Comments
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PS3 years later and so wrong... hopefully 3 years closer to being right lol...
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ARThis is eerily similar to the recent Michael Alkin real Vision video (2018) touting Uranium to be the risk/reward trade he has ever seen. I think Uranium bulls must accept that the market is pricing in these very factors, and yet doesn’t find the need for higher uranium prices. Seems like more misery for compulsory contrarians.
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VKtalking about commodities and zero mention of the dollar. that worked well.
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ROHow many of the new or planned reactors represent replacements for old reactors? Net growth in reactor number and the efficiency of new reactors would seem to better estimate demand growth for U.
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SLBitcoin, gold, uranium and a realvision subscription ... That's 2015 sorted!
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JFHave listened to Jim Rogers and Rick Rule who have been touting Uranium. Great to get a good understanding of production numbers. Thanks
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LMVery interesting and well presented by one who really understands the nuclear energy industry. In Rick Rule's video and although only a brief mention he seemed less constructive on the uranium market
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ATGreat insight on the industry that has been unwanted for many years. A great contrarian idea.
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JSVery timely presentation, especially in view of Marin Katusa's "Colder War" ideas on Putin using weakness in uranium demand to consolidate Russian dominance in mining and processing. Right on point!
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SSInteresting. However long THORIUM will replace uranium. Thorium is an abundant material, In addition unlike uranium, thorium can not be converted in weapon grade material. Check it out
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MCA compact and educational presentation with many useful statistics.
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PWYes well done! I'm very bullish on the U sector over the next year or so. So be right on sit tight. Good Stuff
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BLvery thought provoking and off the radar.