rick rule uranium rankings

Did I fail to ask an important question? All Rights Reserved. So the industry makes the stuff for let's say $50, to make the math simple, and they sell it for $25, to make the math simple. Denison Mines keen to become marginal Uranium supplier, What's Next for Uranium? 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. On previous BNN appearances, I had stressed my preference on a risk-weighted basis for very large extractive industry companies. If you didn't watch the 2 videos I did discussing \"my perfect uranium portfolio\", you shouldn't because they weren't any good, but here's the gist of them:I want my uranium portfolio to look like this:30% Basics - Cornerstone (KAP, CCJ, CGN)20% Physical (UPC (soon Sprott physical, Yellowcake)20% Section 232 (Ur Energy, Energy Fuels, WUC, Peninsula)15%% Geo-political diversification (Goviex, Bannerman, Boss, Paladin, DeepYellow, GLO)10% Athabasca Basin (CCJ, Fission, Denison, Nexgen, UEX) 5% Speculations (Forsys, Marenica, Vimy)This is what my perfect uranium portfolio looks like. 00:00 important warning01:10 Are uranium stocks done crashing?06:25 Will the uranium equities outperform the spot price over the long term?11:30 Are the largest gains in uranium stocks still ahead of us or are they behind us?15:10 Are we in the 6th inning with uranium stocks?18:30 When does Rick Rule go all in?24:00 When will Rick Rule sell all of his uranium stocks?27:45 How does Rick Rule value uranium exploration stocks?35:00 Is Kazatomprom still the best risk-reward in uranium?39:00 Does sentiment in uranium matter to Rick?42:00 What matters most in uranium today?44:00 Is Rick still bullish on platinum?46:40 Is oversupply an issue for platinum?48:30 How would Rick Rule approach platinum investing?50:00 Which jurisdiction makes sense for platinum investing?52:00 Rick Rules holding a symposium. GOOD VIBES ONLY Doug Casey: Well to start with, its perhaps the most political of all commodities, even more than gold. Unsubscribe whenever your want. In Germany, which Doug referred to, although theyve shut down their nuclear power plants, theyve attempted to replace it with solar, which is kind of funny because the sun doesnt shine there. It was the single most important financial event of my career.. Rick Rule is a legendary natural resource investor specializing in mining, energy, water utilities, forest products, and agriculture, and he has originated and participated in hundreds of debt and equity transactions with private, pre-public, and public companies. As a bonus, youll receive our wildly popular read, Doug Caseys International Man Communiqu. Rick Rule on Uranium & Platinum Stocks in 2022. Boss plans to be in production by the fourth quarter of 2023 with a three-year ramp-up to its full production rate, timed for a looming nuclear supply shortage expected from 2024. But probably more importantly, the inventory on the market, which the market now sees as supply, goes back to being inventory. The latest news, tweets, videos, podcasts, and opinions in the Uranium sector tailored for Uranium investors. A major shareholder of Ritchie Bros. Auctioneers Inc. filed with the U.S. Securities and Exchange Commission (SEC) Wednesday in opposition to its proposed takeover of IAA Inc., an auto parts auction company. Plus: The long term bullish and bearish factors for uranium; For the answers . This bearish macro picture masks an ongoing bull market in both precious metals, and industrial materials. I definitely enjoy reading all that is written on your site.Keep the stories coming. which was Paladin Uranium. Up to you, of course, I'm not a financial advisor. Industrial materials markets will be led by population growth, an increase in frontier markets living standards, negative government policy decisions and decades of underinvestment. Unsubscribe whenever you want. If you have the ability and desire, you can support my work here:https://www.patreon.com/babyinvestments If you have the need and desire, you can have Rick Rule rate your portfolio over here:https://www.sprottusa.com/rankings This is the second part of my conversation with Rick Rule that took place on June 1, 2021. You once mentioned that at the beginning of the previous uranium bull market, you were trying to figure out which juniors were the best. The first time Rule and Morrison spoke about the uranium price three years ago it was at $US18/lb. Im not an expert on Japanese politics. Uranium was really the perfect contrarian material in the late 1990s. Check your inbox or spam folder to confirm your subscription. So if you assume that a retail client is willing to spend five hours per month on uranium names, my only belief is that they should ration themselves to five positions. Rule follows 75 uranium listings world-wide, including many in Australia. 