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Sachem Cove

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Uranium Sector Update with Sachem Cove Partners

In this episode we lift the lid on what can only be described as incorrect uranium pricing, how it's transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward.Subscribe at https://capitalistexploits.at/ to get unfiltered investment analysis from hedge fund managers positioning for tomorrow.

In this episode we lift the lid on what can only be described as incorrect uranium pricing, how it's transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward. Subscribe at <a href="https://capitalistexploits.at/" rel="nofollow" target="_blank">https://capitalistexploits.at/</a> to get unfiltered investment analysis from hedge fund managers positioning for tomorrow.

BQP - Sachem Cove & Uranium Pricing

Interview with Mike Alkin of Sachem Cove Partners. Uranium investors are a very passionate crowd but sometimes focus too much on outcomes and not fundamentals. The Uranium price needs to go to $70. Can Uranium go higher? Sure. Does it need to? No.Something here for new investors to uranium as Mike explains the back story to Uranium. But also for uranium investors who have been in this story for the last two years, Mike explains why and where the fundamentals have got better. If you hold uranium stocks this is a very comforting conversation.We also discuss whether Energy Fuels and UR Energy should have submitted the Section 232 Petition. Would 'price discovery' have occurred? Where would the uranium market be now without it? He tells us about his discussions with the US Department of Commerce. We ask him where he sits on the issue of subsidies for US nuclear reactors. Will there be relief? What is going to happen with the Presidential 90 Day Working Group? Are the utilities conflicted and are there too many issues to resolve in such a short space of time?Investment hacks - You need to buy a 'Bullshit-ometer'. Desperate companies need to survive. They play the pound in the ground game. And that sometimes make the numbers change. How important is the jurisdiction? And you have to ask how this uranium cycle plays out. How important is the US? How much of your portfolio would you bet on one company?We discuss:Section 232 decision90 Day Working Group and their RemitCameco's Conference CallSupply and Demand Gap Investment HacksMake smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter and LinkedIn:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Interview with Mike Alkin of Sachem Cove Partners. Uranium investors are a very passionate crowd but sometimes focus too much on outcomes and not fundamentals. The Uranium price needs to go to $70. Can Uranium go higher? Sure. Does it need to? No.Something here for new investors to uranium as Mike explains the back story to Uranium. But also for uranium investors who have been in this story for the last two years, Mike explains why and where the fundamentals have got better. If you hold uranium stocks this is a very comforting conversation.We also discuss whether Energy Fuels and UR Energy should have submitted the Section 232 Petition. Would 'price discovery' have occurred? Where would the uranium market be now without it? He tells us about his discussions with the US Department of Commerce. We ask him where he sits on the issue of subsidies for US nuclear reactors. Will there be relief? What is going to happen with the Presidential 90 Day Working Group? Are the utilities conflicted and are there too many issues to resolve in such a short space of time?Investment hacks - You need to buy a 'Bullshit-ometer'. Desperate companies need to survive. They play the pound in the ground game. And that sometimes make the numbers change. How important is the jurisdiction? And you have to ask how this uranium cycle plays out. How important is the US? How much of your portfolio would you bet on one company?We discuss:Section 232 decision90 Day Working Group and their RemitCameco's Conference CallSupply and Demand Gap Investment HacksMake smarter investment decisions, subscribe here: <a href="https://www.cruxinvestor.com" rel="nofollow" target="_blank">https://www.cruxinvestor.com</a>For FREE unbiased investment information, follow us on Twitter and LinkedIn:<a href="https://twitter.com/cruxinvestor" rel="nofollow" target="_blank">https://twitter.com/cruxinvestor</a><a href="https://www.linkedin.com/company/crux-investor/" rel="nofollow" target="_blank">https://www.linkedin.com/company/crux-investor/</a>Take advantage, hear it here first: <a href="https://www.youtube.com/CRUXinvestor" rel="nofollow" target="_blank">https://www.youtube.com/CRUXinvestor</a>

92. Uranium Investing Made Simple by Mike Alkin, Sachem Cove. Don't Get Distracted by The Small Stuff