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Ben Finegold is Head of Research and Director at Ocean Wall (along with being a Uranium guru).
(0:00) Kazakhstan taxing and possible nationalisation
(6:55) China involvement
(10:55) China /Bannerman (BMN) deal
(16:00) What does this mean for Deep Yellow (DYL)?
(18:54) Incentive pricing for Namibia
(20:48) Lotus (LOT) risky?
(22:30) SPUT nearly at 9mlbs for 2026
(25:35) Denison with ISR at Phoenix
(27:25) Nexgen (NXG) hearing and potential delays
(30:06) February lull
(32:17) - Cameco + Westinghouse investment
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.
By Matt MichaelBen Finegold is Head of Research and Director at Ocean Wall (along with being a Uranium guru).
(0:00) Kazakhstan taxing and possible nationalisation
(6:55) China involvement
(10:55) China /Bannerman (BMN) deal
(16:00) What does this mean for Deep Yellow (DYL)?
(18:54) Incentive pricing for Namibia
(20:48) Lotus (LOT) risky?
(22:30) SPUT nearly at 9mlbs for 2026
(25:35) Denison with ISR at Phoenix
(27:25) Nexgen (NXG) hearing and potential delays
(30:06) February lull
(32:17) - Cameco + Westinghouse investment
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.