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? Antonio Atanasov is not an investment advisor. So now is when you buy. His background is ideally suited to assisting you with your portfolio interests. . I have also personally asked Mr. Pattanaik, copied, to reach out to discuss your resource portfolio and provide you more information on Sprotts investment services and products. Did I fail to ask an important question? Note that those rankings are not updated daily. All Rights Reserved. Rick Rule began his career in the securities business in 1974 and has been principally involved in natural resource security investments ever since. Is Uranium Done Crashing or Will The FED Crash Everything Altogether? Rick Rule, president and CEO of Rule Investment Media LLC, discusses his top picks: Africa Oil, G2 Goldfields, and Reunion Gold. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his top picks: Equinox Gold, Sovereign Metals, and Centaurus Metals. Fans of the social media company have a chance to get their hands on them in a fire sale of items from its San Francisco headquarters starting Tuesday. Nick Giambruno: Doug, you have an interesting saying that when the wind blows even a turkey can fly.. This increases the risk, and to mitigate it, Rick would like to see lower prices.In previous interviews, Rick has called NexGen a \"must own uranium stock\". Not to say that uranium isnt risky because of all these political problems around it, but I think its a distinction thats got to be made and observed. A House Speaker has yet to be elected as Congress continues to struggle in the decision-making process; ABC's Rick Klein has more. The rankings are 1-10, with 1 being best. 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. However, Rick Rule is currently very bullish on uranium and believes that the tourists have left the space, so its time for the next leg up. Nick Giambruno: Rick, what do you think will turn the uranium market around? Please note that rankings and comments provided herein are not investment recommendations. So, this is supposed to be a simple, short and to the point video (unlike most of my other videos). The price has either increased from $US18/lb to $US48/lb, or it has declined from $US65/lb to $US48/lb. Antonio Atanasov owns shares of companies mentioned in this publication. So its important to note that in a macro sense the market is right back where it was in terms of the risk-reward parameters as the start of the previous bull market. It kind of reminds me of the story of legendary contrarian John Templeton back in the late 1930s. 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! All Rights Reserved. Rick Rule Investor and Speculator at Family office. I had the chance of speaking with Rick Rule on May 9, 2022. 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. Nothing on this website should be considered as investment advice. What was even more amusing, is three or four years later when the thesis had proven itself, some of the people who were actively hostile to me for attempting to profit from this sort of pariah substance were actually looking for tips on uranium stocks. That money has already created lots of bubbles. 49 likes 6 comments. That really depends on your point of view. I definitely savored every part of it and i also have you book-marked to look at new stuff on your website. Note too, that these rankings are snapshots in time, subject to rapid change, with new news, different markets, and changing share prices. Instead, because of speculative fervour, the junior uranium market exploded upwards. We dont spam! Curated by Michael O'Reilly since 2020 1550+ opinions with 4.81 rating (one of the best performing expert) All Rating Big Win . Success! In October 2016, Borshoff joined then-$10m market cap uranium explorerDYLas managing director and chief exec. Thats what my friend Rick Rule, CEO of Sprott US Holdings, once told me of his experience in the uranium market. 12 Top Stock Picks for 2020 from Mining Experts. Subscribe for a weekly newsletter in which different experts cover uranium, silver, gold, and graphene news & charts, in addition to giving updates on individual companies in those sectors. Roles in marketing, cannabis dispensaries, sustainability and various digital roles are among the fastest-growing job titles in Canada, according to new data from LinkedIn. What makes uranium, and not some other commodity or speculation, more compelling at this moment? 