Podcasts about uranium insider

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.

Host: Tracy Shuchart for MicDropMarketsGuestsJustin Huhn Founder and Publisher of Uranium Insider the world's premier hub for uranium stocks and investment insights. Through the combination of rigorous fundamental analysis and Justin's thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro's "Focus List,".Justin is frequently asked to offer his commentary on various media forums, including: Crux Investor, Smith Weekly, Palisades Radio, Mining Stock Education and Mining Stock Daily.Justin is devoted to bringing value to those that are taking their first look at the uranium sector. We enable investors to familiarize themselves with the complexities and opportunities offered by the uranium sector and the uranium shares.Rodney AdamsRodney is Managing Partner, at Nucleation Capital, a venture fund enabling broader investor access to a diverse portfolio of advanced nuclear energy and deep decarbonization ventures. Through Nucleation Capital, Rod and his partner, Valerie Gardner, are creating a network of pronuclear investors and aspiring investors. This is a growing resource that gives individuals access to sector updates and a wide range investment opportunities.Nuclear energy expert and former submarine Engineer Officer with nuclear propulsion plant experience. Founder, Adams Atomic Engines, Inc. Host and producer, The Atomic Show Podcast.Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Uranium Insider : https://members.uraniuminsider.com/a/... If you want to learn more about Justin and the only uranium-focused newsletter, check out the link above. Justin Huhn and Jimmy Connor discuss why the uranium price is down on the year and why long term contracting is down YOU. WAIVER & DISCLAIMER If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals' opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of December, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.

Tom Bodrovics welcomes back Justin Huhn, the founder and publisher of Uranium Insider newsletter. Tom starts the conversation by asking about the current supply side dynamics of the uranium market. Huhn explains that most models suggest market balance around 2029-2031 but expresses concern about meeting demand beyond this point due to declining rates of existing mine production. The physical uranium market remains structurally undersupplied, and midterm fuel supply developments indicate a significant shortfall. The discussion then delves into the historical context of the nuclear market, highlighting the shift in public perception from negative sentiment to favorable views today due to clean energy associations. The tech industry's involvement and China's aggressive buying add to the market dynamics. However, challenges remain, such as financial institutions' reluctance to fund new nuclear builds and cost concerns. Huhn then explores the unique long-term contracting market of utilities, which account for over 80% of their uranium requirements. Flex provisions have been used during periods of low or high prices but are being phased out in new contracts due to the current seller's market. He also discusses the potential implications of Russia restricting uranium supply to 'unfriendly' countries, causing significant disruptions and the potential ramifications for conversion and enrichment services. Despite historically low inflation-adjusted uranium prices following a rapid increase in the early 2010s, utilities have been securing new contracts outside of Russia to bolster their inventories. The current price environment is bullish for the sector's equity recovery, which has already started, with term and spot prices at levels not seen in a decade. Additionally, there are ongoing discussions about uranium equities lagging behind commodity prices. Huhn also mentions potential impacts of U.S. elections which could negatively impact markets. Time Stamp References:0:00 - Introduction0:50 - Uranium Supply/Demand7:38 - Historical Parallels12:40 - Tech Sector & Nuclear20:54 - Flex Contract Provisions28:58 - Uranium Inflation Adj.34:10 - Uranium Price & Equities43:06 - Sprott SPUT Application?45:50 - Russia & Unfriendlies50:54 - Elections & Outcomes55:23 - Wrap Up Talking Points From This Episode The uranium market is structurally undersupplied with physical uranium, leading to a significant shortfall compared to demand. Utilities, which account for over 80% of uranium requirements, are securing new contracts to bolster their inventories due to bullish price environment. Russia's potential restriction on uranium supply could cause significant disruptions and increased prices for conversion and enrichment services. Guest Links:Website: https://www.uraniuminsider.com/Newsletter: https://www.uraniuminsider.com/newsletterTwitter: https://twitter.com/UraniumInsiderNuclear Now - Oliver Stone: https://www.imdb.com/title/tt21376908/ Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin's thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro's "Focus List," as well as the most opportune times for entry or exit. Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings. Justin is devoted to bringing value to those that are taking their first look at the uranium sector. Until July 2020, he distributed a complimentary newsletter as an educational tool to those investors seeking to familiarize themselves with the complexities and opportunities offered by the uranium sector and the uran...

Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the cyclical nature of the uranium market, current supply and demand dynamics, and the impact of geopolitical tensions. Justin provides valuable insights on the increasing interest in nuclear energy as a clean power source, driven by rising global electricity demand and technological advancements. He sheds light on the potential for significant market developments by 2029-2030, the importance of long-term contracts, and the investment opportunities emerging from the ongoing and increasingly robust supply-demand imbalance.Timestamped Highlights00:00 Introduction and Greetings00:16 Hurricane Experience and Weather Patterns01:08 Introducing Guest: Justin Huhn02:50 Justin Huhn's Background and Entry into Uranium Market04:57 Understanding the Uranium Market Dynamics07:24 Impact of Fukushima and Market Recovery20:16 Technological Advancements in Nuclear Energy26:29 Growing Demand for Electricity and Nuclear Energy's Role35:18 Uranium Processing and Conversion35:50 Enrichment and Fabrication36:59 Global Market Dynamics37:58 US Nuclear Industry Challenges38:46 Geopolitical Impacts on Uranium Supply48:32 Investment Opportunities in Uranium54:51 Market Volatility and Investment Strategies01:01:05 Future Outlook and Conclusion

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.

Uranium Insider : https://www.uraniuminsider.com/a/4133... Justin Huhn recently attended the World Nuclear Fuel Conference in Atlanta and Justin takes us through what he heard and what he learned at the conference. Justin also provides an overview of the recent lackluster price action and what the catalyst will be to take the uranium price higher. If you want to learn more about Justin and the only uranium-focused newsletter, check out the link above. WAIVER & DISCLAIMER If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals' opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of June 14, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

Justin Huhn, Founder and Publisher of the Uranium Insider, joins me for another 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.   We start off reviewing the growth in both new nuclear reactors and life extensions on existing reactors in the recent past and looking forward outpacing expectations in China, the UAE, France, other countries in Europe, and even in the US.  We also get into demand and supply fundamentals for the nuclear fuel cycle for enriched uranium fuel and enrichment & processing bottlenecks for end users and utility companies due to the recent sanctions placed on Russian supplies.  However these sanctions, in tandem with the money allocated in the Inflation Reduction Act for growing domestic processing and enrichment capabilities, along with more U308 supplies from domestic uranium mining companies will be a net longer-term positive after the shorter term hurtles.   Justin then breaks down what we know about the past and forward guidance for largest producers like Kazatomprom, Cameco (CCO.V) (CCJ), and Orano.  He also reviews the US-based producers that are projected to add in more production over the next few years 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).   We then get into the concept of what percentage of production these uranium producers should be committed to longer-term off-take contracts, between the utilities and the uranium mining companies, for the overall health of the uranium companies if they have locked in much higher prices for uranium sales contracts years into the future. This also lead into a review of the recent transaction from NexGen Energy (NXE) where they are purchasing 2.7 million pounds of uranium to demonstrate to any potential off-take partners more assurity of future supply until they could get Arrow into production.    We wrap up by getting Justin's thoughts on where we are with the moves in uranium exploration stocks, operating in both the US and in Canada, and where the biggest opportunities are from his vantage point. He feels the discovery that F3 Uranium Corp. (FUU.V) (OTCQB: FUUFF) made last year ignited a whole new wave of exploration in the Athabasca Basin. This leads into a discussion of whether we'll see some of the higher-valued more advanced companies that are either near production or going back into production begin to start acquiring more of the earlier- stage uranium explorers and developers.   Click here to visit the Uranium Insider website.  

