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The Business Brew
Mike Alkin - Talking Uranium
Sep 26, 2024
In a compelling discussion, Mike Alkin, a seasoned expert in uranium investment and founder of Sachem Cove Partners, unravels the complexities of the uranium market. He highlights the recent resurgence of nuclear power and its potential amid global energy demands. Listeners gain insights into the unique aspects of uranium investing, including price dynamics and geopolitical risks. Mike also emphasizes the significance of contrarian investing and provides valuable advice for emerging analysts in the field.
01:24:34
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Quick takeaways
- Mike Alkin identified an asymmetric investment opportunity in uranium following its significant price decline post-Fukushima disaster, emphasizing extensive research on market fundamentals.
- Contrarian investing's psychological challenges were discussed, highlighting the necessity of data-driven analysis to counter prevailing negative market sentiments in uranium.
Deep dives
Mike Alkin's Early Investment Journey in Uranium
Mike Alkin embarked on his investment journey in uranium during a challenging time when the commodity had significantly declined in value, primarily due to the fallout from the Fukushima disaster. By 2016, at a point where uranium prices had dropped by around 90%, he recognized a unique opportunity in this oversold market, where many companies had disappeared and investor interest was virtually nonexistent. Alkin's dedication to understanding the fundamentals of the uranium market involved extensive research on supply and demand dynamics, including studying global nuclear reactors and their operational needs. This detailed analysis set the foundation for his investment vehicle, Sakim Cove Partners, focused on capitalizing on what he viewed as an asymmetric risk-return situation in uranium markets that others were largely ignoring.
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Discover
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