Uranium Market Minute - Episode 205: There's No Relief Valve

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Күн бұрын

To register for the "Nuclear Renaissance is HERE" free uranium investing webinar, click: bit.ly/48rjcyc
This video is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions.
Justin Huhn is the Founder and Publisher of the Uranium Insider Newsletter...the only investing newsletter that focuses solely on #uranium and publishes on a regular monthly basis.
Tags:
Cameco CCJ Small Modular Reactor SMR Commodities Uranium Stock Markets Technical Analysis SP500 Dow Nasdaq Insider Picks Charts Resource Investing
#nuclear #gold #silver #silversqueeze #inflation #recession #depression #bitcoin #dollar #dxy #macro #monetary #communism #capitalism #money #currency #debt #crisis #food #water #prepare #climatechange #energy #crypto #investing

Пікірлер: 139

@mutantryeff 10 ай бұрын

Getting closer to 'Episode 3O8'

@zeroshift1523 10 ай бұрын

My favourite financial advisor 😂

@nickhornsey5719 10 ай бұрын

Sector primed. Be right, sit tight. TY Justin.

@wonder5549 10 ай бұрын

Honest, effective, knowledgeable. Knows his stuff. Thank you Justin for helping us in realizing it is our time....

@scott4499 10 ай бұрын

He definitely has the UPOD podcast. Under Promise and Over Deliver. Justin, thank you for keeping the little guy like me informed.

@Ashnola 10 ай бұрын

Thank you for the update, Justin, much appreciated! You're a big reason I'm invested in uranium.

@yangwarren9954 10 ай бұрын

If i have done the opposite of what he had suggested in last 2 years, I am already a multi millionaire 😂

@jamesw6069 10 ай бұрын

This is the best overview of the thesis that I’ve seen. Very easy for newbies to the sector.

@MS-dx6yz 10 ай бұрын

Thanks Justin. You have been missed. 👍🔥

@rayalexander6472 10 ай бұрын

There's no hype involved. It's a critical supply issue. Just a fact.

@eldan23 10 ай бұрын

Great work! Thank you

@phillipwatts7226 10 ай бұрын

Outstanding work here Justin one of your best👍

@UraniumInsider 10 ай бұрын

Much appreciated!

@suffolkgardeneruk6785 10 ай бұрын

Excellent! Thank you.

@marcusillingworth4682 10 ай бұрын

Fantastic MM Justin, thank you!🥳

@derwaldbaer5707 10 ай бұрын

You explain very well! Thanks!

@tigerrider6711 10 ай бұрын

Love the energy, you’re my #1 financial advisor!

@patrikkarlsson6421 10 ай бұрын

Great, appreciate this. Very interesting to understand the carry trade and how it affects the midterm market.

@richardcychowski8380 10 ай бұрын

Great coverage mate.... well done

@MC-82 8 ай бұрын

Ready for my dose Justin! Looking forward to a new video..

@roblewis798 10 ай бұрын

Positioned. Standing fast. Thanks Justin.

@johnwalker2777 9 ай бұрын

Thanks Justin, clear and concise, not too technical or simplified. Great insight of the market that the layman can understand. Much appreciated.

@duncantaylor9616 10 ай бұрын

Well we've retraced 5-10% virtually across the board. As you "predicted". This sector defies all logic. My portfolio worth the same as it did 2 years ago, yet U price has doubled. Congrats for trying to make sense of it all.

@Alex-gd9sx 10 ай бұрын

fantastic, informative video - appreciate you!

@KarlJonsson-dn7iw 10 ай бұрын

Thank you Justin Hun for the macro picture of the nuclear industry and some useful micro details regarding uranium. You perfectly control the whole topic and well communicate your vast knowledge. Five *****.

@bernardzeh4882 10 ай бұрын

Thumbs up!

@glennwaters2797 10 ай бұрын

Great content , thanks !

@jimedwards4084 10 ай бұрын

You are my financial advisor Tough luck mate

@hanypall 10 ай бұрын

Thanks Justin.

