Uranium Sector Key Players and Investment Considerations on the Clean Energy Demand

[@bozolito108]

Thank you, thank you. What a wonderful simple and frank discussion. No BS I love it.

[@mikegould9278]

Great interview Matt love the format where you talk about other companies I hope you do it with all Uranuim guests. So great to hear what people in the market think about certain projects. Definitely one of your best sir

[@michaele.strasser9641]

Very good show. Based on this discussion, surprisingly I didn't do much wrong or the market is too small for bigger mistakes. Whatever, I take it. Maybe it pays off watching hundreds of interviews over the past years.

[@SteveBarker-v2m]

You are absolutely correct. The industry is so small that if you watch interviews a couple of hours a day for eight years, you can’t get a pretty good picture of what’s about to happen next. BOOM !

[@jameshansen1512]

Lotus never gets talked about. Two safe jurisdictions in Africa, with a past producing mine as one of the two mines.

[@robertdagge200]

Yeah, it's the PEN of Africa. What's PEN? say most people.

[@SteveBarker-v2m]

Maybe PEN are soon to be taken over by guess who ? Starts with a U and ends with a C.

[@jameshansen1512]

@@robertdagge200 is that because they both have a gorillion shares out?

[@robertdagge200]

@@jameshansen1512 ha ha. Yeah, most ASX resource coys have rather a lot of shares. At least PEN was mentioned in this conversation - makes a change.

[@Ted0302]

Thanks for bringing up Lotus on the ASX. You're right, TICKER:LOT doesn't get mentioned enough - it's confusing. At the moment, I'm holding approx. 28K Shares, Avg.Cost/Shr is AUD 24.2¢. I think Lotus is a screaming Buy; as well as, a great BuyOut Target.

[@LondonUranium]

Interesting speculations.....certainly worth the conversation.

[@LondonUranium]

Does highlight the fact there isn't a lot of functional companies out there....literally a handful.....

[@phcisfinvestments6745]

Excellent informative discussion gentleman certainly valued food for thought - thanks ✅ 🤛👍

[@kylefunston7]

Nexgen will have the results of the approval in about 2 weeks. ( One month delay ) They must aquire the approval then it's game on for Saskatchewan in particular. That will be a real lightning bolt for the uranium space...! Keep in mind that they will be releasing the latest drill results in Q4. Very interesting times !

[@carloslima6923]

Thanks for the instruction. High class!

[@ead09]

Brandon Munro, a CEO bright, Guided uranium with sharp insight. He knew the markets, the paths so clear, Led the way without a fear. But then came Chris, a poor exchange, His knowledge weak, his vision strange. Where Brandon thrived, Chris fumbled through, The industry’s spark, he barely knew. Investors sighed and markets dipped, With every move, the ship near flipped. Oh, how they miss that steady hand, The one who truly knew the land. From Brandon’s wisdom to Chris’s plight, The future now seems not so bright.

[@michaele.strasser9641]

Markets come and markets go All that matters is the show There is not one, but many hands I will laugh, when it all ends

[@Chad-mf5vo]

Would be interesting to know why Brandon no longer appears on Cruz. We know that BMN is still represented by their CEO on Cruz, but Brandon's helicopter view was always very interesting. Cruz care to comment?

[@robertdagge200]

The Purepoint monthly uranium market summary is amongst the best in the sector.

[@bozolito108]

First off, brandon is great and I am heavily invested with BMN but this is a different discussion. Matt and brandon never spoke this frankly about other companies in the space. He’s busy bringing Bannerman over the line so I don’t mind that he is not here anymore. Secondly, quit stealing my bit. I’ve been doing poetry in the comment section for years now.

[@jodylufc4481]

Could BHP buy sites in Australia with changes in law?

[@MuckyMucky-z3c]

What's going on with Kazatomprom re China and Russia?

[@bazpopham8496]

If fission falls through maybe PDN should take out Lotus. Kayalekera was built by them anyway. Or Deep yellows JB gets his baby back

[@Chad-mf5vo]

With DYL and BMN, I would think that a Chinese takeover would be difficult being Australian companies, a sorta critical mineral and the foreign investment review board probably not supporting any takeover, plus of course American political influence...

[@robertdagge200]

For years I have been planning to buy Anfield as its mill made it an obvious target. Seems I was right. I'm full of good ideas. The Trudeau-led Canadian government has become a laughing stock. He thinks he is Mick Jagger.