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The ongoing trade war and trade barriers can be challenging for companies to navigate. We're checking in with a major Saskatchewan player in the uranium sector to see how things are going. Tim Gitzel, CEO of Cameco, joins Evan to discuss how the company is doing and the future of uranium in Saskatchewan amid the trade war.
Interview with Philip Williams, Director & CEO of Iso Energy Ltd.Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-nyse-listing-on-horizon-as-company-expands-athabasca-basin-drilling-6792Recording date: 25th April 2025IsoEnergy, led by CEO Philip Williams, has established itself as a diversified uranium explorer and developer with a portfolio spanning Canada, the United States, and Australia. The company is advancing its flagship Hurricane project in Canada's Athabasca Basin, which boasts an exceptional resource of 48.6 million pounds at 34.5% grade, making it one of the highest-grade uranium deposits globally.The Hurricane deposit's value extends beyond its impressive grade. Strategically located in the eastern Athabasca Basin near existing infrastructure, including the McClean Lake mill, the deposit continues across a property boundary onto land owned by Cameco and Orano. Recent drilling has revealed promising results, with elevated radioactivity detected in multiple locations, including a significant intercept 2.8 kilometers from the main deposit.Williams employs a "fried egg" analogy to describe their exploration approach: "In the center of the egg is the ultra-high grade. And as you get to the outside of the egg, when you move out of the yolk into the whites, that's where you have lower grade." Recent findings suggest they've identified the "whites" of potentially new deposits and are now searching for the high-grade "yolks."Beyond Hurricane, IsoEnergy owns past-producing uranium mines in the United States that could restart within 3-6 months when market conditions improve. These conventional mines offer significant operational flexibility, as Williams notes: "You can turn them on, turn them off, batch mine them," unlike larger projects requiring substantial capital investment.With $50 million in cash and a $30 million equity portfolio, IsoEnergy is well-positioned to advance its business plan despite market volatility. The company's diversified strategy reduces the risks associated with single-asset, single-jurisdiction uranium companies.Williams highlights a fundamental disconnect in the uranium market: "It costs more marginally to produce uranium than it's trading at right now. So at some point the rubber will hit the road." He believes an eventual price correction is inevitable as producers cannot sustain losses indefinitely.IsoEnergy's ultimate vision is to build a robust, diversified uranium producer delivering shareholder returns across multiple timeframes. As Williams concludes, "In uranium, if you want to be a relevant long-term bigger player, you need to have multiple assets" – a strategy that positions IsoEnergy to weather the sector's volatility while capitalizing on expected long-term growth in uranium demand.View IsoEnergy's company profile: https://www.cruxinvestor.com/companies/isoenergySign up for Crux Investor: https://cruxinvestor.com
Interview with Troy Boisjoli, CEO of ATHA Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/long-term-uranium-investors-find-value-in-volatility-6766Recording date: 24th March 2025ATHA Energy Corp. is making substantial progress on its Angilak uranium project in Nunavut, Canada, which shows promising signs of becoming a major uranium resource. CEO Troy Boisjoli, formerly Cameco's chief geologist, recently outlined the company's exploration success and future plans.The Angilak project, acquired just over a year ago, already boasts a historic resource of 43.3 million pounds at 0.69% U308. Last year's 10,000-meter drill program expanded the mineralization zones, with all 25 drill holes successfully intersecting uranium. This work helped establish an exploration target range of 62-98 million pounds.A recently completed structural study has confirmed a 31-kilometer trend across the Angikuni Basin, showing high-grade uranium samples up to 47.6% U308 on surface at multiple locations. This extensive surface mineralization is something Boisjoli claims he has "never seen" in the Athabasca Basin, where he previously worked.The project shares geological similarities with Saskatchewan's uranium-rich Athabasca Basin but appears to have significantly more surface mineralization. Even sandstone samples within the basin show uranium values of 10-20%, compared to typical Athabasca alteration halos that might show only 10-20 parts per million.ATHA is focusing most of its resources on Angilak exploration in 2025, with crews already mobilized. The company's strategy includes expanding known mineralization around the Lac 50 trend, testing the previously undrilled "Mushroom Lake" outcrop, and exploring the newly identified structural corridor.While Angilak is in a remote area, Boisjoli sees Nunavut as a mining-friendly jurisdiction, noting that approximately 50% of its GDP comes from mining activities. The company has secured agreements with local communities and multi-year exploration permits.In terms of scale, Boisjoli noted that overlaying the Angilak project area on the northeast Athabasca Basin would cover an area stretching from Rabbit Lake to Cigar Lake, encompassing multiple mines. He suggested that a resource in the 80-100 million pound range would make the project "very attractive."Boisjoli believes the current uranium market fundamentals are strong, describing it as "a generational period" comparable to the 1970s in terms of demand growth. With supply constraints expected as major mines approach the end of their productive lives, he sees a significant opportunity for large-scale projects in favorable jurisdictions like Canada.View ATHA Energy's company profile: https://www.cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com
► Das Rendite-Spezialisten Vorteils-Angebot: https://www.rendite-spezialisten.de/vorteil/?ref=vorteil ~~~ ► Hole dir jetzt deinen Zugang zur brandneuen BuyTheDip App! Jetzt anmelden & App downloaden: https://bit.ly/3YJ1gL8 ► Masterfeed mit exklusiven Inhalten ► Ultimativer ETF-Guide ► Perfekte Depot-Lösungen ► Exklusive Podcasts ► Und vieles mehr ... Auch diese Woche begrüßen wir euch unter dem Motto „3 Mikrofone, 3 Meinungen“ zu den folgenden Themen in dieser Ausgabe: ► Crasht Trump jetzt den Markt? ► Tesla – Meine hochriskante Wette! ► Novo Nordisk – Buy The Dip? ► Rendite-Spezialisten Vorteils-Angebot: https://www.rendite-spezialisten.de/vorteil/?ref=vorteil ► Diese Aktie habe ich neu gekauft ► Japan-Aktien: Jetzt spannend fürs Depot? ► Hörerfrage: Cameco nachkaufen? ► Dein Depotcheck in 60 Sekunden ► Über eine Bewertung und einen Kommentar freuen wir uns sehr. Jede Bewertung ist wichtig, denn sie hilft dabei, den Podcast bekannter zu machen! ► An diese E-Mail-Adresse kannst du uns deine Themen-Wünsche senden: podcast@buy-the-dip.de Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen dürfen wir keine individuelle Einzelberatung geben. Unsere geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren. Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: original_soundtrack. Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: Novo Nordisk, Ferrari, Novo Nordisk, Tesla Long mit Zertifikat, Cameco
Vous ne savez pas dans quoi investir en Bourse ? Des gérants vous donnent des idées de valeurs, secteurs, matières premières... Aujourd'hui, ce sont Tino Hugues, fondateur du Podcast de la Bourse et co-gérant du salon MTT, et Guillaume Di Pizio, responsable de la gestion chez Dauphine AM.
Interview with Chris Frostad, President & CEO of Purepoint UraniumOur previous interview: https://www.cruxinvestor.com/posts/purepoint-uranium-tsxvptu-isoenergy-partnership-unlocks-district-potential-in-athabasca-basin-6109Recording date: 21st February 2025Purepoint Uranium Group (TSXV:PTU) is employing a distinctive joint venture strategy to explore for uranium in Saskatchewan's Athabasca Basin. The company has partnered with major industry players including Cameco, Orano, and IsoEnergy, allowing it to conduct extensive exploration while minimizing shareholder dilution.The company's flagship project, Hook Lake, where Purepoint maintains a 21% stake alongside Cameco and Orano, has seen over $15 million in exploration investment. The property is strategically located on trend with significant uranium discoveries, including NexGen's Arrow deposit and Fission's Triple R. The 2025 program at Hook Lake will focus on the Patterson Corridor and newly identified conductor trends that may host a second major deposit.Purepoint's joint venture model offers unique financial advantages. For every million dollars spent on exploration at Hook Lake, Purepoint contributes $210,000 but receives back $100,000 in management fees for operating the project. This structure allows the company to conduct exploration at the scale of a much larger organization while maintaining financial efficiency.A recent development is Purepoint's joint venture with IsoEnergy, covering a 98,000-hectare land package in the Athabasca Basin. The flagship Dorado project, which extends along the trend of IsoEnergy's Hurricane deposit, has secured a $5 million exploration budget for 2025.CEO Chris Frostad maintains a bullish outlook on uranium markets, despite recent price volatility. While spot prices experienced a speculative surge to over $100/lb in 2023 before correcting, Frostad believes the market is only "halfway through this bull market," noting that the industry has been operating with a supply deficit for six years.The long-term fundamentals for uranium appear strong, with global demand exceeding primary mine supply for nearly a decade. Current mine supply covers only about 80% of reactor requirements, with the gap being filled by secondary supplies and inventories. This deficit is expected to become more acute as secondary supplies diminish and utility demand increases with the growth of nuclear power globally.Looking ahead, Purepoint is positioned to capitalize on rising uranium prices through its portfolio of exploration projects. The company's joint venture approach provides multiple opportunities for discovery while maintaining financial discipline. With several drill programs planned for 2025 and strong partnerships in place, Purepoint offers investors exposure to uranium exploration in one of the world's premier mining jurisdictions.View Purepoint Uranium's company profile: https://www.cruxinvestor.com/companies/purepoint-uranium-group-incSign up for Crux Investor: https://cruxinvestor.com
Canadian journalist Nora Loreto reads the latest headlines for Friday, February 21, 2025.TRNN has partnered with Loreto to syndicate and share her daily news digest with our audience. Tune in every morning to the TRNN podcast feed to hear the latest important news stories from Canada and worldwide.Find more headlines from Nora at Sandy & Nora Talk Politics podcast feed.Help us continue producing radically independent news and in-depth analysis by following us and becoming a monthly sustainer.Sign up for our newsletterLike us on FacebookFollow us on TwitterDonate to support this podcast
Interview with Greg Bittar, CEO of Lotus Resources Ltd.Our previous interview: https://www.cruxinvestor.com/posts/lotus-resources-asxlot-the-funded-fast-tracked-path-towards-2025-uranium-production-6191-200a9Recording date: 19th February 2025Lotus Resources (ASX:LOT) is positioning itself as one of the next uranium producers globally, with its Kayelekera project in Malawi targeting first production in Q3 2025. The company has secured robust funding, with US$135 million in available liquidity and a US$45 million buffer to support operations through initial production ramp-up.The project's economics appear compelling, with projected all-in sustaining costs of $45/lb against current long-term contract prices of around $80/lb. At planned production rates of 2.4 million pounds per annum, this could generate annual operating cash flows of $70-80 million. The company has made significant progress on the contracting front, working toward securing term sheets for approximately 35% of production from 2026-2029 with fixed-price escalating contracts.Project development is advancing well, with over 250 workers on site daily. Key infrastructure improvements include rebuilding the acid plant, upgrading power systems, and preparing for eventual grid connection to reduce operating costs. The company plans to initially operate using imported sulfuric acid before transitioning to on-site acid production by year-end.Beyond Kayelekera, Lotus is advancing its Livingstonia project in Botswana, which offers significant resource upside potential. The company is conducting optimization studies to address mining approaches for the deep resource and improve acid consumption metrics.CEO Greg Bittar emphasizes the disconnect between current spot market volatility and the more stable long-term contract market, where prices have remained steady around $81/lb. The company is strategically focusing on securing long-term contracts with utilities rather than exposure to the thinly traded spot market.The project's advancement comes amid growing global interest in nuclear power as countries seek reliable, emissions-free baseload power to complement renewable energy sources. With major producers like Cameco and Kazatomprom having implemented supply cuts, and increasing demand from new reactor builds particularly in China and other growth markets, the uranium market fundamentals appear supportive of new production.Lotus expects to be cash flow positive by early 2026, positioning it as one of the few new uranium producers entering the market during this cycle. With full funding in place, advancing contract discussions, and potential exploration upside, the company appears well-positioned to capitalize on the growing uranium market as nuclear power plays an increasingly important role in global decarbonization efforts.View Lotus Resources' company profile: https://www.cruxinvestor.com/companies/lotus-resources-limitedSign up for Crux Investor: https://cruxinvestor.com
