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Fabi Lara –  What Is The Current Environment For Investing In Uranium Stocks?

I am happy to introduce a new guest here on the KE Report show to kick off this week.  Fabi Lara, Founder and Editor of The Next Big Rush, joins me for a deep dive into what the environment is at present for investing in the uranium stocks.  

 

We discuss the general backdrop in the uranium equities today, after seeing a lot of perceptions change in this space over the last few years, and after a large change in the spot and term pricing to the upside.  Fabi shares how she is positioning in different stages of companies from producers and near-term producers, to developers and explorers, and the disconnect we’ve seen between the moves in the spot price of uranium and the lagging effect in the many of the uranium stocks. 

 

 

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Click here to visit Fabi’s YouTube page:

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Discussion
4 Comments
    Mar 04, 2024 04:19 PM

    https://youtu.be/A5w-dEgIU1M

    The Trillion Dollar Equation

    Mar 04, 2024 04:06 PM

    Hey Ex, I like the action in Montage Gold it just hit a 52-week high. Today I feel like Ebenezer Scrooge, I want to dance and sing because of this turn around. LOL! DT

      Mar 04, 2024 04:42 PM

      Hi there DT. Yes, I’m a shareholder in Montage Gold and have been thrilled to see it getting just a taste of some of the rerating it deserves for it’s 4.5 million ounces of gold in the ground. The valuations we’ve been seeing in most of the developers and advanced explorers have been at truly ridiculous levels; and as a group they should have nice beta optionality to rising metals price momentum.

      >> Very nice to see some green on the screen in so many names across the board today in the gold and silver stocks.

    BDC
    Mar 04, 2024 04:36 PM

    https://tinyurl.com/4eyve9b9
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