Uranium's Bull Run Pauses, But Why Bigger Gains Lie Ahead

[@agentlemadness1348]

If Ciampaglia’s talking - I’m listening! Thanks for the interview & info.

[@robertdagge200]

I sold most of my physical holding on the way up, and am now slowly loading up again as YCA falls from 740p to 600p. If the supply deficit is real, it must go up again (eventually). Still wary of explorers and guys who talk a lot but seemingly do little.

[@socalsilver6397]

Long term S/D fundamentals tell us all we need to know. Thx fellas

[@mohamedsherif8105]

"That is not going to solve the long term supply issue that the industry is trying to fake" Freudian slip? at 9:53.

[@mattwatson4730]

I think this is a fantastic time to ramp a spent rod recycle process. The French are reportedly restarting their recycle capacity.

[@BillSlikkerveer]

Demand/buyers timing- there has to be better information - seems unless u have exhaustively mapped out each NPP'S needs, it's extremely difficult to see the flow of buying and pricing. Literally flying blind. If producers being engaged - even then disclosure is nil. Works extremely well for buyers - closed circuit - not so good for producers stock.

[@BillSlikkerveer]

Why is Sprott lending underlying stocks in its ETF's to shorts? Seems counterproductive to ETF shareholders??

[@BillSlikkerveer]

Was a 20m RFP, meaning no longer??

[@davidfield4432]

Cheers Matt. 👍👍

[@CRUXInvestor]

Any time!

[@leflarjim]

Enjoyed the keen, probing set of questions, Matt!!

[@issenvan1050]

Timestamps?

[@CRUXInvestor]

KZbin provides time stamps for you

[@michaele.strasser9641]

That's funny, isn't it? There's no chance to close the supply demand gap, even if a miracle happens and each and every project would become a producer. But obviously it's not a big deal that some nuclear power plants have to shut down somewhere in the future, not to mention the new plants. It's like running full speed against a wall and singing kumbaya.

[@alfredknetsch4977]

Uranium is down 7 USD to 83 USD today

[@Bolcjek]

Haha thanks dude. Made me sell asap and avoid Cameco -5%. You saved me almost 1000$. I'm still bullish long term so buying back in at a lower price

[@alfredknetsch4977]

@@Bolcjek better dnn than ccj

[@jonathanmccarthy6126]

Yeah equities took it in the gut yet again. My conviction is high so will ride it out but in the meantime I'm looking for some tums to hold me over.

[@tbayley6]

Now more than 20% off the peak. But conversion and enrichment have moved even higher. Why would anyone buy yellow cake before they know they can do something with it?

[@tbayley6]

@@gibbogle What makes you think I'm doing that? I'm looking to connect (organic) U308 demand with the supply of conversion and enrichment services. ISTM inadequately addressed by the YT pundits.

[@SteveBarker-v2m]

The future is made very clear when you see so much project funding from Black rock, State street and Vangaurd.