Which ASX companies are best positioned to capitalise on uranium demand?

In this episode of The Pitch, Eiger Capital's Stephen Wood discusses why nuclear energy has become complementary to the green transition, how it has fuelled the rise in uranium prices and two ASX companies currently positioned to take advantage of the demand.
Follow us:
Linkedin: / livewire-markets
Twitter: / livewiremarkets
Google: news.google.co...
🎧 Listen to our podcasts 🎧
📊 The rules of Investing
Spotify 🎙️: open.spotify.c...
Apple Podcasts 🍏: podcasts.apple...
📈 Buy Hold Sell
Spotify 🎙️: open.spotify.c...
Apple Podcasts 🍏: podcasts.apple...
General Advice Warning
Livewire gives readers access to information and educational content provided by financial services professionals and companies (”Livewire Contributors”). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.

[@UraniumEnergyAAA]

buy PEN, very undervalue compared to its peers, safe US Wyoming jurisdiction to capitalize on Russian import ban & ready to produce this year. Boe/pdn could easily double, but Pen could easily quadruple or more.

[@Galaxie00]

Deep Yellow. John Borshoff.

[@foresthill8462]

Thank you, good video and explanation. I'm still too uncertain to buy a single stock, so have invested in Betashares URNM, which has Boss and Paladin albeit only ~4% each

[@PINEx2]

check out PEN. another poster summed it up nicely:
@UraniumEnergyAAA
12 hours ago (edited)
buy PEN, very undervalue compared to its peers, safe US Wyoming jurisdiction to capitalize on Russian import ban & ready to produce this year. Boe/pdn could easily double, but Pen could easily quadruple or more.

[@slug.racing]

And yet Blackout Bowen say nuclear is to expensive. We all need to have sunshine and fairy farts to power Australia.

[@chartfxcrypto]

💯

[@JPortfolios]

Hey, love your videos on ASX companies! Ever considered covering OncoSil Medical Limited? They're doing some exciting things in cancer treatment innovation. Would be great to hear your thoughts on them!

[@user-vq7lr8cc9g]

This was not a good presentation at all. The story of Uranium is far more complex than was glossed over in this video. Facts and figures are essential when presenting this story, not feel good generalizations. The interviewer needs to get involved and should not be part of the audience just passively listening in. Uranium has huge potential worldwide and the supply / demand story for this unsubstituable commodity is brilliant for early stage investors.