Thank you, Antonio. Really enjoyed the geology geeking out with Troy, and always good to hear from Justin of course.
@ResourceTalks
3 ай бұрын
Thank you, Derek. I enjoy better understanding the rocks as well.
@anilgorania6853
3 ай бұрын
Love the sweet jazz background music. Relaxing!
@ResourceTalks
3 ай бұрын
Thank you for being here, Anil. I always appreciate your kind feedback!
@mif5481
3 ай бұрын
Thanks Antonio. As a ex 92E holder now along for the ride , really appreciate the probing questions! Atha CEO very open and transparent with great resume. I was wondering what Sachem Cove had done with their 5% of 92E.
@bozolito108
3 ай бұрын
So just to be clear , our 92E shares convert to Atha shares? Even if they were OTC shares?
@ResourceTalks
3 ай бұрын
Thank you for being here, M. I appreciate the kind feedback, and I'm glad you're finding value in these talks.
@bozolito108
3 ай бұрын
I have to say I’m liking Atha more and more. I almost sold my 92 shares at acquisition but I think I’ll keep the Atha shares now for awhile and see. Good interview. Eggs
@ResourceTalks
3 ай бұрын
What do you like about it, J? Thank you for the kind feedback!
@jincai9225
3 ай бұрын
I was in 92e since ipo... Atha merger was dumb move... Good for short term but not long term...
@bozolito108
3 ай бұрын
@@jincai9225 I hope you’re wrong. We are stuck with Atha shares now
@canadiangreg5313
3 ай бұрын
Excellent updates.
@ResourceTalks
3 ай бұрын
Thank you for being here, Greg. I'm glad you're finding value in these!
@MrGarro54
3 ай бұрын
Nice work as always my ginger friend!
@ResourceTalks
3 ай бұрын
Thank you for being here, Garro. Always appreciate the kind encouragement.
@captainpooby2708
3 ай бұрын
Remember SPUT is a Canadian company. The US .gov CAN'T tell them what to do.
@StoicBarbarian
3 ай бұрын
I mean... if U.S tells Canada what to do... they'll do it.
@captainpooby2708
3 ай бұрын
@@StoicBarbarian I wouldn't be so sure about that. Anyway, my point is, it's not as simple as the US .gov tells Sprott what to do. They are not in a position to do so. They would have to go through the Canadian .gov first. Then they would have to agree. Then they would have to go through parliament. It would not be easy if it could be done at all. It would be far easier for the utilities to get together and just offer to buy it for a premium and let the shareholders decide.
@ResourceTalks
3 ай бұрын
Theoretically, sure.
@anthonyperron6741
3 ай бұрын
The U.S. doesn't need to go to Canada to get at the Uranium. From the FAQ on Sprott's website: "Physical uranium will be stored in secured locations with highly reputable uranium operators: Cameco in Canada, ConverDyn in the U.S., Orano in France and Urenco in the U.S." The only question is would they open that can of worms in lieu of allowing companies to exercise the waiver?
@anthonyperron6741
3 ай бұрын
My guess is no. §2297h-10a already put a cap on the amount of Low Enriched Uranium that the U.S. could import from Russia all the way out to 2040, with the maximum allowable amount decreasing each year. The waiver provision in the ban copies these amounts exactly. I imagine the waiver was put in because they anticipate it being exercised, in which case supply economics remain unchanged. The only consequence I can see of this ban is that before companies can avail themselves to Russian imports they have to meet the arbitrary standard of 'exhausting all other options'. This will put a premium on non-russian uranium, but won't cause any shortages imo.
@gregfridholm2136
3 ай бұрын
Interesting video, thanks.
@ubertar
3 ай бұрын
What the hell are you talking about?
@gregfridholm2136
3 ай бұрын
Ooops, wrong video, ha1
@ResourceTalks
3 ай бұрын
Always appreciate you stopping by, Greg.
