Episode 481

MI Rewind: The Bull Case for Uranium w/ Justin Huhn

Clay chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector, how cyclicality plays into the uranium market, why the nuclear energy sector is positioned to grow over time as a source of green energy, the role that the Sprott Uranium Trust plays into the overall market for uranium, the tell tale signs Justin is looking for to sell his uranium positions, and much much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

April 7, 202355m 47s

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Show Notes

Clay Finck chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:46 - An overview of the uranium market and what market forces have an influence on price.

11:10 - Ways in which a retail investor can take a position in the uranium sector.

15:15 - The role that the Sprott Physical Uranium Trust plays in the overall market for uranium.

23:13 - Why nuclear reactors are currently purchasing less uranium than they actually consume.

25:53 - What has kept the nuclear energy sector from becoming a primary source of energy in the US or in other developed countries, and how might that change in the future?

42:13 - How cyclicality plays into the uranium market and where Justin believes we are at in the bull uranium cycle.

47:52 - The tell tale signs that Justin looks for when selling his uranium positions.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Get access to Justin’s newsletter at Uranium Insider.
Related episode: Listen to MI068: Investing In Commodities w/ David Morgan, or watch the video.

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