The Hard Truth About Uranium Investing: Risks and Rewards

Fabi Lara and Terry Papineau are both seasoned uranium investors and they bring their wealth of knowledge to this panel on the opportunities and pitfalls of investing in the uranium sector. The duo discuss the major tailwinds they see fueling the sector, how they mitigate jurisdictional risk, the stocks they're both bullish and bearish on, and much more.

00:00 Introduction
00:49 Important Uranium Trends
03:44 Is This Pullback a Buying Opportunity?
10:15 Jurisdictional Risk in Niger
18:45 What is Going on With NexGen?
28:48 M&A Activity in Uranium
32:45 Top Uranium Stocks

#uranium #uraniumstocks #nuclearpower

[georgeholloway]

It's really funny that Fabi mentioned that no one's going to say Mega Uranium is the best value uranium stock. Rick Rule said that about half a year ago!

[jamesheadings]

I don't usually like switching horses in the river but I became convinced that my strong loyalty for UEC would be even better placed in UUUU after the amazing earnings from the previous quarter. I thought I could stay with the highest value assets or go with the most profitable. The management bought shares about 2 weeks after I did. I got really lucky on timing.

[paulthomson]

is the uranium company 3.7 cap referred too by Fabi MEGA URANIUM. = sound was very poor here.
thanks

[georgeholloway]

A few months ago Fabi named Pegasus as a favorite name. Its price is down 25% since then. Shouldn't she like it even more now? Or has something changed with Myriad that suddenly changes their story?

[scottwilliamson]

No idea what company Fabi is referring to around 33 min. Can't understand her. Totally agree on Energy Fuels. Awesome strategy! My largest U holding.

[scottm]

Both guests were great. I wish I could understand which company Fabi mentioned she was a board member for?

[friarnewborg]

Can anyone understand FAB's fav. Uranium stock? "Mover" / Myriad? uranium??

[markfenzel]

I think Orano buys Nexgen at some point.

[socialseahawksfan]

I own nexgen and feel like the controversy about their marketing is off base and a lot of herd like bobble-heading. Rick rule doesnt like it and neither do these 3. If rick rule loved it so would they. What all 3 miss is that nuclear energy is still trying to regain public trust and from that standpoint i believe the marketing is brilliant. People not familiar with the company will definitely look it up and be more at ease with the sector. Its hardly about management focused on getting free box seats to sporting events. The nhl welcomed a new franchise in seattle last year and the stadium name is "climate pledge arena" - owned by jeff bezos. Nexgen is just positioning themselves accordingly and its quite strategic and well played.

[scottwilliamson]

I was co-owner of an IndyCar team for a few years. You nailed it Terry; that money, and I assure you it was big bucks; was for VIP access! I'm sure those guys had a great day rubbing shoulders at shareholder's expense. What a joke!

[DavidWhiffin]

Patience required with Uranium. Long-term cycles. Very strong future but investors need to be patient. I see buying cyclic and will grow as new power plants need to buy. The demand side will grow slowly then accelerate as new plants come online. Supply is constrained and will grow agonizingly slowly. I think U will punish the impatient and reward the patient... A bit like real estate. Dead for years then boom! Uranium is a long-term winner that will not be attractive to many. Many have kicked themselves for selling a well researched stock too early before it matured. Uranium will mature over the next 5 to ten years. Then enter a super cycles as demand far outstrips supply. Again, bit like waiting for your home to double in price. Takes years...

[johnlaubenstein]

Energy Fuels has some issues. It trades 14% below its price of 10 years ago while most uranium tickers are from 40% - 500% higher than where they were 10 years ago. Mark Chalmers is telling his story every other month in a YouTube presentation for 2+ years yet UUUU is the trash can of uranium. The market has a reason for this.

[derekcho]

Here is my unsolicited opinion: if the company is not producing, do not buy it. There are exceptions: Nexgen, KAZ, Yellow, Sprott, and speculating on US uranium miners. If it aint generating some money SOON - you are gambling. They will dilute your shares with private placements. Cash Burn - administrative fees and bloated executive salaries. Insiders with options that will be exercised. I've been in this trade since 2016

[douglas]

Good video. However, I don't think I would classify the recent action in U as "consolidation" and healthy. The charts are damaged. We all agree the fundamentals are fantastic longer term for uranium. When AI really sells off, watch out below. U never got the boost from the "AI narrative", but it will certainly feel the decline when AI goes down. It's not fair, I know, but there is real serious risk to 50% downside from here. I don't see a lot of new buyers yet. Seems like there has been little to no institutional interest (or retail for that matter). Not sure why they will flood in anytime soon. Spot not going anywhere and unfortunately, these stocks are almost 100% correlated to spot. Plus, the amount of dilution required to put any new mine in action will be mind blowing.

[heatherhill]

Can't understand Fabi. She speaks with her finger in front of her mouth and keeps breaking up. Couldn't understand what stocks she was referring to, etc.

[johncampbell]

Next Gen's management is suffering from hubris which only proves that they are as human as the rest of us.

[miket]

Fabi is good in a sense and has done well for herself... the advice she gives is garbage though. No point having her on.

She really did crush with uranium but keeps all her knowledge and approaches and other useful info to herself

[anthonyjowers]

Not sure what these two people bring to the table tbh. Sorry, but very basic and amateur responses

[villaJexRenovation]

Terry lost conviction and almost sold and cried online around April 2023, now he goes on shows?