Money of Mine URANIUM Bull Thesis - Ben Finegold from Oceanwall
Strap yourselves in Money Miners we’ve got a U bonanza.
We chat with Ben Finegold of Oceanwall who’s done nothing but read about uranium for the last 4 years. He’s a wealth of knowledge on Kazakhstan, the sulphuric acid issues, transportation routes (& their importance), the rise of China, the West’s enrichment capacity, alternatives to miners and heaps more.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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(0:00:00)Ben FineUranium
(0:00:48)The recent down tick in U
(0:04:16)What's happening in Kazakhstan
(0:08:02)The link between output quota's & management turnover at KAP
(0:14:38)The sulphuric acid issue
(0:22:26)How does Kazatomprom balance between Russia, China and the West?
(0:27:56)What happens if Cameco and Kazatomprom miss guidance?
(0:32:11)What is Cameco's incentive?
(0:38:42)Why U transportation routes matter
(0:44:35)Is there enrichment capacity for SMR's?
(0:53:11)Will China suck up 10Mlb's?
(1:02:25)How will contracts be priced going forward?
(1:06:25)Force Majeure on SPUT & Yellowcake
(1:08:05)What's the end-game?
(1:12:07)Will Institutions play silly buggers?