Justin Huhn, Founder and Publisher of the Uranium Insider, joins us to provide a 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 how he is positioning in the uranium equities.   After seeing the u308 spot prices surging over $100 per pound in the last two months, and very nice moves higher in many of the more established uranium mining stocks, we dig into the where the supply is actually going to come from to feed the increasing demand for uranium.  Justin breaks down what we know about the past and forward guidance for largest producers like Kazatomprom, Cameco (CCO.TO) (CCJ), and Orano.  He also reviews the US-based producers that are projected to add in more production over the next few years 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).   Despite all these different producers rushing to bring more production online, it is still nowhere close to enough to fill the shortfall in supply to meet the rising demand.   Next we discuss the importance of the longer-term off-take contracting cycle, between the utilities and the uranium mining companies, and what market signals we can take away from the recent higher levels seen in contracts.  Additionally, Justin touches upon what this means for the overall health of the uranium companies if they have locked in much higher prices for uranium sales contracts years into the future.  In addition to supply and demand fundamentals driving the pricing in this sector higher, there is a also somewhat of a romantic nuclear renaissance going on in nuclear energy on the global stage, with many nations changing their opinions on the importance of nuclear power, and it's place in the energy mix.   We wrap up by getting Justin's thoughts on where we are with the moves in uranium stocks versus the moves we've seen in the spot pricing, and how the larger sector leaders have been outperforming the smaller juniors as investment funds primarily are seeking liquidity.   However, we note that recently the Sprott Junior Uranium Miners ETF (URNJ) has started to outperform Cameco, which shows investor appetites are growing for the small and mid-sized uranium companies.   Justin shares how he is managing his portfolio, making a few trades, but mostly staying long and strong with his current portfolio picks.   Click here to visit the Uranium Insider website.

Uranium Insider : https://www.uraniuminsider.com/a/4133... James Connor and Justin Huhn discuss where the uranium price is going in 2024. Waiver & Disclaimer If you register for this webinar/interview you agree to the following; This webinar is provided for information purposes only. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. All webinar participants or any person watching a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January 26, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes on. Bloor Street Capital was paid a fee for this conference.

We interviewed Justin Huhn, founder of the Uranium Insider newsletter, to get up to speed on all things yellowcake. The conversation ran through what's the latest from the big players (Kazatomprom & Cameco), how are the Canadian projects shaping up, why the uranium ETF's have changed the game, the huge role the China plays in the nuclear industry, Justin's thoughts on the African hopefuls, spot + contract pricing dynamic's and a whole lot more.Enjoy Money Miners!All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Chapters:(0:00:00) Introduction(0:02:15) Saving cash at the mine site(0:05:10) The next Mayor(0:07:27) Justin Huhn joins(0:09:40) How's Kazatomprom supply(0:13:34) Spot price exposure?(0:18:08) Kazakhstan's relationship with Russia and China(0:20:35) Effect of US Senate bill have?(0:22:52) Why can't KAP get Sulphuric Acid?(0:28:58) Cigar Lake and McCarthur River Issues?(0:32:42) Where does Nexgen fit into potential M&A?(0:38:31) Could the physcial uranium trust sell down?(0:47:13) What are the potential catalysts for Uranium to go down?(1:01:07) What is the role of China with Uranium?(1:11:35) Olympic Dams contribution(1:14:14) Namibian ProjectsThank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram

Uranium was the best performing invetsment in the world in 2023, up over 80%!. Where is the price going in 2024 and is it too late to invest? To answer these questions we have assembled the smartest people in the uranium sector including John Ciampaglia of Sprott, Justin Huhn of Uranium Insider, Kurtis Hinz of TAM International, Jonathan Hinze of UxC and Rick Rule of Rule Investment Media. Companies include Kirk Schnoebelen of Urenco, Leigh Curyer of NexGen Energy, Jordan Trimble of Skyharbour Resources, Ross McElroy of Fission Uranium and Dastan Kosherbayev of Kazatomprom. Don't forget to Subscribe to our channel, Bloor Street Capital, and Give Us a Like! Waiver & Disclaimer If you register for this webinar/conference you agree to the following; This webinar is provided for information purposes only. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. All webinar participants or any person watching a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/conference is current as of January 26, 2024, the date of this webinar/conference, unless otherwise indicated, and is provided for information purposes on. Bloor Street Capital was paid a fee for this conference.

Justin Huhn, founder of Uranium Insider joins host Ed Coyne for a deep analysis of the uranium fuel supply chain and the challenges to satisfy expanding demand.This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

Justin Huhn believes no further catalysts are needed for the uranium investment thesis to play out, and he dives into his own investment strategy for the sector, including position sizing, psychology, approach to speculation and much more. Uranium Insider: https://www.uraniuminsider.com Follow me on Twitter: https://twitter.com/jessebdayYoutube Channel: https://youtube.com/c/CommodityCulture

