Great interview Matt. Dave is one of the best CEOs in the space imo. Communicating what a “real” future producer looks like. There’s lots of projects talking the talk but Denison is walking the walk.
@jonhaddal9 ай бұрын
I've never looked at Mr. Cates' track record, but he sure comes across as the most trustworthy CEO out there. He seems to have a rare grip on the industry, Denison's options and how to extract value. Thanks Crux!!
@socalsilver63979 ай бұрын
DNN has been rewarding to the early birds 🙋🏼♂️but long way to go before they reach their all-time highs. Long all the popular names and etfs. Great interviews lately Matt! Good luck to all involved in the space!
@anilgorania68539 ай бұрын
Best balance sheet of any developer anywhere. Severely undervalued. Workforce needed for ISR much much lower by orders of magnitude than conventional. Mr market has not understood how much difference that’s going to make comparing Denison to peers. Denison will surprise people when reality hits for most developers projections. Outperform way beyond analyst expectations due to their inability to account for the above mentioned metrics.
@mineralmedia8889 ай бұрын
This is the interview that I have been waiting for!
@gregorymoore70769 ай бұрын
Matt - Love the Interviews. I think it would be helpful to discuss Managements Holdings in the Company they are running. Thanks
@CRUXInvestor9 ай бұрын
Great suggestion!
@jykl6089 ай бұрын
Great interview... Does anyone think Denison Mines overvalued at 2.66 cad?
@patrickbarry83749 ай бұрын
Great interview. Thank you gentleman!
@thijsboomars80079 ай бұрын
Hey Matthew, Love your interviews - always sharp questions! Have you thought about interviewing Murray Hill? (Elevate Uranium) I think it could be a fantastic conversation with your interviewing style.
@CRUXInvestor9 ай бұрын
Not sure if he liked the last one as he hasn't been on since kzbin.info/www/bejne/r5exmXamhdWredk Maybe if you ask him or his IR person he might consent to come on.
@46ramesh9 ай бұрын
What is the forecast price during next three years? DNN expected production is down the road beyond 2027.
@papillonwalk14094 ай бұрын
Insiders’ stakes in DNN?
@nickolasbochkarev96249 ай бұрын
how can one ask a CEO hard questions if they paid to be interviewed. This holds true for all their CEO interviews.
@davidoakes759 ай бұрын
I too have been waiting for this! Its smart to sell some pounds to finance advancements. But, HOLD ON to that remaining 2 million pounds! I do believe we are going down short term to the 200 day moving average. But I will be loading up on the way down. I'm in it for the long haul.
@mattball70749 ай бұрын
I agree, hold that 2M yellow cake fellas!
@kenskaer43119 ай бұрын
How do you go down to the 200 day avg when there are only Uranium buyers and very few sellers? Answer: You don’t.
@davidoakes759 ай бұрын
@@kenskaer4311I could be wrong! But I just posted my reasoning for my prediction in a reply to another comment if you would care to check it out and give me your opinion. I would very much appreciate your input.
@davidoakes759 ай бұрын
I only offer my opinions based on intuition which I have gained from almost forty years of investing, chart reading, and just life experience. I have seen many things come and go in those forty years. History always repeats itself. But, I could be right. If it's even 50% possible that DNN will dip to its 200 day moving average, why not hedge your bets a little bit?
@davidoakes759 ай бұрын
If things don't dip like I predict, I would see things going sideways for a bit. But, given the fundamentals, any incident which increases the squeeze on the spot price is going to eventually trickle down the market. My honest best bet is to buy the smallest cap stocks, like Stallion Uranium (OTC). I think the biggest gains will be in those small, even microcap, stocks. Again, just my thoughts and opinions.
@chrisb2369 ай бұрын
Having Wood do you feasibility study and all the de risking, which is also the PEA and PFS can be seen as a big conflict of interest. If they are also going to do the engineering. Even more so if they do construction....of course the PEA, PFS and FS is going to look good so that they can make even more money for engineering and construction.... Is there anything in these contracts that say if there is cost overruns on engineering and if they do construction to say that they will pay the overages within a reasonable degree (say over 10%). If a construction project ends up going cost + it can get expensive really fast.
Good call! I have not been buying Cameco. I'm backing up the truck if Denison goes down to its 200 day moving average which I strongly believe it will. Why do I believe this? First, I believe the markets in general are going to dip short term. A falling tide carries all ships. Second, Uranium stocks are, let's be honest, a bit speculative, if not very speculative. If the market is going to dip, which I think it will, the most speculative stocks will get dumped first and hard. But, the long term story is undeniable. Anyone who is holding Uranium stocks, just hold on for this incoming dip. Now, the Spot Uranium price and the Uranium stocks do not necessarily coincide. There could continue to be a disconnect, short term. But this situation...it's a perfect storm for Uranium and nuclear related companies. This is an opportunity that only comes once or twice in a lifetime. The fundamentals are so strong, especially longer term. Now there can be some volatile movements, no question, but the mid to longer term...you can't lose, especially if you wait and buy when Denison corrects to the 200 day moving average - like I predict it will. If it makes it that low, back up the truck and just sit on it for the next two years.