Fidelity Ploughs $300M into Uranium Market as Fundamentals Grow

[@ironworker5792]

Big money rotating out of tech into commodities? Patience pays off for the longs. Excellent content at a relaxed pace!

[@barryvenison6803]

Best interview in a long time , apart from Brandon. So rational , insightful and genuine .. great fun to watch .

[@FredSanford2003]

Great interview, from two very knowledgeable people. Thank you!

[@michaele.strasser9641]

Bloody tiny sector. These conversations are so damned important for retail investors who are unable to fly to a conference to get some background information. Fortunately I am at least very resilient against volatility and FOMO.

[@bcdinvestmentgroupinc4788]

Nice convo. I appreciate the insight.

[@Chad-mf5vo]

Great discussion. Matt and Guy, 2 blokes I would love to have a beer or 3 with...

[@cmac7384]

Eric Clapton guitar in the back is sick.

[@mutantryeff]

$300M isn't even the equivalent of 2000 tons of U3O8 at spot. I hold a ton of U3O8 via SPUT.

[@reecemccullough4829]

First comment. 500% gains for me

[@socalsilver6397]

More coming

[@agataabdel5660]

You need a good stomach like Mickey Dee says 😂❤

[@chrish9311]

Great interview

[@SportsIncorporated]

I haven't started the video yet. Where was Fidelity in 2016? Were they buying then? I just read the show notes. You could have bought Paladin Energy for 3 cents. (You also could have bought it for $4.69 and seen it go down to 3 cents.)

[@deancasagrande5561]

Fidelity can’t “afford” to buy .03 Shares….they are buying sector momentum.

[@SteveBarker-v2m]

You could have bought it for 2 cents and sold it for $10. Now is the time to buy.

[@markfenzel9964]

No reason for producers not to reveal contracts and not reveal the buyer if there’s an NDA

[@volkerm.4858]

no tie, whats going on? :-)

[@markfenzel9964]

On ‘opaque’ pricing welcome to my world (dry bulk shipping) where no one knows jack s$&t for sure but everyone talks endlessly even though all the deals are basically “PandC”. Even if ‘names’ are not given rates are and there’s also lots of lying It’s the Wild West Good f’n luck to “Ai” to keep up with that All that being said it’s an extremely efficient market and I don’t hear even the crusty curmudgeons saying otherwise