@markmcguire7261
3 ай бұрын
WHATS GOOD THERE FARMERS? ANTONIO AN AMAZING GUY AND SHOW. THEN YOU ADD MY GOOD FRIEND JUSTIN HUHN THE GOAT OF URANIUM. AMAZING
@ResourceTalks
3 ай бұрын
Justin is great. Thanks for watching, Mark! I always appreciate the kind encouragement here.
@markmcguire7261
3 ай бұрын
@ResourceTalks with Justin you will always get honesty, very smart and lots of knowledge. With you Antonio you are to humble and awesome.
@Khalife21
3 ай бұрын
Can you make an interview with Greg Hall CEO of Alligator Energy and Murray Hill CEO of Elevate Uranium thank you
@ResourceTalks
3 ай бұрын
Thank you for the suggestions, K. I'll reach out to them soon.
@guilhemthomas2361
3 ай бұрын
Nice really wanted to hear more about atha
@ResourceTalks
3 ай бұрын
Glad you're finding value in this one, G!
@benbover5879
3 ай бұрын
So China does have a bunch of EUP they could sell… but because of the tariff it’s not economical. Don’t recall hearing that before. I thought it was ‘not mobile’. They sold 4-5m lbs last year, how much per year were they selling into the market in 2022/2021? Are you concerned that China could sell more EUP this year Antonio?
@ResourceTalks
3 ай бұрын
I'm not concerned, but what do I know? Generally, I've seen every thesis thrown at the uranium bull market, and it never really works. In a market that's driven by supply deficit, the only solution is higher prices that cure that supply deficit.
@benbover5879
3 ай бұрын
@@ResourceTalks well said buddy. Thats why i still hold most my money in uranium stuff. Have to stay on top of news like that though for sure if anything substantial gets sold in 2024
@bobbiecrider6964
3 ай бұрын
Good morning young sir Calling from western Tennessee
@ResourceTalks
3 ай бұрын
Is it already late over there?
@bobbiecrider6964
3 ай бұрын
@@ResourceTalks No its just 04;45 the girls just left for work Alone again my focus may waver but I never stop my due diligence I have my picks if I get the cash.
@ResourceTalks
3 ай бұрын
That's the spirit!
@thorsrensen3162
3 ай бұрын
I hope UROY will come back again after this deal, so I can exit this position without a big loss.
@ResourceTalks
3 ай бұрын
Why did you buy it in the first place?
@thorsrensen3162
3 ай бұрын
@@ResourceTalks I had expected to see a continuation of the bull run, but instead all the smart poker players just decided to sell and the share took a major pullback. Now I am not so convinced anymore.
@ubertar
3 ай бұрын
For all his knowledge of the fuel cycle, Justin seems to have a major blind spot when it comes to GLE. They are weeks away (their words, from a VP at a recent conference) from loading UF6 into the test loop and TRL6 will be reached very soon, which will pave the way to commercial production. Is it a coincidence this was announced right after the ban passed the Senate, or that Cameco's Tim Gitzel phoned into their conference call from DC, right before the ban passed? Cameco has poured a ton of money into GLE, and has not hedged their bets by investing in any other enrichment. They very much want to be fully vertically integrated, and enrichment is the final piece of that puzzle. They've put all their money down on GLE, and soon they're going to show their cards. It's going to catch a lot of people by surprise, and this interview just confirms that. Silex, as 51% owner of GLE, will be the biggest beneficiary. Hardly anyone in U-land talks about them but I think that will change very soon.
@ResourceTalks
3 ай бұрын
Supposedly, yes. Real life can differ. Objects may appear closer than they are, to put it mildly.
@ubertar
3 ай бұрын
@@ResourceTalks Do you know something you're not telling us, or is this just a shot in the dark? Have you done DD on Silex?
@ResourceTalks
3 ай бұрын
Nope. I don't care much about tech stocks, and am generally skeptical of grande promises.
@ubertar
3 ай бұрын
@@ResourceTalks Fair enough, I guess. I don't see it that way at all. They've been very low-key along the way, and have been consistently on or ahead of schedule. I'm getting close to 4x on it now, while my uranium miners have been weak (looking at YOU, baselode) so I'm happy with my positioning. To each his own...
