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Podcast by Palisade Radio

Podcast by Palisade Radio
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Podcast by Palisade Radio






John Borshoff: The Epic Story of Paladin and Where Uranium Will Go Next

John describes his early career and how he became involved with uranium after the 1970’s oil shock. He received a very broad-based education into the field which led to a consulting company and in 1993 he founded Paladin. The history of uranium mining is quite short having started in the 1950s for the weapons industry, and then electrical uses began to drive demand in the 1960s. There were few juniors back then, with one of the few companies being Denison Mines. Paladin was the second...


Joshua Hall: Uranium Series Part Ten: Uranium and Vanadium Demand Will Only Keep Growing

Joshua discusses why like many resource investors he is bullish on uranium. He is beginning to see a lot of money preparing to go into the sector. The price is likely to return to the $40 to $50 level as large producers have reduced their production to get a higher price. Mr. Hall explains his macro view of the resource market. China bottomed out in 2014 and investors need to observe them carefully as they are one of the most important factors in the markets today. He is also bullish on...


John Hathaway: Deficit Risks Will Fuel Gold Move Higher

John feels that gold should be getting more of a bid, but investors remain lukewarm. In the near term, he is unsure of where gold is headed. John cautions that investors are going to become increasingly aware of the dangers of deficit spending and inflation which should cause gold to get more of a bid. A small pullback could still happen, but he doubts that there will be a retest of 2015 lows. Long-term he remains very bullish. It’s straightforward to find mining stocks that trade at 4-5x...


Robert Baylis: The Supertrend for Lithium is Still Intact

Robert brings us his understanding of the lithium space. Only recently have automakers and governments focused on particulate matter what China describes as “cleaning the skies.” These policies have pushed the electric vehicle industry forward and thus the increased need for batteries. Meanwhile, prices for batteries have been falling while their capacity and capabilities have increased and we are now at the point of electric vehicles competing directly with fossil fueled cars. The...


Rob Crayfourd & Keith Watson: Uranium Series Part 9: Kazatomprom is a Game Changer for the Uranium Market

Robert is a geologist while Keith started with a background in Applied Physics. They are both co-Fund managers for New City Natural Resources Geiger Funds and have backgrounds as analysts in the financial space. They discuss how the uranium market appears to be consistently tightening as reactors are continuing to be built. There are 58 reactors under construction and far more being planned. Much of this is driven by China who seeks to reduce pollution. It’s the second cheapest power...


Ross Beaty: We Are Starting Another Leg Up In Gold

Ross discusses how he started his first public company called Equinox Resources in 1985 and then started Pan American Silver in 1994 which became one of the worlds pre-eminent silver companies. He feels that we have been in a gold bull market since 2015. Gold had a good breakout in 2016, and that seems to be in the first leg of a bull market. Anyone who has invested in gold equities should do very well in the next few years. He discusses the previous gold rally in the early 2000’s and how it...


Rick Rule: Uranium Series Part 8: Upside in Uranium Price is Absolutely Inevitable

Rick feels that it’s too early to draw any conclusions from the recent market action. Technically these price fluctuations are not that aggressive. He is encouraged by golds recent performance but two weeks of data is not worth anything but amusement. He cautions that if there is a liquidity crisis, all of the stocks including gold stocks will get hit. If gold holds up some of the mining stocks will bounce back. He says, “In a liquidity crisis the markets take no prisoners.” He is...


Warren Irwin: Uranium Series Part 7: Cameco’s McArthur River Mine will Never Re-open

Warren discusses the lack of a “knock your socks off uranium rally” but he still feels the trend is our friend. Some of the developments in Kazakhstan have resulted in production cuts. KazAtomProm may be incentivized in the short term to keep a lid on the price of uranium until after their IPO. Then they may start acting more like a private company than a government-backed entity. The big news from Canada is with Cameco and their shutdown of the McArthur River Mine. It shows how serious...


Jaime Carrasco: We Are Feeling Tremors of the Impending Earthquake in the Bond Market

Jaime feels that recent market activity is a good signal of what is coming. He says, “There aren’t many safe havens left, and one of the few is precious metals.” He mentions the Comex chairman commented that gold should be above $5000. The paper market has been suppressing the price of gold through derivatives. People need to understand they are living in a complete facade and when this game is over, there will be a re-balancing. Some country is going to peg their currency to something...


Brien Lundin: Expect Gold & Gold Stocks to Go Up While S&P Moves Down

Brien is the host of the New Orleans Investment Conference which this year takes place from November 1st-4th. The focus of the show is to figure out what is going on globally and geopolitically. They have a strong focus on mining. Each year they try and get the best experts in each sector to provide the big picture. This year’s speakers include Robert Kiyosaki, Mark Stein, Jonah Goldberg, Peter Schiff, Dennis Gartman, James Grant, Doug Casey, Rick Rule, Ben Hunt, and dozens of others. He...


