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Adam Rozencwajg on this Uranium Bull Market's Early Innings

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Manage episode 376296997 series 3437190
Konten disediakan oleh Going Nuclear. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Going Nuclear atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

It has been a very eventful summer for uranium and the nuclear energy industry. Not only has spot price for Uranium run over $60 per pound, but the narrative and sentiment surround nuclear energy also continues to improve.

Host Trevor Hall and Justin Huhn discuss the moves in price along with some of the micro news out of the sector over the past couple weeks, including news out of the Sprott Physical Uranium Trust.

The two then welcom in Adam Rozencwajg of Goehring & Rozencwajg to diccuss their thesis behind investing in the uranium market. The group published a quareter newsletter a couple week ago which broke down the thesis, arguing that the uranium bear market is over and we are now in the very early innings of the next bull market.

  continue reading

18 episode

Artwork
iconBagikan
 
Manage episode 376296997 series 3437190
Konten disediakan oleh Going Nuclear. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Going Nuclear atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

It has been a very eventful summer for uranium and the nuclear energy industry. Not only has spot price for Uranium run over $60 per pound, but the narrative and sentiment surround nuclear energy also continues to improve.

Host Trevor Hall and Justin Huhn discuss the moves in price along with some of the micro news out of the sector over the past couple weeks, including news out of the Sprott Physical Uranium Trust.

The two then welcom in Adam Rozencwajg of Goehring & Rozencwajg to diccuss their thesis behind investing in the uranium market. The group published a quareter newsletter a couple week ago which broke down the thesis, arguing that the uranium bear market is over and we are now in the very early innings of the next bull market.

  continue reading

18 episode

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