@ResourceTalks
3 ай бұрын
4X! Good job, sir. You're definitely more likely to be right than I am. I have no idea what's going on, and have chosen to ignore it because I probably just won't understand it anyway. Good luck!
@malekmalek9064
3 ай бұрын
Another good one Antonio. How are you even baking croissants still, do you have a twin brother?🤷🏻♂️
@ResourceTalks
3 ай бұрын
Hahaha, good point. We're trying to sell the bakery as we speak, actually.
@malekmalek9064
3 ай бұрын
Well, succes with the sale friend🙌
@gmanova
3 ай бұрын
Antonio you can't keep churning out this joe rogan length vids! Who has time? 😭
@ResourceTalks
3 ай бұрын
Folks who are ready to get serious about the space?
@Simonpt2000
3 ай бұрын
I do. You know how to use time stamps?
@miket2916
3 ай бұрын
Out with the Joe Hogan(he no hespeckt) and in with Antonio.
@rolandjarrett611
3 ай бұрын
It is a good time to do your housework. Plug in and hum along.
@gibbogle
3 ай бұрын
I have some SASK through having bought Valore for the Angilak resource. It's a very long shot that will probably hit after I'm dead.
@ResourceTalks
3 ай бұрын
What do you mean by "hit"?
@gibbogle
3 ай бұрын
@@ResourceTalks I mean the stock becoming worth a lot. My long-shot bet paying off.
@ResourceTalks
3 ай бұрын
Good luck ser!
@gibbogle
3 ай бұрын
@@ResourceTalks Thanks. Most of the U stocks in my PF are conservative - URNM is my biggest holding by far.
@alang8850
3 ай бұрын
What about Nex Gen production?
@ResourceTalks
3 ай бұрын
What about it?
@alang8850
3 ай бұрын
Sorry I meant the additional supply that is expected to come on in 2027. Warren Irwin did not believe that there was as big as a supply problems as others believe. I certainly can’t prove this. I also don’t know if you have interviewed uranium buyers.
@alang8850
3 ай бұрын
Thanks for all you do.
@ResourceTalks
3 ай бұрын
Thank you for the kind encouragement, Alan. I don't believe NexGen will be in production anytime soon. I don't think anybody does. They claim 2030, but that timeline will get pushed. Once in production, though, it will add a lot of supply to the market, which should be doing better by then.
@alang8850
3 ай бұрын
Thank you so much for your reply. Much appreciated. I recently heard the owners of Northstar and Badcharts speak on a separate you tube channel. They were really interesting.
@petergreen5940
3 ай бұрын
Great questions Antonio! I liked the Atha ceo; the lady from the nickel company, on the other hand, has not impressed me.
@user-uz7of5sc2q
3 ай бұрын
Misty didn’t impress but she certainly did amuse. No one outside of the US would understand a word she said as she talks too quickly. When she speaks of raising funds in foreign markets I can’t think of anything more ridiculous!
@ResourceTalks
3 ай бұрын
Thank you for being here, and the feedback, Peter. I'm glad you're finding value in these talks.
@U3O8Queen
3 ай бұрын
I liked Misty. The Atha CEO was good but I find the Atha news is a little too “showy” for me. Smoke and mirrors IMO.
@bobbiecrider6964
3 ай бұрын
👍👍
@ResourceTalks
3 ай бұрын
Always appreciate the kind encouragement, Bobbie! Thank you for being here.
@jincai9225
3 ай бұрын
ATha energy.... 3 junior merge to one... Very dump move...
@ResourceTalks
3 ай бұрын
I disagree. We should see more mergers out there.
@neilweston7605
3 ай бұрын
really ants is trying to help you.
@ResourceTalks
3 ай бұрын
Ants.
@mutantryeff
3 ай бұрын
!!!
@ResourceTalks
3 ай бұрын
Thank you for always being first, Ryeff!
@arsjth
3 ай бұрын
What about all sprotts u308 ? What about BOE.asx and their million pounds they bought at $30/lb ?
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