Join us in this fascinating interview with Justin Huhn, Founder & Publisher at Uranium Insider, as we explore the uranium market's potential for explosive growth. With prices soaring over 50% this year, we delve into the factors driving this surge and the future prospects heading into 2024. Hosted by Jimmy Connor, this session provides critical insights into the uranium sector, which is vital for investors interested in commodities and wealth-building. This comprehensive discussion offers valuable insights into the dynamic uranium market, highlighting significant factors and future trends relevant for investors. Stay informed with Wealthion for more on wealth-building strategies in the evolving economic landscape. ************************ At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ****************************** IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Justin Huhn, Founder and Publisher of the Uranium Insider, joins us to provides a comprehensive macro update on the uranium and nuclear fuel sector, after having a very good year of higher u308 prices surging over $80 per pound, and very nice moves higher in many of the more established uranium mining stocks.   On the demand side of the market, we continue to see big commitments to increasing their nuclear energy build out from many countries coming out of the ongoing COP 28 conference, and we note many surprising countries, like Sweden, South Africa, Ghana, Egypt, Morroco, and Uganda making commitments to build new reactors.   Additionally we see both lifetime extensions on existing plants in the west, and Chinese reactor builds in the east as key demand drivers. With regards to the contracting cycle and term pricing, we have seen more transactions over the last year which demonstrates that the larger players are getting into position for a more active phase of the uranium pricing cycle.   Next we shift over to the supply side of the sector, and the increased interest in companies that can readily produce uranium, which is mostly isolated to a few of the largest companies like Cameco, Orano, and Kazatomprom,  and then some of the smaller US-based ISR producers like Energy Fuels (UUUU) (EFR), enCore Energy  (EU) (ENCUF), Ur-Energy (URE) (URG), Peninsula Energy (PEN.AX) (PENMF), and Uranium Energy Corp (UEC).  Justin discusses the size of some of the new reactors being built and the initial fuel load many will need that is 2-3 times the normal operating fuel, and there just won't be enough supply coming online to fuel all the 62 reactors under construction and the existing 436 global reactors, without some larger projects coming online.    We discussed the significance of the NexGen Energy's (NXE) Arrow deposit, the Phoenix Project from Denison Mines (DML) (DNN), and Global Atomic's (GLO) (GLATF) Dasa Project as key larger projects that will need to come online to feed the growing demand, but noted that they are still years away from production coming online.   This creates a very interesting supply/demand mismatch over the next 5 year window of time, and Justin unpacks how this will continue to underpin pricing for the medium to longer-term, as well as continued interest in the uranium stocks from investors.   Click here to visit the Uranium Insider website.

Justin Huhn of Uranium Insider, provides an overview of his takeaways from attending the Nuclear Energy Institute (NEI) Conference in Charlotte, NC. Waiver & Disclaimer If you register for this webinar/interview you agree to the following; This interview is provided for information purposes only. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar/interview. All webinar/interview participants or any person watching a recorded version of this webinar/interview should obtain independent legal and financial advice. All webinar/interview participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of October the 27th, 2023, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes on. Bloor Street Capital was paid a fee for this interview.

Founder of Uranium Insider Justin Huhn presents the latest catalysts and tailwinds he sees for the uranium sector, including shifting political winds that continue to turn in favor of nuclear energy. Justin gives an update on planned reactor builds around the world, the latest developments in small modular reactor technology, and much more. Uranium Insider: https://www.uraniuminsider.com Follow me on Twitter: https://twitter.com/jessebdayYoutube Channel: https://youtube.com/c/CommodityCulture

MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y   Download Justin's slide deck: https://bit.ly/3YEle9w   Download Big Picture Trading chartbook

Watch this on YouTube! Justin Huhn from the Uranium Insider comes back on the show to talk about the coup in Niger and updates on Global Atomic. We talk about military presence in the country, and possible increased nationalization of Niger uranium. Justin says the uranium market is in the 2nd to 3rd inning (if it were baseball). For our hive across the pond, that would be 25 minutes into a 90 minute "football" game. Justin tells us the principle risks of this bet; he takes a deep dive into the spot market, long term contracts, and market reference. We go over uranium mining in the USA, Canada, and Australia. We talk Centrus and any vulnerabilities it may have with Russia. Justin puts our minds at ease with the extremely likely scenario that this bet plays out. We finish the interview with Justin's exit strategy and price targets. Justin's Website Silver Symposium in Las Vegas Rule Symposium Livestream Connect with us! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.

Justin Huhn, publisher of Uranium Insider, provides updates on several major new milestone in nuclear energy. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠ Follow Adam on Twitter: ⁠⁠⁠⁠⁠⁠⁠https://twitter.com/menlobear⁠⁠⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠⁠⁠ #investing #moneymistakes #moneymanagement ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.

Watch this on YouTube! We have our resident uranium expert Justin Huhn from Uranium Insider back on the show. We get book recommendations, and references to learn about uranium. Justin goes into detail about SPUT and why they are trading at such a discount. We pull up the charts on SPUT, URA, URNM, and compare them against one another. Justin pulls out his crystal ball on price predictions, and the effect that Zuri-Invest has had on the market. We also talk about NexGen and Metropolis. Justin gives us Japanese uranium demand and the effect of those restarts on the market. We close with our Exit Strategy Plan (ESP) for Uranium (U308). Justin's Website Rule Symposium in Boca Raton Connect with us! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.

Watch this on YouTube! Justin Huhn from Uranium Insider is here for Part 2. We talk about the new Swiss physical uranium fund by Zuri Invest AG. Effects of ConverDyn reopening, initial core load, hedge funds investing in uranium, and the fact that uranium is a really good deal right now! Thank you for watching. Justin's Website Electric & Battery Metals Bootcamp Rule Symposium in Boca Raton Follow us on Social Media! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.

Justin Huhn from Uranium Insider joins us to discuss the colossal error of Germany shutting down their remaining 3 power plants. Despite warnings from scientist, pleading from their citizens, and even Elon Musk saying "It is total madness to shut down nuclear power." The German Government in their infinite wisdom decided to do it anyway. Justin goes on to answer your questions about principle risks of the sector. We talk supply and demand, and 5 countries of the G7 and their recent decision on nuclear power. Justin's Website Electric & Battery Metals Bootcamp Rule Symposium in Boca Raton Follow us on Social Media! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.

Clay Finck chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector.IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro01:46 - An overview of the uranium market and what market forces have an influence on price.11:10 - Ways in which a retail investor can take a position in the uranium sector.15:15 - The role that the Sprott Physical Uranium Trust plays in the overall market for uranium.23:13 - Why nuclear reactors are currently purchasing less uranium than they actually consume.25:53 - What has kept the nuclear energy sector from becoming a primary source of energy in the US or in other developed countries, and how might that change in the future?42:13 - How cyclicality plays into the uranium market and where Justin believes we are at in the bull uranium cycle.47:52 - The tell tale signs that Justin looks for when selling his uranium positions.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESGet access to Justin's newsletter at Uranium Insider.Related episode: Listen to MI068: Investing In Commodities w/ David Morgan, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Partner with a specialized agency focused on making insurance as easy as possible for real estate investors. Take advantage of monthly reporting, monthly billing, and coverage for all phases of occupancy with National Real Estate Insurance Group.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Support our free podcast by supporting our sponsors.Connect with Justin: Website | Twitter Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Troy sits down with Uranium Insider.  Justin provides expert analysis and insights into the uranium market. We'll delve into the current state of the uranium market, the role of nuclear power in a world seeking cleaner energy, and the potential investment opportunities in uranium mining and exploration companies. Whether you're a seasoned investor or just curious about the future of energy, you won't want to miss this insightful conversation with Uranium Insider. We hope you enjoy the episode.

