Uranium’s Bull Run - A Once-In-A-Generation Opportunity for Investors

[@AdamTV]

Bannerman stock price is just beginning to get back to where it was 3 years ago when the spot price of uranium was $50. Today the spot price is over $100. Hopefully as the long term contract price catches up Bannerman stock price will benefit.

[@Mike-Ham]

Legend has it that if you say BANNERMAN 5 times... He will appear!

[@bennyc365]

Love listening to this show, Go Bannerman and Uranium! We are locked in for the climb to come! Cheers!

[@thorsrensen3162]

I wonder if the current price about $100 is enough for Cameco to make huge profit and pay big dividens to shareholders.

[@mikegould9278]

Most of their lbs are already contracted for a lower price. Still will have good profits but maybe not as much as you would think.

[@thorsrensen3162]

@@mikegould9278 OK perhaps they have sold their entire production for several years at fixed prices well below the current spot price. Then there will be massive losses on their balance sheets for the comming years as the value of those contracts will be negative with millions of dollars..

[@davidfield4432]

Thankyou gents. Always a great conversation. 👍👍👍👍👍💪💪💪💪💪💪

[@DanielOgden-n8y]

If it is a once in a generation opportunity why have you sold so many shares already? The best salesman in the sector, beware.

[@paulmapperson176]

Thanks Matt and Brandon another great show 👍. I'm always asking myself the same question about most uranium companies not yet mining and that is where do the company profits come from now? or are projections and capacity to mine and contracts signed for future supply the key to a companies ongoing long-term value and share price?.

[@martylukes4654]

These U interviews are superb. Been a LT holder and buyer of BMN , PEN , et al etc. Living in NZ am so grateful that Brandons wise words on Politics was raised. I have been trying with our very Anti Nuclear Green Party to get them to support zero carbon baseload energy but try running into a Brickwall!

[@SteveBarker-v2m]

It’s a lonely existence being a Kiwi Uranium investor. People wonder where the sudden wealth came from, but the show has just begun ! First Kiwis to the moon ! 🤣🤣🤣

[@seeker4205]

I know about nuclear but what is this nucular power?

[@doughunks4221]

Tell us when you're getting into production Brandon.

[@robertharle6377]

Bannerman Looking Good!

[@paulthomson4200]

awesome to hear . Thank you both.

[@Chad-mf5vo]

Thanks Matt and Brandon. I know Brandon is a cool guy, but conducting the interview from a sauna... Interesting the 5yr/10yr split Brandon talked about, that in 10yrs there is the likelihood of supply meeting demand. The 5yr period seems for an investor the time to worry but also to maximise profits. 5 years too short for tech to replace the industry, which should alleviate Matt's worry. All your U interviews this week and not having watched all you released today show most U developers and near term producers talking first yellowcake by approx 2026-28... I would quite worried at the moment if I was a utility with not much inventory. The 1 to 3 year period in Brandon's 5yr stage is going to be interesting before the 10yr horizon supply becomes more visible and planable for utilities and investors alike.

[@CRUXInvestor]

Conducting an interview from a sauna and not sweating... cool under pressure!

[@zeroshift1523]

Brandon preaching to the choir. Gonna have to take out a second mortgage to buy more BNN😂

[@calvinsmith8656]

#BNNLF

[@loopdigga86]

cake is right...yellow cake. Amiright, my brethren?

[@clintonweier3264]

The hand full would be prime targets for takeovers I would imagine when the real squeeze happens

[@hisham56hamilton50]

You are wrong Brandon . It is not only utilities who need Uranium . I eat Uranium also man so is the Hulk ..Hheeehh

[@hillbillydeluxe5534]

Barley any volume in the spot market. If a bunch of these little producers start selling 5-10m lbs in the spot market the price may not hold up. It depends how desperate people will be to get lbs. so far there isn’t any panic buying by utilities.

[@RndmMexican]

Two fine chaps!! The cream and the icing!!!! We are talking about cake right?? 🤭🫠🤭