Company Interviews

How Namibia Uranium Benefits from Off-Shore Oil Discovery


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Recording date: 1st September 2023

What’s been happening

Brandon has been in Namibia this week for the annual Namibian Mining Expo.  We chat through what has been happening in Namibia. Offshore oil & gas and green hydrogen starting to ramp up in the country.
 
Winner of the week

Uranium sector as a whole - Spot price has risen above $60/lbs  & ETF’s have continued to see a substantial inflow of funds.

Bungle of the week

Friends of the Earth for their failed lawsuit that looked to block the state’s largest utility from seeking to extend the operating life of the Diablo Canyon Nuclear Power Plant.
https://www.washingtonexaminer.com/policy/energy-environment/judge-dismisses-lawsuit-close-diablo-canyon-nuclear-plant#:~:text=A%20California%20judge%20dismissed%20an,Diablo%20Canyon%20Nuclear%20Power%20Plant
 
Question of the week

UEC has done a couple of acquisitions in the last week, what does this mean for the sector?
 
https://www.marketscreener.com/quote/stock/FORUM-ENERGY-METALS-CORP-49477430/news/URANIUM-ENERGY-CORP-PURCHASES-60-INTEREST-IN-THE-HENDAY-PROJECT-ATHABASCA-BASIN-SASKATCHEWAN-FOR-44690603/
 
https://www.prnewswire.com/news-releases/uranium-energy-corp-acquires-portfolio-of-canadian-uranium-exploration-projects-in-saskatchewans-athabasca-basin-from-rio-tinto-exploration-canada-inc-301906379.html
 
Tweet of the week

Ia Aanstoot for her campaign asking Green Peace to drop their opposition to nuclear energy.  In her first ever Tweet she got just under 500K views in 24 hours.

https://twitter.com/ia_aanstoot/status/1696375089598771522?s=20
 
Moonshots & Fizzers
Oklo and Centrus Energy Sign Memorandum of Understanding set out to solidify HALEU fuel cycle, trade advanced nuclear power & fuel.  Could this synergy become the answer to HALEU production in the US?
 
https://www.prnewswire.com/news-releases/oklo-and-centrus-energy-sign-memorandum-of-understanding-for-fuel-components-and-power-procurement-to-support-the-deployment-of-advanced-fission-technologies-in-southern-ohio-301911056.html
 
https://www.powermag.com/centrus-oklo-set-out-to-solidify-haleu-fuel-cycle-trade-advanced-nuclear-power-and-fuel/

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Company InterviewsBy Crux Investor

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