Dr. Rebecca Hunter, VP of Exploration at Forum Energy Metals (TSX.V:FMC – OTCQB:FDCFF), joins me for a comprehensive recap of the 2024 exploration program their 100% owned Aberdeen Project in the Thelon Basin of Nunavut, Canada. This video update gives viewers a good visual idea of the size and scale of Aberdeen district-scale land package. She outlines this year's expansion of the mineralization at both the Tatiggaq and Qavvik basement-hosted uranium deposits, and then we also touch upon the final drill results from last year's program into the Ayra, Loki, and Ned unconformity style uranium targets. We start off reviewing the dozens of historic holes that were drilled by Cameco into both the Tatiggaq and Qavvik areas, and how this year's drill program expanded the known footprint at both areas. While mineralization was expanded at Tatiggaq Main and Tatiggaq West, it is also important to note that this exploration program also made a new discovery when stepping out 300 meters north of the Main Tatiggaq deposit and known mineralization. We also discussed the results from the 2 holes put into Qavvik, which also returned highest-grade results to date; intersecting a 296-metre-wide zone of uranium mineralization with grades up to 8.2% U3O8 in a newly identified lens that resulted in more than 20 assays with grades greater than 1% U3O8. Next, we transitioned over to the final drill results from last year's drill program, at the Ayra, Loki, and Ned targets. These particular targets had the goal of testing and exploring for the higher-grade unconformity style of deposits; similar to what is found in the Athabasca Basin. Rebecca highlights the significance of the elevated grades of uranium and boron values, not just in the bedrock, but also the significance of finding mineralization well above 1 ppm in the sandstone, that could be proximal to a uranium mineralized body. >> Ayra and Loki assay results included: -Drill hole AYA24-011B – returning 72.8 ppm U in the sandstone, and 323 ppm U in the basement rock -Drill hole AYA24-012 – returning 41.1 ppm U in the sandstone at the unconformity, and 260 ppm U in the basement rock -Drill hole LOK24-003 – returning 36.6 ppm U at 107.6 m in the sandstone Wrapping up we look ahead to the upcoming drill programs both at the Northwest Athabasca JV Project in the Athabasca Basin of Saskatchewan, starting in March, and a broad senses of the follow up drill program at the Aberdeen Project that will continue to expand the known deposits, but also follow up on the success at Ayra and Loki as well as testing other highly prospective regional targets. If you have any follow up questions for Rebecca or the team at Forum Energy Metals, then please email them into me at Shad@kereport.com. Click here to view this presentation on our KE Report YouTube channel Click here to follow the latest news from Forum Energy Metals
Interview with Sam Hartmann, VP Exploration of F3 Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-hitting-50-u3o8-at-flagship-jr-zone-at-athabasca-and-drilling-for-more-6335Recording date: 13th February 2025F3 Uranium (TSXV: FUU) is advancing its Patterson Lake North (PLN) uranium project in Saskatchewan's Athabasca Basin, building on its significant 2022 JR Zone discovery. The project gained further momentum in 2024 when drilling intersected 4.5 meters grading 50% U3O8 in hole PLN24-176, marking one of the sector's best drill results for the year.The JR Zone, a shallow, high-grade uranium deposit, currently extends along a strike length of 150-165 meters. VP Exploration Sam Hartmann highlights that the deposit features an "ultra high-grade core" of approximately 20% U3O8, which typically contains about half of the deposit's pounds - a pattern common in Athabasca Basin deposits.The company has outlined a comprehensive exploration strategy backed by a $5 million budget for 2025. The program focuses on three main priorities: expanding the JR Zone through step-out and infill drilling, exploring the A1B1 Trend northeast of the JR Zone, and testing new targets along the PW Trend in the southwestern portion of the property.F3 sees significant exploration potential beyond the JR Zone. According to Hartmann, uranium deposits in the region typically occur in multiple pods: "Whatever geological circumstance caused this mineralization in the shear zone, those similar circumstances would have existed elsewhere in these long structures."Particular attention is focused on the PW Trend, where the company is conducting ground geophysical surveys to refine drill targets. This area has seen limited historical drilling, with only four holes completed, none of which tested the main conductor target.The company's strategy aligns with broader uranium market dynamics. Current spot prices around $70/lb U3O8 remain below mine development incentive levels, and several major Athabasca Basin mines are approaching depletion, suggesting potential supply deficits in coming years.F3 Uranium is positioning the JR Zone as a potential satellite deposit to feed a central mill, rather than a standalone operation. This approach could make it an attractive acquisition target for larger uranium producers active in the region, such as Cameco or Orano.Looking ahead, F3 plans to maintain steady news flow through 2025 as it advances toward a maiden resource estimate at the JR Zone while simultaneously exploring additional targets across the property. The Athabasca Basin is known for hosting large uranium deposits exceeding 100 million pounds U3O8, and with continued exploration success, the JR Zone and surrounding targets could contribute significantly to the region's resource base.View F3 Uranium's company profile: https://www.cruxinvestor.com/companies/f3-uranium-corpSign up for Crux Investor: https://cruxinvestor.com
Rick Mazur, President and CEO of Forum Energy Metals (TSX.V:FMC – OTCQB:FDCFF), joins us to provide an update on the drilling set to commence and the Global Uranium option to earn-in to the Northwest Athabasca Joint Venture; partnered with NexGen, Cameco, and Orano in the Athabasca Basin of Saskatchewan. We also dig into the value proposition at the Company's 8 other uranium exploration projects around the Athabasca Basin. On February 4th the Company announced that the exploration permit has been received and exploration is underway on the Northwest Athabasca (NWA) Project, located along the northwest shore of Lake Athabasca in Saskatchewan, Canada. Global Uranium Corp. (CSE: GURN) (OTCQB: GURFF) entered into an option agreement with Forum, acquiring the right to purchase up to 75% of Forum's interest in the Forum / NexGen Joint Venture with NexGen Energy Ltd. by spending $20 million in exploration. This joint venture is part of the Northwest Athabasca Joint Venture with Forum, Cameco Corporation, and Orano Canada Inc. to explore and develop the NWA Project. Camp construction will begin shortly and diamond drilling will commence by March. Forum Energy Metals is the Operator of the Northwest Athabasca Project. Rick outlines that about 2,000 meters of diamond drilling is anticipated to commence by March and the objective is to at Andy, Zone 2A, and Opie, following up on some of the success from prior exploration work in 2013, and if time allows testing additional high-priority targets at Gomer and Spring Bay. Additional geophysical surveys such as gravity, resistivity and detailed magnetics will be initiated once the camp is in place. In addition to the work that will be going on at this project, we zoom out and give Rick the opportunity to unpack the opportunities and other JVs going on with a number of their other 8 projects around the Athabasca Basin. He highlights their option potential their 100% owned projects and highlights the potential at a couple of their JV projects like the Grease River, Fir Island Project, and Henday Projects. If you have questions for Rick on Forum Energy Metals, then please email them into us at either Fleck@kereport.com or Shad@kereport.com. Click here to follow the latest news from Forum Energy Metals
► Hier gelangt ihr zum Angebot von Liqid: https://www.liqid.de/dip ► Hole dir jetzt deinen Zugang zur brandneuen BuyTheDip App! Jetzt anmelden & App downloaden: https://bit.ly/3YJ1gL8 ► Masterfeed mit exklusiven Inhalten ► Ultimativer ETF-Guide ► Perfekte Depot-Lösungen ► Exklusive Podcasts ► Und vieles mehr ... Auch diese Woche begrüßen wir euch unter dem Motto „3 Mikrofone, 3 Meinungen“ zu den folgenden Themen in dieser Ausgabe: ► DeepSeek-Crash – So haben wir reagiert! ► Das ist die Strategie der FED! ► Tesla: „2025 wird das wichtigste Jahr“ ► Cloudflare - wie geht's jetzt nach dem Ausbruch weiter? ► Die wahren Trump-Aktien! ► DAX: Outperformer 2025? ► Hörerfrage: Verrückte Dividendenaktien mit 80% Rendite! Über eine Bewertung und einen Kommentar freuen wir uns sehr. Jede Bewertung ist wichtig, denn sie hilft dabei, den Podcast bekannter zu machen! ► Via BuyTheDip App kannst du uns deine Themenwünsche senden: https://bit.ly/3YJ1gL8 Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen dürfen wir keine individuelle Einzelberatung geben. Unsere geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren. Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: original_soundtrack. Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: NVIDIA, ASML, Cameco, USD/JPY Short, China Tech ETF
On Monday's edition of SaskAgToday with Ryan Young: -Federal Conservative Leader Pierre Poilievre says Canada needs to be more self-sufficient as the country continues to face the threat of U.S. tariffs on Canadian goods. -Meanwhile south of the border, the U.S. has begun the process of deporting illegal immigrants. The American farming industry relies heavily on migrant workers, and it was brought up during a confirmation hearing for Donald Trump's pick for USDA Secretary. -Farm Credit Canada is expecting demand for farm equipment this year to slow. -A mining operation in Kazakhstan that Cameco is involved with has resumed.
Dr. Rebecca Hunter, VP of Exploration at Forum Energy Metals (TSX.V:FMC – OTCQB:FDCFF), joins me to unpack the key takeaways from next batch of 2 drill holes released from the 2024 exploration program to the market on January 21st. These holes expand the mineralization at the Qavvik anomaly; Forum's second basement-hosted deposit, located within their 100% owned Aberdeen Project in Nunavut, Canada. These 2 holes compliment the more than 2 dozen historic holes that were drilled by Cameco into the Qavvik deposit, and had the highest grade results to date. This successful exploration program intersected a 296-metre-wide zone of uranium mineralization with grades up to 8.2% U3O8 in a newly identified lens and resulted in more than 20 assays with grades greater than 1% U3O8. Mineralization is open to the northeast and southwest, and the shallow depths along with the thick overall uranium intercepts demonstrate the open pit potential of this deposit. These 2 Qavvik drill holes expanded that basement-hosted deposit, much like the previously released 19 holes drilled into the Tatiggaq area also expanded that basement-hosted deposit. Rebecca outlined how the 2 prior year's drill results will likely be combined with relogging of historic drill holes completed by Cameco, to work towards the delineation of a Maiden Resource Estimate at Tatiggaq and Qavvik deposits in the future. This mineralization in the basement-hosted rock is similar in nature to the nearby 133 million pound Kiggavik uranium project held by Orano/Denison/UEC, located about five kilometers to the west of the Tatiggaq deposit. Wrapping up we look ahead to the upcoming drill hole assays still to release from last year's exploration program from highly prospective regional targets. There are still holes to release from the Ned, Ayra, and Loki targets, with the goal of testing and exploring for the higher-grade unconformity style of deposits; similar to what is found in the Athabasca Basin. If you have any follow up questions for Rebecca or the team at Forum Energy Metals, then please email them into me at Shad@kereport.com. Click here to follow along with the most recent news from Forum Energy Metals
Best Low-Carbon ETFs and Stocks includes reviews of two articles by financial analysts at the highly respected Carbon Credits organization. By Ron Robins, MBA Transcript & Links, Episode 146, January 24, 2025 Hello, Ron Robins here, welcome to my podcast episode 146 published January 24, 2025, titled “Best Low-Carbon ETFs and Stocks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now I'm having to record this podcast two days earlier than usual. But it is still filled with great, up-to-the-minute, informative articles! Also, remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (1) Today, I'm starting with two articles on low-carbon ETFs and stocks from analysts at carboncredits.com. The first article is titled Top 5 Carbon ETFs for Sustainable Investing in 2025. It's by Saptakee S. Here are the picks and brief quotes from the article. “1. iShares Global Clean Energy ETF (ICLN) is a part of BlackRock and a top-performing ETF… Essentially, this fund tracks an index of stocks in the global clean energy sector. One important attribute of this ETF is its strict sustainability rules. It excludes companies involved in weapons, tobacco, coal, oil sands, and Arctic drilling. (It) currently manages assets worth $5-6 billion. 2. Invesco Solar ETF (TAN) known as TAN, manages assets valued between $3–4 billion… This fund focuses on solar energy companies, such as manufacturers, installers, and technology providers… TAN is based on the MAC Global Solar Energy Index. It invests 90% of its assets in securities, American depositary receipts (ADRs), and global depositary receipts (GDRs) listed in the index… 3. First Trust Global Wind Energy ETF (FAN) known as FAN, currently manages assets worth $2–3 billion… It's prospective for those managing wind farms, producing wind power, or making wind energy equipment. However, companies must have a market cap of at least $100 million, a daily trading volume of $500,000, and a free float of 25% to join the index. 4. SPDR S&P Kensho Clean Power ETF (CNRG) currently has assets worth $1–2 billion… It is managed by State Street's Investment Solutions Group and is built for long-term growth. With its focus on innovation and the clean energy sector, this ETF is a great option for those wanting to invest in the future of renewable energy. 5. Global X Lithium & Battery Tech ETF (LIT) gives investors access to the booming electrification, lithium, and battery technology sector. Their assets have a $4–5 billion valuation… The ongoing global demand for lithium and supply constraints make this ETF a promising investment in this sector.” End quotes. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (2) Now this is the second article on Low-Carbon investments titled Top 5 Carbon Stocks to Watch in 2025. It's by Jennifer L. and also found on carboncredits.com. “1. Brookfield Renewable Partners (BEP) is one of the world's largest publicly traded renewable energy companies. With a clear focus on clean, renewable energy, Brookfield Renewable Partners distinguishes itself from many of its competitors by operating as a pure-play renewable energy company. This means that its portfolio consists exclusively of renewable sources of power generation, unlike other companies that often combine renewable energy with fossil fuel assets. As of 2024, Brookfield Renewable Partners diversified portfolio encompasses over 35,000 megawatts of operating capacity across various renewable energy sources. This extensive array of assets spans multiple regions, including North America, South America, Europe, and Asia, underscoring Brookfield Renewable Partners commitment to global renewable energy development. For investors seeking exposure to the renewable energy sector with a preference for established companies demonstrating stable growth and reliable returns, Brookfield Renewable Partners represents a compelling option. 2. Aker Carbon Capture ASA (AKCCF) is a Norwegian company specializing in carbon capture technology. Leveraging its expertise from the Aker Group, a global leader in offshore engineering, Aker Carbon Capture has developed modular carbon capture systems that are both cost-effective and scalable… With a solid financial foundation and strategic partnerships, Aker Carbon Capture is well-positioned to expand its carbon capture solutions globally. The aim is to contribute significantly to the reduction of industrial CO₂ emissions and support the transition to a low-carbon economy. 3. LanzaTech Global, Inc. (LNZA) is a pioneering carbon recycling company that transforms waste carbon emissions into sustainable fuels and chemicals through innovative biotechnology using gas fermentation. Through this process, industrial emissions—rich in carbon monoxide and carbon dioxide—are converted into ethanol and other chemicals… The ethanol produced can serve as a building block for various products, including jet fuel, plastics, and synthetic fibers. With a solid financial foundation bolstered by recent capital raises and strategic partnerships, LanzaTech is well-positioned to expand its carbon recycling solutions globally, creating sustainable products from waste carbon. 4. Occidental Petroleum Corporation (OXY) is a major player in the oil and gas industry. However, in recent years, the company has been transforming itself into a leader in carbon management solutions. Occidental has embraced Direct Air Capture (DAC) technology, which removes CO₂ directly from the atmosphere. In partnership with Carbon Engineering, Occidental is constructing the world's largest DAC facility in Texas, a groundbreaking project that will play a significant role in achieving global emission reduction targets… Occidental's approach is an example of how traditional energy companies are evolving to embrace sustainability. By combining its existing expertise in oil extraction with innovative carbon capture methods, Occidental is paving the way for a future where fossil fuel extraction can coexist with carbon reduction technologies. 5. Equinor ASA (EQNR) formerly known as Statoil, is a Norwegian energy giant that has diversified its portfolio to include renewable energy sources like wind power. It has also been at the forefront of carbon capture, utilization, and storage (CCUS) technologies for over 25 years… Equinor is a key player in the Northern Lights project, a pioneering initiative in Norway aimed at developing a large-scale carbon capture and storage infrastructure… Equinor has decades of experience in offshore oil and gas exploration. Its deep-rooted knowledge of energy infrastructure is key to its success in developing large-scale carbon capture and storage solutions. With the potential to store the equivalent of 1,000 years of Norwegian CO₂ emissions beneath the seabed, Equinor's initiatives are pivotal in supporting global climate goals.” End quotes. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (3) Still, on the theme of energy-related investments is this article titled 3 Renewable Energy Stocks to Buy in 2025 and Hold for Decades. It's by James Brumley and found on fool.com. Here is some of what Mr. Brumley says about his picks. “1. Cameco (NYSE: CCJ) one of the planet's top suppliers of uranium, with access to plenty of high-grade reserves. Its two chief mining operations in Saskatchewan, Canada, are currently jointly capable of producing a total of 43 million pounds of high-grade uranium per year, but both could support more output at only marginally more cost… Do prepare for continued volatility from Cameco stock that reflects the continued volatility of uranium prices -- although maybe not quite as much as you might expect. Confidence in nuclear power as a clean source of electricity is slowly but surely improving, leveling out these swings. 2. Brookfield Renewable (BEPC -2.65%) (BEP -1.29%). (Yes, a second recommendation in this podcast.) If you feel confident that renewable energy as an industry is investment-worthy but you don't know where to start, consider a stake in Brookfield Renewable Corp. With it, you'll own a little of everything the business encompasses… There is one detail worth pointing out there. That is, this is not Brookfield Asset Management (BAM.TO), Brookfield Corporation (BN), or Brookfield Wealth Solutions (BNT). Although all of these companies are related, Brookfield Renewable is the only one with direct exposure to the alternative energy market. The others are simply involved in the management and marketing of Brookfield Renewable. 3. First Solar (NASDAQ: FSLR) First Solar stock is down nearly 40% from its June peak largely on concerns that President-elect Donald Trump isn't as supportive of solar power as his predecessor was. And maybe he isn't. The solar tax credits that boosted the business under President Joe Biden's watch are anything but guaranteed to last through Trump's tenure… The irony is that the analyst community is still calling for strong growth from First Solar regardless of who's occupying the White House. Last year's projected top-line growth of 29% is expected to be followed by 32% growth this year, followed by 21% revenue growth next year. Even producing half of that anticipated growth should shake this stock out of its current funk and rekindle a long-term advance.” End quotes. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (4) And, yes, another analyst article on the renewable energy theme — but with a very different angle. It's titled 2 Renewable Energy Stocks to Buy in 2025 and Hold for Decades by Leo Sun on aol.com. It was originally published on fool.com. “1. NuScale Power (NYSE: SMR) produces the only small modular reactors (SMRs) that have been certified with a Standard Design Approval (SDA) from the U.S. Nuclear Regulatory Commission (NRC). Its SMRs can be installed in vessels that are just 9 feet (2.7m) wide and 65 feet (20m) tall -- which makes them much easier to deploy than larger nuclear reactors. NuScale's modular designs are prefabricated, delivered, and assembled on-site. That approach reduces the costs and construction time of a working nuclear reactor. Its current reactor clusters are certified for up to 55 megawatts of electricity… NuScale's stock has already surged nearly 650% over the past 12 months in anticipation of that approval, but it still trades more than 20% below its all-time high from last November. Analysts only expect its revenue to rise 4% to $24 million in 2024. 2. CleanSpark (NASDAQ: CLSK) develops modular microgrids for wind, solar, and other renewable energy sources. These microgrids can be deployed as stand-alone systems or plugged into existing energy grids, and they're used to funnel energy into storage systems, backup generators, and load management solutions. CleanSpark initially developed these green energy systems for other companies, but it evolved into a Bitcoin miner upon acquiring ATL Data Centers in May 2021. It upgraded ATL's mining facilities with its technology to boost their efficiency and demonstrate that it was possible to mine Bitcoins with low-carbon energy… From fiscal 2024 to fiscal 2027, analysts expect its revenue and adjusted EBITDA to grow at a CAGR of 36% and 22%... That makes it a great long-term play if you expect Bitcoin's price to keep climbing and the renewable energy market to keep expanding.” End quotes. ------------------------------------------------------------- Additional article not covered due to time constraints 1. Title: Start-up Bountiful Financial Launches Stock Indices Based on Religious Teachings & Believers' Real-World Experiences. Media release. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Best Low-Carbon ETFs and Stocks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these terribly troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next February 7th. Bye for now. © 2025 Ron Robins, Investing for the Soul
Interview with Troy Boisjoli, CEO, ATHA Energy CorpOur previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-advanced-north-american-uranium-project-6308Recording date: 17th of January, 2025ATHA Energy Corporation has emerged as a significant player in Canada's uranium sector, controlling the largest uranium exploration land package in the country with 8.5 million acres across the Athabasca and Thelon Basins. The company's flagship Angilak project in Nunavut Territory hosts a high-grade inferred resource of 43 million pounds U3O8 at 0.69% grade, comparable to Cameco's former Eagle Point mine.In 2024, ATHA completed a transformative year, executing a three-way merger with 92 Energy and Latitude Uranium while conducting an extensive exploration program at Angilak. The company drilled 10,000 meters across 25 holes, with each hole intersecting uranium mineralization and expanding the existing resource. Recent geophysical surveys have identified a 25-kilometer-long conductor trend, suggesting significant exploration potential.ATHA has outlined an exploration target of up to 98 million pounds at Angilak, positioning it potentially among the top five uranium projects in Canada. The company plans to focus 70% of its 2025 efforts on advancing Angilak while exploring its broader land package.According to CEO Troy Boisjoli, ATHA sees significant opportunity in the current market environment. The company's peer analysis shows uranium companies in the Canadian landscape trading at $6-12 per pound on an enterprise value basis, suggesting potential upside as ATHA advances its resource development.The broader uranium market context appears favorable, with growing nuclear energy adoption globally as countries pursue decarbonization goals. Supply constraints, following years of underinvestment, combined with increasing demand from major producers and new market participants like the Sprott Physical Uranium Trust, are creating bullish market conditions.The geopolitical landscape adds another dimension to ATHA's strategic position. With Russia and Kazakhstan controlling over half of global uranium supply, Western utilities are seeking alternative sources, enhancing the value of projects in stable jurisdictions like Canada.Looking ahead, ATHA's investment thesis rests on several pillars: its large, high-grade resource with expansion potential, tier-one asset potential at Angilak, extensive exploration upside across its land package, and exposure to rising uranium prices. The company's 2025 plans include resource expansion and development studies, which could serve as major catalysts for growth as the uranium market continues to strengthen.Learn more: https://www.cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com
Bis zu 83% Preisvorteil bei Spotify Premium, YouTube Premium, Netflix, Disney+, ChatGPT 4.0 Plus: https://taplink.cc/techaktien Techaktien Merch Shop, Code: Podcast5: https://techaktien.shop/ Patreon Stephan: https://www.patreon.com/c/Techaktien Instagram Stephan: https://www.instagram.com/techaktien/ Twitter / X Stephan: https://x.com/Techaktien1 YouTube Stephan: https://www.youtube.com/@Techaktien Instagram Max: https://www.instagram.com/global.stock.flash/ Telegram Max: https://t.me/+rnYRa1QHgLZiM2Y6 Instagram Juri: https://www.instagram.com/greyxcapital/ YouTube Juri: https://www.youtube.com/@GREYxCAPITAL Patreon Juri: https://www.patreon.com/greycapital?l=de (Werbung) Podcast abonnieren damit AKWs zurück ans Netz gehen in Deutschland. Inshallah. 00:00:00 20 Stromaktien für KI: Constellation Energy, Rolls-Royce, Schneider Electric, Siemens Energy, Cameco, Fluor Corporation, Vistra Corp, RWE, GDF Suez, Enel, Flowserve, Uniper, Crane Co., Quanta Services, MasTec, Legrand, Emerson Electric, Eaton Corporation, Uranium Energy, VanEck Uranium and Nuclear Technologies ETF A3D47K 39:30 Watchlist Max: Fluor Corporation, Schneider Electric, Quanta Services, MasTec, Legrand, Eaton Corporation 00:41:00 AMD 01:10:00 Apple Alles nur subjektive Meinung, Unterhaltung & Satire. #Aktien #Techaktien #SchmutzderWoche #Aktie #Börse #Finanzen #Geld #ETF #ETFs #Trading #Aktientipp #Aktientipps #Aktienanalyse #Dividende #Dividenden #TradeRepublic #Steuern #Steuer #Strom #Strompreis #Emerson #ameci #Uran# AMD #Apple #iphone #airpods #M4pro #Schneider #Siemens #Siemensenergy #Uniper #Uranium #UraniumEnergy #Mastec #legrand #Frankreich #Eaton #AKW #AKWs #Energiepolitik #Grüne #Diegrünen #Vistra #GDFSuez #Quanta #Quantaservices #Vaneck #RWE #Eon
Dr. Rebecca Hunter, VP of Exploration at Forum Energy Metals (TSX.V:FMC – OTCQB:FDCFF), joins me to unpack the next batch of 8 more drill holes released from the 2024 exploration program to the market on January 13th, stepping out from the Tatiggaq deposit on their 100% owned Aberdeen Uranium Project in Nunavut, Canada. This compliments and expands the prior release of 11 holes drilled into the Tatiggaq Main and Tatiggaq West areas in last year's drill program. We also review the upcoming holes still to release from last year's exploration program from highly prospective regional targets, like Qavvik, Ned, Ayra, and Loki. There are still 11 of the 30 holes from the 2024 exploration program yet to release to the market. Rebecca outlines that these eight drill holes for the Tatiggaq anomaly were designed to test sub-parallel structures within the Tatiggaq gravity anomaly at significant step out intervals, demonstrating the large- scale potential of the project with the identification of a potential new zone 300 meters north of the Main Tatiggaq deposit. Drillhole TAT24-021 intersected 0.79% U3O8 over 0.1 m in a strong alteration zone with significant geochemical pathfinder elements at a depth of 221 meters. This mineralized structure is along the D-Fault, where the Tatiggaq Main and West are along the C-Fault. She points out that there are even further potential sub-parallel structures of interest at the E-Fault and A-Fault. Next, we discuss how the 2 prior year's drill results will likely be combined with relogging of historic drill holes completed by Cameco working towards the delineation of a Maiden Resource Estimate at Tatiggaq in the future. This mineralization in the basement hosted rock is similar in nature to the 133 million pound Kiggavik uranium project held by Orano/Denison/UEC, located about five kilometers to the west of the Tatiggaq deposit. We wrap up discussing some of the other regional targets like the basement-hosted Qavvik deposit, where a couple of holes were drilled last year, expanding the knowledge around this areas that also received around 2 dozen historic holes by Cameco. Those results are still pending release. Additionally, there are drill holes still to release from the Ned, Ayra, and Loki targets, with the goal of testing and exploring for the higher-grade unconformity style of deposits; similar to what is found in the Athabasca Basin. If you have any follow up questions for Rebecca or the team at Forum Energy Metals, then please email them into me at Shad@kereport.com. Click here to follow along with the most recent news from Forum Energy Metals
