Justin Huhn: Uranium Price, Supply and Stocks in 2024 — Plus Cameco Analysis
13,405
Publicado 2024-02-16
This interview was filmed on February 14, 2024.
#Investing #Nuclear #Uranium
0:00 - Intro
0:28 - Uranium supply/demand breakdown
5:37 - Was the market too harsh on Cameco?
13:17 - Understanding term contracts
22:16 - Utilities and uranium price potential
29:20 - Kazatomprom not a relief valve
40:21 - Which uranium stocks will move next?
46:40 - Uranium doesn't need more catalysts
53:51 - Outro
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Todos los comentarios (21)
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Another awesome interview by Charlotte! Justin is the Uranium industry expert. Thanks for obtaining his thoughts on the market.
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Great interview ! Justin knows enough about this industry to put developments into proper perspective ,which I very much appreciate. Thank you Charlette.
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Charlette, your ability to pose critical questions are commendable and makes this channel so different from many others. Thank you!
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Justin everywhere. Too much is never enough. Thank you
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Thank you for posting the film date and for getting this posted in a timely manner.
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Nice job Charlotte! Justin’s the man to talk the big U.
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Justin clicks off bullet points like a Geiger counter🎉
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just clicked cause i saw a nice pic of Charlotte. And I KNOW I'm not the only one.
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Very insightful interview. Thank you, Charlotte.
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I owned Westinghouse, Brookfield and Cameco when they bought westinghouse and didn't make hardly a penny...But I did end making a lot of Cameco. I've recently sold half but I'll be looking to buy more!
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Cameco has outstanding Uranium loans they can call upon to fill the potential gap this year...
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Dnn all-in-cost $21.73/ lbs. Sell $65-70 Source feasibility study
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Hey Justin ! John Borshoff of Deep Yellow has been extremely quiet the last six months. Is is possible that they could Accelerate their Australian assets to help fill the void ? He has done it before, and if this is correct, then Deep Yellow share price can climb nicely
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DNN is the biggest piece of URNJ.
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That last 3 min. was most epic......
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Just a great interview
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Very good interview!
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Producers are linked to two mkts - spot AND Contract... playing both sides when selling product
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Thanks🎉👍
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Producers, producers, producers, like location, location, location are the key.. spot is a two sided mkt!
