Well we've retraced 5-10% virtually across the board. As you "predicted". This sector defies all logic. My portfolio worth the same as it did 2 years ago, yet U price has doubled. Congrats for trying to make sense of it all.
Thank you Justin Hun for the macro picture of the nuclear industry and some useful micro details regarding uranium. You perfectly control the whole topic and well communicate your vast knowledge. Five *****.
Lobo isn’t feeling as bullish as you are in the near term. I have my position at the table so I’m just holding. But I can see short term downside before higher prices in the future.
Underfeeding: spin the UF6 longer to get more enriched fuel from the UF6 But if you want more Nuclear Fuel then you Overfeed,to get the fuel faster but it takes more Uranium per Fuel Pellet. Pushing up uranium demand. Webinar over.
He said $90 for Bannerman. I think that is where they will be profitable but I think they may move towards production at a lower price given how long it will take to get into production.
@@gibbogle I believe he said they will use debt financing when the price allows them to. To me that means they will borrow from bank and not dilute stock.
Excellent Justin. I am a subscriber but still learned a lot. One concern I have is that the Kazakhs could substantially (and quickly) ramp up production, couldn’t they? I know that they said they won’t do this over the next few years, but if they change their mind, do we know how much new supply could quickly come on line from Kazakhstan?
There is a strong Fibonacci correlation between the length of Justin's beard and the uptrend in the Uranium equities. I am hoping he grows it as thick as a Santa Claus so that the sector looks amazing during 🎄 Christmas!
With interest rates at 5% the market will be SLOW even in the booming Uranium sector due to people having LESS income to invest in stocks...priorities like mortgage / rent will come first.
I'm concerned the sprott trade might be "too good" and the Government could get involved and nationalize the mines and trusts in the name of "National security" when the Uranium price goes parabolic. Didn't they just put the kibosh on the Nickle trade like this?
BMN in their DFS from December 2022 say their project produces an internal rate of return of 17% at $65 U3O8. Why are you saying Namibia miners need $90 to $100 U3O8? Also if supply is flexed up 20% and satisfied from current producer reserves and future production then doesn't that pretty much solve the 40M lb or less yearly deficit until 2031?
We shouldn’t be critical of fuel buyers, and other involved in the industry as they are standing too close to see what is happening. Justin and some others stand far enough away to understand. This is going to the moon for sure. It has been life changing for me already, but the show has barely begun.
Am I the only one who finds the explanation impossible to follow? I don't criticise the content or the knowledge but the communication style. Endless explanations, going back, going forward, not finishing the points, repeating himself.... I aim to be constructive because I value the effort, but I wish your storytelling skills would be better.
@@colemant6845 well nah he can’t move the price but he goes silent for a year or something when we were in the doldrums and only starts piping up now to harvest new members
What do you think about uranium major producer Kazatomprom announcement to increase production from 20,000 tonnes to 30,000 tones in 2025? Market dropped 10% as a result of the news which came out on 28 Sep 2023.
The only question I have after watching this amazing presentation is... how many times has Mrs. Huhn heard this speech, and does she now just roll her eyes like Alice from, "The Honeymooners" and say, "Yes, your lordship... we get it." :-))
So if there is huge profits coming and now it seems it will stay that way with from Nuclear revolution. Shouldn't the companies offer some type of money to the owners besides us just giving them our money too? Either buybacks or dividends need to be offered. Otherwise there's not incentive
The bankers, venture capitalists etc. will need to have certainty before they will put up the hundreds of millions needed to get the mines into production.
Getting closer to 'Episode 3O8'
My favourite financial advisor 😂
Sector primed. Be right, sit tight. TY Justin.
Honest, effective, knowledgeable. Knows his stuff. Thank you Justin for helping us in realizing it is our time....
He definitely has the UPOD podcast. Under Promise and Over Deliver. Justin, thank you for keeping the little guy like me informed.
Ready for my dose Justin! Looking forward to a new video..
This is the best overview of the thesis that I’ve seen. Very easy for newbies to the sector.
Thanks Justin. You have been missed. 👍🔥
Greatly awsome.
Well we've retraced 5-10% virtually across the board. As you "predicted". This sector defies all logic. My portfolio worth the same as it did 2 years ago, yet U price has doubled. Congrats for trying to make sense of it all.
