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TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson
We Study Billionaires - The Investor’s Podcast Network
What Is Holding Uranium Back?
Vlyn Alden: Uranium is a good example for this sort of entire conversation if you will. I've watched Uranium and made one investment in my fund in a company called Kaz Adam Prom when it IPO'd in 2018, 2019,. blanking on exactly which year. $5 Uranium seems like the price that they're going to do it out. If you buy any of those juniors, it doesn't matter what they've got. It's not a bad bet. We didn't need Uranium prices to move at all. Unless you are an expert at commodity prices, my question would be why aren't you expressing your opinion in futures contracts? Why execute it via equity
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