Mining Stock Education

Brandon Munro | Investor Interest Returns to the Uranium Market


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This interview is all about uranium investing. Brandon Munro gives an overview of the current state of the uranium market and the increased investor interest he is seeing. He also addresses many of the objections held by those with bearish or skeptical sentiment towards uranium.
Brandon Munro is the Chief Executive Officer of Bannerman Resources an ASX-listed Uranium development company. Brandon is also a quantitative economist and lawyer with 20 years experience as a corporate lawyer and resources executive, including serving as Bannerman’s General Manager between 2009-2011. Before joining Bannerman as CEO/Managing Director, Brandon was Managing Director of an ASX-listed company, which was focused on base metals exploration in Africa. Brandon also has extensive experience regarding the corporate social responsibility of mining companies and frequently speaks publically concerning that topic.
0:05 Introductions of topic and guest
2:30 Overview of Bannerman Resources
4:58 Overview of current uranium market
16:11 Main driver of uranium bull market: supply destruction or demand creation?
17:29 What caused uranium’s parabolic rise from 2005-2007?
20:59 Could thorium replace uranium as a primary base load source of power?
23:46 Are there any other electricity-generating methods could dramatically reduce or eliminate Uranium demand in the next 10-15 years?
26:16 Answering an analyst’s argument against investing in uranium miners now
29:20 Is not there 5yrs of uranium above-ground supply to keep the spot price suppressed?
33:02 Isn’t uranium socially unacceptable?
34:40 Projected growth of the uranium market
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