This week's episode features Keerit Jutla, President and CEO of the Association for Mineral Exploration, who offers an exclusive preview of the upcoming AME Roundup conference in Vancouver, happening from January 20-23, 2025. Jutla highlights key themes of the conference, including supply chain security and the major keynote speakers. He also provides insights into recent developments in British Columbia's mining sector, including updates on the Mineral Tenure Act and ongoing efforts to expedite the province's permitting process, which has faced significant delays. All this and more with host Adrian Pocobelli. This week's Spotlight features Chris Frostad, CEO of Purepoint Uranium, who shares insights into the company's uranium projects in northern Saskatchewan. He also discusses key joint ventures with industry leaders IsoEnergy, Cameco, and Orano. To learn more, visit: https://purepoint.ca/ Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com). Licensed under Creative Commons: By Attribution 4.0 License creativecommons.org/licenses/by/4.0 Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201 Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K YouTube: https://www.youtube.com/@NorthernMiner Soundcloud: https://soundcloud.com/northern-miner
Wall Street closed the first trading week of the new year lower for the week but had a slight uplift on Friday as the 2024 darling chip stocks lifted the indices to a positive finish on Friday. The Nasdaq and S&P 500 each snapped 5-day losing streaks to close up 1.77% and 1.26% respectively while the Dow Jones ended the day up 0.8%.Across the European markets on Friday, it was a red finish as markets in the region tracked the lower start for global markets in 2025. Automotive and travel stocks took the biggest hit on Friday across the board, while the STOXX 600 fell 0.5%, Germany's DAX lost 0.6%, the French CAC fell 1.52%, and, in the UK, the FTSE100 ended the day down 0.44%.Over in the APAC region on Friday investors extended the selloff in China as the CSI index fell 1.2% amid economic stability continues its struggle to regain momentum and growth post pandemic. Elsewhere in the region, South Korea's Kospi index rose 1.8%, Japan's Nikkei fell 0.96%, and Hong Kong's Hang Seng ended the day up 0.7%.Locally on Friday the ASX 200 rose 0.6% buoyed by energy stocks soaring 4.5% amid a rise in the price of oil late last week to a two-month high. Trading continues to remain subdued as investors are still on holidays.Uranium miners rallied on Friday on supply shortage concerns after Canada's uranium giant Cameco announced suspension of production at its Kazakhstan-based uranium operation.What to watch today:Ahead of Monday's trading session here on the ASX the SPI futures are anticipating the local market will start the new trading week up 0.28%.On the commodities front this morning oil is trading 1.14% higher at US$73.96/barrel, gold is down 0.76% at US$2638/ounce and iron ore is down 1.16% at US$99.44/tonne.The Aussie dollar is buying US$0.62, 97.76 Japanese Yen, 50.05 British Pence, NZ$1.11.Trading Ideas:Bell Potter has slightly increased the 12-month price target on Champion Iron (ASX:CIA) to $7.15 and maintain a buy rating on the iron ore producer following the announcement that the company has entered into a binding agreement with Nippon Steel Corporation and Sojitz Corporation to form a partnership for the joint ownership and development of the Kami Project. The analyst sees CIA will benefit from maturing high-grade iron concentrate markets and a shift into higher grade production in 2H 2025.And Trading Central has identified a bullish signal on QBE Insurance (ASX:QBE) following the formation of a pattern over a period of 23-days which is roughly the same amount of time the share price may rise from the close of $19.69 to the range of $21.00 to $21.40 according to standard principles of technical analysis.
Justin Huhn, Founder and Publisher of the Uranium Insider, joins me for yet another very comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector, how the longer-term contracting cycle is setting up with utility companies, and what he is watching and how he is positioning in the uranium equities in this most recent corrective move lower in the sector. This is a longer-format discussion building upon our prior conversation in August, because even more key news and developments have been announced in the nuclear and uranium sector. Justin recaps the transformative year in 2024, looks ahead to 2025 and beyond, and guides us through with pro tips on how to approach investing in this sector We start off reviewing the flurry of news this year out of Kazakhstan, from the largest uranium swing producer in the sector Kazatomprom and what it means for the global supply deficit. In addition to a shortfall of sulphuric acid, and increased taxes on production, with both expected to crimp output, there were even more surprises when Kazatomprom announced a big decrease in their JV production for Canada with Cameco, yet still found a way to get China all their contracted ounces. We covered again the continued unstable politics in Niger making future supply still in question for French producer Orano, and also touched on the slower than anticipated restart of the Langer Heinrich Mine operated in Namibia by Paladin Energy (ASX: PDN) (OTCQX: PALAF). We then delve into all the increasing uranium demand from more countries committing to expand nuclear power buildouts, along with life-extensions on existing reactors, and the role that small modular reactors could have in powering AI data centers and manufacturing or in phasing out coal plants as another demand driver. Justin touches upon the ongoing bottlenecks with regards to sourcing enriched uranium fuel and enrichment & processing due to the recent sanctions placed on Russian supplies, the Russian ban on exports of uranium to the US, and the Canadian sanctions on uranium sent to the US, making it difficult to know where the utility companies are going to be able to source conflict free uranium on the global stage. Turning to the actual Canadian production supply, Justin outlines the anticipated production output from both Cameco (CCO.V) (CCJ), and the ancillary production supply from the French state producer Orano from its Athabasca Basin JVs. Neither of these companies are expected to grow output substantially over the next year or two, but Cameco could ramp up production over the next few years from it's 2 Canadian mines. All of this points to a much more constrained output from global uranium producers, even in face of growing demand. One bright spot we returned to again, was encouragin development and ramping up of production from US producers like Energy Fuels (EFR.TO) (UUUU), enCore Energy (EU.V) (EU), Uranium Energy Corp (UEC), Peninsula Energy (PEN.AX) (PENMF), and Ur-Energy (URE.TO) (URG). Justin provides his thoughts on investing in US-based uranium companies, and mentions he is watching IsoEnergy Ltd (TSX: ISO) (OTCQX: ISENF), to see if they get their US project they acquired from Anfield Energy into production in the year to come as another new potential source of domestic uranium supply. Next we get into the key larger uranium development projects in the works and just how many years from actual production all of them are; with no new projects expected to come online until 2028 at the earliest, but likely even longer to 2029 and beyond. We reviewed the Arrow Project from NexGen Energy (TSX: NXE) (NYSE: NXE), who just announced longer-term off-take contracts with $79 floors and $150 ceilings, signaling to the market where they believe the future price range for U308 will be in the years to come. We also discussed the PLS (Patterson Lake) Project, held by Fission Uranium (TSX: FCU) (OTCQX: FCUUF), that is currently being acquired by Paladin Energy (ASX: PDN) (OTCQX: PALAF), and the Phoenix Project held by Denison Mines (TSX: DML) (NYSE: DNN). While these are all very robust projects, they will not be adding to global production for at least several years, which raises the question of where all the new uranium supply will come from in the interim? We wrap up by getting Justin's thoughts on the uranium exploration stocks operating in the Athabasca Basin and Thelon Basin of Canada, and where the biggest opportunities and concerns are from his vantage point. With so many uranium discoveries having already been made, the question is posed if any new discoveries will ultimately matter to the medium-term supply fundamentals? Justin points to the potential of using the Sabre technology from Orano to extract high-grade resources in the Athabasca Basin, and that this new technology could bring more projects up into the development batting order. Ultimately though, more of the longer-term commitments from nations to triple their nuclear capacity by 2050 and all the tech company plans to get small modular reactors into production by 2030 need to play out before there is more of a crunch on uranium exploration to find more deposits. Justin mentions that if we can see a sustained uranium price above $100 for a period of time, that it could incentivize larger companies to finally come in start developing many of the uranium deposits that were delineated and are well known for well into the future. Click here to visit the Uranium Insider website.
Rick Mazur, President and CEO of Forum Energy Metals (TSX.V:FMC – OTCQB:FDCFF), joins me to review the news out to the market today which clarified and expanded upon recent Company news. We discuss the capital raise announced on December 16th, 2024, and the news which summarized the 2024 drill program, which has had 11 holes assays released thus far, and with 19 more drill holes from multiple targets that are still pending assays, on the Aberdeen Uranium Project in the Thelon Basin, Nunavut. The Company is raising $1,250,000 which consists of a combination of shares and flow-through units. Common shares are being purchased by its strategic investor and insiders for general working capital purposes and for the procurement of longer lead, supplies and services for next year's drill program. The flow-through units are being purchased by its long-term investor and supporter the Pavillion Resource Fund. With regards to previous news assays from its 2024 summer exploration program at its Aberdeen Project, which consisted of thirty diamond drill holes covering a total of 6,962 meters; to date, Forum has received 608 geochemical results from the 11 holes at the Tatiggaq Main and West zones. The Tatiggaq Project is located 5 kilometers from Orano's Kiggavik deposit, and 7 of these 11 holes contained mineralization with grades on par with the style of basement-hosted uranium deposits in the Thelon Basin. There are 8 more holes to still release next at the Tatiggaq area, stepping out from the known mineralization. In addition to those 8 holes still to release from Tatiggaq, there are 11 additional drill holes to report on that tested other highly prospective regional areas, like the Qavvik, Ned, Ayra, and Loki targets. Rick outlines that Qavvik, like Tatiggaq already has a discovery on it, with many historic holes drilled by Cameco, so the holes put in there are expanding on the mineralization. In contrast, the targets like Ned, Ayra, and Loki are new grassroots targets, with multiple data sets defining them as prospective to go after higher-grade unconformity-style mineralization. We wrap up discussing the partner-funded winter drill campaign on the Northwest Athabasca Joint Venture in the Athabasca Basin, where Forum Energy Metals will be the operator and this will provide even more exploration newsflow during the winter months and into the spring. Then after that the 2025 summer drill program will commence back at the Aberdeen Project, so there will be a steady amount of newsflow next year. If you have any follow up questions for Rick or the team at Forum Energy Metals, then please email them into me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Forum Energy Metals at the time of this recording Click here to follow along with the most recent news from Forum Energy Metals
Ibex y DAX son los mejores índices europeos este año ¡están destacando! El Ibex busca amarrarse a los 12.000 puntos y el DAX impulsado por SAP, Deutsche Bank y otros más valores. En la bolsa española Iberdrola está en zona de máximos, Inditex suma un 40% en el año y los bancos están fuertes. ¡Tenemos un mercado afrontando la recta final de año! Las dos últimas semanas del año suelen ser muy positivas. En el Consultorio de Bolsa hoy contamos con Javier Alfayate, gestor de Fondos. Con el analista hemos visto Endesa, Mapfre, Inditex, Grifols, Neste Oil, CleanSpark, Palantir Technologies, Cameco, Arch Capital, AllState, Indra, Leonardo, Nike, Nestle, Safran…
