3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Uranium - Is That Enough of a Thesis?

The story with Uranium has been the same for 10 years. There is not enough Uranium produced to meet demand. It's made up in this secondary market, which has got Uranium from all sorts of different places. The idea that a growth in demand is going to spur price movement does make sense. But again, you don't know how high it's going to go.

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