Which ASX companies are best positioned to capitalise on uranium demand?

In this episode of The Pitch, Eiger Capital's Stephen Wood discusses why nuclear energy has become complementary to the green transition, how it has fuelled the rise in uranium prices and two ASX companies currently positioned to take advantage of the demand.
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[@UraniumEnergyAAA]

buy PEN, very undervalue compared to its peers, safe US Wyoming jurisdiction to capitalize on Russian import ban & ready to produce this year. Boe/pdn could easily double, but Pen could easily quadruple or more.

[@Galaxie00]

Deep Yellow. John Borshoff.

[@foresthill8462]

Thank you, good video and explanation. I'm still too uncertain to buy a single stock, so have invested in Betashares URNM, which has Boss and Paladin albeit only ~4% each

[@PINEx2]

check out PEN. another poster summed it up nicely: @UraniumEnergyAAA 12 hours ago (edited) buy PEN, very undervalue compared to its peers, safe US Wyoming jurisdiction to capitalize on Russian import ban & ready to produce this year. Boe/pdn could easily double, but Pen could easily quadruple or more.

[@JPortfolios]

Hey, love your videos on ASX companies! Ever considered covering OncoSil Medical Limited? They're doing some exciting things in cancer treatment innovation. Would be great to hear your thoughts on them!

[@slug.racing]

And yet Blackout Bowen say nuclear is to expensive. We all need to have sunshine and fairy farts to power Australia.

[@chartfxcrypto]

💯

[@user-vq7lr8cc9g]

This was not a good presentation at all. The story of Uranium is far more complex than was glossed over in this video. Facts and figures are essential when presenting this story, not feel good generalizations. The interviewer needs to get involved and should not be part of the audience just passively listening in. Uranium has huge potential worldwide and the supply / demand story for this unsubstituable commodity is brilliant for early stage investors.