Fast-forwarding to today, in the 20 or 25 companies that either are or allege to be in the uranium business, there is still an unusually-high proportion of good management teams relative to numbers of listings, at least if you compare it to the rest of the mining sector. "I got the uranium equity market exactly wrong," he told BABY Investments. Accomplish four key diversification goals all at once. The good news for uranium companies is set to continue, said Rick Rule, president and CEO of Rule Investment Media. Dividend Earner would like to remind you that the data contained in this website is not necessarily real-time nor accurate. So, Doug, why is uranium so volatile, and of course, how do we take advantage of that? So if you assume that a retail client is willing to spend five hours per month on uranium names, my only belief is that they should ration themselves to five positions. He believes that to be very bullish over the long term and remains invested in uranium stocks, although he alleged to already have taken some profits in an effort to de-risk his position. again. So it wasnt just they were bored with it, which is what you look for as a contrarian. Is it going to primarily be supply destruction or demand creation? New members should take a look into the NEW INVESTORS STARTING POST. Rick Rule discusses the arbitrage between the biggest streaming companies and the largest base metals companies. View articles by Rick Rule. Thank you. 27, Is the Future of Uranium in Danger? Its particularly interesting to note that when there were 500 companies in the uranium space and everybody cared about uranium, there were probably still only 15 or 20 management teams that were really truly able to spell uranium. It was the single most important financial event of my career.. However, I think that investors as usual have taken a very short-term view, which I think is incorrect. Most real estate is in a bubble. In February this year, a PFS was completed on a Langer-Heinrich-style 3mlb per annum open-pit mining operation at the Tumas project at Reptile. . It doesnt seem an optimal use of capital to buy them all this time around. Save my name, email, and website in this browser for the next time I comment. TIMESTAMPS:00:00 Important notice02:00 Shameless self promotion02:35 Cameco, Kazatomprom, China General Nuclear04:30 Uranium Participation \u0026 Yellow Cake07:50 Ur Energy Stock10:05 Peninsula Stock11:10 Goviex Stock12:09 Bannerman Stock13:00 Boss Resources Stock13:50 Deep Yellow Stock14:35 Baselode Stock15:30 Fission, Denison, UEX19:00 NexGen Stock22:25 Iso Energy Stock23:00 CanAlaska StockPlease understand that both me and Rick Rule have large incentives to see an increased interest and increased buying of these stocks, as that would increase their per share price, and given that, either me or Rick, own some of them, that could result in a financial stimulus for us to have a rosy view on them.In other words: The people talking in this video are biased on the stocks they're talking about because they likely own shares in them. The top 10 benefits of having an offshore bank account. Fancy an espresso machine once used by Twitter employees? 36:30 Rick Rule ranks a few uranium stocks 51:00 African uranium companies 57:00 Australian uranium companies 57:30 More Rick Rule rankings. "From my own point of view the uranium price is up nicely and given that I am looking to add substantially to my uranium position I am delighted to see it lower in price." Which uranium stocks does Rick Rule like? " Note that the criterion is risk-adjusted reward, so that higher risk companies may still enjoy a more favourable ranking than lower risk companies, although they may be less suitable for individual portfolios. Curated by Michael O'Reilly since 2020 1550+ opinions with 4.81 rating (one of the best performing expert) All Rating Big Win . Do remember that these grades are one person's opinion and shouldn't change yours. The conference and full interview can be viewed here. Rick Rule Talks About His Favorite Uranium Companies and His Outlook on Uranium, Uranium Contracting Speeds Up | Resource Heads Ep. When Marissa McNeelands was hiring a senior artificial intelligence product manager last year, she asked recruiters to suggest an equal number of male and female candidates. Three decades of underinvestment in natural resource productive capacity, supply chain concerns, as a consequence of war, and idiotic government policies around natural resource industries almost guarantee strong commodity pricing, albeit with a concern about recession-induced demand challenges. 