Recording date: 13th December 2022
John Ciampalia, Sprott AM, joins Matt Gordon of Crux Investor to discuss the significant changes to the nuclear thesis in the advert of the global energy crisis. Younger investors care about and are trying to affect issues such are climate change, net zero carbon, reduction of fossil fuels, and electrification of vehicles. To do that, many see nuclear and by association uranium as part of the solution. An investment with real utility.
John helps to educate and catch up with the story and evolution of what has happened in the space in the last 2 years to accelerate the investment thesis. We also discuss how Sprott Physical Uranium Trust got it right and whether they could have done it differently. And more importantly, what does he think the near-term future look like for uranium equities, and what is the reality of the supply chain in this thesis? Not all boats will float for long, so work out who you play this with.
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