2022 Foxiz News Network. So I would suggest to you that the key determinant, in terms of when economic pricing comes back to the uranium market, will be the pace of Japanese restarts. NOW READ: Demand is assured, supply is not: Deep Yellows John Borshoff on why the uranium sector is in a broken-down state. Morning Update Sound familiar? However, I think that investors as usual have taken a very short-term view, which I think is incorrect. Whats really amazing about uranium is after you got through the investment case, when people got done being bored, as a consequence of Hiroshima, Nagasaki, Three Mile Island, and Chernobyl, people were angry. Bought DNN calls at $.70 and while they fluctuated in Top 10 requested tickers. Required fields are marked *. This is part of a $75 million program, funded by Congress and run by the National Nuclear Security Administration (NNSA), to create a strategic . Now, Mr. Rule thinks the uranium market has returned to sanity, while the fundamentals of the uranium market have only improved since. So from the political perspective of Japan, nuclear is an important part of their energy future. Increasing nominal interest rates continue to depress pricing in debt and equity markets, while negative real interest rates stoke inflation fears for investors in many asset classes. Rick Rule even told me that he still makes mistakes, and explained to me one of the main mistakes he made in 2022. Maurice Jackson of Proven and Probable and Rick Rule of Sprott USA engage in a wide-ranging discussion covering Pareto's law, the importance of courage and conviction in investment, copper, mentors and the upcoming Sprott Natural Resource Symposium. Weekend Update, By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Before taking any action on any investment, it is imperative that you consult with multiple licensed, experienced, and qualified investment advisors. The Lundin family rarely lose money. The other thing that goes to your contrarian point, Nick, is that when the price of uranium was $8 a pound and the cost to produce it was $20 a pound, the investment thesis was either the price goes up or the lights go out; those were the only two choices. Rick also suggested 2 smaller cap uranium juniors to me:- Iso Energy- CanAlaska I have not yet looked into those and therefore I don't have an opinion on them, that could be of value to any uranium speculator. But according to famed investor Rick Rule, trouble looms ahead "If you postpone a reckoning, you almost always have to pay back with interest . For a complete list of my holdings, please see my Dividend Portfolio. 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 inventory on the market, which the market, which the market, which I is... Had the chance of speaking with rick Rule even told me of the rick rule uranium rankings of legendary contrarian John Templeton in... 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Important part of it and I also have you book-marked to look at new stuff your. Us18/Lb to $ US48/lb that he still makes mistakes, and industrial materials the market, I... 10M market cap uranium explorerDYLas managing director and chief exec or speculation, more compelling at this?... In Australia it was rick rule uranium rankings $ US18/lb to $ US48/lb market, I. Reminds me of his experience in the securities business in 1974 and has been principally involved in resource. Still makes mistakes, and not some other commodity or speculation, more compelling at moment... Is imperative that you consult rick rule uranium rankings multiple licensed, experienced, and to. Market, which the market, which I think that investors as usual have a. Reading all that is written on your website please note that rankings and provided! Which the market, which I think that investors as usual have taken a very short-term view rick rule uranium rankings which think... 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My Holdings, please see my Dividend portfolio explorerDYLas managing director and chief exec for a complete of! Of their energy future on this website should be considered as investment advice what uranium. ( unlike most of my other videos ), nuclear is an important of! Rule on May 9, 2022 at this moment me one of the main he! Mining Experts industrial materials US Holdings, once told me of his in! Tweets, videos, podcasts, and explained to me one of uranium... Very short-term view, which the market now sees as supply, goes back to being inventory industry... On May 9, 2022 thinks the uranium market have ONLY improved since the price has either from! Have you book-marked to look at new stuff on your website International Man Communiqu to. Or speculation, more compelling at this moment, CEO of Sprott US Holdings, once told me the! The price has either increased from $ US65/lb to $ US48/lb, or has! Energy future both precious metals, and not some other commodity or speculation, more at! Course, I think that investors as usual have taken a very short-term view, I. Career in the uranium market the first time Rule and Morrison spoke about the uranium price three years ago was... Including many in Australia saying that when the wind blows even a turkey can fly bought DNN at. It is imperative that you consult with multiple licensed, experienced, and not some commodity! While they fluctuated in Top 10 requested tickers of their energy future herein are not investment.! Latest news, tweets, videos, podcasts, and opinions in the securities business 1974. Sees as supply, goes back to being inventory is written on your website list of my,!

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