Summary: The raging bull on uranium since the introduction of the ETF has been a catalyst for driving uranium prices higher. Here to talk specifically on this sector is Justin Huhn, the Proprietor of Uranium Insider, who comes on the show to discuss where things are headed. Justin describes learning about the Uranium thesis through a podcast back in 2016; he was intrigued by the performance of the previous bull market and investors' success, and more significantly, the prospect of something like this happening again. What happened next was the transition from a simple supply and demand story to a nuclear renaissance of sorts, with the gradual re-introduction of nuclear reactors occurring in several parts of the world. Justin explains how this trend will likely expand, and how our energy philosophy is developing as a result. Tune in for more valuable insight.  Useful Links: Financial Survival Network Uranium Insider

Watch this on YouTube! Our resident uranium expert, Justin Huhn comes back on to answer your questions! Long term contracts, Cameco, McCarthur River, Cigar Lake, Rosatom, Kazatomprom, SPUT, and a response to Warren Irwin's recent interview. Uranium Insider Website Warren Irwin Interview Twitter Facebook Instagram Linkedin Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial adviser, do not take this as financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. This is just what I am doing. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission. #uranium #SPUT #spicyrocks

Justin Huhn, the founder of Uranium Insider, joins the podcast today.  Justin discusses investing in uranium stocks in 2023, including the biggest investment options in the uranium industry.Become a smarter investor and make more money by subscribing to Early Bird, a free daily email newsletter, for free: http://earlybird.emailThe contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.Support the showThank you for listening!Want more investing tips? Signup for the FREE newsletter. Be social: Like our Facebook page and follow us on Twitter. Show Your Support: Buy Me a Coffee. Questions or comments? Email info@earlybird.email

Justin Huhn of Uranium Insider and Trevor Hall of Mining Stock Daily reconnect for another installment of "Going Nuclear with Justin Huhn and Trevor Hall". The past month gave the two lots to discuss, including intriguing conversations regarding nuclear energy at the World Economic Forum in Davos a few weeks back. The source of the conversation comes from the like of Hollywood, of all places, and well-known film director Oliver Stone. And as Justin departs, Trevor connects with Garrett Ainsworth, a well-respected and successful geologist with a background in uranium exploration. Trevor and Garrett tackle some technical, high-level discussions on uranium deposits, why they form and what makes the Athabasca Basic somewhat of a mystery, despite its endowment of uranium mineralization. And with first-hand knowledge of Swedish uranium mining law, Garrett also shares his updates on the country lifting its moratorium on uranium mining.

Justin Huhn of Uranium Insider returns to lay out his thesis for uranium in 2023 and provide key updates on a variety of stories in the sector. Justin discusses a new physical uranium fund out of Kazakhstan, Germany's backwards energy policies, the main tailwinds driving uranium, and much more.Uranium Insider: https://www.uraniuminsider.comJustin Huhn on Twitter: https://twitter.com/uraniuminsiderFollow me on Twitter: https://twitter.com/jessebdayYoutube Channel: https://youtube.com/c/CommodityCulture

Justin Huhn of Uranium Insider and Trevor Hall of Mining Stock Daily are together for the first installment of this new podcast series. Today we launch "Going Nuclear" with a well-known executive in the uranium sector, John Ciampaglia of the Sprott Physical Uranium Trust. John and the Sprott team launched the trust in the fall of 2021 and took the Uranium sector by storm. It was incredible timing and placed a resurgence in utility of uranium, but also in its spot price and connected company equities. We talk with John about the fundamentals behind Sprott, how its traded after a full year on the market, and why the company considers itself adhering to incredible responsibility in the future of nuclear energy.

he global energy crisis has sparked a renewed interest in nuclear energy. It is a clean, scalable source of baseload power - exactly the type of energy that is desperately needed. Is this Nuclear Prime Time? We're bringing together an all-star team to talk about the future and opportunities ahead with Grizzle Uranium 1x1! Hear from some of the most exciting companies and respected analysts about the opportunities ahead! 00:00:00 Intro 00:11:26 Chris Keefer | Canadians for Nuclear Energy 00:26:33 Justin Huhn | Uranium Insider 00:39:41 Corey Dias | Anfield Energy (CVE: AEC) 00:53:28 Cory Belyk | CanAlaska Uranium (CVE: CVV) 01:08:29 William Sheriff | enCore Energy (CVE: EU) 01:23:48 Dev Randhawa | Fission 3.0 (CVE: FUU) 01:37:31 Rick Rule | Rule Investment Media 02:08:48 David Talbot | Red Cloud Securities 02:21:13 Doomberg | Doomberg Substack 02:46:46 Mart Wolbert | Contrarian Codex 03:00:57 Grizzle Outro Grizzle Uranium 1x1 is brought to you in partnership with: Red Cloud Financial Services: https://redcloudfs.com/ Doomberg: https://doomberg.substack.com Uranium Insider: https://www.uraniuminsider.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ Company Websites: Canadians for Nuclear Energy: https://www.canfornuclearenergy.org/ Uranium Insider: https://www.uraniuminsider.com/ Anfield Energy: https://anfieldenergy.com/ CanAlaska Uranium: https://canalaska.com/ enCore Energy: https://encoreuranium.com/ Fission 3.0: https://www.fission3corp.com/ Rule Investment Media: https://ruleinvestmentmedia.com/ Red Cloud Securities: https://redcloudsecurities.com/ Doomberg: https://doomberg.substack.com Contrarian Codex: https://www.patreon.com/contrariancodex Subscribe to receive Grizzle's investment research on growth & disruption ️: https://grizzle.com/subscribe

MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn   Download chartbook: https://bit.ly/3Q0FoGk Get a sample issue of Uranium Insider Pro Monthly Newsletter 

ClearComm is now launching the "Going Nuclear with Justin Huhn and Trevor Hall" podcast. Justin Huhn, the author of Uranium Insider, and Trevor Hall, host of Mining Stock Daily, discuss the publication of this new podcast and what angles of the uranium and nuclear energy industry they look to tackle for listeners in 2023. Please subscribe to the podcast at https://anchor.fm/goingnuclear1

ClearComm is now launching the "Going Nuclear with Justin Huhn and Trevor Hall" podcast. Justin Huhn, the author of Uranium Insider, and Trevor Hall, host of Mining Stock Daily, discuss the publication of this new podcast and what angles of the uranium and nuclear energy industry they look to tackle for listeners in 2023.

Justin Huhn, Founder and Publisher of the Uranium Insider, joins us to provide a macro update on the uranium sector, the nuclear fuel cycle, and some recent merger and acquisition transactions with uranium mining stocks. We start with reviewing the supply and demand factors he is watching mostly focused on less converted UF6, as well as, less enriched uranium fuel on the market, which has utility companies looking to start contracting again. In addition, there has been a large curtailment in the underfeeding, which had been dumping excess fuel into the spot markets for the last decade. On the growth side we see both lifetime extensions on existing plants in the west, and Chinese reactor builds in the east as key demand drivers.   Next we shift over to how the macro factors are affecting the sentiment and activity in the uranium mining stocks, and how some companies are ramping up activities again.   We've seen a number of key M&A deals this year, with the most recent being this week from Energy Fuels (UUUU) (EFR) selling it's Alta Mesa ISR Project to enCore Energy  (EU) (ENCUF), as a synergistic transaction helping both companies move forward with their respective pathways towards production.  We also review that Uranium Energy Corp (UEC) has made 3 key acquisitions this year, in more of a rollup approach, acquiring the prior US assets from Uranium One and Anfield Energy (AEC),  merging with UEX (UEX) in takeover bid process, and then acquiring the Roughrider project from Rio Tinto (RIO).   All of these transactions show that the larger players are getting into position for a more active phase of the uranium contracting cycle.   We wrap up by getting Justin's thoughts on which kind of companies he likes in the universe of uranium mining stocks. He is less interested in the grassroots drillplays, while acknowledging that discoveries made in a bull market can still be rewarded, but thinks with the urgency of the fuel cycle being the next 1-4 years, that it is less risky to be more focused on the “real companies” that are in development for near-term production.

