Russian Uranium Ban is Here | Resource Heads Ep. 21

Canada imposes a ban on Russian uranium, gold and silver stocks are lagging gold and silver, copper might be headed for a crash, but off-shore drillers might be in for a not-so-rough sea, all of this and more in this week’s “Resource Heads”.

Guests & Topics

Lobo Tiggre talks about gold, silver, copper, and uranium
Chapman, “The Atomic CPA”, talks about the russian uranium ban and which uranium companies will benefit from the situation.
Larry Macdonald buys back the 1/3rd of his uranium portfolio that he sold on June 9.
Gjermund Groven talks about off-shore drillers and why it isn’t too late to look into them.
Dr. Quinton Hennigh explains what grab & channel sampling is and how to know if a company is doing it well.
Warning

Antonio Atanasov is not an investment advisor. Antonio Atanasov owns shares of companies mentioned in this publication. The information provided in this publication – and all other publications by Resource Talks – is impersonal in nature and meant for general information purposes only. Before taking any action on any investment, it is imperative that you consult with multiple licensed, experienced, and qualified investment advisors. Get numerous opinions before taking your own decision in the end. The minimum risk on any investment mentioned in this publication is 100% loss of capital.

Shortly: you will lose all of your money and possibly most of your brain cells if you listen to talking heads on the internet. Especially if they have orange hair and no experience (me).

Timestamps

00:00 Important warning. Your capital is at risk.
00:15 Why are gold & silver stocks lagging the precious metals?
16:55 Bear Traps report buys back in, what does that mean?
19:20 The Russian uranium ban is here, what does that mean?
45:45 Is the current weakness in uranium a buying opportunity?
49:00 Is copper headed for a crash?
01:01:00 Why off-shore drilling, and why now?
01:27:00 What is grab sampling and why does it matter?
01:40:00 Economic calendar for next week

Was there something wrong with what the guests said? Did I fail to ask an important question? Did I make a mistake in my reporting? Please tell me about it. Criticism and skepticism are highly welcome and help me learn. Thank you.

[marktovey]

I like this new format where you introduce the clips from your interviews. Puts it into context nicely.

[FindingUnderValuedStocksDotCom]

you got great guests, great questions. I follow a ton of resource investing channels and yours is one of the best for sure !!

[georgeholloway]

This is already essential weekly viewing. Good work!

[StoicBarbarian]

Shouldn't the cutting off of Russian enrichment, made the price of Centrus explode already? What's the hold up? I don't get it.

[johanlewenhaupt]

Fantastic vids Antonio. Only youtube channel I have notifications on.

[jacobnotte]

Yeah man Lobo is a legend. Thank you guys so much for the education :)

[malekmalek]

Another good one Antonio, have a great week🙌

[craigfaille]

I think we are still early in this bull market. I’ll be waiting until I see a confirmed up trend before I deploy more capital. Holding my shares and waiting with cash for now. 👍👍🇨🇦

[maesha]

Thank you for such a great format! Just one question which might sound silly but here it goes: with uranium, the capacity is not an issue as a small amount can provide a lot of energy from what I understand. I understand that there might be some capacity constraints in the short-term due to political motives and it might take a few years to setup and run power plants, but are there any other capacity constraints which I am missing?

[xtctrader]

The price of gold might be steady, but the Miners cost are up, which eats into their profits.

[billyd]

Rock Star Justin Huhn advised me that the trading of Larry at the Bear Trapps Report is NOT noteworthy but I am glad you mentioned it. I like the guests you had today

[thewarrenbuffettspreadsheet]

Where can I find Gjermunds write-up on the drillers?

[doughunks]

So why would they go to St Petersburg to pick up the nuclear fuel if they knew it was a violation of Canadian law?

[wessproule]

Sure enjoy your channel.. like how you ask questions that relate to use investing for dummies crowd

[sanpedrosilver]

I hang on to companies like XOM, BP etc for the dividends. Hedge fuel ⛽️ costs a bit.

[billyd]

Did you say Lobo was $50.00/mo I think I misunderstood.

[thewarrenbuffettspreadsheet]

Is the recap from older material or new?

[johnelliott]

CGN signed a deal. $60 floor starting in Jan 2023 and open ended to spot price.

[anonymousAJ]

Cu/Au history is informative for future Cu performance

[enzoloko]

I am fully invested, we are lagging a lot, if we compare with coal we are in another planet.
How will u be in 2024? Who knows...
But i realize this is a momentum investment than a fundamental investment