On February 4, 2022, UEX CEO Roger Lemaitre and I sat down for a long-expected and sought-after interview, in which Roger answered the questions that shareholders (myself included) wanted to see answered, and not the ones companies like answering.
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00:00 Important note
01:20 What’s UEX’s strategy really about?
08:40 Is there still potential left for the UEX stocks?
12:50 How much uranium does UEX really control?
16:20 What’s the drawback of this strategy?
18:00 Will a 3rd party get involved in the management?
20:00 UEX’s social media strategy … why?
26:30 The company has 31 projects, what, why, how, when?!
32:00 The JCU/DNN deal, what could’ve gone better
38:00 At URU, Roger didn’t perform too well, what’s changed?
43:00 1B shares outstanding in 2 years? More dilution?
48:30 Why is Roger selling shares?
52:50 What would Roger change about the company?
55:00 UEX’s next 3 steps in 2022
57:00 How much more money do they need?
58:20 Why didn’t UEX do more in 2021?
01:03:00 Will UEX be more active in 2022?
01:06:30 What to look for in juniors in the Basin?
01:12:00 Which uranium companies does Roger like?
01:17:00 What will move the uranium markets in 2022?
01:22:00 Is this time really different?
01:32:00 How would Roger invest in this uranium cycle as a retail investor?
01:35:00 Closing thoughts
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