The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: The Bull Case for Uranium w/ Justin Huhn


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Clay Finck chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector.


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:46 - An overview of the uranium market and what market forces have an influence on price.

11:10 - Ways in which a retail investor can take a position in the uranium sector.

15:15 - The role that the Sprott Physical Uranium Trust plays in the overall market for uranium.

23:13 - Why nuclear reactors are currently purchasing less uranium than they actually consume.

25:53 - What has kept the nuclear energy sector from becoming a primary source of energy in the US or in other developed countries, and how might that change in the future?

42:13 - How cyclicality plays into the uranium market and where Justin believes we are at in the bull uranium cycle.

47:52 - The tell tale signs that Justin looks for when selling his uranium positions.

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
  • Get access to Justin’s newsletter at Uranium Insider.
  • Related episode: Listen to MI068: Investing In Commodities w/ David Morgan, or watch the video.

  • NEW TO THE SHOW?

    • Check out our Millennial Investing Starter Packs.
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    • SPONSORS

      Support our free podcast by supporting our sponsors:

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      • Connect with Justin: Website | Twitter  

        Connect with Clay: Twitter 


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