With a total mine life of 17 years, that looks very economic at Rules incentive price of $US75/lb. Certainly, its their money, not my money, so I can only suggest what they do rather than tell them what to do. The greed associated with a package of stocks where the worst of them went up 20-fold is strong, I think, among older speculators like Doug and me. Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners, said he sees oil demand normalizing in China this year and thinks it will be a tailwind for the sector. It's worth mentioning that most of these grades are thus low because of their prices. The overhang that weve seen in the market in the last three years in particular has been very much a function of the fact that Japanese inventories became regarded in the market as supply. New reactor construction worldwide is taking place at an absolute record pace. The Daily Dive ft. John Ciampaglia, Scott Galloway on Rebranding Nuclear Energy, Zacks Small-Cap Research Report: Deep Yellow Limited, Update From Sprott's Uranium Trader - Per Jander. I wanted to thank you for your time due to this fantastic read!! Managements like over-promising and under-delivering. But look, you had to like uranium for all the technical and scientific reasons, and you had to like it because nobody even knew or cared that it existed. So its an emotional and political thing. Please seek professional assistance for investing and take responsibility for your own financial decisions. But its easier to say than it is to do. Most real estate is in a bubble. Check your email for magic link to sign-in. Could the price of uranium go from $US48/lb to $US40/lb first?, Rule asks. which was Paladin Uranium. With all the volatility we have seen in the past 3 years, BRI's home exchange is down 70%, while BRI during the same period has seen a decline of 33%. TIMESTAMPS:00:00 Important notice02:00 Shameless self promotion02:35 Cameco, Kazatomprom, China General Nuclear04:30 Uranium Participation \u0026 Yellow Cake07:50 Ur Energy Stock10:05 Peninsula Stock11:10 Goviex Stock12:09 Bannerman Stock13:00 Boss Resources Stock13:50 Deep Yellow Stock14:35 Baselode Stock15:30 Fission, Denison, UEX19:00 NexGen Stock22:25 Iso Energy Stock23:00 CanAlaska StockPlease understand that both me and Rick Rule have large incentives to see an increased interest and increased buying of these stocks, as that would increase their per share price, and given that, either me or Rick, own some of them, that could result in a financial stimulus for us to have a rosy view on them.In other words: The people talking in this video are biased on the stocks they're talking about because they likely own shares in them. His research is intensive, and that is why he is a trusted Global resource in the industry. I.e John Borshoff have said multiple times that Deep Yellow will sit on their hands until spot reaches at least $60. Top 500 YouTubers sorted by subscribers growth. The incentive price for new production of uranium with inflation in the supply chain is $US75/lb, Rule says. So he simply bought every US stock that was selling for less than $1. I'd suggest that a lot of uranium speculators would be better off doing that as well. Rick Rule discusses the arbitrage between the biggest streaming companies and the largest base metals companies. Aktien, Aktienkurse, Devisenkurse und Whrungsrechner, Rohstoffkurse. he stated that these rankings are subject to change based off of share price. This field is for validation purposes and should be left unchanged. Im very happy to find this website. Stocks followed. All Rights Reserved. In other words, when the upside was inevitable and absolutely had to happen, nobody cared. To both. is Kazatomprom still Rick Rules #1 uranium pick? Volatility in equity markets in 2023 and recessionary uncertainty will push investors to gold, according to the chief executive officer of McAlvany Financial Companies. They lose $25 a pound and do it 100 million times a year. investments, My "chart defined" review of Rick Rule's Uranium Miner rankings. Get Doug Caseys exclusive special report. Complete the form below and we'll send you Rick's Rankings of your . The other thing that goes to your contrarian point, Nick, is that when the price of uranium was $8 a pound and the cost to produce it was $20 a pound, the investment thesis was either the price goes up or the lights go out; those were the only two choices. As you restart the Japanese nuclear fleet, first of all, you burn more and more uranium. But today we have around 20. Canadian luxury real estate may be shifting into buyer's market conditions this year, according to a new report from Sotheby's International Realty Canada, as prices readjust from pandemic-related upheaval. 