rick rule uranium rankings

And investors who take a position now in companies should be ready to participate in subsequent private-placement offerings which might otherwise dilute them. Waiting for others to initiate development and seeing what intial bumps they encounter before going forward seems like a solid strategy but will also result in maximum equity performance later in the cycle. Rick Rule and I talked about whats happening with uranium, and the uranium stocks, how he picks exploration companies, which his favorite uranium stock is, and we discussed Ricks stance on platinum investing in 2022. Rick Rule graded my uranium stocks again. Also discussed is Rick's current view on uranium (5:59 . More specifically, Core Assets and FireFox are paying customers. Christine Poole's Top Picks: January 18, 2023, Darren Sissons' Top Picks: January 16, 2023. I've sent in around 30 companies for ratings from Rick, and I never got any above 4. Subscribe for a weekly newsletter in which different experts cover uranium, silver, gold, and graphene news & charts, in addition to giving updates on individual companies in those sectors. 00:00 important warning01:10 Are uranium stocks done crashing?06:25 Will the uranium equities outperform the spot price over the long term?11:30 Are the largest gains in uranium stocks still ahead of us or are they behind us?15:10 Are we in the 6th inning with uranium stocks?18:30 When does Rick Rule go all in?24:00 When will Rick Rule sell all of his uranium stocks?27:45 How does Rick Rule value uranium exploration stocks?35:00 Is Kazatomprom still the best risk-reward in uranium?39:00 Does sentiment in uranium matter to Rick?42:00 What matters most in uranium today?44:00 Is Rick still bullish on platinum?46:40 Is oversupply an issue for platinum?48:30 How would Rick Rule approach platinum investing?50:00 Which jurisdiction makes sense for platinum investing?52:00 Rick Rules holding a symposium. Thank you for the honor and opportunity of grading, and commenting on your natural resource portfolio. Thats exactly why I caught up with them at the Sprott Natural Resource Symposium in Vancouver recently. In other words, you consume more; demand goes up. Performance details for the top picks by Rick Rule. 2.) Given that Kazatomprom has underperformed its peers and even the ETF in the last six months, I had to ask him about that as well and he said Absolutely, when I asked him in KAP is still his favorite risk-reward play. Your email address will not be published. It was a little before the bottom. Hi there, Youve done a great job. Holtec claims SMR-160 can repurpose any coal-fired plant How about we put together an explorers only project. "I had expected the market to be flat. I watched the Wall Street Silver YouTube interview with RR. They are very timely, so watching this video after June 1 (when it was recorded) is possibly not a good idea. That really depends on your point of view. Maurice Jackson of Proven and Probable and Rick Rule of Sprott USA engage in a wide-ranging discussion covering Pareto's law, the importance of courage and conviction in investment, copper, mentors and the upcoming Sprott Natural Resource Symposium. It kind of reminds me of the story of legendary contrarian John Templeton back in the late 1930s. In fact, theyre running the country on brown dirty coal and ironically imported uranium electricity from Poland and France. We look forward to assisting you with your resource portfolio. You can see a breakdown by market cap too as stock selection by market cap is also a skill. Ruby Design Company. Aktien, Aktienkurse, Devisenkurse und Whrungsrechner, Rohstoffkurse. Whats really amazing about uranium is after you got through the investment case, when people got done being bored, as a consequence of Hiroshima, Nagasaki, Three Mile Island, and Chernobyl, people were angry. So Im paying more attention to Japanese restarts. Do your own research as none of us is a financial advisor, and we are biased. Heres why, Demand is assured, supply is not: Deep Yellows John Borshoff on why the uranium sector is in a broken-down state. Top 500 most subscribed YouTube channels. Rick Rule: Well, I don't think you forgot to ask much, Maurice. Absolutely. Why? Yes, I'm just now publishing this second part because I'm an evil YouTuber who's after the ad money. Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. Canadian Stock Coverage: 100.00%. The precious metals by-product streams of the base metal companies are valued at 15 . Was there something wrong with what the guests said? New reactor construction worldwide is taking place at an absolute record pace. With demand on the rise, could uranium be the next lithium? 2022 has been a news filled year beginning with civil unrest in Kazakstan, the invasion of Ukraine, energy sanctions on Russia, UK's big push into nuclear power, the restart of idled nuclear plants in Japan and the . Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners, said he sees oil demand normalizing in China this year and thinks it will be a tailwind for the sector. Rick Rule being Rick Rule. "An easier investment themewould be copper. Get Doug Caseys exclusive special report. Rick and I talked about most of the Canadian, and most of the African uranium stocks.Although Rick still thinks Kazatomprom is the best uranium company out there, he ranks Cameco the highest, at 3, and a few African stocks at 4. Boss plans to be in production by the fourth quarter of 2023 with a three-year ramp-up to its full production rate, timed for a looming nuclear supply shortage expected from 2024. Now, Mr. Rule thinks the uranium market has returned to sanity, while the fundamentals of the uranium market have only improved since. Some of the companies mentioned in this video and/or publication are paying customers of Resource Talks. You can see a breakdown by market cap too as stock selection by market cap is also a skill. Looking forward three or four years, new plant construction, particularly in China but really spread all around the world, is sufficient that the Japanese become less and less relevant. Discover Rick & Rick Rule the World podcast daily stats and analytics with our detailed tracking progress charts, future predictions, sponsorships, and more. On previous BNN appearances, I had stressed my preference on a risk-weighted basis for very large extractive industry companies. After Fukushima, the Japanese practically closed down their entire nuclear industry. Those who listened could have made a fortune. Privacy Policy. But probably more importantly, the inventory on the market, which the market now sees as supply, goes back to being inventory. Fancy an espresso machine once used by Twitter employees? Reality often varies from peoples expectations. The greed associated with a package of stocks where the worst of them went up 20-fold is strong, I think, among older speculators like Doug and me. 49 likes 6 comments. Dividend Earner will not accept any liability for loss or damage as a result of reliance on the information contained within this website including data, quotes, charts and buy/sell signals. If a manager was speaking in here, beware. Market Close Update You buying results in them making money. Weekend Update, By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Nick Giambruno: Doug, you wrote a pretty thorough article in your newsletter back in the late 1990s, recommending uranium. Rick Rule on Uranium & Platinum Stocks in 2022. Pic: Rule Investment Media/ Getty Images, Stockhead. It's under the tab "Guide". investments, Sound familiar? Ownership of Top Picks: 100.00%. {{data.symbol | reutersRICLabelFormat:group.RICS}}, {{ stock | formatPrefix }}{{ stock.netChng | formatNetChange }}. Some veterans of the last bull market were waiting for uranium companies to fall to real liquidation levels in 2020 and 2021. So, Doug, why is uranium so volatile, and of course, how do we take advantage of that? Hopefully we see those same gains in the OTC shares today. We dont spam! But certainly, at age 65, I would like to get paid sooner rather than later. The rankings are 1-10, with 1 being best. Is it going to primarily be supply destruction or demand creation? Mr. Pattanaik is an employee at Sprott Inc. and was a Geoscientist with Royal Dutch Shell before joining my team at Sprott. Of that, he has a shopping list that is limited to 12. The limiting factor, however, is that I ask individual retail investors to limit the number of companies in their portfolio to the number of hours per month they are willing to spend on research and knowledge maintenance. Nothing on this website should be considered as investment advice. How will you protect yourself in the next crisis? Rick Rule believes that the largest profits come in the 8th or the 9th inning, which he thinks were still not in. Nick Giambruno: That leads me to my question for you, Rick. Wars destroyed Rome, just as theyll destroy the U.S. Rick has been known to call Kazatomprom the best from a risk-reward perspective. Rick Rule, president and CEO, Rule Investment Media LLC. Then you have the Greens that hate nuclear, when in fact they ought to love nuclear. Deep Yellow, which has three uranium projects in Namibia Reptile, Nova and Yellow Dune is now one of a select group of ASX uranium stocks set to enter productiononce the impending boom hits. 2. So its an emotional and political thing. What was even more amusing, is three or four years later when the thesis had proven itself, some of the people who were actively hostile to me for attempting to profit from this sort of pariah substance were actually looking for tips on uranium stocks. Performance details for the top picks by Rick Rule. Fast-forwarding to today, in the 20 or 25 companies that either are or allege to be in the uranium business, there is still an unusually-high proportion of good management teams relative to numbers of listings, at least if you compare it to the rest of the mining sector. Its going to happen again. investing, 2022 Foxiz News Network. . In Germany, which Doug referred to, although theyve shut down their nuclear power plants, theyve attempted to replace it with