Pergi ke luar talian dengan aplikasi Player FM !
Is there still upside to uranium? (and 4 stocks fundies are buying)
Manage episode 412017157 series 2656707
The law of supply and demand determines commodity prices. Currently, the uranium market is undersupplied, just as more nuclear reactors requiring fuel are being brought online. Some reports suggest the market will remain in structural undersupply for more than a decade.
It’s one thing for an underlying commodity to rally. Where the rubber meets the road for investors, however, is in equities. In that vein, we engaged Rick Squire from Acorn Capital and John Forwood from Lowell Resources to discuss the risks and opportunities in uranium. They also share a couple of stocks that appear overpriced, as well as four names they would buy today.
Note: This episode was recorded on Wednesday, 10 April 2024.
358 episod
Manage episode 412017157 series 2656707
The law of supply and demand determines commodity prices. Currently, the uranium market is undersupplied, just as more nuclear reactors requiring fuel are being brought online. Some reports suggest the market will remain in structural undersupply for more than a decade.
It’s one thing for an underlying commodity to rally. Where the rubber meets the road for investors, however, is in equities. In that vein, we engaged Rick Squire from Acorn Capital and John Forwood from Lowell Resources to discuss the risks and opportunities in uranium. They also share a couple of stocks that appear overpriced, as well as four names they would buy today.
Note: This episode was recorded on Wednesday, 10 April 2024.
358 episod
Semua episode
×Selamat datang ke Player FM
Player FM mengimbas laman-laman web bagi podcast berkualiti tinggi untuk anda nikmati sekarang. Ia merupakan aplikasi podcast terbaik dan berfungsi untuk Android, iPhone, dan web. Daftar untuk melaraskan langganan merentasi peranti.