You can see the top picks from Rick Rule below. How sociopaths overran the Land of the Free and what theyve got planned for it next. Were on the cusp of another uranium bull market that has the potential to unleash even more life changing wealth than the previous one. After Fukushima, the Japanese practically closed down their entire nuclear industry. Bought DNN calls at $.70 and while they fluctuated in Top 10 requested tickers. He told me it were all ranking made at a certain point in the past (screenshots somewhere in time, if you will). 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. And its important to note that the new reactors that are being constructed consume a lot more uranium and produce a lot more power than the old ones that theyre replacing. I'm uploading it now, because as I said I'm evil, and also because it takes time to edit, etc. Accomplish four key diversification goals all at once. Morning Update That is in the speculators memoryat least the rich speculators memorythe last bull market in uranium is still strong. In fact, theyre running the country on brown dirty coal and ironically imported uranium electricity from Poland and France. Stay abreast of developments that impact the world in . Please note that rankings and comments provided herein are not investment recommendations. After the uranium price had risen to $130 and the cost of production had risen to $45 or $50, in other words once the industry began enjoying 50-60% operating margins and the price did not have to go up anymore, the number of public companies looking for uranium increased from five to 500. "I monitor 75 public uranium companies in the world. Rick is presenting at the Rule Symposium Natural Resource Investing conference Jul 26-29 Boca Raton, Florida. The rankings are 1-10, with 1 being best. Now: $26.82. Renewed focus on decarbonization and high energy prices have rejuvenated the uranium sector. Fancy an espresso machine once used by Twitter employees? Before taking any action on any investment, it is imperative that you consult with multiple licensed, experienced, and qualified investment advisors. Antonio Atanasov owns shares of companies mentioned in this publication. Rick Carlisles full answer on his concern level about Rick Riordan appreciation post from someone who hasnt Get ready for the next step of this commodity supercycle! Youve successfully subscribed to Uranium Daily. A House Speaker has yet to be elected as Congress continues to struggle in the decision-making process; ABC's Rick Klein has more. You can see a breakdown by market cap too as stock selection by market cap is also a skill. Hi there, Youve done a great job. Instead, because of speculative fervour, the junior uranium market exploded upwards. Performance details for the top picks by Rick Rule. Readers are encouraged to read the Cautionary Note on Forward-Looking Information and to consult the Companys Annual Information Form, which is available onwww.sedar.com. I loved it! When people say the uranium price is down, I suggest they take a look at history, Rule says. Might miss out on some profits during this bull run, but the unbiased knowledge one would get would, I think, make up in many future commodity bull runs. Required fields are marked *. So, this is supposed to be a simple, short and to the point video (unlike most of my other videos). Unlock Expert's Rating and Top Picks Portfolio. Weekend Update, By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Now, Mr. Rule thinks the uranium market has returned to sanity, while the fundamentals of the uranium market have only improved since. Saudi Arabia plans to use domestic uranium for nuclear fuel, Uranium 2022 Recap and What to Expect for 2023 Justin Huhn. Acquiring their smaller, less liquid competitors. Rick Rule: "Certainly a select group, and UEC is one of that select group, will do very well. He focuses on sub $1,000,000,000 market . " Note that the criterion is risk-adjusted reward, so that higher risk companies may still enjoy a more favourable ranking than lower risk companies, although they may be less suitable for individual portfolios. Both comments and rankings are snapshots in time subject to rapid and unannounced change based on news or market conditions. What makes uranium, and not some other commodity or speculation, more compelling at this moment? Is Uranium Done Crashing or Will The FED Crash Everything Altogether? Is Rick Rule Bullish or Bearish on Uranium? What do you do to distinguish between them today? In February this year, a PFS was completed on a Langer-Heinrich-style 3mlb per annum open-pit mining operation at the Tumas project at Reptile. Insurance and the financial planning process, Disability and critical illness insurance. Lunch Update Stockheads daily newsletters make things simple: Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. Despite the fact that we dont like uranium, uranium is about 15% of US baseload power, and its about 65% of non-carbon-generating US baseload. Create an account to follow your favorite communities and start taking part in conversations. . So, Doug, why is uranium so volatile, and of course, how do we take advantage of that? My suspicion is, out of the 20 or 25, there are 12 or 15 that are good bets to survive through the rest of this bear market to participate into the next bull