00:00 important warning01:10 Are uranium stocks done crashing?06:25 Will the uranium equities outperform the spot price over the long term?11:30 Are the largest gains in uranium stocks still ahead of us or are they behind us?15:10 Are we in the 6th inning with uranium stocks?18:30 When does Rick Rule go all in?24:00 When will Rick Rule sell all of his uranium stocks?27:45 How does Rick Rule value uranium exploration stocks?35:00 Is Kazatomprom still the best risk-reward in uranium?39:00 Does sentiment in uranium matter to Rick?42:00 What matters most in uranium today?44:00 Is Rick still bullish on platinum?46:40 Is oversupply an issue for platinum?48:30 How would Rick Rule approach platinum investing?50:00 Which jurisdiction makes sense for platinum investing?52:00 Rick Rules holding a symposium. Get numerous opinions before taking your own decision in the end. Im talking about all commodities. He is also not yet buying, though. I believe that investor education and outreach are the most honest and effective forms of advertising, and marketing. So very quickly you sterilize, from the markets perspective, the overhang. Or a neon display of its logo? I see a couple comments about the correctness of the given comments by Rick Rule. Rick Rule also told me that there will be a time to go all-in. The 2.45Mlb per annum yellowcake mine, which will cost around $113 million to construct and refurbish, will be just the third operating in Australia alongsideBHPs (ASX:BHP)Olympic Dam and the privately owned Beverley mine, also in SA. "I reduced a lot of my . And investors who take a position now in companies should be ready to participate in subsequent private-placement offerings which might otherwise dilute them. Not to say that uranium isnt risky because of all these political problems around it, but I think its a distinction thats got to be made and observed. His research is intensive, and that is why he is a trusted Global resource in the industry. Ruby Design Company. Rick Rule Investor and Speculator at Family office. and our Then you have the Greens that hate nuclear, when in fact they ought to love nuclear. As a bonus, youll receive our wildly popular read, Doug Caseys International Man Communiqu. Its simple logic as far as Im concerned. Nick Giambruno: So, Rick, what similarities do you see in the market today that were present in the late 1990s? By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Note too, that these rankings are snapshots in time, subject to rapid change, with new news, different markets, and changing share prices. Enter carbon credits, government-issued permits that grant you the privilege to emit a certain amount of carbon dioxide. The minimum risk on any investment mentioned in this publication is 100% loss of capital. And the only substance that you can store sufficiently to power an industrial economy like Japan is uranium. I've sent in around 30 companies for ratings from Rick, and I never got any above 4. The information provided in this publication and all other publications by Resource Talks is impersonal in nature and meant for general information purposes only. Speaking of which, Doug, I know you know the importance of accurately defining words. The price has either increased from $US18/lb to $US48/lb, or it has declined from $US65/lb to $US48/lb. which was Paladin Uranium. All Rights Reserved. {{data.symbol | reutersRICLabelFormat:group.RICS}}, {{ stock | formatPrefix }}{{ stock.netChng | formatNetChange }}. Not being able to decide among them, you decided to buy them all. Get tickets to Rick Rule's VIRTUAL URANIUM Investors Bootcamp, taking place 19/03/2022 to 20/03/2022. I had the chance of speaking with Rick Rule on May 9, 2022. Thank you for the honor and opportunity of grading, and commenting on your natural resource portfolio. There's many valid, objective reasons to do it, and not so many reasons not to do it (I can't think of a valid one). Or a neon display of its logo? For the past 45 years, Rick Rule has been investing and speculating in the natural resource industry. Video Nick Giambruno: Doug, when we were in Vancouver, you mentioned that uranium is your top pick right now. Antonio Atanasov owns shares of companies mentioned in this publication. Unlock Expert's Rating and Top Picks Portfolio. Youve successfully subscribed to Uranium Daily. Honeymoon is set to operate for an initial life of 11 years, with an IRR of 47% at a uranium price of US$60/lb. Finance - Production - Exploration - International Projects - ESG Engineering & Consulting - Battery Metals - Innovation Dear Reader,. Now, such an approach was practical then, when there were only around five uranium juniors. Up, Up, Down, Down: Which commodities won and lost in 2022? Get the latest Stockhead news delivered free to yourinbox. All Rights Reserved. The fact that Rick Rule has no opinion about Encore Corp and Appia Energy Corp makes me think he wants to buy a lot more of them !!! Rick Rule, president and CEO of Rule Investment Media LLC, discusses his player picks: NAC Kazatomprom JSC, Sandstorm Gold, and Endeavour Mining PLC. 853 Opinions Unlock Rating. The Germansidiotically quite franklyare trying to go to solar, which makes no sense in northern Europe where the skies are often cloudy. Doug Casey: First of all, I have to say that all commodities are cheap right now relative to their historical prices, relative to their production costs. When a bull market comes along, all these cats and dogs start howling. If you want more stock ideas, check out the best dividend stocks in Canada. Used by Google AdWords to re-engage visitors that are likely to convert to customers based on the visitor's online behaviour across websites. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his past picks: Equinox Gold, Sovereign Metals, and Centaurus Metals. Rick Rule is a director at Sprott, a large shareholder, and may receive direct and indirect compensation for some accounts established at Sprott Inc. Boss flagged the final investment decision in March with a $125 million share placement which, along with a strategic uranium stockpile of 1.25Mlb worth an estimated US$59.38m, should help fund it into production. It involved oil, and not uranium, but it was a good example nonetheless. So he simply bought every US stock that was selling for less than $1. Holtec claims SMR-160 can repurpose any coal-fired plant How about we put together an explorers only project. Access our very popular e-letter, the IM Communiqu, and our other guides and country reports. The overhang that weve seen in the market in the last three years in particular has been very much a function of the fact that Japanese inventories became regarded in the market as supply. Rick Rule . Note that those rankings are not updated daily. 2016 Sprott Natural Resource Symposium. So what made you so confident about it? Uranium Energy Corp. (AMEX:UEC) 6, Denison Mines Corp. (NYSE:DNN) 5 should be the consolidator, requires patience, Energy Fuels Inc. (NYSE:UUUU) 6, Bannerman Resources Limited (OTCPK:BNNLF) 5 tier 3 asset, NexGen Energy Ltd. (NYSE:NXE) 4 excessive G&A, tier 1 asset, remote, Deep Yellow Limited (OTCPK:DYLLF) 5, great team, likely consolidators, requires patience, key man risk, Paladin Energy Limited (OTCPK:PALAF) 5 balance sheet challenges, Boss Resources Limited (ASX:BOE) 4 great aussie juniuor name, requires patience, Cameco Corporation (NYSE:CCJ) 5 very cheap, stressed balance sheet, getting worse, Peninsula Energy Limited (OTCPK:PENMF) 7, Ur-Energy Inc. (NYSE:URG) 6, Forsys Metals Corp. (OTCPK:FOSYF) 7, Global Atomic Corporation (OTCPK:GLATF) 5, Laramide Resources Ltd. (OTCPK:LMRXF) 5, enCore Energy Corp. (OTCPK:ENCUF) no opinion, Fission Uranium Corp. (OTCPK:FCUUF) 5, requires cash, high G&A, management distracted BUT tier 1 asset, CanAlaska Uranium Ltd. (OTCPK:CVVUF) 5, Skyharbour Resources Ltd. (OTCPK:SYHBF) 7, Mega Uranium Ltd. (OTCPK:MGAFF) 5, Vimy Resources Limited (OTCPK:VMRSF) 7, IsoEnergy Ltd. (OTCPK:ISENF) 5, Toro Energy Limited (OTCPK:TOEYF) no opinion, Plateau Energy Metals Inc. (OTCPK:PLUUF) 8, Appia Energy Corp. (OTCPK:APAAF) no opinion, UEX Corporation (TSX:UEX) 6, Lotus Resources Limited (ASX:LOT) 5, GoviEx Uranium Inc. (OTCPK:GVXXF) 7 big deposit, political risk, needs cash, Azarga Uranium Corp. (OTCPK:AZZUF) 7 tiny, uneconomic, Big jump today with Boss and Bannerman - 30%, no problem buddy, glad to help out. Palisade's top 3 uranium stock picks for 2017 Feb. 7, 2017, 3:16 PM / Uranium Stocks TOPICS - Palisade Research - Uranium. . In short, Rick is taking a long view on a resource that could help solve what will soon be a global energy crisis. Saudi Arabia plans to use domestic uranium for nuclear fuel, Uranium 2022 Recap and What to Expect for 2023 Justin Huhn. Tickets to Rick Rule, president and CEO of Rule Investment Media Doug, why is uranium so volatile and. Is it going to primarily be supply destruction or demand creation for information. 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