Justin Huhn: Uranium Price, Supply and Stocks in 2024 - Plus Cameco Analysis

Justin Huhn of @UraniumInsider shares his latest thoughts on the uranium market, breaking down recent news from Cameco and Kazatomprom, and discussing where he sees momentum building among the equities.
This interview was filmed on February 14, 2024.
#Investing #Nuclear #Uranium
0:00 - Intro
0:28 - Uranium supply/demand breakdown
5:37 - Was the market too harsh on Cameco?
13:17 - Understanding term contracts
22:16 - Utilities and uranium price potential
29:20 - Kazatomprom not a relief valve
40:21 - Which uranium stocks will move next?
46:40 - Uranium doesn't need more catalysts
53:51 - Outro
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The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.

[@skexzies3673]

Another awesome interview by Charlotte! Justin is the Uranium industry expert. Thanks for obtaining his thoughts on the market.

[@peterpagliaro1835]

Great interview ! Justin knows enough about this industry to put developments into proper perspective ,which I very much appreciate. Thank you Charlette.

[@extrinsicmotivation1383]

Charlette, your ability to pose critical questions are commendable and makes this channel so different from many others. Thank you!

[@frankfarley2480]

Nice job Charlotte! Justin’s the man to talk the big U.

[@jamesbishop6397]

Justin everywhere. Too much is never enough. Thank you

[@hoytstill3955]

Thank you for posting the film date and for getting this posted in a timely manner.

[@theouchdoctor]

Justin clicks off bullet points like a Geiger counter🎉

[@MrRainrunner]

just clicked cause i saw a nice pic of Charlotte. And I KNOW I'm not the only one.

[@JONINOTORUS]

Very insightful interview. Thank you, Charlotte.

[@deeeeeeps]

I owned Westinghouse, Brookfield and Cameco when they bought westinghouse and didn't make hardly a penny...But I did end making a lot of Cameco. I've recently sold half but I'll be looking to buy more!

[@user-uz7of5sc2q]

Hey Justin ! John Borshoff of Deep Yellow has been extremely quiet the last six months. Is is possible that they could Accelerate their Australian assets to help fill the void ? He has done it before, and if this is correct, then Deep Yellow share price can climb nicely

[@gibbogle]

DNN is the biggest piece of URNJ.

[@dereksmith3779]

Dnn all-in-cost $21.73/ lbs. Sell $65-70 Source feasibility study

[@derekogden6429]

Pop a 1 in front of those sell numbers.

[@garo52]

Cameco has outstanding Uranium loans they can call upon to fill the potential gap this year...

[@socalsilver6397]

Must own company #CCJ #CCO for any long term investor

[@will0591]

Very good interview!

[@tonyariley1166]

Just a great interview

[@bmmd2332]

That last 3 min. was most epic......

[@user-qe2ep3hi5l]

Producers are linked to two mkts - spot AND Contract... playing both sides when selling product

[@TT3TT3]

Thanks🎉👍

[@user-qe2ep3hi5l]

Producers, producers, producers, like location, location, location are the key.. spot is a two sided mkt!

[@user-uz7of5sc2q]

Producers can be more susceptible to price drops than developers, when things go wrong. Developers have hope and producers have risk.

[@user-qe2ep3hi5l]

@@user-uz7of5sc2q My point is more around the influence on price producers have whether spot or term than which segment may be impacted.

[@socalsilver6397]

It’s how a free market works. If subscription service is terrible, UI wouldn’t have subscribers. The fact he has around 4k subscribers (Lobo) says otherwise. Sure, some people had poor timing and lost money. I’m guessing the majority are finding value in UI.

[@user-qe2ep3hi5l]

UI never stops the free promo events to push to their paywall SVC - not so bad if the quality behind the wall provides information not available anywhere else or... analysis commensurate with the 10-12m/yr paid in by subscriptions - sadly not the case....

[@gruust1]

lol 6% CAGR hasn't even kept up with inflation

[@thorsrensen3162]

I decided to get on the train again two weeks ago, and what a spanking I have got again. I must admit uranium is not the investment material for me. I looses 20% in a few weeks. Now I consider offloading the entire shit and never touch this sector ever again.

[@darren2351]

Its because you a TOURIST bro. You cannot trade uranium for more than a little win here or there, then you lose big in one downswing.

[@user-uz7of5sc2q]

Please don’t be disillusioned. I started 8 years ago and have made millions. You are absolutely correct about the last 2 weeks as my loss is 215,000. I am happy,smiling and can’t think of a better place to invest than Uranium miners. My advice, put what ever money you can lay your hands on into more Uranium mining stocks; DNN,EU,GLO,ISO,MGA,SASK, or on the ASX; BMN,BOE and DYL. You have only lost 20% if you sell now, but if you hold, a month from now, you would have made 20%. Uranium is “moon bound” and nothing can stop it

[@user-uz7of5sc2q]

Oh, and of course, UEC !👍

[@dereksmith3779]

Sir or madam, 😢. I understand. However, give it time. Market is just digesting a big move up. Will take a minute. Wait till July 1. If you're still not convinced, sell. But don't eat a loss because you baught at the near start of a bull flag. If you don't know what that is please look up

[@user-uz7of5sc2q]

Well said Derek !

[@issenvan1050]

He is everywhere again…TO DUMP!

[@gcs6330]

Justin you must be getting sick of these interviews & pumping up uranium. Starting to get a little repetitious.

[@enzoloko7483]

I recommend those who want to waste 600 go to the interviews of Dec 2020, and better Oct, nov 21 where he recommends buying at the top and saying that peak in less than 18 months… For me it is very painful to see so low level of awareness, he comes here freely to promote his real business: Make the bait, and then get suscribers. He should be at the court about all of his baits and his marketing strategies

[@MathiasKarlsson-my8mc]

Nice interview, Justin seems to have solid information 🪬

[@enzoloko7483]

Biggest scammer of all time. Those who pay 600 usd for the subscriber tell me that money is better than a dinner in the best restaurant, travelling to another country or helping people in need. I know you are embarrassed of wasting that money. His 50 x at 55 spot will be always in my mind ( Dec 2020) This guys is very unreliable and he got what he wanted as he said buying a big house with the suscribers. He did it.

[@KT-zx9jr]

Dale Carnie has many great books out on being positive....

[@deeeeeeps]

Bro- Thats a fake house.

[@fahadalshammari8523]

Dude you are so wrong I’m subscriber my 2023 60% , your problem is you bought in 2021 top

[@dansoukeroff6668]

Did it ever dawn on you the the company he is pumping may buy 500 copies of his newsletter!

[@KT-zx9jr]

Do your own homework. Look at the industry trends. Look at the IAEA's outlook, events, developments, other company reports in the industry, analyst outlooks, price changes, regulatory changes, etc.....If you find yourself to be a bear, then go get a degree at your local university and come back and redo the analysis.....

[@socalsilver6397]

Busy man! Justin is probably the #1 KZbin celebrity I follow for recent events and #uranium news. Does his homework and gives clear explanations and analysis. Thx for having him on Charlotte! 🫶🏼