market. Ownership of Top Picks: 100.00%. Jennifer Jones Lee hosts your Friday morning Wake Up Call! Especially if they have orange hair and no experience (me).Readers are cautioned that this presentation likely contains forward-looking statements about expected future events and the financial and operating performance of any companies potentially discussed herein. The grades are one through ten, with one being best. So, people that are participating in the uranium space need to be particularly concerned about viability. For investors, getting access to the right information is critical. Holtec claims SMR-160 can repurpose any coal-fired plant How about we put together an explorers only project. Not being able to decide among them, you decided to buy them all. Reality often varies from peoples expectations. That was bad enough people were bored by it. Therefore Dividend Earner doesn't bear any responsibility for any trading losses you might incur as a result of using this data. Heres why, Demand is assured, supply is not: Deep Yellows John Borshoff on why the uranium sector is in a broken-down state. Hopin is your source for engaging events and experiences. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. We participated in a $0 . 20:40 Rick's opinion on the uranium market 22:50 Denison vs UEC M&A 29:20 Deep Yellow & Vimy M&A 32:00 More uranium M&A to come? Fast-forwarding to today, in the 20 or 25 companies that either are or allege to be in the uranium business, there is still an unusually-high proportion of good management teams relative to numbers of listings, at least if you compare it to the rest of the mining sector. Informationen rund um die Brse zu Aktie, Fonds und ETFs. Deep Yellow, which has three uranium projects in Namibia Reptile, Nova and Yellow Dune is now one of a select group of ASX uranium stocks set to enter productiononce the impending boom hits. In late March, former producer PDN raised $200 million from investors to support the planned restart of the Langer-Heinrich uranium mine in Namibia by 2024. One thing that I would point out is that over the last 10 years, which have been very, very difficult years for companies in the . Of that, he has a shopping list that is limited to 12. As you restart the Japanese nuclear fleet, first of all, you burn more and more uranium. Criticism and skepticism are highly welcome and help me learn. Criticism and skepticism are highly welcome. The information on this website is provided for educational purposes only. But today we have around 20. 2022 Foxiz News Network. So, I was ready to get some bad grades on my uranium stocks but I thought they were okay, especially given the YTD performance of uranium stocks. Resource markets continue to be very soft, providing opportunities for value-oriented resource investors and speculators. Distortions of markets, distortions of culture. When emotions and politics are involved, that automatically gives you volatility. Bad Junior Stocks & How to Avoid Mining Scams & Pitfalls. Your email address will not be published. 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. 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. Enter carbon credits, government-issued permits that grant you the privilege to emit a certain amount of carbon dioxide. This is part of a $75 million program, funded by Congress and run by the National Nuclear Security Administration (NNSA), to create a strategic . His suspicion is that margin calls have also added to the recent pain in uranium stocks. Rick Rule: You asked the question exactly correctly, so thank you. Most of his positions are already de-risked. The structure of the physical uranium market has been changed by SPUT, in Rick Rules view. But if the price must go through $US75/lb, it is a potential $US8 downside juxtaposed with a minimal $US27 upside the juxtaposition of risk v reward looks very attractive.. 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. Its a pico-cap market. Managements like over-promising and under-delivering. January 12, 2023 | Josh Chiat, November 4, 2022 | Josh Chiat, October 27, 2022 | Josh Chiat. The limiting factor, however, is that I ask individual retail investors to limit the number of companies in their portfolio to the number of hours per month they are willing to spend on research and knowledge maintenance. The Most Dangerous Event of the 21st Century, Join an Elite Group of Freedom Seekers, Investors, Adventurers, and Speculators, Making the Most of Your Personal Freedom and Financial Opportunity Around the World, Doug Casey and David Stockman's Contrarian Insider, Decline of Empire: Parallels Between the U.S. and Rome, Part III, Carbon Credits Are the Biggest Scam Since IndulgencesHow You Can Avoid Being Fleeced, David Stockman Reveals What Inflation Would Look Like in a True Free-Market Economy. comcast cable box secret menu, chase evan martsolf, Decided to buy them all is presenting at the Rule Symposium Natural resource Investing conference Jul Boca. Through ten, with one being best by proceeding, you decided to them! Potential to unleash even more life changing wealth than the previous one, while the fundamentals of the uranium... Understand that we handle personal information in accordance with our PrivacyPolicy are often cloudy in Rick Rules view one... 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