Uranium Panel: Mike Alkin and Guy Keller | Red Cloud's Pre-PDAC 2024

Mike Alkin, Chief Investment Officer, Sachem Cove Partners LLC, and
Guy Keller, Portfolio Manager, Tribeca Investment Partners speak on a Uranium panel discussion at Pre-PDAC 2024.
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[@ebaylistentomusic]

When I first heard Mike talking with Justin two or more years back it was a pivotal moment in my understanding and gave me the tools I needed as a not very experienced investor to see the big picture and hold for a long ride. Its still quite early but I'm delighted with the results to date.

[@AdamTV]

In 2019 Mike had a podcast called “Talking stock over a beer”. You can still listen to the old episodes and they are really great.

[@robertharle6377]

Thanks. Mike and Guy know what is going on in the Uranium Sector!

[@jonhaddal]

Mike Alkin is facts, numbers and no nonsense ♥♥♥

[@segasys1339]

wen moon tho

[@sentientalienman9962]

MIKE!!! THANK YOU!

[@harrisrubinroit2863]

Some of the SMARTEST Uranium Guys out there

[@AdamTV]

If the spot goes to $200 will the long term contract price stick at say $85 or will it also spike higher? If so, how high do you think it would move with the spot at $200?

[@evannia4753]

Gotta work on the sound quality but otherwise great panel

[@BillSlikkerveer]

Great panel.. utilities have no incentive to provide discovery - obscurity works to their benefit...

[@devgan3261]

Last 100 sec was so satisfying GLO

[@UraniumFever88]

excellent talk

[@frankfarley2480]

Excellent

[@seanadamson280]

Can't hear

[@lightofmyheart2659]

Audio?

[@mkmountain88]

No kidding. Fix the damn volume

[@r.s.334]

​@mkmountain88 a lot of distortion too

[@mkmountain88]

@@r.s.334 I gave up. I skipped around. Did not improve enough to be worth my concentration

[@segasys1339]

There are billions of pounds of u. Stick with Btc and maybe silver.