This CEO interview was published on October 25, 2021.
Mark Chalmers, CEO of Energy Fuels and I discussed the past, present and future of this exciting uranium and rare earths company. I asked him different questions relating to the value of the company, the plans for future growth through acquisitions, their REE and vanadium business, the upcoming dilution risk, his thoughts on the uranium market and I even managed to get his 3 favourite uranium companies.
Mark’s 3 favorite uranium companies are:
– Cameco (CCJ)
– NexGen (NXE)
– Ur-Energy (URG)
Thank you for being here. Please share your thoughts about this interview below. I encourage and welcome any and all criticism, skepticism and feedback.
00:00 Important notice & thanks
01:30 Simple company overview
02:30 Is Energy Fuels overvalued?
04:50 What’s the fair value of Energy Fuels?
06:20 Acquisition strategy & plans
11:00 REE business development
13:38 How much more to invest before cash flow?
16:10 Vanadium business development
21:40 Is Energy Fuels too diversified?
25:00 When will you start producing uranium at NR & Alta Mesa?
27:33 How much more dilution to come?
33:00 What does Mark think of SPUT?
35:23 How far & how long will this bull go?
38:00 What 3 uranium companies does Mark like?
43:00 Closing thoughts
This is not financial nor investment advice. The host, Antonio Atanasov, and the guest, Mark Chalmers, have a high risk appetite and are likely positively biased towards the topics discussed herein given that they both have a position in the investments discussed herein and an increased interest in those investments would financially benefit both Antonio and Mark, though that is not the purpose of this video, which was created for educational and entertainment purposes. And also for some YouTube ad money, of course.