Investing in Uranium: Strategies to Maximize Gains in 2025 with Justin Huhn!

[@inittowinit928]

How to invest in Uranium: members.uraniuminsider.com/a/41334/hfFkvWuq

[@AdamTV]

What fraction of Nexgens future production did they contract at those prices?

[@Rhardebeck]

Thanks!

[@inittowinit928]

@@Rhardebeck Thank you Robert!

[@AdamTV]

My understanding is that most utilities have fully contracted their needs for the next 3 years. I get the math of the supply minus demand shortfall but how do you reconcile that with the utilities already having contracted their short term needs?

[@inittowinit928]

@@AdamTV You’re right. But they are also having to secure inventory beyond that. They contract their need many years out. If you run the math long enough, someone doesn’t get their fuel. That will cause a squeeze.

[@markjanzen]

Great video thanks Steve!

[@inittowinit928]

@@markjanzen Thank for watching!

[@yott79]

It's a great time to be in Uranium. I'm also pleased to hear that Peninsula Energy is about to restart its ISR operations in Wyoming in a matter of weeks.

[@BillSlikkerveer]

A compendium of video snips of JH over last yr or two would be interesting?

[@jptrainor]

40:33: ".... Somair.... the french just annouced that the they lost control of that mine". It's not that simple. There's a dispute between Orano and the Somair (the JV operating company in Niger) regarding continued operation. Orano want to stop operating the mine. Somair want to continue operating the mine. Somair continued in spite of Orano's demand to stop mining operatings. Orano then made an *independent* decision to withdrawal. They were not pushed out. They were put in a difficult position because the mined uranium is still export restricted. But not explicitly pushed out.

[@Galaxie00]

Thanks Steve & Justin, Nice to get the ASX Info on the tape. Cheers.

[@BillSlikkerveer]

If 30-40 m # production shortfall..does that translate into 7.5-10m shortfall in US?

[@inittowinit928]

That math works if it was evenly distributed. But it will eventually just go to the highest bidder.

[@paulthomson4200]

Thank you Steve and Justin, great update. Always helpful.

[@SloCan68]

As always, great work Steve!

[@PatMcKenna]

Doubling the nuclear power rate is not really energy independent if you only produce 1% of the fuel.

[@davidoakes75]

I don't know where commodities are going, but I do know that Nvidia, the high flying AI giant that everyone has loved, is going down from here. Who knows where it will land. But to be honest, I'll be watching because if it gets cheap enough, I'll be a buyer. Sorry- it's not a commodity, but it's one of a kind, and we can't ignore the AI story.

[@bellavistadanes3881]

Great conversation! thank you!

[@buddyburkie]

Very informative. What do we think about the ETF NUKZ?

[@inittowinit928]

@@buddyburkie It’s ok. I don’t always buy uranium ETFs, but when I do, I prefer URNM & URNJ.

[@davidoakes75]

Hmm...err...uranium. If I'm holding on for the long term...which I suppose is the way it should be done...then yeah. But, uh, Cameco, a bell weather for uranium...not looking so hot in the near term. Or am I missing something?

[@inittowinit928]

@@davidoakes75 No it corrected pretty good with the rebalancing of URNM.

[@davidoakes75]

I know but...the charts...its all about the charts. I'm talking strictly short term. I just wouldn't be jumping in at this moment. If you're a holder, then I guess hold on. But to jump in with both feet now? I can't do it.

[@denisbeaudoing5953]

Comment on ASPI ??

[@garykaplan7611]

My prognosis is guessing that ASPI has run out of steam this month and is sliding 50% to last year's lows. Except in British internet, I have never heard anyone mentioning this stock.

[@jamesstallard1469]

Hi Steve - did you get my question about uranium recycling by Orano? over 1000 tons a year - at 95 of recouperable uranium/plutonium. If this capability increases, won't this have a big impact on supply *and* address the issue of spent nuclear fuel??

[@inittowinit928]

@@jamesstallard1469 Yeah I asked Justin that.

[@Galaxie00]

GLE (Silex Systems) is going to compete with the US DOE LEU RFP announced this week. GLE is 1 of the 6 company's announced.

[@AndrewLee-ur2vm]

They are half owned by ccj.

[@Galaxie00]

@@AndrewLee-ur2vm Not Silex....but GLE is soon to be 3/4.

[@AndrewLee-ur2vm]

@@Galaxie00 what I was trying to say was cameco will benefit if global laser enrichment does well. What do you mean by 3/4?

[@Galaxie00]

@@AndrewLee-ur2vm Cameco have an option to buy another 25% post successful TRL6 testing.

[@BillSlikkerveer]

JH makes a lot of statements unsupported by source

[@UraniumEnergyAAA]

Peninsula energy is about to skyrocket soon . 5x at least med term… 10x+ long term

[@kylefunston7]

It will be very telling when Nexgen has been approved. If that stock doesn't fly and lift all with it.....time to reevaluate the sector. Thanks very much for the information and intelligence gents ! 2025 should be a great time

[@leonardderkach9228]

Courage... that word isn't as dramatic versus what I said... lol. I see Justin's brain was grinding on that question

[@_EVANERV_]

Here is the thing with regards to Russian conversion and enrichment. Even if the import ban is lifted, who is it to say the Russians will be dealing withe the West at all? Wouldn't it be more reasonable if they were to deal exclusively with China and India? With the current reactor buildout in Asia, I doubt Russia will have excess capacity for uranium processing when comes to the the Western markets. Anyhow as an investor in the uranium market for the long term, this bifurcation of the global uranium market can only be seen as a positive our investments.

[@dereksmith3779]

Wow. Thank you. I think near term $200 Uranium is fallacy. But $150. Can see in 2025

[@danhedeen82]

Steve you talk copper. I have 9 5 gallon buckets of copper pennies. One new one is filled every 2 to 3 months. Cheap and easy way to hold copper. Lol

[@inittowinit928]

@@danhedeen82 Wow. You mean pre 1982 copper pennies? How do you get so many of them?

[@danhedeen82]

@inittowinit928 Yes, I get rolls from my Bank every week. Then run through a copper sorter. I can run 60 to 80 dollars in pennies a hour. A 5 gallon bucket is about 220 dollars face and worth a grand.

[@brandonklosterman2978]

Tough to move. The handle of a 5 gallon bucket full of coins will break when you try to move it. That's if you can lift it. By gold lol

[@brandonklosterman2978]

You could swap all of those pennies into a couple ounces of gold. Much easier to move

[@inittowinit928]

@@danhedeen82 he’s got a point with the gold coins. A lot easier to transport. Not a bet on copper , but a store of value nonetheless.

[@hottoys634]

Warren Buffett once said don’t bet against America

[@petergreen5940]

JH knows the U sector bur has zero clue about investing!