@carlamcgee3769 10 ай бұрын

Ver y helpful information! Thank you!

@UraniumInsider 10 ай бұрын

You are so welcome!

@MrHopper990 10 ай бұрын

Great explanation!

@dshephardcomposer 10 ай бұрын

The only question I have after watching this amazing presentation is... how many times has Mrs. Huhn heard this speech, and does she now just roll her eyes like Alice from, "The Honeymooners" and say, "Yes, your lordship... we get it." :-))

@UraniumInsider 10 ай бұрын

She asks me, “how’s uranium doing?” when she wants to fall asleep 😂

@michellegreenspan2866 10 ай бұрын

Thank you for a clear informative presentation.

@UraniumInsider 10 ай бұрын

My pleasure 🍻

@reinhardrinaldo350 10 ай бұрын

Thanks 👍😊👍👍

@KarlJonsson-dn7iw 10 ай бұрын

Greatly awsome.

@linde_learn3892 10 ай бұрын

Thank you.

@joansabula8141 10 ай бұрын

❤ thank you for sharing your insights. You are the reason I keep Yangon and buying more

@UraniumInsider 10 ай бұрын

You're so welcome!

@MC-82 10 ай бұрын

Justin is giving us another video so soon!! Weeee..My Boi 💪

@reko.1 9 ай бұрын

Very interesting angles and insights. Keep the good work up buddy 🎉

@dougrobertson8518 10 ай бұрын

Thanks for the video

@simonbarrett9568 10 ай бұрын

Thank you

@BigGroupHug 10 ай бұрын

Underfeeding: spin the UF6 longer to get more enriched fuel from the UF6 But if you want more Nuclear Fuel then you Overfeed,to get the fuel faster but it takes more Uranium per Fuel Pellet. Pushing up uranium demand. Webinar over.

@totico3293 10 ай бұрын

Thanks.

@EssittoRusko 10 ай бұрын

Good ol' financial adviser. We outchea ☢️ 🚀

@matt11210 10 ай бұрын

Lobo isn’t feeling as bullish as you are in the near term. I have my position at the table so I’m just holding. But I can see short term downside before higher prices in the future.

@randalmcmurphy1953 10 ай бұрын

Thanks for the financial advise 😜

@murdockcreative3885 10 ай бұрын

LEGEND 😎

@ChowChan 10 ай бұрын

This episode rock the uranium spot price

@jeffreydeuitch2146 10 ай бұрын

Should mean increased demand for toll milling agreements for Energy Fuels.

@loungelizard836 10 ай бұрын

@36:03 What is SMR and SMR demand? Is that Small Modular Reactor?

@hecklerkoch2446 10 ай бұрын

Thank you for your information. UROY has doubled. I missed the trough.

@AdamTV 10 ай бұрын

Bannerman is just waiting on the price rise to $70 - $80.

@AdamTV 10 ай бұрын

He said $90 for Bannerman. I think that is where they will be profitable but I think they may move towards production at a lower price given how long it will take to get into production.

@sophiezhu7738 10 ай бұрын

Brandon said $65. Cheers:)

@simonbarrett9568 10 ай бұрын

I think he no what he doing and he will get the best price

@gibbogle 10 ай бұрын

It isn't a matter of Bannerman waiting, it is a matter of the big investors being ready to provide the needed capex.

@AdamTV 10 ай бұрын

@@gibbogle I believe he said they will use debt financing when the price allows them to. To me that means they will borrow from bank and not dilute stock.

@WeiXiongVan 10 ай бұрын

Utility flex-up essentially slows down the long-term contract cycle

@petermeissnitzer662 10 ай бұрын

Having said that if uranium spot price manages to hit 100 US dollars expect to make a LOT of money in uranium stocks as the sector will EXPLODE...

@gig3929 10 ай бұрын

my question is: if stock market goes down, Uranium stock gona go down, also if we are in a bull market of uranium price?

