Amazing article! The information you are providing is so precious to a guy like me. I got interested in investing in the mining industry recently because I strongly believe that oil will be replaced by different metals in the next decade because of the rise of EV and the need to move to alternative energy sources and storage of renewable energy like solar and wind.
I am also a strong believer in nuclear energy and I hope that the next decade will be a pivotal decade bringing new discoveries and a renewed interest toward this energy.
Thanks for helping us to understand this mining world and all the investments possibilities!
Great article. Which small cap uranium equity plays do you think are most likely to go 20x to 50x over this decade from the list highlighted in yellow?
I already own Cameco but that is the blue-chip in the sector.
Thank you for the great analysis. How about uranium processing factor? I have heard it is kind of bottle neck. Cost effective centrifugal method is very challenging, and most of the world relies on Russia for it. The other method, easier to apply, is about 50 times less effective.
Great article as always and thanks for the great data! How much of the demand growth expectations and the expected increase in spot price is already priced into the market?
Lovely article. Very deep and not long at the same time.
Imagine you're the gov of let say France who has nuclear plants - what is their opportunity cost for not expanding nuclear program? Would they turn more to green energy and abandon nuclear thus reducing demand?
Amazing article! The information you are providing is so precious to a guy like me. I got interested in investing in the mining industry recently because I strongly believe that oil will be replaced by different metals in the next decade because of the rise of EV and the need to move to alternative energy sources and storage of renewable energy like solar and wind.
I am also a strong believer in nuclear energy and I hope that the next decade will be a pivotal decade bringing new discoveries and a renewed interest toward this energy.
Thanks for helping us to understand this mining world and all the investments possibilities!
Hi
Great article. Which small cap uranium equity plays do you think are most likely to go 20x to 50x over this decade from the list highlighted in yellow?
I already own Cameco but that is the blue-chip in the sector.
Thank you for the great analysis. How about uranium processing factor? I have heard it is kind of bottle neck. Cost effective centrifugal method is very challenging, and most of the world relies on Russia for it. The other method, easier to apply, is about 50 times less effective.
Great article as always and thanks for the great data! How much of the demand growth expectations and the expected increase in spot price is already priced into the market?
Lovely article. Very deep and not long at the same time.
Imagine you're the gov of let say France who has nuclear plants - what is their opportunity cost for not expanding nuclear program? Would they turn more to green energy and abandon nuclear thus reducing demand?
Azer