Thank you for a clear informative presentation.
My pleasure 🍻
Thanks Justin, clear and concise, not too technical or simplified. Great insight of the market that the layman can understand. Much appreciated.
Ver y helpful information! Thank you!
You are so welcome!
Thank you Justin Hun for the macro picture of the nuclear industry and some useful micro details regarding uranium. You perfectly control the whole topic and well communicate your vast knowledge. Five *****.
Thumbs up!
Great work! Thank you
You are my financial advisor
Tough luck mate
Positioned. Standing fast. Thanks Justin.
Great, appreciate this. Very interesting to understand the carry trade and how it affects the midterm market.
❤ thank you for sharing your insights. You are the reason I keep Yangon and buying more
You're so welcome!
Thanks Justin.
Fantastic MM Justin, thank you!🥳
You explain very well! Thanks!
Justin is giving us another video so soon!! Weeee..My Boi 💪
Great coverage mate.... well done
Thanks 👍😊👍👍
Lobo isn’t feeling as bullish as you are in the near term. I have my position at the table so I’m just holding. But I can see short term downside before higher prices in the future.
Underfeeding: spin the UF6 longer to get more enriched fuel from the UF6
But if you want more Nuclear Fuel then you Overfeed,to get the fuel faster but it takes more Uranium per Fuel Pellet. Pushing up uranium demand.
Webinar over.
Thank you.
Uranium stocks....😊
This episode rock the uranium spot price
Great explanation!
Great content , thanks !
Outstanding work here Justin one of your best👍
Much appreciated!
Thanks for the financial advise 😜
Thank you
Having said that if uranium spot price manages to hit 100 US dollars expect to make a LOT of money in uranium stocks as the sector will EXPLODE...
my question is: if stock market goes down, Uranium stock gona go down, also if we are in a bull market of uranium price?
Yes if the stock market goes down uranium stocks will go down. Go look at the last weeks charts.
Many small companies are hurting for cash and no one is stepping up.
Utility flex-up essentially slows down the long-term contract cycle
Bannerman is just waiting on the price rise to $70 - $80.
He said $90 for Bannerman. I think that is where they will be profitable but I think they may move towards production at a lower price given how long it will take to get into production.
Brandon said $65. Cheers:)
I think he no what he doing and he will get the best price
It isn't a matter of Bannerman waiting, it is a matter of the big investors being ready to provide the needed capex.
@@gibbogle I believe he said they will use debt financing when the price allows them to. To me that means they will borrow from bank and not dilute stock.
Excellent Justin. I am a subscriber but still learned a lot. One concern I have is that the Kazakhs could substantially (and quickly) ramp up production, couldn’t they? I know that they said they won’t do this over the next few years, but if they change their mind, do we know how much new supply could quickly come on line from Kazakhstan?
I think the demand will soak up whatever KAP can produce.
👍👍
Isn’t ”it” very overbought for the month? Would’nt mind a healthy pullback and breather shortly.
There is a strong Fibonacci correlation between the length of Justin's beard and the uptrend in the Uranium equities. I am hoping he grows it as thick as a Santa Claus so that the sector looks amazing during 🎄 Christmas!
😂🍻
Do you like UROY?
With interest rates at 5% the market will be SLOW even in the booming Uranium sector due to people having LESS income to invest in stocks...priorities like mortgage / rent will come first.
@36:03 What is SMR and SMR demand? Is that Small Modular Reactor?
Will the webinar be recorded ?
More info on SMR's please
Justin, thanks for your work. You almost doubled viewers in that video. And it happened for 2 days. That's a huge bull sign...
I'm concerned the sprott trade might be "too good" and the Government could get involved and nationalize the mines and trusts in the name of "National security" when the Uranium price goes parabolic. Didn't they just put the kibosh on the Nickle trade like this?
Which government? Uranium is mined in many countries.
@@gibbogle those ones. Lol
Uranium price has minimal impact on the utilities overall… supply is most important
Hey Justin. Let me know what kind of cigars you and Rick would appreciate.
Are you suggesting there will be month end rebalancing?
Unlikely
The fuel cycle is the bull thesis.
$CCJ & $UROY for me.
Bought sorta high on both UEC and Denison mines. I hope I’m good….
