Uranium Bull Thesis 2.0 | Resource Heads Ep. 23

This Week’s “Resource Heads” is focused on understanding drill core pictures as well as the “new” uranium bull thesis.

I was joined by:

• Dr. Quinton Hennigh, head geologist at Crescat Capital, who gave me an example of analysing drill core pictures.
• Kit Marrs & Joe Piekenbrock, of Western Alaska, who walked me through their recent news release and gave me another example of analysing drill core pictures.
• Collin Kettell, of Nevada King Gold Corp, who walked me through NKG’s recent news releases, and helped me understand gold solubility and why it’s important.
• Chapman Scarborough, CPA doing research into uranium supply-demand figures, who told me why the uranium bull thesis 1.0 is dead, and the uranium bull thesis 2.0 is much better.

Warning

Antonio Atanasov is not an investment advisor. Antonio Atanasov owns shares of companies mentioned in this publication. Some of the companies mentioned in this video and/or publication are paying customers of Resource Talks. 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.

Timestamps

00:00 Why is the market up?
04:00 5 lessons from listening to “experts”
07:55 How to analyze drill core pictures
15:10 Analysing drill core pictures – case study 1 – Core Assets
28:35 Analysing news releases – case study 2 – Western Alaska
48:20 Analysing news releases – case study 3 – Nevada King
01:05:20 Uranium bull thesis 2.0
01:41:00 Closing thoughts

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