Keith Bodnarchuk, President and CEO of Cosa Resources Corp. (TSX-V: COSA) (OTCQB: COSAF), joins us to review the transformative Company news announced on December 2nd, that the TSX Venture Exchange has conditionally approved Cosa's acquisition of a 70% interest in a portfolio of prospective uranium projects from Denison Mines Corp. (TSX: DML) (NYSE American: DNN) in a new Joint Venture transaction. The Projects consist of (a) the Murphy Lake North Project, located within four kilometres of IsoEnergy's Hurricane Deposit, (b) the Darby Project, located ten kilometres west of Cameco's Cigar Lake Mine, and (c) the Packrat Project, located 19 kilometres southwest of the Rabbit Lake Mill. Transaction Summary: Cosa will initially be the operator for all Joint Ventures. In addition, Denison has agreed to participate in subsequent equity financings of Cosa for aggregate total proceeds of a minimum of C$1,000,000. As consideration for the Transaction, Cosa will issue 14,195,506 common shares (the "Consideration Shares"), equivalent to 19.95% of the outstanding Common Shares of Cosa upon completion of the Transaction. Additionally, Cosa will be required to: issue Denison a further C$2,250,000 in deferred consideration shares within a five-year period beginning at the closing date of the Transaction; fund 100% of the first C$1,500,000 in exploration expenditures on the Murphy Lake North Project by December 31, 2027. Failure to do so will result in Denison's ownership in the Murphy Lake North Project reverting to 51% and Denison will assume operatorship; and fund 100% of the first C$5,000,000 in exploration expenditures on the Darby Project by June 30, 2029. Failure to do so will result in Denison's ownership in the Darby Project reverting to 51% and Denison will assume operatorship. The Darby Project is subject to a buydown which permits Denison to reclaim up to 60% of the Darby Project and is to be the greater of: (i) C$50,000,000 or (ii) 450% of Cosa's exploration expenditures to date (excluding the initial C$5,000,000 in Cosa funded expenditures) incurred on the Darby claim(s) for the proportion of the property interest subject to the Buydown. We have Keith outline these key transaction details, walk us through the prospectivity and exploration strategy around each of these 3 JV projects, along with highlighting that that company is still very interested in doing follow up work at their 100% owned Ursa, Orion, Aurora, and Orbit Projects. The first project up for drilling this winter in early 2025 will be the Murphy Lake North Project, and the Darby Project and Ursa Project will get more exploration work later next year. If you have any questions for Keith regarding Cosa Resources, then please email them in to us at Shad@kereport.com or Fleck@kereport.com. In full disclosure, Shad is a shareholder of Cosa Resources at the time of this recording. Click here to follow the most recent news from Cosa Resources
Scott Melbye, Executive Vice President of Uranium Energy Corp (NYSE American: UEC) and President of the Uranium Producers of America, joins me for a longer-format discussion on the fundamentals driving the expansion of nuclear power and more demand for uranium, as well as the Company fundamentals for Uranium Energy Corp as they are growing their US production profile and continuing to explore and develop their Canadian portfolio of projects. We start off in a multi-faceted conversation on the perfect storm of tailwinds gathering behind nuclear power with 20 countries, including the US, committing to tripling their nuclear power energy output by 2050, and more need for carbon-free baseload electricity to satisfy green energy transition policies and growing demand from AI datacenters. We then contrast that demand growth with geopolitical tensions taking French uranium supply offline in Niger, the US sanctions on Russian enriched uranium fuel, and retaliatory bans from Russia on exporting uranium fuel to the US, and Kazakhstan state producer Kazatomprom missing guidance, and maintaining more output to Chinese partners than to its JV with Cameco, moving more fuel to the East versus the West. This all highlights the importance of US domestic uranium producers, along with legitimate Canadian development projects, and the premiums those North American companies and projects are likely to keep garnering from investors. The conversation then transitions to Uranium Energy Corp as the largest and fastest growing uranium producer in the US, and Scott outlines their anticipated production growth from 1 million to 5-7 million pounds over the next 5 years domestically, and the potential to then ramp that up to about 12 million pounds of production once their Canadian Roughrider project is developed and put into production. Then there are even further development projects of merit within their Canadian pipeline of projects acquired from UEX 2 years back. Scott briefly breaks down the potential at a number of their US and Canadian projects, speaks to the pedigree and experience of their management team, the financial health of the Company, key strategic shareholders, their ETF inclusion, and analyst coverage. If you have any questions for Scott regarding Uranium Energy Corp, then please email those in to me at Shad@kereport.com, and we'll get them addressed by management or covered in future interviews. In full disclosure, Shad is a shareholder of UEC at the time of this recording. Click here to follow the latest news from Uranium Energy Corp
Interview with Troy Boisjoli, CEO of Atha Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-north-americas-largest-uranium-exploration-portfolio-6037Recording date: 25th November 2024ATHA Energy, a uranium exploration company with an extensive land portfolio, is making strategic advancements in a market poised for significant growth. With over 8.5 million acres across Canada's premier uranium jurisdictions, including the Athabasca and Thelon Basins, ATHA's flagship Angilak project in Nunavut is at the forefront of its development strategy. The project has a historical resource of 43 million pounds (Mlbs) of uranium at an average grade of 0.69% U₃O₈, with exploration indicating the potential to expand that resource to an upper target of 98 Mlbs.The Angilak project is a standout asset, offering both scalability and development advantages. Located in Nunavut, a mining-friendly jurisdiction where 47% of GDP is mining-related, the project benefits from existing supply chains and infrastructure established by neighboring operators like Agnico Eagle. Unlike many deeper uranium deposits, Angilak's mineralization begins at or near the surface, reducing development complexity and costs. “At Angilak, [the resource] comes right to surface—it's sub-cropping,” noted ATHA CEO Troy Boisjoli, highlighting this key advantage.ATHA's leadership team brings extensive uranium experience, including expertise from Cameco and NexGen. Boisjoli, who served as Chief Geologist at Cameco's Eagle Point Mine, sees parallels between Angilak and his previous operations. He emphasized, “Eagle Point had a very similar profile to Angilak—70 million pounds remaining at 0.7%.” The team's capability spans early-stage exploration through to operational development, positioning ATHA to efficiently de-risk and scale its assets.The company employs a disciplined capital allocation strategy, directing 70% of its resources toward Angilak while investing the remaining 30% in discovery-stage projects like the Gemini property in Saskatchewan and other generative opportunities. This approach ensures near-term growth and a robust pipeline of future prospects, mitigating risks associated with reliance on a single project. Assay results from Gemini are expected in Q1 2025, adding another layer of potential upside.ATHA's timing aligns with a favorable uranium market. The industry is experiencing a resurgence, driven by long-term contracting cycles, growing nuclear energy adoption, and limited supply. As Boisjoli observed, “We're entering a long-term contracting cycle similar to 2006, when demand significantly outpaced supply and created upward pressure on uranium prices.” Recent production challenges from competitors like Paladin and Peninsula highlight the market's tightness and underscore the need for scalable, high-quality assets like Angilak.Angilak's exploration results further enhance its appeal. A 10,000-meter drill program conducted in 2023 demonstrated mineralization across all 25 holes, validating the resource's growth potential. Boisjoli emphasized ATHA's rigorous approach, which relies on hard data rather than speculative geophysical targets, ensuring confidence in the project's scalability.For investors, ATHA Energy presents a compelling case. With a flagship asset primed for resource expansion, a seasoned leadership team, and a disciplined approach to exploration and development, ATHA is well-positioned to capitalize on the growing uranium market. The combination of timing, expertise, and a diversified asset base offers a unique opportunity for those seeking exposure to this generational uranium opportunity.—Learn more: https://cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com
Hell investiert - Erfolgreich mit Gold, Immobilien, ETFs & Co.
Heute geht es um eine Aktie, die indirekt vom KI-Hype profitiert - und zwar deutlich. Um welchen Wert es sich handelt und warum ich ihn so spannend finde, kläre ich in dieser Episode auf. ► „Buy The DIP“ mit Lars Erichsen, Timo Baudzus und mir findet ihr hier: https://buythedip.podigee.io/ ► NEU: Meine exklusive Vermögens-Strategie –
Interview with Chris Frostad, President & CEO of Purepoint UraniumOur previous interview: https://www.cruxinvestor.com/posts/purepoint-uranium-tsxvptu-aggressive-exploration-for-high-grade-uranium-5484Recording date: 21st October 2024Purepoint Uranium (TSXV:PTU) has announced a strategic partnership with ISO Energy that fundamentally transforms its exploration capabilities in Saskatchewan's Athabasca Basin. The deal combines ten premium projects from both companies into a 50/50 joint venture, with Purepoint serving as the exploration operator.The partnership structure is notable for its focus on premium assets rather than non-core properties. Purepoint will manage exploration activities across the combined portfolio, with ISO Energy taking operational control once specific resources are identified. This arrangement allows Purepoint to maintain strategic direction during the critical exploration phase while leveraging ISO Energy's development expertise and financial strength.Financially, the deal includes a $2 million financing, with ISO Energy contributing $1 million for approximately 12% ownership in Purepoint. The company is also implementing a 10:1 share consolidation to improve trading dynamics and attract institutional investors. Post-consolidation, Purepoint will have approximately 60 million shares outstanding.The combined property package strategically reassembles what was historically part of Cameco's Dawn Lake Project, creating a district-scale exploration opportunity. Notably, the properties share geological trends with ISO Energy's Hurricane deposit, enhancing exploration potential. The Larocque Corridor, which hosts the Hurricane deposit, continues through the joint venture's property package.Purepoint's broader portfolio strategy demonstrates capital efficiency. For example, a $9-10 million exploration program across all projects would require less than $3 million from Purepoint, thanks to various partnership arrangements. The company has structured the ISO Energy joint venture with both minimum and maximum annual expenditure requirements, ensuring consistent project advancement while protecting against potential dilution.CEO Chris Frostad emphasizes the strategic timing: "From our side of the fence, you start to feel that momentum really building from an investment standpoint and from money really wanting to get into this particular market." This momentum is supported by major producers like Cameco and Orano returning to exploration activities after years of reduced spending.The investment case for Purepoint centers on several compelling factors. The company now controls district-scale exploration potential in proven uranium territory, backed by ISO Energy's financial strength and technical expertise. Through its strategic partnerships, Purepoint has established an efficient capital structure that maximizes exploration impact while minimizing dilution. Investors can look forward to multiple exploration catalysts across the project portfolio, while the improved trading dynamics post-consolidation should attract broader institutional interest. This positioning comes at an opportune time, as the uranium sector demonstrates growing momentum with major producers returning to exploration activities and increasing institutional capital flows.The partnership represents a strategic approach to uranium exploration, combining premium assets, operational expertise, and financial efficiency. With renewed interest in uranium exploration from major producers and increasing institutional investment in the sector, Purepoint has positioned itself to capitalize on improving market conditions while maintaining operational control of its exploration programs.Risk factors include exploration success rates, uranium market dynamics, and potential delays in program execution. However, the structured nature of the partnership, including minimum exploration commitments and clear operational responsibilities, helps mitigate these risks while maintaining upside exposure to discovery potential.Learn more: https://www.cruxinvestor.com/companies/purepoint-uranium-group-incSign up for Crux Investor: https://cruxinvestor.com
