Please pardon me if this question is a bit naive, but at about 7:45 left in the interview Arthur makes a comment about receiving a 10% coupon while waiting. These uranium companies don’t seem to pay a dividend anything close to that so I am wondering what that means? Any insights would be appreciated. Thanks!

Investors have been burned on Uranium prices for years. How can Uranium prices go up over the next 12 months when global demand is falling?

Great interview! Uranium went up above $30 since the video was shot. I decided to open a WhatsApp group to exchange ideas how to play this, feel free to join @all: https://chat.whatsapp.com/LREYaCGhGUR09Tk5kBGnqm

RV - thanks for putting up the filmed date!

We should not forget that the short end of this market will indeed see a reaction since multiple Nuclear power station are already starting to postpone their spring maintenances into the latter part of the year and even next year. Well since we are speaking of a heavily regulated market, EDF already announced an increase of the summer temporary mothballing/shut downs in order to save running hours / fuel( you are limited in the amount of hour you can safely run-up to your next maintenance ) . And there will be marginal power plant switching, just check the rest of the power plants marginal costs..

Good presentation! I bought URA back in 2017 and -30% so far lol, starting to get a bit frustrated with this thing. Also Uranium Royalty Corp might be interesting play here long term.

Hi guys, how can you invest in Uranium? Are there ETFs you would recommend?

Thank you, Arthur....very complete overview on uranium market. Best I've seen in a long time.....

great View, super thx

I love uranium thesis long term, but rather than dig into the miners I just treat Cameco as a quasi savings vessel. Minimal downside. Very minimal dilution risk. Proven track record and management. Stock will still triple at some point in the next 10 years.

Boss resources (BOE) ..... asx listed, approved to mine and export , built plant gathering cobwebs currently, $100 mill AUD mkt cap.... in uranium friendly state ( south Australia - same state as Olympic dam) . I’d be surprised if these guys don’t own this one if they have uranium exposure in Australia. Sachem cove owns 1.87%

Good video finally directionally heading towards my cup of tea

Sorry RV, but Max's comment about events on the ground overtaking comments made in the video only emphasizes the point of YOUR CUSTOMER'S constant requests to put "filmed on dates" BACK in the video description section. I really do not understand your obstinance regarding this very valid request. [and I'm sorry, but Ed's retort that RV is "striving" to publish within 3 days of filming is really quite inadequate (and I really like Ed too, so this is no put down on Ed)]. Just my 2 cents! :-)

Cameco, Uranium Participation Corp, NexGen etc are great buys here! little more volatile but also great buys are stocks like enCore energy, global atomic, goviex, ur-energy for those with a bigger risk appetite

If only I'd invested in uranium plays each time some RV presenter has told us it's the next big thing over the years, I'd have halved my money. On the other hand, I'm hugely in favour of Gen IV nuclear power. Will wait to see some more positive price action.

Loved the summary and conclusion ending! I don't always have time for the whole interview, so it really help to have a brief version of it. Please add this section to every interview!

Cameco shut down in 2017 for 10 months and turned that into an indefinite suspension. Even today if they wanted to get back to work they could - Agnico Eagle went back to work in Quebec today. Uranium spot is $31 and Cameco's price to produce is $30and it only just got there - so that's your answer right there. In fact they've been supplying long term contracts off that spot market for some time. The real story may be that these frequent supply management shutdowns are having an impact on stockpiled inventory which the WNA expects to start tapering in 2020.

Just as an aside, it’s my understanding that Canada has deemed Mining as an “essential business” so perhaps CCJ start up will be easier when the decision to restart is made should the Covid Virus still be in effect.

Great interview - thanks guys.

Justin Huhn @uraniuminsider and Matt Gordon @CruxInvestor are great resources on this sector.

To paraphrase one of Raoul's quotes - Make sure your time/trade horizon and investment horizon align cannot be more appropriate when trading Uranium companies. When the entire sector has been completely annihilated, stick to the large producers in safe jurisdictions. Doubles and Triples will play out in names like Cameco and NexGen so to invest too heavily in junior miners that have no production and just speak of "ounces in the ground" is purely speculative. Although this administration drones on about MERICA first! Its vital uranium energy contract purchases do not reflect this. A similar dynamic is present in the Uranium energy space as it is in oil, in that the U.S. has been beholden to the Saudis even though they continually suffocate U.S. based oil&shale producers with oversupply. To have any meaningful positive restructuring of supply-demand, the U.S. needs to make it a priority to purchase Uranium from U.S. based miners instead of fulfilling cheaper legacy contracts with Russian/Kazakh companies that have firmly placed the sole of their boot on global mine production. The current state of the world will push some to begin retooling capitalism to incorporate the long-term importance of domestic supply. With the continued electrification of our world, investigating the opaque Uranium energy market will become even more crucial to domestic economic security. I don't believe it will be a demand shock, rather a currency shock, broad based commodities rally that will spark a Uranium rally.

cameco, Kazatoprom, UPC, yellow cake, NexGen, Denison mines.

Arthur, thank you for an articulate and thorough presentation. Excellent job! It looks like UPC was acquired by Energy Fuels. Is that correct and if so, would you include EFR on your list?

Most of the stocks he recommends can be invested through North Shore Global Uranium Mining ETF - URNM

First class presentation , look forward to the next piece on the nuclear industry

Get Michael Alkin & Amir Adnani on to discuss Uranium too.

Excellent

Very informative & well explained, thx

Props to RVTV for publishing this video at the dawn of a new uranium bull market!