Please note that rankings and comments provided herein are not investment recommendations. Rick Rule discusses the arbitrage between the biggest streaming companies and the largest base metals companies. Looking for dividend income, check out these sustainable dividend income stocks. Both comments and rankings are snapshots in time subject to rapid and unannounced change based on news or market conditions. You cant store enough coal. LOTs 43.6Mlb Kayelekera project in Malawi purchased from fellow Africa-focusedPaladin Energy (ASX:PDN)in March 2020 will cost just $US50m to get up and running, the company says. 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. 12 Top Stock Picks for 2020 from Mining Experts. When Marissa McNeelands was hiring a senior artificial intelligence product manager last year, she asked recruiters to suggest an equal number of male and female candidates. 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. It's free. Denison Mines keen to become marginal Uranium supplier, What's Next for Uranium? Its wise to wonder whats going to happen, and to take advantage of growth while also being prepared for crisis. And its important to note that the new reactors that are being constructed consume a lot more uranium and produce a lot more power than the old ones that theyre replacing. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his past picks: Equinox Gold, Sovereign Metals, and Centaurus Metals. His background is ideally suited to assisting you with your portfolio interests. Now: $4.54. GOOD VIBES ONLY Now, Mr. Rule thinks the uranium market has returned to sanity, while the fundamentals of the uranium market have only improved since. You know rising price expectations usually support a narrative, and so thats why people try to be contrarian when its popular. Or a neon display of its logo? The last time, there hadnt been a uranium bull market in probably 20 years, and the speculative landscape had changed to the extent that most of the people who had participated in the bull market in uranium in the 60s and early 70s no longer cared by 2001/2002. Readers are encouraged to read the Cautionary Note on Forward-Looking Information and to consult the Companys Annual Information Form, which is available on www.sedar.com. What does he mean with "Consolidator" regarding Denison and deep yellow? A major shareholder of Ritchie Bros. Auctioneers Inc. filed with the U.S. Securities and Exchange Commission (SEC) Wednesday in opposition to its proposed takeover of IAA Inc., an auto parts auction company. The whole point of shining a light into the gloom is to avoid having it end in doom. So, this is supposed to be a simple, short and to the point video (unlike most of my other videos). From my own point of view the uranium price is up nicely and given that I am looking to add substantially to my uranium position I am delighted to see it lower in price.. Those are the only two choices. These rankings are numerical, 1-10, with 1 being best. All Rights Reserved. You cant even store enough liquefied natural gas. For a complete list of my holdings, please see my Dividend Portfolio. With a total mine life of 17 years, that looks very economic at Rules incentive price of $US75/lb. 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. Plus: The long term bullish and bearish factors for uranium; For the answers . Comments accompany rankings where appropriate. Dr. Robert Schug, Professor in the school of criminology, criminal justice and emergency managment at CSU Long Beach joins the show to talk more about Bryan Kohberger and the Idaho murders. But I wouldn't be surprised at all to see it free of enCore. Nick Giambruno: Doug, you have an interesting saying that when the wind blows even a turkey can fly.. Performance Analysis. Valuation. Is it going to primarily be supply destruction or demand creation? Stocks followed. Is it Time to go All-in on Uranium Stocks? Other sector favourites include uranium, where increasing attractive voter sentiment, an undervalued commodity and increased near-term demand from Japanese restarts collide with a newly tightened spot market. In other words, when the upside was inevitable and absolutely had to happen, nobody cared. 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. So I wrote that 12-page article on uranium, and another four pages on nuclear power plants. Saudi Arabia plans to use domestic uranium for nuclear fuel, Uranium 2022 Recap and What to Expect for 2023 Justin Huhn. JMM INC, Resource Talks. I sat down with Rick Rule, CEO of Rule Investment Media and life-long mining speculator, on August 5 to talk about uranium, and uranium stocks. Back then, the uranium market was in the middle of a bear market that had lasted almost 20 years. He was right, of course, and it was the start of his fortune. You can see a breakdown by market cap too as stock selection by market cap is also a skill. 