Last Saturday – April 23 – I sat down with the CEO of Bannerman Energy, Brandon Munro.
Brandon is an exceptional CEO who is very involved in the nuclear space.
“Uranium companies aren’t in the mining business, they’re in the nuclear power business”, Brandon told me, when I asked him why he’s so involved in the nuclear industry as an advocate and an educater.
As a matter of fact, during our conversation, Brandon was in London to talk about nuclear power & financing in uranium during the WNA meeting.
We talked about the state of M&A and financing in the uranium market, we talked about why SWU matters, and I asked Brandon why he sold 25% of his shares of Bannerman at a less-than-ideal price.
01:30 Why is Brandon in London?
05:00 Why is Brandon so involved in the nuclear industry?
11:25 The state of financing in uranium
18:50 Why is there no M&A in uranium?
22:45 Why does M&A matter so much?
25:40 Is the sentiment on uranium still dead?
30:00 Why are SWU prices going up?
36:00 Why is there no SWU capacity?
44:00 What matters the most in uranium?
50:20 Why did Bannerman 10X?
54:00 Why did Brandon sell 25% of his shares?
01:00:00 Brandon’s closing thoughts
important to read
None of what you are about to read and/or hear is intended as financial advice or trading recommendations. The nature of this interview is purely informational. This conversation is general and impersonal in nature. Read the full disclaimer before continuing.
Did I ask stupid questions? Probably. What would you want me to ask Brandon next time?