industry into a bear market that lasted over 30 years. This day has been a long long time coming.
@chadg745710 ай бұрын
You are correct they have a project in So texas. (Which is in care and maintenance) first restart has always been in Wyoming. Texas next year. Check website? Tell your dad Hello! And great story. 👍
@HiPlains110 ай бұрын
@@chadg7457 Sorry he passed back in 2010. I wished he could have lived long enough to see this industry finally wake up. He literally died waiting. IMO, its the only real solution to deliver large amounts of clean base load energy. Germany thought renewables was the answer. Now they are doubling down on coal to meet their needs. I still am vested in mining stocks and at one point had a value of 30K. Today its value is hitting around 167K. I can see that going over 300K in the next couple years.
@HiPlains110 ай бұрын
Kazatomprom is having production issues and their production outputs will drop. This is the main reason we are seeing some spikes in equity this week. Forget Congress not banning Russian pounds. Like Amir says its mostly going to China now and the production is dropping. There is not even enough supply to meet current demand right now let alone all numerous new reactors that will go online in the coming years.
@nilsuran355610 ай бұрын
no, it wont drop, it wont just ramp up as previusly planed. And thats enough to presure the spot marked because all the JV´s of KAZ have to buy on the Spotmarket and KAZ have to use its inventory to get their deliverys done.
@originalfred6610 ай бұрын
CEO interviews are usually useless, but this was a very good interview.
@JamesJacobson-ov4ps10 ай бұрын
We love you Amir!
@ranieryestrela867210 ай бұрын
Very good interview!! Thank you!!
@dec400310 ай бұрын
always the astute salesman!
@rf803310 ай бұрын
Peninsula energy would be good to look at.
@CCSimmons10 ай бұрын
Thank U !⚛
@GlowingCow-zu6of10 ай бұрын
SNNAF just grabbed a project beside CCO.
@centurione64899 ай бұрын
UEC is currently priced at 780 P/E ... not exactly a good entry point.
@CB-ob5vh8 ай бұрын
Disagree. Why are you closely monitoring the P/E of a company that hasn't made income in the previous years? Of course there P/E ratio is going to be high. This is a great entry point.
@brian6x10 ай бұрын
I'd like to see David Suzuki debate Amir. I got a feeling that some of Amir's claims need a reality check.
@ThePreparedMind10 ай бұрын
Wow, non-sequiter bonanza
@B-H7610 ай бұрын
Who is David Suzuki?
@nicolaasholverda662110 ай бұрын
B.S
@p-ab799910 ай бұрын
@@B-H76 The chairman of Suzuki motorcycles
@regularcustomer828510 ай бұрын
This has become your nearest feeling in the still of the night?
@lotfyken275910 ай бұрын
When this guy pays a youtuber or is in the media expect a huge insider dump in goldmining inc DON'T BUY ANY STOCK HE IS INVOLVED IN
@DdDd-pk4pu10 ай бұрын
My Urainium Stocks keep going up 🤔🤷♀️ UUUU and UEC🤷♀️
@dominicway358410 ай бұрын
The shorters have tried before and failed. I first bought this stock when it was just $2. If you want to short it good luck
@dominicway358410 ай бұрын
The shorters have tried before and failed. I first bought this stock when it was just $2. If you want to short it good luck
@dominicway358410 ай бұрын
The shorters have tried before and failed. I first bought this stock when it was just $2. If you want to short it good luck
@HiPlains110 ай бұрын
@@DdDd-pk4pu Especially from the start of the year. Still pretty volatile when you watch it day to day but overall I'm seeing a nice growth over time. This bull market will continue for some time to come. But I've waited since 2014. Tired of waiting but will likely start to sell some of my stock when it hits 200 dollars/lb.