Making sense of the great uranium disconnect (Ep. 68)

With the Section 232 decision on uranium behind us… the uranium market’s fundamentals look strong. Primary supply cuts are taking hold… secondary supplies are receding… and commercial utility inventories are within normal levels.  So why aren’t equity prices reflecting these fundamentals? Where’s the disconnect?  Adam Rodman, chief investment officer of uranium fund Segra Capital, joins me today to help sift through the noise and uncover what’s really happening in the uranium market. ---------------------- Editor’s note: Mike doesn’t offer uranium recommendations in his signature investment advisory Moneyflow Trader. But his proprietary work in that market allows him to shine a light on under-the-radar opportunities in the energy sector, like his latest—still in buy range. Learn more. ---------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com