URANIUM Bull Thesis - Ben Finegold from Oceanwall

Strap yourselves in Money Miners we’ve got a U bonanza.  We chat with Ben Finegold of Oceanwall who’s done nothing but read about uranium for the last 4 years. He’s a wealth of knowledge on Kazakhstan, the sulphuric acid issues, transportation routes (& their importance), the rise of China, the West’s enrichment capacity, alternatives to miners and heaps more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.   Thank you to our Podcast Partners:   VRIFY – Transforming the way Mining companies communicate to 3D Email [email protected] (no e) for more information   InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email [email protected] for more information   DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact   SMEC Power & Technology – Electrical Guru’s for the Mining Industry [email protected]   McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact   Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more [email protected]   KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more [email protected]   Brooks Airways – Perth’s leading charter flight operators [email protected]   K-Drill – Safe, reliable, and productive surface RC drilling  [email protected]   Subscribe to our weekly newsletter HOOTEROO HERALD   Follow Money of Mine on YouTube   Follow Money of Mine on Twitter

(0:00:00)Ben FineUranium 

(0:00:48)The recent down tick in U

(0:04:16)What's happening in Kazakhstan 

(0:08:02)The link between output quota's & management turnover at KAP

(0:14:38)The sulphuric acid issue 

(0:22:26)How does Kazatomprom balance between Russia, China and the West?

(0:27:56)What happens if Cameco and Kazatomprom miss guidance?

(0:32:11)What is Cameco's incentive?

(0:38:42)Why U transportation routes matter

(0:44:35)Is there enrichment capacity for SMR's?

(0:53:11)Will China suck up 10Mlb's?

(1:02:25)How will contracts be priced going forward?

(1:06:25)Force Majeure on SPUT & Yellowcake

(1:08:05)What's the end-game?

(1:12:07)Will Institutions play silly buggers?