Which Uranium Developers Can Take Advantage of Supply Shortages?

[@christophercavalier8268]

Amazing conversation. It is hard to believe this type of information is available to retail investors for free. Would just be unheard of a generation ago.

[@ironworker5792]

Agreed! Amazing depth of information from veterans in the industry.

[@oldgreg4234]

Always top notch content. Dustin’s insights are always very interesting. Excited to see this glorious thesis continuing to grow!

[@ozw123]

One of those conversations you never want to end. Great stuff.

[@Fesk2]

One of the best interwievs I have seen in the uranium space, gonna watch it again this weekend. All-In Uranium

[@rayyoder6929]

Great guest.

[@tydeeup1548]

Excellent interview. He brings some very good points about Deep Yellow.

[@tydeeup1548]

@@jimbob1427 he mentions DYL and JB numerous times throughout the interview.

[@apothe6]

@@jimbob1427 Around 17:50 , Dustin brings up how some teams are not serious about producing lbs, and Utilities want to know who's who. He says John Borschoff is committed to producing lbs, which makes Deep Yellow a good investment

[@Jr1Grace]

For someone who is a " newby" to this arena for the past two years, this interview was the best I have seen explaining the dynamics of this industry going on. Well done!

[@konradprz]

Best investing content on YT hands down

[@segasys1339]

Better than Mike Alkin?

[@Tornbjergs]

As usual. Great work. At 26:18 theres mention of a new uranium fund in Singapore! Extremely exciting! Does anybody have any information on that one ?

[@CRUXInvestor]

Watch the Energy Show on www.cruxinvestor.com weekly for updates like this one.

[@Pingaring]

thank you! First sensible and concrete information I found on this topic

[@CRUXInvestor]

Glad it was helpful! We have been doing a weekly Energy Show covering Nuclear and uranium for the last 3 years. We've had a lot of good solid commentators without the sensationalism and pumping that has blighted the sector for the last 3 years.

[@ironworker5792]

Second time watching recommended. Great point raised at 10:00. High grade ore in ground is desirable, but can they get it out of the ground in this Ur bull cycle? cycle.

[@dominicway3584]

Wonderful interview, thanks so much for this.

[@ronwitzel3246]

Dustin provides a number of excellent assessments of variables involved in uranium project development, financing criteria, and utilities term contracting. Though the discussion did not provide a realistic perception of the end strategy of the aggregators / sequestration players, I.e. SPUT, etc. Nobody remembers the Hunt Brothers attempt to corner the Silver Market…March 27, 1980.

[@Rowan423]

Mike Holmes sure knows alot about uranium

[@hillbillydeluxe5534]

Great content. Not sure why anyone pays for newsletters with great free stuff like this.

[@bdBob2030]

for the timing aspect. its worth getting buy recommdations at bottoms like sm energy at 1 dollar centenial resource development at 40 cents ccj at 5 bucks etc and research substatiating the case.

[@segasys1339]

lol

[@hillbillydeluxe5534]

@@hennagaijin7856 John Quakes gives out his stock picks...as good as any I'd think. Also, newsletter writers aren't going to get you out of the trade when you should...they of course will think it's going higher for longer...their bank account depends on it. Good luck.

[@patrickirish9427]

​@hennagaijin7856 what do you think about Global Atomic? I have been buying more I can't see the mine not getting built but I don't think the troubles are over. Still only one of many bets in the space.

[@mojohnnysteedland4149]

Watch the seven year cycle….ending around November . The Russians can bomb that Power station in Ukraine , if they get desperate enough. Then obviously set the market back . Id also like to see more work on stations built that if not natural disaster proof, then with failsafes built in.

[@segasys1339]

I thought the conference would produce a more acute epiphany about the structural deficit but it doesn't seem to have materialized. E.G. in the book version of the Big Short there was a precipitous drop in the value of MBSs immediately after the conclusion of the industry's Las Vegas convention. No comparable thing happened in London, though the spot price continued ticking up. I suppose the U market is a great deal more opaque, with much longer feedback loops, so it's not possible for the price to shift on a dime. Lambo eventually though.

[@caedmonv55]

30:00 An auction is not financial manipulation, some might argue it is a free market at its purest :)

[@B-H76]

25:10 " A half a million pounds could move the market $2! ". We will see. That sounds like Per Jander when he made that $5 statement and it wasn't true

[@segasys1339]

moon soon.

[@B-H76]

@@segasys1339 I hope so. I'm tired of waiting, been here since 2017. And I hope the broad market stays out of our way!

[@gbfraser921]

This video seems very slow moving. Please tighten up the format and informative graphs would be a big positive addition. A summary of recommended company names at both the end and beginning would also be helpful.

[@nickhornsey5719]

Start your own channel mate. I’ll even buy you some crayons. If you don’t recognise an industry expert nobody can help you! Do your own DD (That stands for Due Diligence BTW) not all channels are going to spoon feed you names. This is amazing free content be grateful!

[@ironworker5792]

Brilliant interview. Separate the wheat from the chaff ..

[@alvaropadron1815]

So, which Uranium developers can take advantage of supply shortages?

[@spaarvarkensBelgie]

I have no clue honestly. Was it even mentioned in the talk?

[@anilgorania6853]

EU Dnn Nxe UEC Urg deep yellow bannerman

[@ironworker5792]

From my research (biased as an investor), the American producers ready and able to produce Ur for market in 2024 are EU, UEC, ANLDF, UUUU.

[@vincentchai9536]

10 out of 10 rating, perfect score!!!

[@seniortraderabacus6203]

any names given here?

[@Milliegs]

Deep Yellow was mentioned

[@Milliegs]

CCJ, DYLLF,

[@johns4412]

Solid discussion

[@Bogey222]

loaded up on $urg up over 32% last month only at $1.44 now. ❤

[@apothe6]

I disagree with some of the comments here. This was a fantastic conversation, it just requires more intermediate level knowledge of the space to fully grasp. I want Matt to wear a 200$ Uranium Hat if we hit it hahaha.

[@robertdagge200]

If things get really bad for the utility coys, I have 20 millions lbs of u308 stored under my bed. It's to ensure a constant power supply for my Hornby train set (the solar panels don't seem to work so well at night) but if California really needs all that extra energy for its juvenile sex-change operations, they can have it. But they have to buy me a Flying Scotsman as compensation.

[@frankfarley2480]

Excellence.

[@jannib309]

great talking

[@suegibson8914]

Great content but very wordy.

[@TheSgkerr123]

I will summarise: uranium to the moon

[@CRUXInvestor]

If you are time short, read the article. It summarises the conversation.

[@mutantryeff]

ESG: Extra Stupid Game

[@jimmeeks9141]

Okay enough BS what companies to buy

[@Rhardebeck]

Exactly, this podcast should of been named What price will uranium be...I like Rick Rule and buying his Jr etf. Never heard anything of uranium developers