Quick heads up. I have made some video versions of recent articles. Here they are, in case you are a watcher rather than a reader:I don't know about you, but I use artificial intelligence (AI) all the time. ChatGPT has become my right-hand man. It gives me advice (really – and good advice too), it helps me make decisions, it gives me exercise workouts, recipes, it proofreads what I write, it helps me write titles, it even helps me write song lyrics. Midjourney does all the imaging for this newsletter. Even a simple Google search now involves lots of AI.I know I'm not alone. Almost everyone is using AI, consciously or not.Guess what? AI requires bucket loads of power. That's why Microsoft recently agreed to pay Constellation Energy, the new owner of America's infamous nuclear power station, Three Mile Island, a sizeable premium for its energy. There is cheaper wind and solar power to be had in Pennsylvania, but it isn't as reliable as nuclear, 24 hours a day.It's not just AI. The widespread political desire to rid ourselves of fossil fuels means the world needs electricity, and fast.Nuclear is the solution, of course. But nuclear takes a lot of time, even with AI now “re-routing” the anti-nuclear narrative. It takes especially long in the UK where any kind of infrastructure project requires billions to be spent on planners, lawyers and consultants before a brick is even lifted.It's so stupid of course. Nuclear power stations have been operating commercially for 70 years, providing reliable, affordable, and almost infinitely renewable “clean” electricity. Nuclear has the best safety record of any energy technology. Almost all environmental concerns, such as waste disposal, have been solved. But if you want to know the name of the point at which stupidity, hypocrisy, waste and weakness meet, it's called British Energy Policy.Layer upon layer of safety is demanded in nuclear plant design. The regulatory process is slow, cumbersome, and complex. There is a long lead time between planning, building, and operation, which adds to expense. Political uncertainty meant many proposals for nuclear power stations in the UK were shelved. It all drives away investment.But governments around the world are waking up to the fact that the silver bullet is nuclear-powered. Thus, the narrative is changing. The dawn of the new age of nuclear power is upon us, and it can't come quickly enough.That's why the focus has shifted to small modular reactors (SMRs). These have been operational for almost 70 years now in submarines, aircraft carriers, and ice-breakers, but in the last few years, land-based SMRs have been developed to generate electricity.They use simple, proven technology, and are safer than current nuclear power stations. They can be manufactured in factories and then rapidly erected on-site. Modular refers to the design principle of breaking down a system into small, independent, and interchangeable components, or “modules”, that can easily be combined, modified, or replaced without affecting the rest of the system. This flexibility means they are scalable. It aids manufacture, transportation, and installation while reducing construction time and costs.SMRs don't occupy much land, so they have little impact on the landscape. Some can even be constructed underground – surely preferable to wind turbines and solar farms. In the UK, they could be erected on the redundant sites of closed nuclear and coal-fired power stations, where grid connections are readily available. A 440 megawatt (MW) SMR would produce about 3.5 terawatt hours (TWh) of electricity per year, enough for 1.2 million homes – or to provide power to Wales, the Northeast of England, or two Devons. It would require about 25 acres of land. A solar farm would need 13,000 acres for the same output; a wind farm, 32,000 acres. Three 440MW SMRs would be enough for London, which has around 3.6 million homes.What's more, their output is not dependent on the weather. Reliability is why Microsoft paid a premium of more than 85% for Three Mile Island's power. SMRs produce electricity that can easily be adjusted to meet the constant, everyday needs of the grid (baseload), and they can also ramp up or down to follow changes in demand throughout the day. They spin in sync with the grid, so they help keep everything stable. When they're running, they act like a steady hand, providing momentum that makes it easier to manage sudden changes in electricity supply or demand.Why not subscribe to this amazing publication?How To InvestThere are all sorts of ways to invest in nuclear power. The simplest and least risky is to buy the metal itself. Current demand for uranium stands at around 200 million pounds per year, while mining output totals only 140 million pounds. Another 25 million pounds comes from secondary sources, such as scrap and recycling. So there is a uranium supply deficit. I'm surprised the price isn't higher. London-listed Yellowcake (LSE:YCA) has been set up with this purpose in mind. It is, essentially, a uranium holding company. You buy the shares, and thus own a share of the uranium it holds. It makes up part of the Dolce Far Niente portfolio.You could also buy uranium miners, though I have to say I do not like the miners at all. There are the large producers, such as Cameco (Toronto: CCO) and Paladin Energy (Sydney: PDN). You can also gain exposure via large caps, such as Rio Tinto (LSE: RIO), but they are not pure plays. There are mine developers too, such as NexGen Energy (Toronto: NXE), whose Rook 1 project should be producing a whopping 30 million pounds a year by 2030, almost enough to solve the uranium supply deficit single-handedly.If you don't fancy your stock-picking skills, go for a fund instead. The London-listed Sprott Uranium Miners ETF (LSE: URNP) is an exchange-traded fund that gives you exposure to a basket of mining companies, as does closed-end fund Geiger Counter (LSE: GCL). Another popular ETF is the Global X Uranium UCITS ETF (LSE: URNU).Why don't I like uranium miners? About 90% of those listed in the funds do not have any production coming in the near future and are, therefore, huge vortexes into which capital will disappear. At present, they are fully valued. That's not saying they won't go up. But when the time comes for them to fall, they will bomb.When I last looked at SMRs in 2021, the companies I tipped were Rolls-Royce (LSE: RR) and Fluor Corp (NYSE: FLR). Both have been real winners. Rolls-Royce has built seven generations of SMRs for use in nuclear submarines and, with its modern designs for SMRs, has been winning contracts all over. Rolls-Royce is not a pure SMR play. But it has put its SMR business into a separate entity (Rolls-Royce SMR) and I presume this will be spun out and listed at some later stage.The stock has been going great guns under its new CEO, Tufan Erginbilgiç. I tipped it around the 100p mark and it's now at 530p and there's no stopping it. It was 1,350p in 2013, so there's plenty of upside left, and that was before there was any urgency about SMRs. I've taken my original stake off the table, and the rest I'm holding.I also mentioned NuScale, a US outfit, which in 2021 was unfortunately still private. There was a way to get exposure to NuScale, however: via majority shareholder and engineering company Fluor Corp. It has been a real winner too. We tipped it at $18. It's now $50. The stock remains a hold, although it is not a pure play. Worth $8.6bn, Fluor has $200m of free cash flow and trades at 42 times earnings.But the company we were looking at, NuScale Power Corporation (NYSE: SMR), has now listed – good ticker – and you can buy the stock at not far off the flotation price. Be warned, however: this is a volatile company. Since its initial public offering (IPO) at $10, the stock has been as high as $15 and as low as $2. It is now at $13.NuScale designs, develops, and commercialises SMR reactors for nuclear-power generation, aiming to provide a “safe, flexible, and scalable nuclear-energy solution”. Its flagship product is the NuScale Power Module, a self-contained pressurised water reactor (PWR) that is far smaller than traditional nuclear reactors. Each module has an electric capacity of about 60 megawatts, but they can combine to scale up.NuScale has partnered with various organisations, including the US Department of Energy (DOE) and global energy firms, but it does not yet have a solid sales pipeline, so it is hard to value. Instead, it's a bit of a meme stock that rises and falls when it gets tipped. NuScale has a market capitalisation of $1.2bn and revenues of $23m; it lost $273m last year. It now has $180m in negative free cash flow, $130m in cash and a burn rate of about $35m per quarter. (So it's got enough money for another year.) Caveat emptor.Another option is BWX Technologies (NYSE: BWXT), but again it's not a pure SMR play, more of a picks-and-shovels play. The company manufactures nuclear-reactor components, systems fuel, and other critical parts for the nuclear-power industry. It really is wide-ranging (think anything from naval nuclear propulsion to nuclear defence) and its history goes all the way back to the Manhattan Project.SMR developers will often rely on BWX's expertise and manufacturing capabilities to ensure the safety and functionality of their designs. As demand for SMRs grows, so will the appetite for BWX's products and services. BWX has a market value of $10bn and $1.2bn in debt. Earnings per share are just shy of $3, and the price/earnings (p/e) ratio is close to 40. But it is profitable and pays a yield just below 1%.If you want to go really small and speculative, there is always the mining exploration option (not recommended), or uranium enrichment firms. If this technology of enriching uranium to make it more powerful comes good, then the efficiencies of the industry will improve even further, and the problem of uranium supply deficits will quickly vanish, along with the high prices of many uranium miners. Silex Systems (Sydney: SLX) – market cap A$1.1bn (£565m), 50% owned by Cameco – is the market leader here, although Centrus Energy (NYSE: LEU), worth $1bn, is not far behind.We are still some years from successful enrichment, but it is coming. I doubt we will see it before the uranium price itself breaks to new highs above $140/lb, which it hit in 2006, and probably not until $200 uranium. High prices have a habit of accelerating everything. Uranium is now at $70/lb.That's when tiny-cap nuclear-fuel tech firms such as Lightbridge (Nasdaq: LTBR), worth $46m, could rocket. Lightbridge, looking to improve the safety, economics, and proliferation resistance of nuclear power, is developing a fuel that operates about 1,000 degrees cooler than standard fuel. It's got $27m in the bank, is losing $10m a year and, like NuScale, seems to rely on memes and tipsters. The stock costs $3 so there is plenty of upside. But be warned: this is an illiquid Nasdaq stock. Don't chase it.Amazing chart. From $4,000 - to $2. Talk about wealth destruction. It's like an NHS IT project. Looks like it might, finally, have bottomed though. This article first appeared in Moneyweek Magazine.I'll be MCing this year's Moneyweek Summit on Friday November 8th. Readers of the Flying Frisby can get a 20% discount by entering the code FRISBY20If you're interested in nuclear, Wednesday's piece might be of interest: I had an email from Nick Lawson, CEO of investment house, Ocean Finance, which has put together some research on Lightbridge. I share it here, in case of interest. And here once again are those vids: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe
Ben Rains explores why nuclear energy stocks such as Vistra and Cameco have soared since Constellation Energy's massive Microsoft deal. The episode then digs into the long-term bull case for nuclear energy as it becomes the star of the energy transition and the power behind the artificial intelligence age. The episode then breaks down three under-the-radar nuclear energy stocks—FLR, BWXT, and GEV—to buy now for long-term upside. (0:30) - Stock Market Update: Will Nuclear Energy Fuel The AI Boom? (4:35) - Is Fluor A Strong Nuclear Energy Investment With Huge Upside? (9:40) - Should Buy One of The Largest Suppliers of Nuclear Components? (13:50) - How Much Will GE Vernova Benefit From The Energy Transition? Podcast@Zacks.com
In this episode of the Capitalist Investor, Tony and Derek dive into a controversial headline from Fox Business involving billionaire hedge fund manager John Paulson's alarming statement on shifting to cash if Harris wins the presidency. With Luke on assignment, Tony and Derek explore the potential economic impacts of Harris's proposed tax policies, including increased corporate tax rates and a 25% unrealized gain tax on high-income earners. The hosts provide their insights on how these policies could affect the average investor and discuss investment strategies like active management and election-proof stocks. Don't miss this engaging discussion and feel free to share your thoughts and questions at info@swpconnect.com.1. John Paulson's Alarming HeadlineThe episode kicks off with hosts Derek and Tony delving into a startling announcement by billionaire hedge fund manager John Paulson. Paulson, known for being a Trump fundraiser, warned on Fox Business that he'd move to cash and gold if Kamala Harris were to win the presidency. The hosts express concerns about the potential ripple effects of such headlines on the average investor. While Paulson can afford to shift to cash, the average retiree cannot. Tony emphasized the principle of "time in the market is better than timing the market," arguing that knee-jerk reactions can result in missing out on both the market's peaks and valleys.2. Potential Economic Policies of a Harris PresidencyDerek and Tony also scrutinize the possible economic policies of a Kamala Harris presidency, notably her unclear stance on various issues. Derek points out her proposal to increase corporate tax rates to 28%, something that the hosts believe would be devastating for the markets. Tony further noted that higher taxes on the wealthy could end up leading to job cuts and reduced economic growth. Both hosts agreed that such economic policies could cause at least a 10% market correction.3. Active Management Versus Index FundsIn the middle of their discussion, Tony highlights the importance of active management, especially in volatile political climates. He argues that while the last few years have been relatively easy for index fund investors, times are changing. Active management, he believes, will shine through by identifying "election-proof" stocks. Tony cites companies like Cameco and General Dynamics as examples, explaining that both are likely to remain strong regardless of who wins the election.4. 25% Unrealized Gain Tax ProposalOne of the more controversial topics discussed was the potential for a 25% unrealized gain tax on individuals earning over $100 million. Tony warns that such a tax could be a "death strike" for the stock market. By taxing unrealized gains, individuals like Elon Musk would be forced to liquidate a significant portion of their holdings, causing market turmoil. The hosts question the foresight behind such policies, stressing that the repercussions would extend beyond the wealthy and impact the market at large.5. Conspiracy Theories and Political WealthIn a lighter yet thought-provoking segment, the hosts delve into a conspiracy theory regarding the enrichment of politicians. Tony muses about how many politicians, despite their relatively modest salaries, end up becoming incredibly wealthy through real estate and lucrative stock investments. He hypothesizes that if high taxes on the wealthy were implemented, even rich politicians could be privately lobbying against such changes to protect their own assets.The episode is a rich tapestry of financial insights, political analysis, and market strategies, making it a must-listen for anyone looking to understand the multifaceted impacts of the upcoming elections. As always, Derek and Tony encourage their listeners to send in their questions and show ideas to further explore these compelling topics.
