Comments
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myAnyone watching this now (a year later, more carnage) should check out the SmithWeekly report on the topic. It's only $15. Worth far more than that. It runs through the set-up and conservative and aggressive ways to trade it.
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RFGood presentation summing up the uranium market, I think a few aspects to consider that are missed in this presentation are: 1) amount of reactors scheduled to go offline in coming years, due to age/regulatory issues, and 2) deflation seen in other energy sources. Bear market may continue longer than indicated here.
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DLIndia and China are building new reactors like mad. Spot is WAY under production costs. Problem is that the market for contracts is not transparent. There is also some oversupply. This will move so fast once contracts are renegotiated. Who knows when, but this can't continue forever. My bets UEC and SYH.
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WPGreat report, covers all the important points.
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JUFrom what he's saying about the United States' precarious position on Uranium Supply/Demand, it seems any US producers should do better than others. Reminds me of the problems with foreign oil dependence in the early 1970's. Domestic oil producers did fantastically over the next few years.
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APBe interesting to see the supply impacts of an Olympic Dam expansion where uranium is just a byproduct credit...iirc numbers floated in the past was ~10,000 tpa increase in uranium production with an expansion.
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hgI tried googling The Stock Catalyst Report but I couldn't find it. I was only able to find Michael Alkin's Linkedin page which only mentions his job as a portfolio manager. Has any one else been able to find it?
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JLWho are some others to follow in this space? Any good newsletters,websites,blogs? Thanks
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BBThe investor psychology well displayed even on Real Vision. As a Uranium bull, I was expecting this video to be widely viewed and commented on as soon it was released. 7 thumbs up and I'm first to comment well into the afternoon of the release. That's all the market sentiment I need to know. BUY BUY BUY
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NzI agree. Uranium investirs need to go and read the free Uranium Redbook to throughly understand Supply/Demand dynamics. Japanese nuclear restarts are the key to siaking up the excess inventories and getting prices to move up.
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AHEnjoyed the format and cadence.
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REDoes anyone know if URA is the only uranium fund?
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MZIf anyone really wants the price of Uranium to go up etc let a neocon think tank see the last 3 min of the presentation !!!
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RWGreat , thorough and succinct pitch on what could be a great big long term macro trade and winner. Great work
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MNDon't recall the source (think Exploration Insights?) where they mentioned that long term contracts are running out and getting renewed for the next decade at these low prices, which could dampen the upside of producers.
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FMJust paid for my RV subscription 10x over with this trade - great stuff - thanks.
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CZGood thesis but IMO risk reward isn't that great considering the world moving to renewables, industry sensitivity to a single event (think Fukushima)..
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PNIronic. If environmentalists wanted to end the use of fossil fuels within a decade, nuclear power is the most viable option right now. It must be a part of the clean energy future. Just don't put decades-old reactors on a tectonic fault line on the equator!!
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NzFor those with a little more risk appetite- have a look at Deep Yellow Ltd on the ASX (DYL). John Borshoff, ex Paladin (1c to $10 in last Uranium bull mkt) CEO is heading it up...Sprott have invested. He knows how to work the financing...
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DPVery well presented content. Cover all aspects in detail in such a short video. Simply unbelievable. Love to see a format similar for upcoming videos in future..
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GBOne of the better ones the last two weeks. I am finding too many lower quality videos. Only one or two per week are actually of interest. What is the fascination with Australia? Lower value add IMHO. Ex sell side broker in Canada FWIW.
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DWLike to see more presentations like this-well explained thesis in a sector.
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JRWould really have liked to hear his favorite investments to play the theme. More conservative, more aggressive, etc. Some hedge fund mgrs did accurately predict the subprime credit crisis, but lost a lot of money because they were too early and/or bet on the wrong vehicle.
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CEWhat's the best way to play Uranium? Through the ETF or the mining companies that produce it? Thanks.
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REExcellent report. Agree with him.
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TSUEC - Uranium Energy Corp - great leadership with Amir Adnani, in situ mining, hub and spoke Texas-based model. Great uranium play, uranium unhedged
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ABGreat documentary by Robert Stone on clean energy (nuclear power), Pandora's Promise. http://pandoraspromise.com
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DRIMO, near term price could go lower not because of supply/demand fundamental, but due to strong dollar and deflationary event on the horizon (what if oil dips to lower price ie 10- 20$ that could still pressure Uranium price for awhile), if price still maintain at such level despite of the crisis, buy buy buy, if it dips buy even more. With regards to position sizing and asset allocation, it is good to listen to rick rule's methodology on resource investing.
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FVIts not only Russia controlling the US supply, all is routed through China: https://www.bloomberg.com/news/articles/2015-09-01/kazakhs-clinch-23-billion-of-deals-with-china-after-tenge-drop
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CTLove this piece! Please include more industry/sector deep dives like this
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JSUranium Participation Corp holds physical uranium and is a direct play on the commodity rather than being a miner with associated operational risk, etc
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JSPossible uranium plays are CCJ, UUUU, UEC in the US and FCU, PTU, GXU
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RD@Tom I think Miners...that's where the leverage is. No many solid names in the space but NXE is worth researching.. Good segment, thx RV
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GSMike presents some great ideas, but I sure want to follow up on these with my own research. He is smart enough to not present a great investment idea and a time frame in the same interview. Size accordingly.
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MVThis is a good one. I've been following uranium for years, and I'm very happy that Realvision continues to touch on this subject. Thanks
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RAURA is the ETF for some Canadian mines and is the way to play it, IMO. I've owned it for more than a year because 2 different RV guests mentioned it in two separate older interviews and said it was one of the best risk/rewards that they knew of. I've watched every RV interview and have learned to pay close attention---to my financial benefit. Just saying.
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SCSo I didn't get a clearly defined idea if it's wise to invest in the miners or just the uranium commodity outright. I'm guess miners as well? Anyone is welcome to answer.
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ggApologies. The video I gather was released at market close. Great thesis laid out by Mike
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gg
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TWCameco investor preso is available here for more info on nuclear power industry and CCJ's part in it: https://www.cameco.com/media/media-library/documents/investor-presentation