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Justin Huhn: The Uranium Market is in Completely Uncharted Bullish Territory
Manage episode 489916943 series 2938006
Tom welcomes back Justin Huhn for a in-depth discussion about the Uranium market and the potential risks if there’s a nuclear weapon exchange in the conflict between Israel and Iran. They discusses how nuclear powers handle enrichment and how the Uranium fuel cycle operates.
Justin sees potential for growth in the Uranium market due to an increase in SMR demand and global efforts towards sustainable energy sources. He also warns against a possible overbought situation in the short term but emphasizes the importance of watching the physical market dynamics and Sprott’s activities to spot potential buying opportunities.
Timestamps:
00:00:00 – Introduction
00:00:41 – Iran Conflict Concerns
00:04:32 – Enrichment & Grades
00:08:40 – Plutonium Details
00:09:36 – Market Reaction & Risks
00:13:16 – Uranium Supply & Demand
00:22:10 – Project Approvals & Risk
00:26:37 – Sprott Deal & Canacord
00:34:08 – Sprott SPUT Holdings
00:38:55 – Banks & Sentiment Shifts
00:44:07 – Investor Hangover
00:52:30 – Concluding Thoughts
00:56:12 – Wrap Up
Guest Links:
Website: https://www.uraniuminsider.com
Newsletter: https://www.uraniuminsider.com/newsletter
X: https://x.com/UraniumInsider
Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin’s thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro’s “Focus List,” as well as the most opportune times for entry or exit.
Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings.
83 episodes
Manage episode 489916943 series 2938006
Tom welcomes back Justin Huhn for a in-depth discussion about the Uranium market and the potential risks if there’s a nuclear weapon exchange in the conflict between Israel and Iran. They discusses how nuclear powers handle enrichment and how the Uranium fuel cycle operates.
Justin sees potential for growth in the Uranium market due to an increase in SMR demand and global efforts towards sustainable energy sources. He also warns against a possible overbought situation in the short term but emphasizes the importance of watching the physical market dynamics and Sprott’s activities to spot potential buying opportunities.
Timestamps:
00:00:00 – Introduction
00:00:41 – Iran Conflict Concerns
00:04:32 – Enrichment & Grades
00:08:40 – Plutonium Details
00:09:36 – Market Reaction & Risks
00:13:16 – Uranium Supply & Demand
00:22:10 – Project Approvals & Risk
00:26:37 – Sprott Deal & Canacord
00:34:08 – Sprott SPUT Holdings
00:38:55 – Banks & Sentiment Shifts
00:44:07 – Investor Hangover
00:52:30 – Concluding Thoughts
00:56:12 – Wrap Up
Guest Links:
Website: https://www.uraniuminsider.com
Newsletter: https://www.uraniuminsider.com/newsletter
X: https://x.com/UraniumInsider
Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin’s thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro’s “Focus List,” as well as the most opportune times for entry or exit.
Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings.
83 episodes
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