In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Laurin Meyer und Philipp Vetter über eine Urlaubs-Überraschung an der Wall Street und die neuen Blockbuster von Disney. Außerdem geht es um Expedia, Airbnb, Booking, Paramount Global, Warner Bros. Discovery, Urenco, Centrus Energy, NexGen Energy, Cameco, Denison Mines, Uranium Royalty, Novo Nordisk, A. P. Møller Maersk, DSV Group, Ørsted, Vestas, Global X Uranium ETF (WKN: A3DC8S), Sprott Uranium Miners ETF (WKN: A3DJZY), VanEck Uranium and Nuclear Technologies ETF (WKN: A3D47K), Amundi MSCI Nordic (WKN: A2H569) und Xtrackers MSCI Nordic (WKN: A1T791) Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Justin Huhn, Founder and Publisher of the Uranium Insider, joins me for yet another very comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector, how the longer-term contracting cycle is setting up, and then what he is watching and how he is positioning in the uranium equities in this most recent corrective move lower in the sector. This is a longer-format follow up to our prior conversation in April, because a lot of nuclear and uranium sector news has been announced, and Justin guides us through with pro tips on how to approach investing in this sector. (in fact, this may be the longest daily editorial we've ever put out on the KE Report, but it is packed with information, gets into a rapid-fire segment midway through, and then ends with a bang) We start off reviewing the flurry of news out of Kazakhstan from the largest uranium swing producer in the sector Kazatomprom. In addition to a shortfall of sulphuric acid, increased taxes on production, expected to crimp supply; and yet a surprise announcement of an increase in overall production (while showing a big decrease in their JV production for Canada with Cameco), Justin walks us through all the nuances. We also discuss the continued unstable politics in Niger making future supply still in question, along with the Australian ban on the Jabiluka uranium deposit; blocking Energy Resources of Australia and Rio Tinto (RIO) from bringing that supply online. We also discuss expectations for production output from both Cameco (CCO.V) (CCJ), and the French producer Orano, which are not expected to grow output that much over the next year or two. All of this points to a much more constrained output from global uranium producers, even in face of growing demand. One bright spot for production is the ramping up of production from US producers like enCore Energy (EU.V) (EU), Energy Fuels (EFR.TO) (UUUU), Ur-Energy (URE.TO) (URG), Peninsula Energy (PEN.AX) (PENMF), and Uranium Energy Corp (UEC). Justin provides his thoughts on investing in US-based uranium companies, what he feels their reasonable collective output levels are, and also he also discusses the pros and cons of exploration companies and jurisdiction risk in certain states. We then delve into all the increasing uranium demand from more countries committing to expand nuclear power buildouts, along with life-extensions on existing reactors, and the role that small modular reactors could have in powering AI data centers and manufacturing or in phasing out coal plants as another demand driver. Justin touches upon the ongoing bottlenecks with regards to sourcing enriched uranium fuel and enrichment & processing due to the recent sanctions placed on Russian supplies and the waivers that utility companies are waiting for more clarity on. He also breaks down the bifurcation between the expectations and sentiment from the utility companies and nuclear fuel buyers, compared to the realities that the uranium mining companies have been forecasting; with regards to realistic future mine supply and incentive prices. Next we get into the key larger uranium development projects in the works and just how many years from actual production all of them are; with no new projects expected to come online until 2027 at the earliest, but likely a lot longer. This review includes the Arrow Project from NexGen Energy (TSX: NXE) (NYSE: NXE), the PLS (Patterson Lake) Project held by Fission Uranium (TSX: FCU) (OTCQX: FCUUF), that is currently being acquired by Paladin Energy (ASX: PDN) (OTCQX: PALAF), and the Phoenix Project held by Denison Mines (TSX: DML) (NYSE: DNN). While these are all very robust projects, they will not be adding to global production for at least several years, which raises the question of where all the new uranium supply will come from in the interim? We wrap up by getting Justin's thoughts on the uranium exploration stocks operating in the Athabasca Basin and Thelon Basin of Canada, and where the biggest opportunities and concerns are from his vantage point. With so many uranium discoveries having already been made, the question is posed if any new discoveries will ultimately matter to the medium-term supply fundamentals? Justin points to the ultra-high-grade uranium discovered over the last few years at the Hurricane Deposit, held by IsoEnergy Ltd (TSX: ISO) (OTCQX: ISENF), and the potential of using the Sabre technology from Orano to extract it, and additionally Denison's Phoenix Project. If more deposits like that can be found, then it will be impactful, and could bring more projects up the development batting order. Click here to visit the Uranium Insider website.
Scott Melby, is the Executive Vice President of Uranium Energy Corp and a seasoned expert in the uranium industry with over 35 years of experience. He has held senior roles in major uranium companies, including Cameco and Uranium One, and actively contributes to the global nuclear energy sector through his leadership and advocacy. Energy, Uranium, National Security
Interview with Keith Bowes, MD of Lotus Resources Ltd.Our previous interview: https://www.cruxinvestor.com/posts/lotus-resources-asxlot-reviving-uranium-mine-to-seize-sector-momentum-4886Recording date: 10th July 2024Lotus Resources (ASX:LOT) presents a compelling investment opportunity in the uranium sector, strategically positioned to capitalize on the growing global demand for nuclear fuel. With two key projects in Africa, the company is on track to become one of the few near-term uranium producers in a market facing potential supply shortages.The company's flagship asset is the Kayelekera uranium project in Malawi, a past-producing mine poised for a rapid restart. Kayelekera boasts several attractive features that make it stand out in the uranium sector. With a low restart capital of approximately $88 million, the project offers a cost-effective path to production. The short timeline of just 15 months to production further enhances its appeal, allowing Lotus to potentially capitalize on favorable market conditions quickly. The company has set an ambitious target production date of end-2025, positioning Kayelekera as one of the few near-term uranium production opportunities available to investors.Lotus is currently conducting a Front-End Engineering and Design (FEED) study to refine capital costs, operating costs, and the execution schedule. The company's recent A$30 million capital raise provides funding for these critical pre-production activities.In addition to Kayelekera, Lotus holds the Letlhakane project in Botswana, acquired through a merger. Letlhakane represents a significant growth opportunity for the company, boasting a large resource of 75-80 million pounds of uranium. This substantial resource base underpins the potential for a 20+ year mine life, providing Lotus with a long-term production asset. With a projected production capacity of 3-4 million pounds per year, Letlhakane could position Lotus as a major player in the uranium market, complementing the near-term production potential of Kayelekera and offering investors exposure to both immediate and future growth prospects in the uranium sector.Lotus sees substantial optimization potential at Letlhakane, including grade improvements, enhanced recoveries, and simplified processing. The company aims to advance Letlhakane over the next 3-4 years, potentially funding its development through cash flow from Kayelekera.The macro environment for uranium appears increasingly favorable. Growing recognition of nuclear energy's role in decarbonization, coupled with years of underinvestment in new projects, has created a tightening supply-demand balance. Major producers like Cameco and Kazatomprom are reportedly fully contracted for the next several years, forcing utilities to look to the next tier of producers.This dynamic puts Lotus in a strong position to secure offtake agreements, potentially with premium pricing or favorable terms. The company is actively engaging with utilities, primarily in North America and Europe, aiming to contract 50-60% of Kayelekera's production under term agreements.Lotus has bolstered its management team with key hires experienced in project execution, uranium processing, and African mining operations. This expanded team brings the necessary skills to transition from developer to producer.While Lotus presents a compelling investment thesis, investors should be aware of key risks. These include execution challenges in restarting Kayelekera and developing Letlhakane, potential financing hurdles and dilution, uranium price volatility, and political and regulatory risks in African jurisdictions. Despite Malawi and Botswana being considered relatively stable, these factors should be carefully weighed against the company's opportunities when considering an investment in Lotus.Overall, Lotus Resources offers investors exposure to near-term uranium production potential through Kayelekera, with additional long-term growth from Letlhakane. The company's strategy of fast-tracking a past-producing asset while methodically advancing a large-scale project positions it well to potentially benefit from rising uranium demand across market cycles.As one of few potential near-term uranium producers, Lotus warrants attention from investors seeking exposure to the sector's anticipated growth. Monitoring project milestones, offtake agreements, and financing developments will be crucial in assessing the company's progress toward its goals.View Lotus Resources' company profile: https://www.cruxinvestor.com/companies/lotus-resources-limitedSign up for Crux Investor: https://cruxinvestor.com
Marc Bishop Lafleche, CEO and Executive Director of Ecora Resources (TSX: ECOR) (LSE:ECOR) (OTCQX:ECRAF), joins me to provide a comprehensive overview of their 22 royalty and streaming assets, across 5 continents, providing diversified future-facing commodities exposure to the metals critical for the energy transition. In the past, when shifting over from Anglo Pacific to Ecora Resources, the Company was valued on lower metrics due to legacy metallurgical coal valuation metrics. However, over time the cashflow complexion has been changing and will continue transitioning over to more of a 100% focus to future facing commodities critical for the energy transition. Ecora's commodity exposure through their royalty portfolio now has over 33% exposure to copper, 23% to cobalt, 19% to nickel, 8% to met coal, 5% to vanadium, 4% to uranium, 3% to iron ore, and 5% to other commodities like rare earths (as noted by their new acquisition announced today). Marc outlines some of the key contributing projects and operating partners like Vale, BHP, Capstone Copper, Rio Tinto, Brazilian Nickel, Largo, Cameco, Orano, NexGen, and Rainbow Rare Earths, as it relates to their critical minerals exposure. We highlight a few of the key royalties of the 9 producing assets, and 12 other development-stage and exploration-stage assets, the strength of their operating partners, the low-cost and long mine-life projections, that also have low carbon intensities. Wrapping up we look into the financial strength of the incoming revenues, with the transition from the traditional to the more energy metals focus over the next few years in producing and near-production asset, and the credit facility to be able to execute on future accretive acquisitions. Additionally, Marc outlines the key stakeholders in Ecora Resources, and their capital allocation strategy balanced between deleveraging debt, paying a dividend, and buying back shares. If you have any questions for Marc regarding Ecora Resources, then please submit those to me at Shad@kereport.com, and we'll get them addressed by management or covered in future interviews. Click here to follow the latest news from Ecora Resources
Interview with Chris Frostad, President & CEO of Purepoint UraniummOur previous interview: https://www.cruxinvestor.com/posts/purepoint-uranium-tsxvptu-athabasca-basin-discovery-potential-with-tier-1-backing-5041Recording date: 5th June 2024Purepoint Uranium Group (TSXV:PTU) is a uranium exploration company laser-focused on making a transformative high-grade discovery in the world-class Athabasca Basin of northern Saskatchewan, Canada. With an extensive portfolio of drill-ready projects, strategic partnerships with industry leaders Cameco and Orano, Purepoint offers speculative investors compelling exposure to the potential for a re-rating uranium discovery against an increasingly bullish uranium market backdrop.The Athabasca Basin is widely regarded as the world's premier uranium jurisdiction, hosting the highest grade deposits on the planet with an average resource grade of 2% U3O8 (compared to a global average of 0.2% U3O8). The region has been the site of multiple major discoveries over the past two decades, including Cameco's McArthur River, NextGen Energy's Arrow, and IsoEnergy's Hurricane zone. These deposits are not only high-grade but also relatively shallow and amenable to conventional mining methods.Purepoint has spent the past decade assembling a dominant land position in the Athabasca Basin and advancing its projects up the exploration pipeline. The company's flagship projects are held in joint ventures with uranium giants Cameco and Orano, including Hook Lake (adjacent to Fission's Triple R deposit) and Smart Lake (adjacent to Cameco's McArthur River mine). These JV partnerships provide Purepoint with financial and technical support while validating the prospectivity of the company's ground.Purepoint is also advancing a pipeline of 100%-owned projects, including Red Willow, Henday Lake, and Umpherville Project. The most advanced is the 100%-owned Turnor Lake project, which is located adjacent to IsoEnergy's Hurricane zone discovery. Past drilling at Hurricane has returned some of the best uranium intersections globally, including 38.8% U3O8 over 7.5 meters. Purepoint is currently conducting a 3,000 meter drill program at Turner Lake to follow up on high-priority geophysical targets along the same structural corridor that hosts Hurricane.The company takes a systematic, data-driven approach to exploration that leverages modern geophysical and geochemical techniques to identify drill targets with the highest probability of success. This approach has already yielded success, with previous drill programs intersecting high-grade uranium mineralization at Hook Lake and Smart Lake. With over $35 million invested in exploration across its projects to date and an estimated $8 million in working capital, Purepoint is well funded to continue aggressively exploring its Athabasca Basin portfolio.The company is led by a highly experienced management team and board with a track record of exploration success in the Athabasca Basin. President & CEO Chris Frostad has with over 35 years of experience in the mining industry, including senior roles with major mining and technology companies. With the uranium market in the early stages of a major bull market driven by growing demand for carbon-free nuclear energy and a structural supply deficit, Purepoint is well positioned to capitalize on rising uranium prices and the renewed investor interest in uranium equities. As the company continues to advance its portfolio of high-grade uranium projects in the world-class Athabasca Basin, Purepoint offers compelling high-risk, high-reward exposure to the next world-class uranium discovery.View Purepoint Uranium's company profile: https://www.cruxinvestor.com/companies/purepoint-uranium-group-incSign up for Crux Investor: https://cruxinvestor.com
Miguel Méndez, analista independiente, ofrece un análisis detallado del Ibex 35 y otras bolsas mundiales en nuestro Consultorio de Bolsa en Capital Intereconomía. Méndez destaca la recuperación observada tras la caída de ayer, con el Ibex 35 acercándose a los 11.400 puntos. En el ámbito empresarial, se destacan los sólidos resultados de Inditex, que reporta un beneficio de 1.294 millones en su primer trimestre fiscal, un aumento del 11% interanual. Las ventas también muestran un crecimiento del 7%, alcanzando los 8.150 millones, impulsadas por las ventas en tiendas y online que aumentaron un 12% en el último mes. Esta semana se espera con interés la reunión del BCE y el informe de empleo que se publicará el viernes. En el mercado americano, Méndez señala que las recientes alzas, lideradas por empresas como Microsoft, Meta, Amazon, Alphabet y Apple, podrían considerarse algo artificiales, ya que otras compañías de mediana capitalización del S&P están experimentando mayores dificultades. Miguel destaca algunos valores a tener en cuenta esta semana, como ABB, Partner Group, SAP, Semrush, Walmart, Apple y Cameco.