@icarium6031 10 ай бұрын

Yes if the stock market goes down uranium stocks will go down. Go look at the last weeks charts.

@klenaghanny 10 ай бұрын

Excellent Justin. I am a subscriber but still learned a lot. One concern I have is that the Kazakhs could substantially (and quickly) ramp up production, couldn’t they? I know that they said they won’t do this over the next few years, but if they change their mind, do we know how much new supply could quickly come on line from Kazakhstan?

@gibbogle 10 ай бұрын

I think the demand will soak up whatever KAP can produce.

@fabfor18 10 ай бұрын

SPOT 70$ now lets fkn gooooo

@joe-hp4nk 10 ай бұрын

Many small companies are hurting for cash and no one is stepping up.

@migueldel-rey9179 10 ай бұрын

So when are miners going to outperform the metal massively?

@mcgems754 10 ай бұрын

More info on SMR's please

@sampad2973 10 ай бұрын

Uranium stocks....😊

@bobbiecrider6964 9 ай бұрын

👍👍

@financecrypto6885 10 ай бұрын

Will the webinar be recorded ?

@kpsingh79 10 ай бұрын

There is a strong Fibonacci correlation between the length of Justin's beard and the uptrend in the Uranium equities. I am hoping he grows it as thick as a Santa Claus so that the sector looks amazing during 🎄 Christmas!

@UraniumInsider 10 ай бұрын

😂🍻

@DanielSmith-ys3ov 9 ай бұрын

How long is the bull market forecasted to continue?

@mikevanderwolf8575 10 ай бұрын

Are you suggesting there will be month end rebalancing?

@UraniumInsider 10 ай бұрын

Unlikely

@alexchenowith6961 10 ай бұрын

Bought sorta high on both UEC and Denison mines. I hope I’m good….

@animalsarebeautifulpeople3094 10 ай бұрын

If the mkt crashes everything will fall a bit but don't get too discouraged. Should rise back up

@icarium6031 10 ай бұрын

I think you mean when the market crashes.@@animalsarebeautifulpeople3094

@matt11210 10 ай бұрын

Also, 2 years ago, the incentive price was $65. Then it was $75. Now it’s $90? What am I missing?

@gibbogle 10 ай бұрын

The news flow.

@gordonsjodin8655 9 ай бұрын

I feel like I am watching Tyler Durden

@robm838 10 ай бұрын

What do you think about uranium major producer Kazatomprom announcement to increase production from 20,000 tonnes to 30,000 tones in 2025? Market dropped 10% as a result of the news which came out on 28 Sep 2023.

@StoicBarbarian 10 ай бұрын

I'm concerned the sprott trade might be "too good" and the Government could get involved and nationalize the mines and trusts in the name of "National security" when the Uranium price goes parabolic. Didn't they just put the kibosh on the Nickle trade like this?

@gibbogle 10 ай бұрын

Which government? Uranium is mined in many countries.

@StoicBarbarian 10 ай бұрын

@@gibbogle those ones. Lol

@nicolaspierredion 10 ай бұрын

Uranium price has minimal impact on the utilities overall… supply is most important

@petermeissnitzer662 10 ай бұрын

With interest rates at 5% the market will be SLOW even in the booming Uranium sector due to people having LESS income to invest in stocks...priorities like mortgage / rent will come first.

@tufva7314 10 ай бұрын

Isn’t ”it” very overbought for the month? Would’nt mind a healthy pullback and breather shortly.

@juanitachicken9182 10 ай бұрын

Do you like UROY?

@user-ft9hv5wc8k 10 ай бұрын

Justin, thanks for your work. You almost doubled viewers in that video. And it happened for 2 days. That's a huge bull sign...

@AlexSwan 10 ай бұрын

Always with the I'd love to see a pullback. Why not finally go to the moon!

@segasys1339 10 ай бұрын

moon lambo soon.

@icarium6031 10 ай бұрын

@@segasys1339time to sell, the crypto bros are here

@KL-nj9oe 10 ай бұрын

$CCJ & $UROY for me.