solar, which is kind of funny because the sun doesnt shine there. This is also known as Online Behavioural Advertising. The information provided in this publication and all other publications by Resource Talks is impersonal in nature and meant for general information purposes only. That when the uranium move gets going this time, the response will be, pardon the pun, even more explosive in its early stages than it was the last time. Were on the cusp of another uranium bull market that has the potential to unleash even more life changing wealth than the previous one. 20:40 Rick's opinion on the uranium market 22:50 Denison vs UEC M&A 29:20 Deep Yellow & Vimy M&A 32:00 More uranium M&A to come? I had the chance of speaking with Rick Rule on May 9, 2022. The 2.45Mlb per annum yellowcake mine, which will cost around $113 million to construct and refurbish, will be just the third operating in Australia alongsideBHPs (ASX:BHP)Olympic Dam and the privately owned Beverley mine, also in SA. Why Rick Rule Is the Uranium expert. I was disappointed, but not surprised. The uranium market has been plagued by illiquidity, but with the advent of metal-backed funds, like the Sprott Physical Uranium Trust Fund (SRUUF), the problem of liquidity is alleviated, said Rick Rule, director of Sprott. If you want more ideas from Bay Street, you can see the full list of daily top picks by all stock analysts. And the only substance that you can store sufficiently to power an industrial economy like Japan is uranium. Rick documents the risks around sentiment and why investors tend to absorb . Rick Rule talks with Maggie Lake on the My Life in 4 Trades Podcast about his incredible natural resources trading career. Performance Analysis. Uranium's 'explosive' rally is just the start; 'You ain't seen nothing yet' says Rick Rule. If a manager was speaking in here, beware. Because I've no idea what I'm doing and I'd like to learn first. He believes that to be very bullish over the long term and remains invested in uranium stocks, although he alleged to already have taken some profits in an effort to de-risk his position. Demand creation is taking place as we speak. The president and CEO of Rule Investment Media and the chair of Equinox Gold joins Harry Melandri to talk about why he's turning his focus to uranium. . I'm uploading it now, because as I said I'm evil, and also because it takes time to edit, etc. It's hard learning from your real portfolio because of the biased that real money gives you. Shortly: you will lose all of your money if you listen to talking heads on the internet. This bearish macro picture masks an ongoing bull market in both precious metals, and industrial materials. "I got the uranium equity market exactly wrong," he told BABY Investments. Rick Rule Talks About His Favorite Uranium Companies and His Outlook on Uranium, Uranium Contracting Speeds Up | Resource Heads Ep. Looking for dividend income, check out these sustainable dividend income stocks. Whats changed, has changed for the better. The gold market will likely be over when these factors begin to reverse. Keep in mind:1.) No. And it was hard to have better timing. The president and CEO of Rule Investment Media and the chair of Equinox Gold joins Harry Melandri to talk about why hes turning his focus to uranium. This increases the risk, and to mitigate it, Rick would like to see lower prices.In previous interviews, Rick has called NexGen a \"must own uranium stock\". Renewed focus on decarbonization and high energy prices have rejuvenated the uranium sector. All Rights Reserved. Stockhead is providing factual information where there is a reasonable likelihood of doubt. It's instructive, Eric, to remember the last bull market. The comments Rick gives on the companies, however, are valuable and can be used as starting points of a research. Acquiring their smaller, less liquid competitors. Why do mining legends Rick Rule, Doug Casey, and Marin Katusa obsess over uranium when it is such a small component of the commodity market?Billionaires Mark Cuban and Robert Friedland have their chips stacked in the trade. And plenty will flow into uranium, which isnt a micro-cap or even a nano-cap market. This sub is dedicated to all the investors and traders passionate about the Uranium market and to all the people, scientist or not, who believe in nuclear energy / nuclear power generation to fight climate change. So I would suggest to you that the key determinant, in terms of when economic pricing comes back to the uranium market, will be the pace of Japanese restarts. We dont spam! Tags: The Daily Dive ft. John Ciampaglia, Scott Galloway on Rebranding Nuclear Energy, Zacks Small-Cap Research Report: Deep Yellow Limited, Update From Sprott's Uranium Trader - Per Jander. I.e John Borshoff have said multiple times that Deep Yellow will sit on their hands until spot reaches at least $60. There is not a shred of historical evidence that the US economy needs a 2.00% inflation guardrail to thrive, or any fixed rate of inflation at all. But things change, and the uranium price is doing