Consultorio bursátil de mayo de 2024 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. Las preguntas generales de este mes son sobre: cómo estudiar un sector, cómo crear una cartera de indexados, el análisis de la deuda, el cálculo de la deuda, métodos para buscar ideas de inversión, los requisitos del CFA, la relación entre la impresión de dinero y la inflación, alternativas a rentas vitalicias para inversores conservadores y sobre cuándo y cómo leer. Y las dudas sobre empresas y sectores son sobre empresas de calidad que se beneficien de la bajada de tipos, CIE Automotive, el sector de las mascotas y sobre Cameco. Patrocinador Paleobull, con código de descuento para los oyentes.
In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Laurin Meyer und Holger Zschäpitz über einen lohnenswerten China-Besuch von Elon Musk, einen unerwarteten Retter bei Atos und den nächsten Postbank-Schock für die Deutsche Bank. Außerdem geht es um Tesla, Paramount Global, Skydance, Philips, Apple, Microsoft, Volkswagen, Doordash, Delivery Hero, Just Eat Takeaway, Deliveroo, Canadian Natural Resources, Cameco, Ivanhoe Mines, Arc Resources, Lundin Mining, UBS ETF (LU) MSCI Canada (WKN: A0X97V), iShares MSCI Canada ETF (WKN: A0YEDS) und VanEck Global Mining ETF (WKN: A2JDEJ). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
#VinceLanci: Goldman Goes Nuclear On Cameco, #Gold Hits Another All-Time High Yesterday Goldman Sachs put out a report on Uranium, that sent one particular stock soaring higher. And once again, the gold price set another new all-time high. So Vince recaps the latest developments, and also goes through the other top news in the financial markets over the past day. To get caught up to speed, click to watch the video now! - Take advantage of this week's special from Miles Franklin and get pre-1933 gold $20 Liberties for $65 over spot by calling Miles Franklin at 833-326-4653, or emailing Arcadia@MilesFranklin.com. To get a 30% discount to the 'premium' level of Vince's Goldfix newsletter go to: https://vblgoldfix.substack.com/Arcadia30off To join our free email list and never miss a video click here: https://arcadiaeconomics.com/email-signup/ - To get on the waiting list for your very own ´Silver Chopper Ben´ sterling silver figurine click here: https://arcadiaeconomics.com/get-a-chopper-ben/ - To get your paperback or audio copy of The Big Silver Short go to: https://arcadiaeconomics.com/thebigsilvershort/ Find Arcadia Economics content on these sites: YouTube - https://www.youtube.com/user/ArcadiaEconomics Rumble - https://rumble.com/c/ArcadiaEconomics Bitchute - https://www.bitchute.com/channel/kgpeiwO1dhxX/ LBRY/Odysee - https://odysee.com/@ArcadiaEconomics:5 Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 Google-https://podcasts.google.com/feed/aHR0cHM6Ly9teXNvdW5kd2lzZS5jb20vcnNzLzE2MTg5NTk1MjMzNDVz Anchor - https://anchor.fm/arcadiaeconomics Amazon - https://podcasters.amazon.com/podcasts Follow Arcadia Economics on these social platforms Twitter - https://twitter.com/ArcadiaEconomic Instagram - https://www.instagram.com/arcadiaeconomics/ #silver #silverprice And remember to get outside and have some fun every once in a while!:) (URL0VD) We do receive compensation from Miles Franklin from orders placed through our show. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-miles-franklin-precious-metals/Subscribe to Arcadia Economics on Soundwise
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com. In this episode of Wealthion, host James Connor and guest John Ciampaglia, CEO of Sprott Asset Management, dive deep into the compelling world of uranium investment, against a backdrop of escalating global demand and geopolitical tensions. Uncover the dynamics behind uranium's impressive performance and how the shifting energy landscape could shape your investment strategy. From the supply deficit challenges to nuclear power's pivotal role in a greener future, get expert insights on harnessing the potential of this critical resource for wealth growth and protection. Timestamps 00:00 - Introduction 01:04 - Understanding Uranium's Supply Deficit 03:48 - Global Nuclear Power Expansion: The China Effect 06:19 - Securing Uranium: China's Strategic Moves 08:38 - The U.S. Uranium Production Crisis 10:36 - The Geopolitical Stakes in Uranium Supply 13:48 - Kazakhstan & Cameco's Production Hurdles 15:09 - The Market Dynamics of Uranium Pricing 17:00 - How to Invest in Physical Uranium 19:09 - Global Interest in Uranium Investments 22:38 - The Nexus of AI, Data Centers, and Nuclear Energy 23:43 - Comparing Nuclear with Solar and Wind Energy 26:04 - The Reliability and Efficiency of Nuclear Power 27:30 - Bullish Trends in Uranium: A Historical Perspective 29:31 - Closing Thoughts and Wealthion Advisory
Interview with Chris Frostad, President & CEO of Purepoint UraniumOur previous interview: https://www.cruxinvestor.com/posts/purepoint-uranium-tsxvptu-developing-high-grade-projects-with-cameco-and-orano-4891Recording date: 4th March 2024Purepoint Uranium Group (TSXV:PTU) is an exploration company focused on making the next big uranium discovery in the Athabasca Basin of Saskatchewan, Canada. With a portfolio of high-potential projects, strategic partnerships with industry leaders, and a proven management team, Purepoint offers investors leveraged exposure to the unfolding bull market in uranium.The uranium market is heating up, driven by growing global demand for clean, reliable baseload power. As utilities scramble to secure long-term supply contracts and the uranium price continues to rise, Purepoint is well-positioned to capitalize on the upswing.The company's flagship projects, Hook Lake and Smart Lake, are held in joint ventures with uranium heavyweights Cameco and Orano. These properties are situated on trend with recent high-grade discoveries where Purepoint is the operator while Cameco and Orano provide funding and technical expertise.Purepoint President & CEO Chris Frostad emphasizes the importance of these partnerships. While Cameco and Orano are funding the bulk of the work at Hook Lake and Smart Lake, their long-term timelines insulate Purepoint from any short-term pressure to deliver an immediate discovery. This allows the company to take a methodical, science-driven approach to exploration, deploying cutting-edge geophysical and geochemical techniques to identify high-priority drill targets.Beyond its joint venture projects, Purepoint has a deep pipeline of 100%-owned properties that are being advanced up the exploration ladder. These include the Red Willow, Henday Lake, and Carson Lake projects, as well as the Tabbernor Project which consists of 34 claims that total over 79,000 hectares.For investors looking to gain exposure to the uranium exploration space, Purepoint Uranium offers a compelling mix of upside potential and downside protection. With a robust project portfolio, strategic partnerships, and a disciplined approach to capital allocation, the company is well-positioned to create long-term value for shareholders. While exploration is never without risk, Purepoint's experienced team and focus on the fundamentals make it a standout pick in the junior uranium sector.View Purepoint Uranium's company profile: https://www.cruxinvestor.com/companies/purepoint-uranium-group-incSign up for Crux Investor: https://cruxinvestor.com
Chris Frostad, President and CEO of Purepoint Uranium Group (TSXV: PTU | OTCQB: PTUUF) talks about exciting new developments on the company's projects in the Athabasca Basin in Saskatchewan, Canada. In particular, he dives into the details of the company's drilling plans for Hook Lake joint venture with Cameco and Orano, as well as plans to advance several other projects. He also talks about the rising global demand for uranium. Lastly, he analyzes what these new plans mean for the future of the company and its shareholders. Learn more at: https://purepoint.caWatch the full YouTube interview here: https://youtu.be/ST0A7Us-rKAAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
Tom welcomes returning guest Peter Grandich to the show fora riveting conversation. Peter underscores his belief that the much-anticipated recession hasn't yet arrived due to rampant money creation and continuous borrowing. He challenges the Bureau of Labor Statistics' data, believing its reported market conditions to be milder than reality. He spotlights the increasing number of Americans relying on food banks, living paycheck to paycheck, and articulates his belief that an impending recession is not a matter of "if," but "when." Grandich also points to a shift in the past 40 years from a market largely dominated by retail investors to one controlled by computer algorithms. In fact, today more than half of all stock market investments are in passive funds. This new mode of operation could result in rapid market changes when investment perspectives shift, leaving more investors vulnerable to losses. Importantly, the spiraling US debt is a concern. The Congressional Budget Office recently predicted a debt level of $50 trillion within seven years. This escalating debt could lead to economic collapse, as a large part of the country's revenue would be obligated to cover interest repayments. Grandich further criticizes the Biden administration's decision to expunge student loan debts as it could set a dangerous precedent for other financial liabilities. Additionally, Grandich observes the growing global outcry for dominance at the expense of the US, spurred by countries like Brazil, Russia, India, China, and South Africa. This could lead to diminished demand for US stocks and a preference for non-US stocks. Amid these shifts, Peter emphasizes the importance of safeguarding capital. He acknowledges the potential for capital growth in areas such as the natural resources sector. Despite previous success with uranium, Peter is now directing his focus towards other natural resources such as gold, copper, and lithium. He recommends their potential for capital appreciation, citing ongoing demand and treating copper optimistically due to its emerging role in the green sector. While remaining cautious about investing, given the current economic, social, and political landscapes, Peter remains hopeful about the future growth in the natural resources sector. Lastly, Grandich provides intriguing insights on the position of uranium in the current market, explaining that widespread energy challenges and increasing nuclear power necessity maintain its stability; however, he maintains that other metals such as gold and copper now offer better investment opportunities. Rapid price surges have led to difficulty for producers like Cameco, who are grappling with meeting contract obligations due to limited supply. This could potentially slow uranium price elevation. While Grandich acknowledges the potential for uranium's market to rise, he sees greater gains and less risk in junior resource markets. Talking Points From This Episode Rampant money creation is temporarily delay a recession, which is inevitable. Peter is concerned about the number of algorithim trading system which would catalyze sudden market shifts. Uranium's performance is good but gold, copper, and lithium currently offer more potential for growth. Time Stamp References:0:00 - Introduction0:33 - Recession Outlook4:23 - Five Critical Issues8:08 - Fed & Inflation13:16 - Debt, Deficits, & Taxes17:33 - Consequences19:30 - Debt & Global Bond Mkts.21:44 - BRICS Progression26:48 - U.S. Equity Demand29:02 - Preserving Wealth31:20 - Focus On Resources34:34 - Uranium & Profits36:57 - Jurisdictional Risk38:20 - Gold Market Thoughts40:28 - Why Undervalued Miners44:03 - Uranium Market50:08 - Wrap Up Guest Links:Website: https://petergrandich.comTwitter: https://twitter.com/PeterGrandich Peter Grandich entered Wall Street in the mid-1980s with neither formal education nor training. Within three years, he was appointed Head of Investment Strategy for a leading...
Purepoint Uranium Group's (TSXV: PTU | OTCQB: PTUUF) President and CEO Chris Frostad joins us as he discusses his firm's strategic developments with three large uranium mining companies: Cameco, Orano, and Foran Mining. These collaborations are a testament to Purepoint's commitment to investing in uranium exploration in Canada's Athabasca Basin.In the interview, Chris shares the great news that Purepoint has received approval for its exploration program at its Hook Lake Project and shares that the drill program will commence in January 2024. He also showcases Purepoint's dedication to innovative exploration techniques as the Company is scheduled to do its drilling operation at its Smart Lake JV Project in Q1 2024 and will include transient electromagnetic surveys targeting the Groomes Lake conductor.Stay updated on Purepoint Uranium Group's drill programs: https://purepoint.caWatch the full YouTube interview here: https://www.youtube.com/watch?v=v_TRLpZtHzIAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
As the go-to expert in the uranium market, Purepoint Uranium Group (TSXV: PTU | OTCQB: PTUUF) President and CEO Chris Frostad discusses the state of uranium mining in today's investing landscape, noting more than a 50% price increase in uranium stocks since last year, and attributing it to a combination of increased demand and supply shortages. He also discusses the changing sentiment around nuclear power, explaining how it has shifted from fear to being recognized as a crucial element in achieving net zero objectives.Shifting the focus to Purepoint Uranium in the stock market today, Chris updates investors on the company's drill-ready portfolio, including joint ventures with large Uranium producers Cameco and Orano. With several projects ready for drilling, Purepoint Uranium anticipates an exciting year ahead, with ongoing news flow and mineral exploration activities.Learn why Purepoint Uranium is one of the uranium stocks you can consider: https://purepoint.caWatch the full YouTube interview here: https://www.youtube.com/watch?v=0H2NFcv9hesAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) President and CEO Chris Frostad gives us insights on how his Company mitigates uncertainty in its operations as it gears up to drill for high-grade uranium in the Athabasca Basin in northern Saskatchewan, Canada. Purepoint is the only exploration company actively partnered with, funded by, and operating for two of the world's largest uranium producers: Cameco and OranoChris also provides valuable advice for investors looking to add uranium to their portfolios and highlights the opportunities in the small yet very significant uranium market.To learn more about Purepoint Uranium and its projects, visit their website at https://purepoint.caWatch the full YouTube interview here: https://www.youtube.com/watch?v=E8J3Cm5FwEEAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
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