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Mike Alkin's View on Nuclear Fuel Buyers
The Global Uranium guru has come onto LEVRD. Enjoy punters.
(0:00) Intro
(0:58) Beating the drum since 2018
(3:54) AI buildout + SMR's in models?
(7:03) Fuel buyers not incentivised to get cheap U3O8
(29:40) Nexgen shaft sinking
(33:38) Who is Grant Isaac talking to on Cameco calls?
(43:01) All China
(49:10) Mike's view on SPUT
LEVRD Socials
X ► https://x.com/mattmichaelOG
Instagram ► https://www.instagram.com/levrdmatty/
Tiktok ► https://www.tiktok.com/@levrdmatty
Facebook ► https://www.facebook.com/levrdtrading
Linkedin ► https://www.linkedin.com/company/levrd/
This channel and all the video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.Any views are general in nature, or the opinion are of Levrd. The video content are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.Do not follow my trades, they are for entertainment purposes only. CFDs are high risk; you can lose all capital rapidly. My past performance isn’t reliable. I may be long/short in CFDs mentioned in the videos.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.
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By Matt MichaelThe Global Uranium guru has come onto LEVRD. Enjoy punters.
(0:00) Intro
(0:58) Beating the drum since 2018
(3:54) AI buildout + SMR's in models?
(7:03) Fuel buyers not incentivised to get cheap U3O8
(29:40) Nexgen shaft sinking
(33:38) Who is Grant Isaac talking to on Cameco calls?
(43:01) All China
(49:10) Mike's view on SPUT
LEVRD Socials
X ► https://x.com/mattmichaelOG
Instagram ► https://www.instagram.com/levrdmatty/
Tiktok ► https://www.tiktok.com/@levrdmatty
Facebook ► https://www.facebook.com/levrdtrading
Linkedin ► https://www.linkedin.com/company/levrd/
This channel and all the video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.Any views are general in nature, or the opinion are of Levrd. The video content are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.Do not follow my trades, they are for entertainment purposes only. CFDs are high risk; you can lose all capital rapidly. My past performance isn’t reliable. I may be long/short in CFDs mentioned in the videos.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.