Andrew Weekly on Camouflaged Risk: Why Government Funding Can’t Solve the Uranium Expertise Deficit

Andrew Weekly on Camouflaged Risk: Why Government Funding Can’t Solve the Uranium Expertise Deficit

In this episode of Going Nuclear, Andrew Weekley of Smith Weekly Research joins the program to discuss the necessity of adaptation and capital preservation amidst heightening global volatility and geopolitical friction. Weekley details his current defensive posture of keeping "one foot out" of the market by maintaining high cash reserves, citing concerns over broad market manipulation and the impending risk of a significant correction. The conversation explores the structural challenges facing the uranium industry, specifically the severe lack of technical expertise and the logistical hurdles likely to delay anticipated greenfield production restarts. Finally, the episode highlights the importance of identifying company-specific value creators and explains why the team remains cautiously optimistic about the long-term outcomes for uranium, gold, and silver despite near-term market "chop".

Jaksot(33)

Rolls Royce Small Modular Reactors - British Engineering of Clean Energy

Rolls Royce Small Modular Reactors - British Engineering of Clean Energy

In this episode we welcome in Harry Keeling, Head of Industrial Markets with Rolls Royce Small Modular Reactors. Mr. Keeling provides a backdrop of how Rolls Royce began developing is SMR technology a...

1 Marras 20231h 15min

Rehashing Uranium's Wild September

Rehashing Uranium's Wild September

Justin and Trevor connect for another installment of the podcast after a very wild and bullish month of September for uranium's spot market and its equities. The two cover a number of different topics...

6 Loka 202331min

Adam Rozencwajg on this Uranium Bull Market's Early Innings

Adam Rozencwajg on this Uranium Bull Market's Early Innings

It has been a very eventful summer for uranium and the nuclear energy industry. Not only has spot price for Uranium run over $60 per pound, but the narrative and sentiment surround nuclear energy also...

6 Syys 20231h 4min

Jeff Geringer on Why Nuclear Energy Remains the Domain of the Optimist

Jeff Geringer on Why Nuclear Energy Remains the Domain of the Optimist

In this latest episode of Going Nuclear, Justin and Trevor welcome Jeff Geringer. Jeff has worked in many different roles within the nuclear energy cycle. From mine developer to engineering and fuel b...

5 Heinä 20231h 1min

Introducing the Uranium Managed Certificate from Zuri Invest

Introducing the Uranium Managed Certificate from Zuri Invest

Today, Justin and Trevor welcome in Bram Vanderelst. Bram is a uranium trader and Director, Head of uranium at Curzon. Curzon is working with Zuri Invest to lauch a new physical uranium investment too...

25 Touko 20231h 1min

Andrew Weekly: Engineering Firms are Noticing Nuclear Energy Opportunities while the Equities are a Mess

Andrew Weekly: Engineering Firms are Noticing Nuclear Energy Opportunities while the Equities are a Mess

In this installment of Going Nuclear, Justin and Trevor hash out a few of the news headlines regarding nuclear energy and uranium exploration from the past couple weeks, including some good news for n...

3 Huhti 20231h 22min

Summoning Oliver Stone and a High-Level Education of Uranium Deposits in the Athabasca Basin

Summoning Oliver Stone and a High-Level Education of Uranium Deposits in the Athabasca Basin

Justin Huhn of Uranium Insider and Trevor Hall of Mining Stock Daily reconnect for another installment of "Going Nuclear with Justin Huhn and Trevor Hall". The past month gave the two lots to discuss,...

14 Helmi 20231h 4min

Uranium Fundamentals, the Foundations of SPUT, and a Breakdown of Zeihan's Nuclear Energy Comments

Uranium Fundamentals, the Foundations of SPUT, and a Breakdown of Zeihan's Nuclear Energy Comments

Justin Huhn of Uranium Insider and Trevor Hall of Mining Stock Daily are together for the first installment of this new podcast series. Today we launch "Going Nuclear" with a well-known executive in t...

13 Tammi 20231h 9min

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