The Bear Traps Report on Uranium

Uranium is a commodity that's unloved, and the equities are way undervalued. The spot market essentially now has been effectively cornered by the financials. We're probably in maybe the third inning, probably the second or third inning here. It's not something you want to just your eyes for 10 years on.

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Clay Finck chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:46 - An overview of the uranium market and what market forces have an influence on price.

11:10 - Ways in which a retail investor can take a position in the uranium sector.

15:15 - The role that the Sprott Physical Uranium Trust plays in the overall market for uranium.

23:13 - Why nuclear reactors are currently purchasing less uranium than they actually consume.

25:53 - What has kept the nuclear energy sector from becoming a primary source of energy in the US or in other developed countries, and how might that change in the future?

42:13 - How cyclicality plays into the uranium market and where Justin believes we are at in the bull uranium cycle.

47:52 - The tell tale signs that Justin looks for when selling his uranium positions.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related episode: Listen to MI068: Investing In Commodities w/ David Morgan, or watch the video.

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