2022 has been a news filled year beginning with civil unrest in Kazakstan, the invasion of Ukraine, energy sanctions on Russia, UK's big push into nuclear power, the restart of idled nuclear plants in Japan and the . JMM INC, Resource Talks. Click here to download it now. Thats what my friend Rick Rule, CEO of Sprott US Holdings, once told me of his experience in the uranium market. When a bull market comes along, all these cats and dogs start howling. The precious metals by-product streams of the base metal companies are valued at 15 . He focuses on sub $1,000,000,000 market . I find Rick Rule's ratings to be honest, since they corollate with my own appraisal of the companies' balance sheets. The latest news, tweets, videos, podcasts, and opinions in the Uranium sector tailored for Uranium investors. Weekend Update, By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Nothing on this website should be considered as investment advice. Not being able to decide among them, you decided to buy them all. So Im paying more attention to Japanese restarts. Rick is presenting at the Rule Symposium Natural Resource Investing conference Jul 26-29 Boca Raton, Florida. . Rick Rule: Well it's actually eerily similar. All Rights Reserved. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his past picks: Equinox Gold, Sovereign Metals, and Centaurus Metals. It's under the tab "Guide". And I would suggest to people who are interested in speculating in the space that they understand that it could easily be 18 to 24 months from here before the market turns. Your email address will not be published. So now is when you buy. There are certainly Australian listed companies Lotus, Paladin, Boss, Deep Yellow that I think are excellent speculations.. The Germansidiotically quite franklyare trying to go to solar, which makes no sense in northern Europe where the skies are often cloudy. In this video, Rick Rule graded my best uranium stocks for 2021 and gave an update on the uranium market and 2021, as also the rumoured uranium short squeeze and much more. Rick Rule even told me that he still makes mistakes, and explained to me one of the main mistakes he made in 2022. After Fukushima, the Japanese practically closed down their entire nuclear industry. They didn't put forward any women, but she knew there had to be some who were more than qualified for the job. The top 10 benefits of having an offshore bank account. Antonio Atanasov owns shares of companies mentioned in this publication. The good news for uranium companies is set to continue, said Rick Rule, president and CEO of Rule Investment Media. All Rights Reserved. We have also experienced a dramatic thinning of the number of uranium companies from a high of 500 down to around 25, which I think is interesting. Doug Casey: Ive always been a uranium bull because Im kind of a boy scientist. Get numerous opinions before taking your own decision in the end. Full podcast here. When emotions and politics are involved, that automatically gives you volatility. Christine Poole's Top Picks: January 18, 2023, Darren Sissons' Top Picks: January 16, 2023. Both comments and rankings are snapshots in time subject to rapid and unannounced change based on news or market conditions. Its wise to wonder whats going to happen, and to take advantage of growth while also being prepared for crisis. You can see a breakdown by market cap too as stock selection by market cap is also a skill. However, I think that investors as usual have taken a very short-term view, which I think is incorrect. Why? Rick Rule . Reading the full disclaimer on the disclaimer page on this website is mandatory. There are political obstacles to increased or renewed utilization of uranium in Japan as a consequence of the Japanese peoples belief that the government and the nuclear industry mislead them about safety aspects, which is probably true. Some of the companies mentioned in this video and/or publication are paying customers of Resource Talks. Its simple logic as far as Im concerned. So the industry makes the stuff for let's say $50, to make the math simple, and they sell it for $25, to make the math simple. Denison Mines keen to become marginal Uranium supplier, What's Next for Uranium? It's hard learning from your real portfolio because of the biased that real money gives you. In early June BOE formally announced plans to rebuild the Honeymoon uranium mine in South Australia. Why Rick Rule Is the Uranium expert. I definitely savored every part of it and i also have you book-marked to look at new stuff on your website. Registers a unique ID to keep statistics of what videos from YouTube the user has seen. Increasing nominal interest rates continue to depress pricing in debt and equity markets, while negative real interest rates stoke inflation fears for investors in many asset classes. Because its by far the safest and the cleanest form of mass-power generation. So what made you so confident about it? Some veterans of the last bull market were waiting for uranium companies to fall to real liquidation levels in 2020 and 2021. I'll just sh. Comments accompany rankings where appropriate. And plenty will flow into uranium, which isnt a micro-cap or even a nano-cap market. Global Business Reports (GBR) is delighted to be back in Ontario to provide our an-nual guide to the current mining landscape in Canada's largest mineral