@centurione6489 10 ай бұрын

SPROTT dropped 25% after hours. Does anyone know why?

@Gedwyn11 10 ай бұрын

As I understand it, it has to do with $C and $ exchange. It does not trade after hours.

@centurione6489 10 ай бұрын

@@Gedwyn11 OK.Thank you.

@janolehocky430 10 ай бұрын

Hey Justin. Let me know what kind of cigars you and Rick would appreciate.

@lancobear3544 10 ай бұрын

The fuel cycle is the bull thesis.

@pdballerina 10 ай бұрын

How does one stack Uranium?

@gibbogle 10 ай бұрын

Very carefully.

@pdballerina 10 ай бұрын

@@gibbogle made me laugh 😂

@Proism 10 ай бұрын

Woa 10k views!!!Hmmmm is that a tell?

@tomlewis632 10 ай бұрын

Is this current market in contango or backwardation?

@cyberbird001 10 ай бұрын

BMN in their DFS from December 2022 say their project produces an internal rate of return of 17% at $65 U3O8. Why are you saying Namibia miners need $90 to $100 U3O8? Also if supply is flexed up 20% and satisfied from current producer reserves and future production then doesn't that pretty much solve the 40M lb or less yearly deficit until 2031?

@UraniumInsider 10 ай бұрын

1) Because you don’t invest $400M and years of development for 17% IRR. 2) No

@flamingdragon3861 10 ай бұрын

All aboard the hype 🚂

@povarful 10 ай бұрын

Uranium to $75 ,then I small correction! Duhhh

@brandonmesser2503 10 ай бұрын

So if there is huge profits coming and now it seems it will stay that way with from Nuclear revolution. Shouldn't the companies offer some type of money to the owners besides us just giving them our money too? Either buybacks or dividends need to be offered. Otherwise there's not incentive

@russmed981 10 ай бұрын

These are growth companies. Not divide companies. You are in the wrong sector for dividends.

@paulbuonfiglio7967 10 ай бұрын

They need free cash flow which they don't have yet....

@MrTerrytod2 10 ай бұрын

$300 per lb??

@uhadme 10 ай бұрын

When France has to pay fair value, this happens. Imagine a free market? Supply and demand should dictate, not dictators.

@user-uz7of5sc2q 10 ай бұрын

We shouldn’t be critical of fuel buyers, and other involved in the industry as they are standing too close to see what is happening. Justin and some others stand far enough away to understand. This is going to the moon for sure. It has been life changing for me already, but the show has barely begun.

@gibbogle 10 ай бұрын

The bankers, venture capitalists etc. will need to have certainty before they will put up the hundreds of millions needed to get the mines into production.

@gregsedmak 10 ай бұрын

John, who? Pollomi?

@UraniumInsider 10 ай бұрын

www.youtube.com/@ActionableIntelligenceAlert

@joehong624 10 ай бұрын

Go EU!

@jeffreydeuitch2146 10 ай бұрын

I wonder what Warren Irwin is thinking these days.

@RK-bebopp 8 ай бұрын

Uranium stock for 2024, Uranium deal with Terrapower, SMR Bill Gates

@Rhcpbedders 10 ай бұрын

Justin riding the hype wave 😂

@colemant6845 10 ай бұрын

Hype... So you think he is pumping the Uranium Price? A fake?...

@Rhcpbedders 10 ай бұрын

@@colemant6845 well nah he can’t move the price but he goes silent for a year or something when we were in the doldrums and only starts piping up now to harvest new members

@guld8198 10 ай бұрын

Damn, thats a negative perspective .. look what he is giving you for free … have a beer🍺

@ubertar 10 ай бұрын

looking furry. that's bullish

@user-nf5er4uv4x 10 ай бұрын

Am I the only one who finds the explanation impossible to follow? I don't criticise the content or the knowledge but the communication style. Endless explanations, going back, going forward, not finishing the points, repeating himself.... I aim to be constructive because I value the effort, but I wish your storytelling skills would be better.