A conversation with Mark Chalmers, CEO of Energy Fuels (NYSE: UUUU) about what uranium investment targets are going to need to have to make it in this cycle. Without contracts in place some uranium companies will not get funded. So price discovery is important but that does not equate to immediate financial relief for some. Don't be left holding that uranium stock. And I discuss a disturbing conversation that I had.

There is lots of money to be made if investors focus on the fundamentals and are not distracted by rhetoric by uranium company's that won't make money even at $100 a pound. Pick companies with the right business model. Management teams experienced in bringing uranium companies in to production and selling in to a contract market. And which won't fall before the race starts.

We discuss our investment thesis with several Uranium CEO's. If you believe in the macro story of the Supply Demand story for Uranium then you need to know how to pick winners in this section. Not all boats will float on this high tide.

What is clear is that:1. If the management team has not worked in mining uranium before and produced and sold uranium in to the market, they don't know what they don't know. We discuss why this is important. Do you agree with the argument?2. Cash is King. In a market short on institutional funding, some companies are running on vapour and struggling to find money and if they can it is expensive and dilutory. We discuss options available to these companies. Plus can the company get funded to deliver the project? 3. Quality assets - the basics of mining are the same. Companies that can get uranium out of the ground cheaply will do better than others. Investors need to understand a company's ability to mine economically.

If you buy in to the macro story, we encourage uranium investors to start looking at which companies are most likely to make it. It is apparent to industry insiders and veterans which companies and which assets will find it more difficult than others. We are listening to them and forming our thoughts.

Company page: http://www.energyfuels.com/

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