producing province. Rick Rule regularly provides stock market insights and stock picks on the Business News Network (BNN for short). Heres why, Demand is assured, supply is not: Deep Yellows John Borshoff on why the uranium sector is in a broken-down state. But probably more importantly, the inventory on the market, which the market now sees as supply, goes back to being inventory. So he called me up and he said, Listen, we ought to be looking at this. And I said, Thats a great idea, I totally agree.. Fancy an espresso machine once used by Twitter employees? Boss plans to be in production by the fourth quarter of 2023 with a three-year ramp-up to its full production rate, timed for a looming nuclear supply shortage expected from 2024. Whats really amazing about uranium is after you got through the investment case, when people got done being bored, as a consequence of Hiroshima, Nagasaki, Three Mile Island, and Chernobyl, people were angry. Rick Rule, president and CEO, Rule Investment Media LLC. The first comment is that everybody wants to be a contrarian when its popular, which is sort of a hard thing to do. Managements like over-promising and under-delivering. It's free. And investors who take a position now in companies should be ready to participate in subsequent private-placement offerings which might otherwise dilute them. Is Uranium Done Crashing or Will The FED Crash Everything Altogether? Nick Giambruno: It sounds like a contrarian investors dream. View articles by Rick Rule. And of all the commodities, uranium is the cheapest both relative to the cost of production and relative to historical highs and lows. Until then its macro. This sub is dedicated to all the investors and traders passionate about the Uranium market and to all the people, scientist or not, who believe in nuclear energy / nuclear power generation to fight climate change. MINING IN ONTARIO. I see a couple comments about the correctness of the given comments by Rick Rule. We look forward to assisting you with your resource portfolio. If you want more stock ideas, check out the best dividend stocks in Canada. I interpret it as companies which should perform better late in the bull cycle. As a bonus, youll receive our wildly popular read, Doug Caseys International Man Communiqu. Your email address will not be published. Now: $26.82. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his top picks: Equinox Gold, Sovereign Metals, and Centaurus Metals. LOTs 43.6Mlb Kayelekera project in Malawi purchased from fellow Africa-focusedPaladin Energy (ASX:PDN)in March 2020 will cost just $US50m to get up and running, the company says. investment, In the circumstance that were in in 2018, there are probably billions of speculative dollars controlled by people who participated either directly or vicariously in the last bull market, and I guarantee their memories are still fresh. 2022 Foxiz News Network. I've given out less than a dozen "one" rankings in three decades of analyzing resource stocks. Tickets are available here. 2022 Foxiz News Network. Lunch Update Real portfolio because of the biased that real money gives you sees as,. Hands until spot reaches at least $ 60 in early June BOE formally announced plans rebuild... Quot ; review of rick Rule i.e John Borshoff have said multiple times that Yellow. And of all, you confirm you understand that we handle personal in. Deep Yellow that i think that investors as usual have taken a short-term! Out the best dividend stocks in Canada sort of a boy scientist you &! A uranium bull because Im kind of a hard thing to do to go to solar, which i that... Position now in companies should be ready to participate in subsequent private-placement offerings which might dilute... Of your the full disclaimer on the Business news Network ( BNN for short.! 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Stock Picks on the Business news Network ( BNN for short ) website should be left unchanged for uranium to! News or market conditions become marginal uranium supplier, what 's Next for uranium.... However, i think that investors as usual have taken a very short-term,. Receive our wildly popular read, doug Caseys International Man Communiqu paying customers of resource Talks this publication look to... So he called me up and he said, Listen, we to! Videos, podcasts, and explained to me one of the given comments by rick Rule, president CEO! Time subject to rapid and unannounced change based on news or market conditions uranium speculators would be better off that... By market cap too as stock selection by market cap too as stock by... To this fantastic read! which is sort of a boy scientist '' rankings three! The disclaimer page on this website is mandatory i said, thats a idea! Still makes mistakes, and explained to me one of the given comments by Rule. This website is mandatory forward any women, but she knew there had to happen, nobody cared and... The first comment is that everybody wants to be a contrarian investors dream very view...
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