Justin Huhn, the founder of Uranium Insider, joins Harry Melandri for a compelling conversation about the resurgence of nuclear as a baseload power option and rising demand for uranium in the latest episode of The Next Big Trade. Learn more about your ad choices. Visit megaphone.fm/adchoices

Justin Huhn, the founder of Uranium Insider, joins Harry Melandri for a compelling conversation about the resurgence of nuclear as a baseload power option and rising demand for uranium in the latest episode of The Next Big Trade.

#uranium #cameco #investing #stocks Our resident uranium expert Justin Huhn from Uranium Insider talks about the latest with Cameco, and it's purchase of Westinghouse with Brookfield Renewable. Justin's website: https://www.uraniuminsider.com/home Follow us on Social Media! Twitter: https://twitter.com/stevebarton101 Contact Andy Schectman at Miles Franklin to order precious metals. Tell him you heard it on "In it to Win it" and Andy guarantees you the best price on silver and gold in the country. Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com

Justin Huhn of Uranium Insider explains why nuclear power is the vital missing piece to solve the energy crisis puzzle. Justin breaks down the uranium sector, including supply-demand fundamentals and the geopolitical implications of uranium's role in the new nuclear renaissance. Sign up for our free weekly newsletter at https://www.JayMartin.club

Justin Huhn of Uranium Insider joins the show to provide an update on the uranium sector and explain why he sees the fundamentals today as more bullish than ever. Justin breaks down how the Russia-Ukraine conflict has pushed the setup for uranium into a position of even greater strength and provides insight into the long-term contracting cycle that he says is really starting to take off.Uranium Insider: https://uraniuminsider.comJustin Huhn on Twitter: https://twitter.com/uraniuminsiderFollow me on Twitter: https://twitter.com/jessebdayYoutube Channel: https://youtube.com/c/CommodityCulture

Nuclear power analyst Justin Huhn of Uranium Insider returns for Part 2 of our interview with him to share his outlook for the uranium market & why he predicts a 3-5 year boom in prices ahead for the metal itself as well as the companies that mine & process it. https://youtu.be/KISFW3-ZJAU

The global energy crisis is suddenly thrusting nuclear power into the spotlight. Most nations have spent the past decade-plus working on mothballing or exiting their nuclear production facilities in the pursuit of migrating to a more "green" energy infrastructure. Now that strategy is being called into question, as calls for more MORE nuclear energy suddenly mount. Where is nuclear energy likely to head from here? Will we see more or less of it over the coming decades? And do the answers to these questions present opportunities for today's investor? To find out, we're fortunate to speak with Justin Huhn, founder & publisher of Uranium Insider. https://youtu.be/3SSqlhx-NNw

Justin Huhn of the Uranium Insider newsletter joins us once again to walk us through many of the major headlines hitting the uranium sector recently. From Europe to Asia and news in the United States regarding the Inflation Reduction Act, there is a lot of ground to cover in this episode.

The political winds are finally changing for nuclear energy. Come learn where experts in nuclear and uranium investing are putting their money at the Grizzle Uranium Con. 00:00:10 Intro 00:01:19 Doomberg: https://doomberg.substack.com/ 00:31:43 David Talbot, Head of Research - Red Cloud Securities: https://redcloudsecurities.com/ 00:55:54 John Ciampaglia, CEO - Sprott Asset Management: https://sprott.com/ 01:29:19 Justin Huhn, Uranium Insider: https://www.uraniuminsider.com/ 01:47:06 Chapman Scarborough, Proven Reserves: https://provenreserves.substack.com/ 02:01:50 Nick Piquard, VP & Portfolio Manager - Horizons ETF: https://horizonsetfs.com/ Subscribe to receive Grizzle's investment research on growth & disruption: https://grizzle.com/subscribe

Justin Huhn, Founder and Publisher of the Uranium Insider, joins us to provide a macro update on the Uranium sector. We start with the supply and demand factors he is watching mostly focused on the demand side coming from tensions with Russian sanctions, Kazakhstan export challenges, potential Japanese restarts, and Chinese reactor builds. We also take a look at where things are with regards to pricing trends seen this year with the increase in utility companies setting up longer-term contracts, and the complexities behind the different stages of refining and upgrading U308, to UF6, to enriched fabricated uranium fuel.   Next we review if the uranium sector correlates to other energy commodities or other sectors. We wrap up with a look at what stage, both technically and fundamentally, the uranium mining stocks are at currently.  After the big run in the uranium mining stocks from 2020 to 2021, the pullback from Nov 2021 – Jan 2022, the rally from late Jan – April of this, and the most recent pullback that appears to have bottomed in early July, we find out if Justin thinks the rally over the last few weeks will be sustainable.

If you think the world will end because of carbon, you must do everything you can to decarbonize the electrical grid. Environmentalists agree that clean energy nuclear power might be the best way for the U.S. to replace fossil fuels. Nuclear is the safest form of energy ever conceived - but it's been greatly maligned due to accidents at Chernobyl and the more recent Fukushima nuclear disaster. The development of small modular nuclear power plants has reduced the risk by making giant reactors obsolete, causing the once negative sentiment to shift to the positive, including for some invested in the Green New Deal. So, what are the prospects for investors in nuclear energy? Justin Huhn is an expert in the Uranium markets and investing in uranium and uranium stocks. He is passionate and committed to bringing information to those taking their first look at the uranium sector. Through his newsletters at Uranium Insider, Justin offers investors monthly news and analysis of selections in the Uranium space. On this episode of The Wiggin Sessions, Justin joins me to share his insight into the resurgence of interest in the vital but tiny nuclear industry and the steps being taken by developers and investors such as Bill Gates and Elon Musk. He shares how he evaluates a company based on technology development, mining, and uranium production. Plus, he predicts what will happen in the nuclear space over the next 5 years. Listen in to understand why nuclear is vital to an electric future and how investors can get into this exciting space. Key Takeaways Why Justin founded uranium insider pro and became an advocate for nuclear technology Justin's take on why nuclear power is getting a new push in the U.S. How Justin evaluates companies their technology and mining and production of uranium How Germany is now in an energy tight spot because of their phasing out of nuclear energy How the war with Ukraine is stifling the most significant player in the enrichment market Why nuclear advocate Bill Gates is building a nuclear reactor in Wyoming How Advanced Small Modular Reactors (SMRs) could help fight climate change without the risk How California's nuclear pivot might open the door to NuScale Power construction The Silicon Valley investors who are investing in nuclear The ‘big player' risk that is keeping investors out of the nuclear space Why Justin believes the opportunity in uranium and nuclear is huge for individual investors looking to increase their piles of money Connect with Justin Huhn Uranium Insider Uranium Insider on Twitter Connect with Addison Wiggin Consilience Financial Be sure to follow The Wiggin Sessions on your socials. You can find me on— Facebook @thewigginsessions Instagram @thewigginsessions Twitter @WigginSessions Resources Uranium Insider on The Wiggin Sessions Jimmy Soni—What Distinguishes the Billionaires from the Rest of Us? EP55 Steward Brand NuScale Power TerraPower Share the Wiggin Sessions on Apple Podcasts