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. Is Rick Rule Bullish or Bearish on Uranium? Anyone who acted on that information probably made life-changing wealth. Rick is presenting at the Rule Symposium Natural Resource Investing conference Jul 26-29 Boca Raton, Florida. "For speculators, I also see an increase in the price of uranium," said Rule. Rick Rule's Past Picks. In short, Rick is taking a long view on a resource that could help solve what will soon be a global energy crisis. So it was a really excellent pick. Aktienanalysen - finanzen.net I believe that investor education and outreach are the most honest and effective forms of advertising, and marketing. Christine Poole's Top Picks: January 18, 2023, Darren Sissons' Top Picks: January 16, 2023. Most of his positions are already de-risked. Rick joins us today to discuss rising oil prices (0:58), the potential for future rate increases (2:35), and the use of helium in small modular reactors for energy generation (4:30). uranium. Check your email for magic link to sign-in. In general, the market declines have made higher-quality companies more attractive than most small-caps, although very soft markets can generate some extraordinary small-cap values. This bearish macro picture masks an ongoing bull market in both precious metals, and industrial materials. Im still learning from you, but Im making my way to the top as well. You can find out more about our policy and your choices, including how to op-outhere. Aktien, Aktienkurse, Devisenkurse und Whrungsrechner, Rohstoffkurse. All Rights Reserved. Thats what my friend Rick Rule, CEO of Sprott US Holdings, once told me of his experience in the uranium market. Rick Rule, president and CEO, Rule Investment Media LLC. It's free. New members should take a look into the NEW INVESTORS STARTING POST. Doug Casey: Well to start with, its perhaps the most political of all commodities, even more than gold. As you restart the Japanese nuclear fleet, first of all, you burn more and more uranium. On previous BNN appearances, I had stressed my preference on a risk-weighted basis for very large extractive industry companies. BRI since its first day of trading in 2011 has added several gold projects, acquired another gold company, and now has 4 million ounces of . Despite the fact that we dont like uranium, uranium is about 15% of US baseload power, and its about 65% of non-carbon-generating US baseload. It was the single most important financial event of my career.. Check your inbox or spam folder to confirm your subscription. Doug Casey: First of all, I have to say that all commodities are cheap right now relative to their historical prices, relative to their production costs. The top 10 benefits of having an offshore bank account. So when the deck was stacked in peoples favor, nobody cared. Ownership of Top Picks: 100.00%. I watched the Wall Street Silver YouTube interview with RR. April 13, 2017. Some of the companies mentioned in this video and/or publication are paying customers of Resource Talks. Unlock Expert's Rating and Top Picks Portfolio. is Kazatomprom still Rick Rules #1 uranium pick? ", Paladin doesnt have balance sheet issues anymore, its been weeks since they wiped their debt with a massive equity raise. The information you requested is not available at this time, please check back again soon. Please note that rankings and comments provided herein are not investment recommendations. Ruby Design Company. How will you protect yourself in the next crisis? Managements like over-promising and under-delivering. Not being able to decide among them, you decided to buy them all. Fancy an espresso machine once used by Twitter employees? So, I was ready to get some bad grades on my uranium stocks but I thought they were okay, especially given the YTD performance of uranium stocks. Im talking about all commodities. Your email address will not be published. In this talk, Rick discusses entering the sector during the bull market of the 1970's and how he endured the subsequent catastrophic collapse of the sector, leaving him deeply in debt and unable . Read our privacy policy for more info. 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. You had to like it because there were only about five uranium mining companies in the world at that time. Bad Junior Stocks & How to Avoid Mining Scams & Pitfalls. The fact that Rick Rule has no opinion about Encore Corp and Appia Energy Corp makes me think he wants to buy a lot more of them !!! Please don't be discouraged if you find my rankings harshbecause they are! If a manager was speaking in here, beware. Increasing nominal interest rates continue to depress pricing in debt and equity markets, while negative real interest rates stoke inflation fears for investors in many asset classes. In the circumstance that were in in 2018, there are probably billions of speculative dollars controlled by people who participated either directly or vicariously in the last bull market, and I guarantee their memories are still fresh. Rick has been known to call Kazatomprom the best from a risk-reward perspective. Please be fully informed regarding the risks and costs associated with trading, it is one of the riskiest investment forms possible. My suspicion is, out of the 20 or 25, there are 12 or 15 that are good bets to survive through the rest of this bear market to participate into the next bull market. