Wild Expectations for Uranium Bull Run Won't Play Out Like People Think: Warren Irwin

President and Chief Investment Officer of Rosseau Asset Management Warren Irwin believes the current generation of uranium investors have gotten well ahead of themselves in their expectations for massive gains in the sector. Warren points out that there is far more secondary supply available than people realize and if uranium ever approaches the $70 price point, low-cost producers could flood the market and bring down the price in the blink of an eye.

VRIC Uranium Panel with Warren Irwin, Rick Rule, Nick Hodge, and Fabi Lara: https://youtu.be/NVY_q-pN_X4

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00:00 Introduction
01:21 The Warren Irwin Origin Story
05:01 Warren's Background in Uranium
06:28 Warren's Current Stance on Uranium
17:03 Where is Warren Sourcing His Information?
28:11 Does the Uranium Price Need to Go Higher?
33:20 Incentive Price for Uranium Production
38:02 Uranium Strategic Inventories
42:36 Warren's Model and Reactor Extensions
44:55 Will NexGen Produce This Cycle?
48:47 Will NexGen Get Acquired?
51:23 Conservative Approach to Uranium
54:21 Other Commodities Warren is Bullish On

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