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Justin Huhn: Fundamentals for an Epic Uranium Bull Market Stacking Up
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Justin discusses why he finds the uranium market to be compelling, particularly as a contrarian investor. Today there is a developing structural supply deficit between what is being mined and consumed. The market is steadily growing, with new reactors coming online in over a dozen countries. Lastly, Justin outlines what to look for in a responsible uranium producer and why few companies meet his criteria.
Time Stamp References:
0:40 - How Justin became interested in uranium
2:00 - Spot price versus long-term contracts.
6:20 - SWU Pricing explanation.
9:40 - How this bull market will be different.
13:30 - Section 232 and pending proposals.
16:30 - KazAtomProm and their new approach.
18:40 - Assessing management teams.
21:30 - Appia Energy and rare earth metals.
24:30 - Nuclear energy information resources.
25:20 - Resourceful connections on Twitter.
27:40 - Overall picture short-mid term.
#JustinHuhn #UraniumInsider #NuclearEnergy
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