The Impact of Fukushima Incident

Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V.

Rebecca has spent her life exploring the world for commodities, specifically uranium.

This week, we get a boots-on-the-ground view of what it's like to explore for uranium. We discuss everything that goes into it, including geophysics, drilling, capital allocation, where to drill, and what red flags Rebecca sees in other junior explorer companies.

Finally, we end the conversation discussing the uranium market, it's supply/demand imbalance, and what higher prices mean for the future of yellow cake.

If you enjoyed this episode, please follow Rebecca on Twitter @UraniumHuntress.

Also, please note that I do not own shares in $FMC.V. This podcast is for entertainment/educational purposes only. Please do you own work before investing in any security.

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

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