Uranium is a controversial commodity and investing in it is not something most people consider. Justin Huhn from Uranium Insider joins us to explain that not only is uranium a vital part of our energy economy, it also has the potential to greatly outperform the market as an investment in the years ahead.Watch on Youtube: https://youtu.be/JloOJ2vvIQcUranium Insider Pro Newsletter: https://uraniuminsider.comUranium Insider on Youtube: https://www.youtube.com/c/UraniumInsiderFollow me on Twitter: https://twitter.com/jessebdayYoutube Channel: https://youtube.com/c/CommodityCulture

We open up the uranium discussion once again as we welcome in Sprott Asset Management CEO, John Ciampaglia, to discuss the genesis and foundations of the Sprott Physical Uranium Trust. We also dive into the other precious metal trusts under the company's management. Justin Huhn of Uranium Insider then provides some discussion on newsworthy events within the uranium space. From the United States to the UK, things continue to move forward. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com. ASCU is a Copper Mining Company with a 100% ownership of The Cactus Mine, located on private land in the Arizona Copper Belt. The Company is committed to supplying LME Grade A Copper Cathodes usable in the Renewable Energy Future, mined in a responsible and sustainable manner. Our goal, beyond our ESG Strategy, is to ensure “Net Zero Carbon Emission” from future operations, minimizing the effect of climate change on the earth and preserving our planet for our children and future generations. https://arizonasonoran.com/

In this episode, I brought on Justin Huhn, the founder, and publisher of Uranium Insider. He is an investor in nuclear and understands exactly how Uranium is mined and used to fuel nuclear reactors. He also touches on how America can become pro-nuclear and debunks some of the fud surrounding it. He also explained what's around the corner for the nuclear energy space and why anyone who is "pro-environment" should be extremely interested in pushing nuclear as an energy source.I hope you enjoyed this episode as much as I did. I appreciate you for always tuning in. Thank you as always and I will see you on the other side! ----------------------------------------------------------------------------------------------------Please make sure to like, subscribe and hit the notification bell. Doing so helps support the channel and bring in new and exciting guests.ALSO!!! Be sure to join the "Smart People Shit" telegram for a more in-depth discussion on what's going on in the world of bitcoin and receive exciting content that is exclusive to the followers in the Telegram.                    ** Link to Smart People Shit Telegram**                            https://t.me/smartpeopleshit-------------------------------------------------Guest: Justin Huhn Twitter: @UraniumInsiderWebsite: https://www.uraniuminsider.com/mediaHost: Dennis Porter - Twitter: @Dennis_Porter_- Substack: https://dennisporter.substack.com/- Website: https://linktr.ee/dennisporterProducer: Jacob Pope- Twitter: @Producer_Jacob-------------------------------------------------------------------------------------------As a side note, this podcast is not financial advice. Any opinions expressed by the Host and the Guest are strictly for educational and entertainment purposes only and should be viewed as such. This is the first of many episodes and we're aware we have a lot of room to grow. Feedback is appreciated and we will do our best to evolve with our listeners. Thank you for your support and I'll see you on the other side!-------------------------------------------------Timestamps:0:00 - Getting into the Uranium market.11:00 - What changed your mind on  nuclear ? 16:36 - Based long energy.20:00 - How is uranium mined?25:47 - What is the “enriching process”? 30:00 - How are reactors built?37:36 - Myths around Nuclear?42:15 - Nuclear is pro-environment.48:00 - Uranium stocks and closing thoughts.

Tom welcomes back Justin Huhn to discuss the latest news around the rapidly changing uranium space. Justin discusss Cameco's recent conference call where they announced the restart of the MacArthur River Mine. Cameco stated that they have signed supply contracts for 70 million pounds of uranium. Overall this should be a postive sign for the market and may indicate a major change in contract demand. It will take Cameco up to two years to once again reach full production. Sprott's entrance to the market last year with SPUT had a tremendous impact on the spot market. Current long-term prices are around $43 a pound but little insight can be garnered from contracts as they are shrouded in NDA's. All the different parts of the fuel cycle appear to be in a bull trend. Sprott intends to maintain the stockpile of uranium as a way to give investors expose to the uranium market. Sprott is also working to takeover the UNM ETF in an upcoming vote. This will allow Sprott to have a large influence in the uranium markets. The market for small modular reactors is largely an unknown but overall it appers to be a positive development. The first SMR in North America may come online by 2027. Many countries are building them including Russia. Sentiment has improved somewhat in uranium markets but remains fairly low. At the moment there is a lot of fear and doubt across the investment space which is spilling over into uranium. However, Justin notes that Rick Rule is once again getting excited about the prospect of discounted uranium equities. Time Stamp References:0:00 - Introduction0:49 - Cameco Call5:58 - Restart Period9:39 - Spot Pricing17:14 - SPUT & NYSE18:25 - Supply Tightness24:16 - Reactor Extensions27:00 - Small Mod. Reactors29:40 - Market Sentiment33:54 - Uranium & Corrections36:10 - Cash Position37:00 - Concluding Thoughts Talking Points From This Episode Cameco's recent announcements and the impact on markets.Sprott's plans and the effects of the introduction of SPUT.The benefits of small modular reactors and who is building these.Sentiment in the markets and why some uranium equities are discounted now. Guest Links:Website: https://www.uraniuminsider.com/Newsletter: https://www.uraniuminsider.com/newsletterTwitter: https://twitter.com/UraniumInsider Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin's thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro's "Focus List," as well as the most opportune times for entry or exit. Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings. Justin is devoted to bringing value to those that are taking their first look at the uranium sector. Until July 2020, he distributed a complimentary newsletter as an educational tool to those investors seeking to familiarize themselves with the complexities and opportunities offered by the uranium sector and the uranium shares. Regrettably, the Uranium Insider Pro subscription letter's subscriber growth and breadth no longer allow him to provide this tool. The success of Uranium Insider has been gratifying and the emerging bull market in uranium continues to offer an unusually attractive risk:reward proposition for fellow contrarian investors.

