Justin Huhn: Uranium Supply, Demand and “Hugely Important” Price Tell

[@InvestingNews]

❓ Will uranium prices rise again in the near term? Tell us in the comments!

[@wonder5549]

This is going to be huge beyond our dreams. Justin is being modest and doing the right thing. But his facts tell it all. The ride up will continue for a long long time. The demand and with it is bringing the Bulls out in force. The reactors being built now and restarted are only the beginning. This is amazing. Justin Thank you and Charlotte you are the best....

[@peterlee4682]

I keep saying it: Gareth, you do so much to help people! Blessings as ALWAYS!

[@centralmountain4241]

Thanks Mr. Huhn. Thanks Charlotte. 🎉😊

[@carloslima6923]

Top interview. Thanks. In Brazil nobody is talking about these issues.

[@smacd439]

Yes this is the time of year we see Uranium prices rise!

[@enzoloko7483]

The reality up to now. Urnm vs sp 500 has underperformed by 23% since January. I need numbers in my equities, not dreams of the future.

[@miket2916]

12:45 "wasn't just a statement"... they've been looking "deeply" into it... Whoa😮

[@miket2916]

Don't even THINK about... rut roh they been thinking about it and looking deeply into it

[@Cody62]

Excellent interview, some very good nuggets of info, thank you!

[@kimmurphy1683]

I really enjoyed this interview. I am am a retail invester.

[@rodrigopino9032]

Awesome content. Plain but true.

[@russiachinanorthkoreastatetv]

Love you guys! …… such amazing work! ….. uranium & mining ⛏️ & energy boom 💥 is here

[@mutantryeff]

I remember when the earth was huge and there was lots of everything except intelligent politicians. Still no intelligent politicians, but the earth shrunk and there is less of everything.

[@kylefunston7]

Nexgen is waiting for the news about the Federal approval. It was a time extension for a month In about 2 weeks the news should be released. Seriously, once they aquire the approval it's game on for Saskatchewan in particular. The space NEEDS the approval !!!

[@donherrington5771]

Trump has ZERO chance to end war ... stick to Uranium Justin

[@gibbogle]

Trump could cut off US aid to Ukraine and make Putin's victory more likely. I wouldn't call it zero chance, but in itself it's enough reason not to vote for him.

[@donherrington5771]

@@gibbogle , there are more than a few that will continue financially. In addition France, Poland, Sweden and Finland have some politicians talking boots. Worst case…but don’t vote in a crazy man

[@stephenpaul4258]

It looks like the miners will be as difficult as the gold miners.

[@TheRealRyebred]

Theta Network solves the energy issue. 😎

[@BillSlikkerveer]

Uranium Pricing transparency should not have to rely on a hearsay network ….producers need to be more transparent

[@gibbogle]

They will if it's in their business interest, not otherwise.

[@superstar5123]

Charlotte the Uranium Bull?

[@gibbogle]

It's hard to find an analyst or commentator who doesn't see a rosy future for uranium. Nobody can say when the U investments will pay off, but it seems that everybody expects it to happen.

[@danielninedorf5502]

Will Iran become a Uranium supplier ?

[@gibbogle]

Iran has uranium?

[@toomuchdebt5669]

They are making deals with Uganda.

[@miket2916]

Ed Norton's balding and wears glasses now?

[@BillSlikkerveer]

1 or 2 opportunistic tech/utlility PPA’s does not a market make. PUCs have a public/state regs obligation to balance demand between classes of rate payers - Residential, Commercial. SMRs are a different story but from a U demand perspective it’s a post 2030 story highly dependent on narrowing the # of proposed builds, NRC approval, funding etc. As always for the uneducated JH best for high level narrative and it’s always 2 weeks away as it was 2 weeks ago and 2 weeks prior to that. Best to focus instead on a discussion of how jr miners will rerate going fwd - what do they need to do?

[@BillSlikkerveer]

Data ctr demand for the next 5-7 yrs will be forced to go Gas/Renewables not nuclear- it’s not available and Microsoft was a one off that still has to get thru regulatory public scrutiny

[@gibbogle]

The global supply-demand deficit doesn't depend on data centre power requirements. The data centre issue just brings the U shortage closer in time.

[@BillSlikkerveer]

@@gibbogle Shortage already exists- until 1. A defined # of builds is identified as having commercial viability, have been tested and then received commercial license by NRC and 2. Sufficient orders are in place to justify funding for commercial production and 3. Sufficient Haleu has been sourced, SMRs are a 2035 +- potential. As such all the data ctr frenzy is just that. In the interim they will be built relying on existing fossil/renewable power sources- not much of a choice unless the NRC accelerates its process for approval. Who knows…. Either way the bottom line as in the 3x nuke narrative- where will the Uranium come from? Will DOE other foreign entities provide programs to jumpstart the U mining

[@enzoloko7483]

It is not fair to give the chance of Justin making a promo to have new suscribers when he has failed all predictions. 50x at 55 Bigger market at 55 spot than 2007 Peak in less than 18 months ( Oct 2021) Weeks no months ( April 2022) June 2024: I see a big movies before the year ( In June we were better than now) We can ignored all of this and see Justin as a leading expert who has been incredibly right in this 4 years or we can see the truth. Painful to still see Justin here in KZbin, he should be ashamed about this 4 years ( everything is recorded) but he continues as he has never made a single mistake.

[@enzoloko7483]

Please do not delete this message because we need honesty, transparency and integrity and Justin and the fake comments of fake accounts must be proved wrong.

[@robertquinlan-rv6xq]

@@enzoloko7483I cancelled his overpriced newsletter

[@BillSlikkerveer]

U equities are not “blowing out” at all - came off lows and are now caught in a back and forth macro prison. All the narratives are priced in - only equity fundamentals will push them higher- when is that- when cash flows from selling U shows up in financials- until then - seesaw.

[@moeluv]

Antimony.