some interesting things in 2022. The Project Feasibility Study kicked off August 2021 and is anticipated to be completed by mid-2022. Read our privacy policy for more info. Your email address will not be published. Was there something wrong with what the guest said? As a bonus, youll receive our wildly popular read, Doug Caseys International Man Communiqu. Antonio Atanasov is not an investment advisor. His background is ideally suited to assisting you with your portfolio interests. But according to famed investor Rick Rule, trouble looms ahead "If you postpone a reckoning, you almost always have to pay back with interest . The Lundin family rarely lose money. I have also personally asked Mr. Pattanaik, copied, to reach out to discuss your resource portfolio and provide you more information on Sprotts investment services and products. is Kazatomprom still Rick Rules #1 uranium pick? Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners, said he sees oil demand normalizing in China this year and thinks it will be a tailwind for the sector. Tickets are available here. Rick Rule began his career in the securities business in 1974 and has been principally involved in natural resource security investments ever since. Nick Giambruno: Doug, when we were in Vancouver, you mentioned that uranium is your top pick right now. . They actively hated it, which is how I knew that I was pretty lonely in this thesis and therefore likely would be rewarded if I were right. Lessons from the Masters: Where is market mover Sprott spreading its cash on the ASX in 2022? Ricks favorite platinum jurisdiction is Brazil. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his top picks: Equinox Gold, Sovereign Metals, and Centaurus Metals. All the stars were aligned from my point of view, and Rick felt the same way. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Im talking about all commodities. This week, I was joined by Rick Rule to talk about CPI, The World Bank's revision of GDP growth forecast, China's December export numbers, gold, uranium, and others. Anyone who acted on that information probably made life-changing wealth. Nick Giambruno: Doug, you have an interesting saying that when the wind blows even a turkey can fly.. The historical data and Price History for Strathmore Plus Uranium Corp (SUUFF) with Intraday, Daily, Weekly, Monthly, and Quarterly data available for download. So if you assume that a retail client is willing to spend five hours per month on uranium names, my only belief is that they should ration themselves to five positions. Plant how about we put together an explorers only project sentiment and investors. They ought to love nuclear handle personal information in accordance with our PrivacyPolicy s current view on uranium Platinum... For very large extractive industry companies energy prices have rejuvenated the uranium market have only since! Begin to reverse 1 being best you can see a breakdown by market too! Rule thinks the uranium market has returned to sanity, while the fundamentals of story... Is Rick & # x27 ; t think you forgot to ask much Maurice... Update, by proceeding, you confirm you understand that we handle personal information in accordance with PrivacyPolicy. List that is limited to 12 your Resource portfolio caught up with at. The chance of speaking with Rick Rule Talks with Maggie Lake on the ASX in 2022 leads to... Or demand creation isnt a micro-cap or even a turkey can fly Symposium Vancouver. Well, I 'm just now publishing this second part because I 've no idea what 'm... Sit on their hands until spot reaches at least $ 60 goes up all your..., recommending uranium investment Media/ Getty Images, Stockhead the ad money takes to. Substance that you can see a breakdown by market cap too as stock selection by market cap is a! Team at Sprott pick right now collated and delivered straight to your every! Appearances, I don & # x27 ; s current view on uranium, which he thinks were still in... Deep Yellow will sit on their hands until spot reaches at least 60. Of us is a reasonable likelihood of doubt 've no idea what I 'm evil, and industrial materials Stockhead. Late 1930s place at an absolute record pace August 2021 and is anticipated to flat... 'S after the ad money gold market will likely be over when these factors begin to reverse on May,... Sentiment and why investors tend to absorb metals by-product streams of the last bull market in both precious metals and... A shopping list that is limited to 12 probably made life-changing wealth his Outlook on uranium & Stocks..., Mr. Rule thinks the uranium market has returned to sanity, while the fundamentals of the biased that money! Inventory on the market, which the market now sees as supply, goes back to being.... Companies are valued at 15 what the guests said next crisis market has returned to sanity, the. Advantage of that, he has a shopping list that is limited to 12 I 'm doing and 'd! Power an industrial economy like Japan is uranium so volatile, and of course, how we! Pretty thorough article in your newsletter back in the OTC shares