This week, Steve is joined by uranium expert, Justin Huhn! His uranium investment journey started way back in 2016, when the commodity was at its lowest price, $18 per lbs. He is also hosting his own podcast, Uranium Market Minute. Visit him on https://www.uraniuminsider.com Follow us on Social Media! Facebook: https://www.facebook.com/stevebartonmoney   Twitter: https://twitter.com/stevebarton101 Instagram: https://www.instagram.com/steve_barton_money/ Contact Andy Schectman at Miles Franklin to order precious metals. Tell him you heard it on "In it to Win it" and Andy guarantees you the best price on silver and gold in the country. https://www.stevebartonmoney.com/contact-2 DISCLAIMER: I am not a financial adviser, do not take this as financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. This is just what I am doing. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission. economy forecast 2022, economy, money, investing, finance, poker, dividends, gold, silver, platinum, palladium, precious metals, crazy economic news, high energy costs, economy news, economy collapse, economy about to crash, trade deficit, debt, good debt, bad debt, economic bubble, doge coin, gas prices, stocks, global supply chains, the fed, Jerome Powell, forbearance ending, consumer sentiment, Elon Musk, Jeff Bezos, EV, cargo ship traffic, CPI, new stimulus checks, Bitcoin, Litecoin, Bitcoin Cash, Etherium, Walmart, evictions, Peter Schiff, inflation tax, stagflation, shrinkflation, deflation, disinflation, hyperinflation, retirement, millennial money, supply chain broken, supply chain issues, gas prices, banking playbook, moratorium, international monetary policy, remote workers, trade deficit, jobs numbers, credit lines, inflation pressure, Bank of England, banks closing, credit lines closing, U.K.'s consumer price index, stimulus, stimulus check, nightmare economy, prepping, MBS, mortgage backed security, Roth IRA, pension, housing collapse, housing market

IN THIS EPISODE, YOU'LL LEARN: 01:46 - An overview of the uranium market and what market forces have an influence on price.11:10 - Ways in which a retail investor can take a position in the uranium sector.15:15 - The role that the Sprott Physical Uranium Trust plays in the overall market for uranium.21:53 - Why nuclear reactors are currently purchasing less uranium than they actually consume.24:33 - What has kept the nuclear energy sector from becoming a primary source of energy in the US or in other developed countries, and how might that change in the future?39:33 - How cyclicality plays into the uranium market and where Justin believes we are at in the bull uranium cycle.45:12 - The tell tale signs that Justin looks for when selling his uranium positions.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRobert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Get access to Justin's newsletter at Uranium Insider.Related episode: MI068: Investing In Commodities w/ David Morgan.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors.See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.Don't let anything interfere with your happiness or is prevent you from achieving your goals. Allow BetterHELP to help assess your needs and match you with your own licensed professional therapist. Get 10% off your first month!Take your business online with Wix, the leading website creation platform that's got all the tools you need to create, manage and grow your brand. Now, not only the wealthy can afford collectibles! Enter Otis, an investment platform that makes it possible for almost anyone to invest in shares of cultural assets. Sign up now at withotis.com/TIP to get your first share for FREE!Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.Eat clean 24/7, with fresh—never frozen—prepared meals that are so delicious with Factor. Use code wsb120 to get $120 off over your first 5 weeks of meals.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Read this episode's transcript and full show notes on our website.Connect with Justin: Website | Twitter Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We have the Daily Dirtnap's Jared Dillian on the line today for a broad conversation on the volatility in the markets, the inflation trade, rising yields and gold's healthy move through all this. We then have Justin Huhn, the Uranium Insider, for a lengthy chat on the uranium market. We take a look back at the transformative year and what he's watching in the months to come. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration and plans on delivering a pre-feasibility study in Q4 2021 to further de-risk and advance the project towards permitting. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com. ASCU is a Copper Mining Company with a 100% ownership of The Cactus Mine, located on private land in the Arizona Copper Belt. The Company is committed to supplying LME Grade A Copper Cathodes usable in the Renewable Energy Future, mined in a responsible and sustainable manner. Our goal, beyond our ESG Strategy, is to ensure “Net Zero Carbon Emission” from future operations, minimizing the effect of climate change on the earth and preserving our planet for our children and future generations. https://arizonasonoran.com/

Justin Huhn is the analyst and writer behind Uranium Insider, which is the leading authority in uranium market news, analysis, & identifying the best companies in the space. Justin's Newsletter: https://www.uraniuminsider.com/ Justin's Twitter: @uraniuminsiderVasanth's Newsletter: https://nextbite.substack.com/Vasanth's Twitter: @NextVasanthTime stamps:00:42 - What got Justin into Uranium.02:51 - Are we in the middle of another squeeze?04:48 - How transparent is supply?08:18 - Sprott Physical Uranium Trust (SPUT) and their influence on the market15:04 - Hedge Funds purchasing physical uranium16:50 - CRDN and jurisdictional risk19:31 - Nuclear provisions in the US infrastructure bill20:54 - Social media and it's role in the uranium markets26:07 - What piece on the demand side is not being widely recognized?29:13 - What will signal the top of the bull market?31:41 - Is there seasonality? Is Justin a buyer right now?35:18 - What is a topic in this filled that isn't discussed enough or hasn't gotten enough exposure?38:31 - Can Thorium be a substitute to Nuclear?Intro Music: "Pain is the Essense" remix by @AdiSoundsGood on TwitterArt Hyde (Segra Capital) - https://www.segracapital.com/commentary/you-say-you-want-a-revolutionDisclaimer: The contents presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. 

Justin Huhn the founder and publisher at Uranium Insider Newsletter. Justin has been researching the uranium market for the past four years and has thousands of hours of research under his belt. Justin has been trading the markets for close to a decade, having learned to invest with technical trading; more specifically, trend-following. Justin was taught by a long-time veteran momentum trader who took him under his wing. This combination of in-depth fundamental analysis in the uranium sector and experience with technical analysis gave birth to the Uranium Insider newsletter. Uranium Insider has been an incredible experience of community, and a once-in-a-lifetime opportunity to share and grow with his subscribers and fellow contrarian investors. In this episode, Justin talks about why the Uranium spot prices have shot up 56% this year and what exactly is driving this price increase. Justin then comments on Craig Perry's prediction that Uranium spot prices will hit $80.00/pound by year end and what factors could derail the momentum to these prices.  Justin shares his opinion on the push to cleaner energy or to a carbon free energy world and whether there is a two-way government support in the US for uranium. Bill Gates has said “The next energy miracle is nuclear energy”. Justin shares why he believes it helps to have an advocate like Bill Gates for nuclear energy. Justin explains why the old uranium spot price per pound was  challenged in the past and why it fell from a high of $147.00/pound after 2007/2008. Justin then shares whether the current move to decarbonization is too aggressive and if this situation could swing the pendulum back from uranium to increased oil and natural gas usage. Justin provides a golden prediction on how long he thinks it will take for uranium to return to spot price of $147/pound. Justin speaks about his greatest mentors and gives advice where investors go to better educate themselves before making any investment decisions. Lastly, Justin provides his definition of greatness and what it means to him. __ Host: Ben Mumme Twitter: https://twitter.com/mumme_ben Medium: benjaminmumme.medium.com YouTube: https://bit.ly/3fAcFrt Newsletter: https://bit.ly/3DBkSWv Instagram: https://www.instagram.com/livingyourgreatness/ __ Guest: Justin Huhn Website: https://www.uraniuminsider.com/ Twitter: https://twitter.com/uraniuminsider YouTube: https://www.youtube.com/channel/UCDmY09g5tiR0ocNXvEnOddg

