Uranium Insider Justin Huhn talk to me about what uranium stocks he thinks will outperform going forward, and how he picks those uranium stocks.
Furthermore, we also talked about the state of the uranium spot market and the price movement in the uranium spot price over the last few months.
Uranium Insider also talked about small modular reactors (SMRs) and the potential investment case as well as what investment vehicles might make sense when it comes down to investing in uranium through SMRs.
Timestamps:
00:00 recap
01:00 what's happening in the uranium spot market?
08:30 is there going to be a spike in the price of uranium?
16:00 are RFPs not getting filled?
20:30 what is the new incentive price for uranium production?
27:10 why is the long-term uranium price lagging?
29:00 are conversion & enrichment prices going down?
32:25 will the uranium spot price follow conversion prices?
38:10 what ends the uranium price run?
43:08 what uranium production is coming online soon?
49:54 what uranium stocks will perform better from here on?
53:55 what matters most for uranium stocks?
55:30 does Uranium Insider like exploration stocks?
57:55 what other criteria does Uranium Insider have?
01:00:25 when does Uranium Insider sell uranium stocks?
01:05:00 are M&A plays worth it?
01:10:00 does Uranium Insider like other stocks?
01:11:00 are SMRs dead?
01:17:10 will uranium miners get government grants eventually?
01:19:32 is the uranium price really going higher?
01:22:10 would the uranium stocks crash during a recession?
01:27:00 closing thoughts
