This is How the Uranium Market Really Works, Industry "Experts" are Wrong: Mike Alkin
Автор: Commodity Culture
Загружено: 2023-06-14
Просмотров: 14653
Chief Investment Officer of Sachem Cove Partners Mike Alkin believes that even bullish uranium industry forecasters are dramatically underestimating the supply deficit and how high prices need to go to incentivize production. Mike gives a masterclass on the inner workings of the uranium market and explains how investors should be thinking about the sector.
Follow me on Twitter: / jessebday
00:00 Introduction
00:29 Mike Alkin Origin Story
10:53 Current Tailwinds for Uranium
23:56 Misconceptions About Previous Bull Run
39:56 Bear Case for Uranium
47:45 Investor Sentiment
50:28 New Physical Uranium Funds
58:09 How Does Sachem Cove Invest in Uranium?
#uranium #uraniumstocks #nuclearpower
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