Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level discussion around everything Uranium, from the mining all the way to enrichment and power generation.
Mike holds a firm view that the world will be in a considerable Uranium structural supply deficit for many years to come.
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CHAPTERS
0:00:00 Introduction
0:01:09 Quick lay of the Uranium land
0:11:00 How much Nuclear power would the SPUT produce?
0:21:19 Double whammy of supply and enrichment deficits
0:23:43 2030 deficit prediction
0:38:27 Are Mike's views different to other Uranium funds?
0:48:42 What if everything goes perfectly in the next 6 years
0:57:39 Are there enough economic Uranium deposits?
1:03:05 Will Reactors get built if the structural supply deficit is too big?
1:05:54 Would a high price tempt a SPUT shareholder vote to sell their Uranium?
1:07:25 Will M&A heat up?
1:10:38 Kazatomprom situation
1:15:53 Can the West bring on enough conversion and enrichment to decouple from Russia?
1:22:10 Are SMR's plausible considering the lack of enrichment capacity?
1:25:34 East vs West demand
1:29:36 Reflection on today vs previous bull cycles
1:35:05 Will Oil & Gas companies get into Nuclear?
1:37:44 What can break the Uranium thesis?
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DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.