In this week’s Resource Heads, I showed clips from my conversations with:
- John Ciampaglia, CEO of Sprott Asset Management
- Scott, Sow ‘N Reap Capital YouTube Channel
- Brandon Macdonald, CEO & Founder Fireweed Zinc
- Quinton Hennigh, PhD, Crescat Capital
- Why is everything down? Ask the fed.
- How to deal with the uranium/commodity crash? Know what you’re holding.
- Why isn’t uranium up yet, and why isn’t SPUT buying? They’re following their strategy.
- Was PDAC worth going to? Yes and no, but more yes.
- What does Eloro’s metallurgy really tell us? Not much yet, but it’s a start.
Antonio Atanasov is not an investment advisor. Antonio Atanasov owns shares of companies mentioned in this publication. The information provided in this publication – and all other publications by Resource Talks – is impersonal in nature and meant for general information purposes only. Before taking any action on any investment, it is imperative that you consult with multiple licensed, experienced, and qualified investment advisors. Get numerous opinions before taking your own decision in the end. The minimum risk on any investment mentioned in this publication is 100% loss of capital.
Shortly: you will lose all of your money and possibly most of your brain cells if you listen to talking heads on the internet. Especially if they have orange hair and no experience (me).
Readers are cautioned that this presentation likely contains forward-looking statements about expected future events and the financial and operating performance of any companies potentially discussed herein. Reality often varies from people’s expectations. Managements like over-promising and under-delivering. If a manager was speaking in here, beware. Readers are encouraged to read the Cautionary Note on Forward-Looking Information and to consult the Company’s Annual Information Form, which is available on www.sedar.com. Reading the full disclaimer on the disclaimer page on this website is mandatory.
00:00 Important warning
00:20 Why is the market down?
06:20 How to deal with the uranium/commodity crash?
17:35 Why is uranium not up yet?
20:10 Why isn’t SPUT buying?
28:45 Is PDAC worth going to?
51:50 Is Eloro Resources doing well?
01:34:20 What to watch out for next week?
At 28:10 I said “SPUT didn’t deploy capital last week”, I intended to say “SPUT didn’t deploy all of its capital last week”, as they did buy roughly 500K lbs of U308.
Was there something wrong with what the guests said? Did I fail to ask an important question? Did I make a mistake in my reporting? Please tell me about it. Criticism and skepticism are highly welcome and help me learn. Thank you.