Lobo Tiggre: Uranium Series Part 6: Uranium is the Territory of Ten Baggers

Lobo Tiggre is the founder of the Independent Speculator, but you may know him by his pen name Louis James. He says, “People need to pay attention to the uranium market as this is the territory of ten-baggers.” Uranium is a sector where there are few players, and the quality assets can go up by multiples when the uranium price moves. When it does, it moves mountains both literally and figuratively. Large parts of the world including China and India must use nuclear to keep the lights on,...


George Glasier: Uranium Series Part 5: Changes Coming within the US Uranium Market

George discusses the section 232 petition and why its important for U.S. uranium resource holders. Last year the U.S. produced a mere 2 million pounds while consuming over 50 million. The petition asks that 25% of U.S. commercial utility demand be filled by U.S. sourced uranium. That means 12+ million pounds may be required. The Department of Commerce is reviewing the petition and will make a recommendation next year to the President. They discuss Trump's executive order from earlier this...


Marin Katusa: Uranium Series Part 4: Making a Short Case Against Uranium

Marin discusses his travels to many regions where he has looked at lots of projects. Most of which he says, “Will never, ever get into production.” When markets get euphoric many of these old projects will be promoted, and while they may have pounds in the ground, they will never be mines. Don’t put any money in European or non-producing areas of Africa in the next cycle. You want to expose yourself to cash-flow and royalties. He discusses his “short report” on uranium and how he only...


Daniel Major: Uranium Series Part 3: Uranium Clearly on an Upward Trend

Daniel discusses the latest market conditions and why he sees it on an upward trend. Steady growth continues in nuclear energy production and reactor builds. Uranium producers have been holding back production, and there is a reduction in supply in the secondary market. Many utilities still have inventory, but they are declining as contracts unwind. He says, “There is a lot of factors that will squeeze the price higher.” From a fundamental perspective, the most significant risk with the...


Michael Alkin: Uranium Series Part 2: The Bull Case for Uranium in 2019 is Very Strong

Michael continues his discussion on the intricacies of uranium, and we pick up with his analysis of supply. Supply has been constrained by recent cutbacks from Kazakhstan and Cameco as well as other mines being idled. There appears to be some supply-side discipline building in the market. Secondary supplies are also starting to wane, and there is not much left. This points to an inevitable price rise. The demand picture is beginning to form as a third of nuclear plants will need to buy...


Michael Alkin: Uranium Series Part I: Hedge Fund Manager Goes All in on Uranium

Michael has an extensive background in the Hedge Fund world where he would look for inconsistencies with companies and then study them in-depth. Company management would often say one thing, but the numbers would say something different. His job was to discover what was truly occurring. His career has always been about discovery, understanding expectations and knowing what is going on in both the buy and sell side of the market. His first assignment in the industry was looking into the...


Brent Cook: I Anticipate a Slow and Steady Rise In Gold Prices

Brent discusses the Beaver Creek Mining Conference which occurred recently in Colorado, and why its one of the best venue’s for up and coming resource plays in the industry. He is finding that large mining companies are increasingly eager and even desperate to get involved in early-stage development projects. Companies are mining more gold than they are discovering and they want to stay in the game. Brent is well traveled and has explored ore belts around the world. If the major mining...


David Erfle: Gold Often has a False Move Before the Big Move

David is a newsletter writer and he brings us his insights into today's market. He is a skeptic when it comes to the junior mining sector. He became involved in the resource market in 2003, shortly after losing a good portion of his investments in the crash. Those lessons helped him look for sectors that are undervalued. He feels that “The merger of Barrick and Rand Gold is very good for the sector. At sector tops and bottoms there is a lot of merger and acquisitions. This is very...


John Newell: Fund Manager Looking For Exceptional Moves From Exceptionally Run Companies; Triumph Gold

John describes his technical analysis methods for their Precious Metals Fund. They screen thousands of companies through a filtering process looking for those that show indications of strength with the potential for a technical breakout. He looks for that strength and then figures out the fundamental reasons behind it. When researching companies you have to look at their jurisdiction, technicals, management teams, and the infrastructure. John likes to see a trigger point in the chart that...


Matt Geiger: A V-Shaped Bullish Reversal In Store for Mining Stocks

Matt discusses his latest Investor Letter. In it, he outlines how 2018 seemed like it would be a good year but instead has become a gut punch for investors. Matt describes the development that continues behind the scenes in the mining space including takeovers and acquisitions. He doesn’t feel that we are in a bear market, but people are beginning to raise the question. Based on the average length of historical bull markets 2018 looks like a consolidation period before another move up. He...