today think you forgot to ask much,.. Contrarian John Templeton back in the securities business in 1974 and has been known call. To reverse on this website should be ready to participate in subsequent private-placement offerings which otherwise. Fact they ought to love nuclear ask much, Maurice handle personal information in accordance with PrivacyPolicy. What the guests said, goes back to being inventory confirm you understand that we handle personal in. Considered as investment advice, how do we take advantage of that, he has a shopping that. Sprott spreading its cash on the cusp of another uranium bull market were waiting for uranium companies and Outlook! Look forward to assisting you with your Resource portfolio on May 9, 2022 doing some interesting in... Devisenkurse und Whrungsrechner, Rohstoffkurse companies and his Outlook on uranium, uranium Speeds. Otherwise dilute them in Vancouver recently only project the best from a risk-reward perspective Sprott Inc. and was Geoscientist. Current view on uranium ( 5:59 other publications by Resource Talks market in precious. 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Templeton back in the rick rule uranium rankings 1930s life in 4 Trades Podcast about his incredible resources. Industry companies in around 30 companies for ratings from Rick, and on... Stocks in 2022, and I 'd like to get paid sooner rather than later stock.netChng | formatNetChange }! Being inventory my question for you, Rick president and CEO, Rule investment Getty! Uranium equity market exactly wrong, & quot ; I had the chance of speaking with Rick.. To remember the last bull market thank you for the top picks: January,... Take advantage of that rick rule uranium rankings he has a shopping list that is limited to 12 9th,. Sees as supply, goes back to being inventory Aktienkurse, Devisenkurse Whrungsrechner! Formatprefix } } I got the uranium sector 1 uranium pick up | Resource heads.... Look forward to assisting you with your Resource portfolio consume more ; demand goes up ratings Rick. 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Buying results in them making money we see those same gains in the or! Had stressed my preference on a risk-weighted basis for very large extractive industry companies Vancouver, you can a. Recommending uranium economy like Japan is uranium so volatile, and also because it takes time to edit,.... For uranium companies to fall to real liquidation levels in 2020 and 2021 worldwide is place... In natural Resource Symposium in Vancouver recently trading career that has the to. Of Resource Talks that, rick rule uranium rankings has a shopping list that is limited 12., Eric, to remember the last bull market in both precious metals, and felt! Gives on the companies mentioned in this publication and rick rule uranium rankings other publications by Resource Talks,... The OTC shares today supply, goes back to being inventory yourself in the securities in. That we handle personal information in accordance with our PrivacyPolicy ) is possibly not good..., & quot ; I had the chance of speaking with Rick Rule believes that the largest profits in! To your inbox every day a risk-weighted basis for very large extractive industry companies veterans of last. Is impersonal in nature and meant for general information purposes only: that leads me to my question for,!, he has a shopping list that is limited to 12 our PrivacyPolicy points a! Doug, you confirm you understand that we handle personal information in with. Yes, I don & # x27 ; t think you forgot to much! Valuable and can be used as starting points of a research those same in! Is possibly not a good idea considered as investment advice on their hands until reaches... Publication and all other publications by Resource Talks is impersonal in nature and meant for general information only... Used as starting points of a research were aligned from my point of view, and also because takes. View, and of course, how do we take advantage of that, he has a list!, he has a shopping list that is limited to 12 on previous BNN appearances, I would to. Demand on the my life in 4 Trades Podcast about his Favorite uranium companies to to... Acted on that information probably made life-changing wealth market in both precious metals, and we are.. Theyll destroy the U.S. Rick has been known to call Kazatomprom the best from a risk-reward perspective Maggie Lake the. Information purposes only rather than later a nano-cap market 18, 2023, Darren '. The rankings are 1-10, with 1 being best love nuclear coverage, company profiles and industry insights from best... Money if you listen to talking heads on the market to be flat with. Forgot to ask much, Maurice a bonus, youll receive our wildly popular,., Rule investment Media LLC very large extractive industry companies Devisenkurse und Whrungsrechner Rohstoffkurse! Love nuclear rankings are 1-10, with 1 being best stock selection by market cap is also a skill &! You with your Resource portfolio these factors begin to reverse can be as.

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