If the mkt crashes everything will fall a bit but don't get too discouraged. Should rise back up
I think you mean when the market crashes.@@animalsarebeautifulpeople3094
BMN in their DFS from December 2022 say their project produces an internal rate of return of 17% at $65 U3O8. Why are you saying Namibia miners need $90 to $100 U3O8? Also if supply is flexed up 20% and satisfied from current producer reserves and future production then doesn't that pretty much solve the 40M lb or less yearly deficit until 2031?
1) Because you don’t invest $400M and years of development for 17% IRR.
2) No
When France has to pay fair value, this happens.
Imagine a free market?
Supply and demand should dictate, not dictators.
SPROTT dropped 25% after hours. Does anyone know why?
As I understand it, it has to do with $C and $ exchange. It does not trade after hours.
@@Gedwyn11 OK.Thank you.
Uranium to $75 ,then I small correction! Duhhh
How does one stack
Uranium?
Very carefully.
@@gibbogle made me laugh 😂
All aboard the hype 🚂
We shouldn’t be critical of fuel buyers, and other involved in the industry as they are standing too close to see what is happening. Justin and some others stand far enough away to understand. This is going to the moon for sure. It has been life changing for me already, but the show has barely begun.
Go EU!
John, who? Pollomi?
www.youtube.com/@ActionableIntelligenceAlert
Am I the only one who finds the explanation impossible to follow? I don't criticise the content or the knowledge but the communication style. Endless explanations, going back, going forward, not finishing the points, repeating himself.... I aim to be constructive because I value the effort, but I wish your storytelling skills would be better.
Justin riding the hype wave 😂
Hype... So you think he is pumping the Uranium Price? A fake?...
@@colemant6845 well nah he can’t move the price but he goes silent for a year or something when we were in the doldrums and only starts piping up now to harvest new members
Damn, thats a negative perspective .. look what he is giving you for free … have a beer🍺
looking furry. that's bullish
SMR is getting killed WTF
There's no hype involved. It's a critical supply issue. Just a fact.
Thank you for the update, Justin, much appreciated! You're a big reason I'm invested in uranium.
If i have done the opposite of what he had suggested in last 2 years, I am already a multi millionaire 😂
I feel like I am watching Tyler Durden
Uranium stock for 2024, Uranium deal with Terrapower, SMR Bill Gates
Good ol' financial adviser. We outchea ☢️ 🚀
What do you think about uranium major producer Kazatomprom announcement to increase production from 20,000 tonnes to 30,000 tones in 2025? Market dropped 10% as a result of the news which came out on 28 Sep 2023.
The only question I have after watching this amazing presentation is... how many times has Mrs. Huhn heard this speech, and does she now just roll her eyes like Alice from, "The Honeymooners" and say, "Yes, your lordship... we get it." :-))
She asks me, “how’s uranium doing?” when she wants to fall asleep 😂
Love the energy, you’re my #1 financial advisor!
Should mean increased demand for toll milling agreements for Energy Fuels.
So when are miners going to outperform the metal massively?
How long is the bull market forecasted to continue?
Excellent! Thank you.
Always with the I'd love to see a pullback. Why not finally go to the moon!
moon lambo soon.
@@segasys1339time to sell, the crypto bros are here
SPOT 70$ now lets fkn gooooo
Thanks.
Thank you for your information.
UROY has doubled. I missed the trough.
Very interesting angles and insights. Keep the good work up buddy 🎉
Is this current market in contango or backwardation?
Also, 2 years ago, the incentive price was $65. Then it was $75. Now it’s $90? What am I missing?
The news flow.
Woa 10k views!!!Hmmmm is that a tell?
fantastic, informative video - appreciate you!
Thanks for the video
So if there is huge profits coming and now it seems it will stay that way with from Nuclear revolution. Shouldn't the companies offer some type of money to the owners besides us just giving them our money too? Either buybacks or dividends need to be offered. Otherwise there's not incentive
These are growth companies. Not divide companies. You are in the wrong sector for dividends.
They need free cash flow which they don't have yet....
$300 per lb??
LEGEND 😎
I wonder what Warren Irwin is thinking these days.
The bankers, venture capitalists etc. will need to have certainty before they will put up the hundreds of millions needed to get the mines into production.