Jordan Trimble: The Value Proposition for Uranium is Now Stronger Than Ever

5 years ago

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Jordan discusses the fallout from the Section 232 announcement in July. Investors were expecting quotas to be introduced, but that was deemed unnecessary. As a result, money that had entered the sector ended up selling off after the announcement.

The market pull-back has only improved the fundamentals. The sell-off is good for the sector as it has created a near term opportunity that investors should be watching. Expiring contracts and the need for companies to buy from the spot market could send prices higher in the coming months.

Time Stamp References:
0:40 - Section 232 disappointed investors.
3:20 - Fundamentals are strong.
4:35 - WNA Symposium was more optimistic.
7:00 - What is driving the spot market.
10:30 - Why Canada is the best jurisdiction.
13:50 - Favorite books and authors.
16:15 - Good management and learning from experts.

#PalisadeRadio #Uranium #NuclearEnergy #MiningStocks #JordanTrimble #Energy

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