WN Symposium Interviews - 11 Experts Speak On Price

We interviewed some of the most knowledgeable people in the nuclear energy and uranium sectors to determine what is going on with the uranium price and where the price might be going.

Thanks to our sponsors Sprott and Denison Mines and to the World Nuclear Association for their support!

Agenda

0:00:00 Intro

0:00:16 Sama Bilbao y Leon, WNA

0:08:01 John Ciampaglia, Sprott

0:24:32 David Cates, Denison

0:49:27 Per Jander, WMC

1:04:02 Katie Lachapelle

1:15:24 Leigh Curyer, NexGen

1:30:16 Kevin Smith, Traxys

1:44:14 Ben Finegold, Ocean Wall

2:04:32 Jonh-Paul Jones, Urenco

2:20:46 Jonathan Hinze, UxC

2:43:34 Dastan Kosherbayev

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[BloorStreetCapital]

Here we go 3 hours of FREE content from 11 experts on why the uranium price is not moving given the positive backdrop. Don't forget to Subscribe, Like and Comment! Thanks for the support!

[BigMike]

8:00 John Ciampaglia
24:20 David Cates
49:30 Per Jander
1:04:00 Katie Lachapelle
1:15:15 Leigh Curyer
1:30:20 Kevin Smith
1:44:10 Ben Finegold
2:04:30 John Paul Jones
2:20:45 Jonathan Hinze
2:43:34 Dastan Kosherbayev

[paulglands]

Great work Jimmy. By far the best coverage of the WNA. Thanks very much

[jimallen]

This is some of the best content yet. The fact that so many people on Twitter are soooo negative tells me that this is a great investment. Ben gave some great intel on Chinese selling 500K lbs and that drove the price down. Really appreciate this intel. Really enjoyed Kevin Smith at Traxys. Heard of them, but didn't realize how big they are. Thanks!

[Asawyer-uq]

every market sectors are in an uncertain position, might opt out of stocks entirely if it crashes. I keep asking when it would be stable with global situation right now.

[ronaldwoods]

3 hours of free content. Unbelieveable!
Thanks Bloor Street.

[renewableinvesments]

I'm a big believer in renewable energy, but solar and wind have many shortcomings. The only way we can achieve carbon reduction targets is with nuclear energy. The level of content here is top notch. Thanks.

[AmandaTaylor-s]

I've just shared this amazing content with a few friends and colleagues. Thanks BSC and team for putting this together.

[danielnelson]

Jimmy, your interviewing skills have become top notch. Thanks for this!

[andrewmills]

Still listening to this. I have listened to the interviews with Per Jander WMC and Kevin Smith from Traxsys - really helpful to get their outlook an historical perspective. Traxsys was a new one for me and good to hear from.

[lhm]

Very interesting interviews - Great platform, Jimmy - hang on in there ! Clicks will come big time once this next METALS BULL LEG fires up. It's still getting rid of all the impatient metal bull wonnabes currently.

[JorgiHutse]

Agree. Very likely we r headed for a decade long bear market in all western assets. It will be a period of geopolitical n currency changes. Within US this is the chance to do the long-needed economic n social n government reforms. If we succeed, US will be on a long-term sustainable growth path in a decade. But we must take the pain 1st n do the adjustments. From investing pov, sell all US, european equities n bonds. Go long Gold and Crypto. Go long emerging market I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Francine Duguay's, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[malekmalek]

Great great content, really appreciated. Denison is real beast.the coöperation with orano is not a small thing, these people are serious.

[audiwong]

This is a fantastic series of interviews, Jimmy! A wide range plus they are not rehashing what we serious investors already know about the sector. Thanks!

[bruce]

Outstanding podcast James... Never more bullish U than right now!

[holdyouback]

Great interviews Jimmy! Very insightful. Starting to see some more activity already (like Lotus resources to kick off their restart)

[ronwitzel]

Excellent commentary, Jimmy.

I would offer that several market observers opine that “the utilities are entering into a new contracting cycle” is an incorrect perspective.

They don’t understand that each utility faces their own situation on when to buy, based on things like existing mix of mid and long term contracts, inventory positions, reactor operating cycle length, capacity factors, potential extended maintenance outages, etc.

Utilities don’t all move into the market at once.

The run up in 2007 was caused by the catalyst of China entering into a number of large long term contracts…and other producers and trading entities backing away from selling, “we’re sold out” or “we’re evaluating our future production”

There is more liquidity and off market transactions being negotiated now. Currently, you’ve even got one US utility selling some SWU, through a broker…it’s Russian SWU.😅

[greentree]

Dear Jimmy, fantastic video! The questions were excellently prepared and hit right on the key points. Every guest provided fascinating insights into this crucial and exciting phase. As always, great job!

[scottwilliamson]

Terrific info; very encouraging. Thanks Jimmy!! Great job!!

[gregmccain]

Hats off to James and team! Thanks for this great content