In this episode Justin and I discuss nuclear energy, uranium and the uranium investment market.  You can find out more about Justin and his company at www.uraniuminsider.com   

Tom welcomes back Justin Huhn to discuss the increasingly exciting and rapidly changing uranium space. Sprott's recent move into uranium is very bullish for the sector. There was a very sound thesis for investing in uranium before Sprott's takeover of Uranium Participation Corporation. Sprott is a monster in the resource space and they are buying physical pounds. Over the last three weeks, SPUT has bought nearly five million pounds of uranium moving the market from $32 to $40. It's likely they will have trouble sourcing supply as they will have bought most of the available above-ground supply. Sprott has stated that they will not be selling but instead holding long-term. They want to create an extremely liquid vehicle that will attract large investors. Sprott's transparency is fantastic as they update their numbers on a daily basis. They've also established an excellent presence on Twitter which is great for uranium investors. Uranium supply is quite inelastic and it takes considerable time for additional production. If you are interested in a highly speculative fervor of a market this may be the place for you. There is some concern of pushback from utilities due to the rising price which could affect Sprott's ability to be listed in the United States. However, Sprott should be able to overcome any objections. Utilities aren't keeping up with the markets in the same way as investors. They just have a calendar date when they need to secure supply. It may be difficult for utilities to negotiate contract terms if the price is moving rapidly. Time Stamp References:0:00 - Introduction0:38 - Sprott SPUT7:33 - Uranium Equities & ETFs10:04 - Production & Demand16:30 - Analysing the Market23:38 - Valuing Uranium Miners26:57 - SPUT & U.S. Listing?30:06 - Utility Contracts?37:21 - M&A Potential?39:12- Positive Momentum40:19 - Wrap Up Talking Points From This Episode Sprott's major entry into uranium markets.The sentiment and market shift are very positive.Affect on utilities and potential for mergers. Guest Links:Website: https://www.uraniuminsider.com/Newsletter: https://www.uraniuminsider.com/newsletterTwitter: https://twitter.com/UraniumInsider Other:Sprott Link: https://www.sprott.com/investment-strategies/physical-commodity-funds/uranium/ Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin's thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro's "Focus List," as well as the most opportune times for entry or exit. Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings. Justin is devoted to bringing value to those that are taking their first look at the uranium sector. Until July 2020, he distributed a complimentary newsletter as an educational tool to those investors seeking to familiarize themselves with the complexities and opportunities offered by the uranium sector and the uranium shares. Regrettably, the Uranium Insider Pro subscription letter's subscriber growth and breadth no longer allow him to provide this tool. The success of Uranium Insider has been gratifying and the emerging bull market in uranium continues to offer an unusually attractive risk:reward proposition for fellow contrarian investors.

Justin Huhn of Uranium Insider spends a good amount of time with us today discussing the dramatic moves in the uranium spot price and the uranium equities market. Justin gives is thoughts as to why many of the stocks gained 15-35% on the week and how you might consider playing this move. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration and plans on delivering a pre-feasibility study in Q4 2021 to further de-risk and advance the project towards permitting. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Corvus Gold is a North American gold exploration and development company, focused on its near-term gold-silver mining projects in southwestern Nevada. The Company holds a commanding land position within the Bullfrog Mining District. Neighbouring, adjacent projects controlled by AngloGold Ashanti, Kinross Gold and Coeur Mining highlight this active District. The two 100% owned North Bullfrog & Mother Lode projects have a combined nearly 4-Million oz gold of in-pit resource and continues to grow with an on-going, successful, resource expansion drill program. Corvus trades on the TSX and the Nasdaq with the symbol KOR. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com.

Justin Huhn runs Uranium Insider and a new guest. He's looking for a new bull market in Uranium. Since Sprott has taken over the Uranium Participation Corporation, spot deliveries will now have to take place in a much shorter time frame, whereas they used to take place in a 12 month time period. This should have very bullish consequences. Uranium prices must double to make many producers economically viable again. New York State aside, demand will increase as will nuclear power plant demand. Nuclear power is the safest form of energy ever produced. The newest generation of small modular nuclear power plants are virtually foolproof. Nuclear energy is also the answer to carbon emissions. The green left is starting come around to embrace nuclear power and that's a big positive surprise. 54 reactors are currently being built around the world, mostly in China. Over 400 projects are under active consideration. 2-4 years is the timetable, when things will really heat up, so better to be poised for the inevitable run up in prices. 

Justin Huhn runs Uranium Insider and a new guest. He's looking for a new bull market in Uranium. Since Sprott has taken over the Uranium Participation Corporation, spot deliveries will now have to take place in a much shorter time frame, whereas they used to take place in a 12 month time period. This should have very bullish consequences. Uranium prices must double to make many producers economically viable again. New York State aside, demand will increase as will nuclear power plant demand. Nuclear power is the safest form of energy ever produced. The newest generation of small modular nuclear power plants are virtually foolproof. Nuclear energy is also the answer to carbon emissions. The green left is starting come around to embrace nuclear power and that's a big positive surprise. 54 reactors are currently being built around the world, mostly in China. Over 400 projects are under active consideration. 2-4 years is the timetable, when things will really heat up, so better to be poised for the inevitable run up in prices. 

Uranium Insider, Just Huhn, joins the podcast today to provide his analysis on two important pieces of news out of the uranium sector over the past couple weeks. First we talk about Cameco reopening Cigar Lake. Lastly, Just discusses why Sprott's move with Uranium Participation Corp. is the most exciting and bullish piece of news out of the sector he's studied for some time.

There's a new bull market in uranium stocks and Justin Huhn, the Uranium Insider, tells us everything we need to know, plus a few stocks to watch.

In today's interview we welcome back Justin Huhn a.k.a Uranium Insider. Justin was our first guest on the AIA Interview Series back in December of last year. We are happy to have him back. Today, we discuss the current uranium market fundementals, possible catalysts for a higher uranium price, and the success Justin and has subscribers have had in his newsletter that is focused on Uranium. We had a connection issue at the beginning of the interview and I had to do some editing. Nothing to bad. You can check out Justin at www.uraniuminsider.com Twitter: @uraniuminsider