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Posts Tagged: energy fuels
Fabi Lara, digs in to the major demand drivers and supply disruption news underpinning a longer-term bull market for nuclear power and uranium mining.   We then pivot over to a comprehensive review...
Thu 17 Oct, 2024
27 comments
Justin Huhn with another very comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector, and how he is positioning in the uranium equities in this most...
Thu 8 Aug, 2024
8 comments
Fabi Lara digs in to the major demand drivers and supply disruption news underpinning a longer-term bull market for nuclear power and uranium mining.  We outline opportunities in uranium producers,...
Tue 30 Jul, 2024
8 comments
Fabi Lara, of The Next Big Rush, contrasts the bullish fundamentals for the uranium market, with different trends for individual uranium stocks.  We discuss a number of uranium stocks and different...
Thu 27 Jun, 2024
0 comment
Justin Huhn, with another comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector, how he is positioning in the uranium equities, and the potential...
Fri 17 May, 2024
10 comments
Byron King, Geologist and writer for the Paradigm Group, joins us to recap his time at PDAC earlier this month, including his outlook for...
Mon 25 Mar, 2024
2 comments
Nick Hodge reviews how he is positioning in his portfolio with the breakout in gold and gold stocks, improve fundamentals for copper stocks, and the intact uranium stocks bull market where he's still...
Wed 6 Mar, 2024
0 comment
Justin Huhn, Uranium Insider, with macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector, the uranium stocks, and how the longer-term contracting cycle is setting...
Fri 16 Feb, 2024
4 comments
Nick Hodge reviews the improving macro setup, select opportunities in US equities, the continued bullish outlook for uranium stocks, and copper sector and stock positioning based on improving...
Wed 7 Feb, 2024
15 comments
More energy fuels

Sean Brodrick – Focusing On The Energy Sector With Uranium, Oil, And Nat Gas

Sean Brodrick focuses on investing in the energy sector in the uranium, oil, and natural gas sectors and related stocks.

Tue 30 Jan, 2024
6 comments

Nick Hodge – Fed Policy Expectations, Opportunities In Select General Equities, The Uranium Surge, And Thoughts On Copper Stocks

Nick Hodge shares thought on Fed policy expectations. inflation, US equities, the uranium sector surge, how he’s playing the copper stocks, and much more…

Thu 11 Jan, 2024
18 comments

Shad and Doc Talk Stocks – Equinox Gold, SilverCrest Metals, Baytex Energy, Energy Fuels

    Welcome to another KE Report segment of Shad and Doc talk stocks! We are updating this segment with a live video showing the…

Thu 4 Jan, 2024
5 comments

Justin Huhn – Comprehensive Update On The Uranium And Nuclear Fuel Sector

Justin Huhn provides a comprehensive macro update on the uranium sector, and very nice moves higher in many of the uranium mining stocks, after having a very good year of higher u308 prices surging over $80 per pound,

Thu 7 Dec, 2023
9 comments

Byron King – New Orleans Conference Recap, Gold and Uranium Overview, Snowline and Energy Fuels Site Visits

Byron King, Writer for Paradigm Press and the Strategic Investor newsletter with Jim Rickards, joins us to share his takeaways from the New Orleans Investment…

Tue 7 Nov, 2023
7 comments

Nick Hodge – Macroeconomic Trends And Commodity Stock Investing In Copper, Gold, and Uranium

Nick Hodge reviews macro themes and investing in copper, gold, and uranium resource stocks.

Wed 8 Mar, 2023
0 comment

Justin Huhn – Understanding The Macro Drivers For the Nuclear Fuel Cycle And Uranium Mining Stocks

Justin Huhn provide a macro update on the uranium sector, the nuclear fuel cycle, and some recent M&A transactions with uranium mining stocks.

Tue 15 Nov, 2022
10 comments

It’s A Tough Market Here Are The Sectors And Stocks That Are Providing Returns

First off a very Happy 4th Of July to all our listeners in the US! Sean Brodrick, Natural Resource Analysts at Weiss Ratings share the…

Wed 4 Jul, 2018
14 comments