Interview with Mike Young, CEO of Vimy Resources (ASX:VMY). Vimy is on a non-deal roadshow in London meeting investors and potential investors. And reports back that the mood in the market is good because the macro story is well understood. What questions were investors asking about: pricing, contracting, utilities and what Vimy's expectations are...

Demand is coming. What do investors know. What do they understand? Generalist investors want to know. That in itself is very exciting move in the market. When generalist investors come back in to the market it's a good sign.

Mike Young is great value entertainment but he also knows a lot and is very well connected. And does very good job of explain the short-term micro and how the financing in the space operates. And what is happening with supply deficit. Fascinating. Do both sides of the Demand/supply equation understand each other? Mikes says no.

Vimy is doing a refresh on the cost-side. And have been talking to debt providers. How are conversations going? How are they going to market to finance their project? They are looking for strategic partners, but where? And what does that look like. This is the most complete picture Mike Young has painted to date. Listen and tell us what you think. Leave us a Comment.

Company page: https://www.vimyresources.com.au

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Interview with Roger Lemaitre, President and CEO of Athabasca Basin located uranium company UEX Corporation (TSX:UEX).

UEX say the mood is starting feel like the uranium space in 2004....it's coming. UEX formed in 2001. They have 21 projects 18 in uranium and 3 in Cobalt in the Athabasca basin. That's a lot of projects. Their strategy is the develop the resources for when the market moves. Focus is on two main projects.

Roger Lemaitre positions UEX as a uranium company. But they want to see if the can create value with the Cobalt project and had talked about a spin out last year but got hit by the significant drop in the cobalt price. So how does a CEO mitigate risk and create value in difficult markets. So why didn't they get the spin out? Roger Lemaitre explains why. And what's it worth and what can he do with the cobalt asset. He gives us his view and tells us why. How much money have they spent developing the cobalt asset? And how does UEX plan to recoup that capital.

We discuss why UEX is at the WNA symposium and what they want out of it. Roger says the uranium assets are worth $50M. But they have a lot of assets and need to work out h

Growing the resource is their strategy. They are focused on two projects which have PEA's. He is indicating $48 breakeven. So how does UEX prioritise?

Company page: https://www.uex-corporation.com/

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Chief Nuclear Officer and economist Julian Tapp of Uranium company Vimy Resources (ASX: VMY) did his own research in to the nuclear market and his findings told him that the WNA Report was inaccurate. So he got involved in putting this new and improved version out. So does he like it?

As an economist Julian loves getting in to the detail. He helps us understand what investors should be focused on. And who are the winners and potential losers? Can the 3 biggest players control pricing and effect the chances of juniors getting in to production? Julian gives us his opinion. The pricing matrix is very delegate. Manipulation or markets? Discuss.

If you believe the WNA Nuclear Fuel Report is an important catalyst you need to understand what's in this report. Julian tells us why the report is more commercial and has more rigour in the process of putting the information together.

Company page: https://www.vimyresources.com.au

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Interview with Dustin Garrow, former Paladin Director, and industry advisor to Uranium companies, Uranium ETFs and Uranium Funds.

Dustin Garrow was involved in writing the WNA Nuclear Fuel report , especially the Uranium chapter. A lot of investors on social media are seeing the findings of the report as a signal for a recovery in the Uranium price. We ask Dustin Garrow if this a realistic assumption.

Analysts say there needs to be production at higher price. This report says 'yes there needs to be more investment in the fuel cycle and particularly Uranium. So everyone is saying the same thing. The Demand forecast marginally positive. Dustin tell some of the factors for altering the data from companies to show a more realistic outlook.

Will some of the junior Uranium companies fall off the cliff if the price discovery takes longer than hoped. How will their strategies need to change?

Cartain is still not here, but the mood is more positive. Dustin Garrow saw 10-12 investment groups which is more than have attended more many years. Not a lot of the US utilities. He talks about conversations with generalist investors. And also an update about the 90 Day Working Group.

The report has previously had a reputation of being vague. But a lot of hard work has gone in to making it a little bit more commercial. But it still avoids talking about the economics! It doesn't talk price. Surprised, we were. But it does now discuss long-term contracts and term market.

Did you know that the EU and US represents over 50% of the Uranium requirements. 1.9Bn lbs of Uranium, and 90% was on long-term contracts.

Did you know it used to be an internal document at the WNA.

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Interview with Daniel Major, CEO of GoviEx Uranium (TSXv: GXU).

Daniel Major tells us he is seeing a lot of optimism at the WNA from big suppliers because they sense the market is turning. How quickly is to be discussed? And why he has been looking forward to the WNA symposium. Is it another benchmark? We discuss KazAtomProm and Camecos' messages into the market. Some huge contracts need to be delivered in the market. the macro story is generally accepted as being very positive. But when does it move. Nothing is happening..... so Daniel argues the case for slow and steady growth.

Sure we discuss Section 232 and the 90 Day Working Group. Tariffs, quotas and subsidies off the table? Is it all a great unknown or do some people know who ends up paying for it. And are utilities much calmer about it. Let's see what happens October 10th 2019.

We discuss doing business in Niger. Uranium mining has been happening for 50yrs with the French. Now also Chinese and Russian operators. However Orano is closing their two large operations down. Listen to the impact and opportunities as explain by GoviEx Uranium. The Niger government is keen to replace these taxes and royalty revenues, not to mention jobs. Morocco is investing in to the country. They have built and opened a new airport. The infrastructure is strong because of the existing mining operations.

How can GoviEx Uranium prove to the Niger government that they can get funded and get into production. What are the problems that are encountered? And how much evidence needs to be presented? Is it just a case of the paperwork or introducing the financiers? Different countries require different levels of certainty. And lots of Western companies don't always know and fudge the issue. We were keen to discuss the evidence required.

The most recent revised and optimised DFS suggests that GoviEx can get in to production in 3yrs...subject to financing being in place. Those discussions have been happening on a casual basis but GoviEx is waiting to the uranium price to get to a point that is economic before firming up on those conversations. And also strategic partners. Are there any? Daniel lets us take a peek into their thinking and conversations around raising capital.

Lots learnt from this conversation and lots to think about for investors.

Company page: https://www.goviex.com/index.php

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