This week on Resource Heads, I am joined by Menachem Sahler, Lobo Tiggre, and James Sykes.
The questions I asked
– What is the risk of investing in SPUT and could it eventually could go to zero?
– Why doesn’t Menachem hold any uranium explorers in his portfolio?
– Does downblending of highly enriched uranium pose a threat to the uranium thesis?
– Why are Japanese nuclear restarts that important?
– What is metallurgy and why should you even care about it as a speculator?
– Why is the World Economic Forum even a thing?
Important warning
Antonio Atanasov is not an investment advisor. Antonio Atansov 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 braincells 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.
Timestamps
00:00 Important warning
00:50 S&P overview
05:20 Precious metals overview
08:20 Uranium overview
09:54 The risk of SPUT
21:10 The risk of uranium explorers
28:06 Why Japanese restarts are so important
32:40 Downbleding uranium to add to the supply?
38:20 What is metallrgy and why is it important?
51:34 Why is the world economic forum even a thing?
57:16 An interesting quote
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