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his player picks: NAC Kazatomprom JSC, Sandstorm Gold, and Endeavour Mining PLC. Heres why, Demand is assured, supply is not: Deep Yellows John Borshoff on why the uranium sector is in a broken-down state. Fans of the social media company have a chance to get their hands on them in a fire sale of items from its San Francisco headquarters starting Tuesday. How sociopaths overran the Land of the Free and what theyve got planned for it next. URNM, URA, DNN, UEC, LEU, AMLI Copper price rallying could be a sign of another wave of Press J to jump to the feed. Thank you. Rick Rule talks with Maggie Lake on the My Life in 4 Trades Podcast about his incredible natural resources trading career. "There's a great green angle if you care about carbon-free, emissions-free energy, uranium is the be-all and end-all, despite the fact that people don't like it" he said. Your email address will not be published. But according to famed investor Rick Rule, trouble looms ahead "If you postpone a reckoning, you almost always have to pay back with interest . Uranium was really the perfect contrarian material in the late 1990s. If you want more stock ideas, check out the best dividend stocks in Canada. The stock market continues to hit new record highs. So, this is supposed to be a simple, short and to the point video (unlike most of my other videos). By Patrick Karim Oct 7, 2022 stock: Blue Sky Uranium, stock: Cameco, stock: Canalaska Uranium, stock: Centrus Energy, stock: Denison Mines, . Now: $26.82. 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. Whats changed, has changed for the better. We think that maybe 50 listings in the uranium space worldwide are unviable at $US100/lb, Rule says. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. Then you have the Greens that hate nuclear, when in fact they ought to love nuclear. Why Rick Rule Is the Uranium expert. Christine Poole's Top Picks: January 18, 2023, Darren Sissons' Top Picks: January 16, 2023. Rick Rule Symposium 2022 youtu.be Gold has seen ups and downs this summer, but is solidly below its Q1 peak of over US$2,000 per ounce.Speaking to the Investing News Network at the Rule Symposium . Will Gold Trump Politics In 2017? Welcome back! Nothing on this website should be considered as investment advice. Maybe not, but investors who are confident of the uranium bull market thematic should hold their nerve. You once mentioned that at the beginning of the previous uranium bull market, you were trying to figure out which juniors were the best. Shortly: you will lose all of your money and possibly most of your brain cells if you listen to talking heads on the internet. And I would suggest to people who are interested in speculating in the space that they understand that it could easily be 18 to 24 months from here before the market turns. A veritable treasure trove of intelligence, all at no cost. Uranium Daily 2023. Rick Rule: Doug and I have laughed about this over various spirits and beverages for years. Most of us tend not to regard taxation as theft, yet, thats exactly what it is.. 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. Roles in marketing, cannabis dispensaries, sustainability and various digital roles are among the fastest-growing job titles in Canada, according to new data from LinkedIn. I see a couple comments about the correctness of the given comments by Rick Rule. Specific recommendations are available to Sprott clients. In October 2016, Borshoff joined then-$10m market cap uranium explorerDYLas managing director and chief exec. 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. So Im paying more attention to Japanese restarts. This means that a company will have to sink a lot of capital into that project before it can do anything with it. The other thing that goes to your contrarian point, Nick, is that when the price of uranium was $8 a pound and the cost to produce it was $20 a pound, the investment thesis was either the price goes up or the lights go out; those were the only two choices. A major shareholder of Ritchie Bros. Auctioneers Inc. filed with the U.S. Securities and Exchange Commission (SEC) Wednesday in opposition to its proposed takeover of IAA Inc., an auto parts auction company. Check your inbox or spam folder to confirm your subscription. in the last 30 days. Editor's note: Clearly, there are many strange things afoot in the world. {{data.symbol | reutersRICLabelFormat:group.RICS}}, {{ stock | formatPrefix }}{{ stock.netChng | formatNetChange }}. Rule follows 75 uranium listings world-wide, including many in Australia. Rick Rule graded my uranium stocks again. The conference and full interview can be viewed here. Fancy an espresso machine once used by Twitter employees? But look, you had to like uranium for all the technical and scientific reasons, and you had to like it because nobody even knew or cared that it existed. It's under the tab "Guide". Let Rick Rule and his team help you navigate the challenging world of resource investments. Read our privacy policy for more info. I suspect that the price of uranium goes up.. For example, while NexGen has a deposit that will likely turn out to be the most important uranium mine by the time I'm Rick's age (or even sooner), the deposit is \"450 km from anywhere\". And the only substance that you can store sufficiently to power an industrial economy like Japan is uranium. 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. So he simply bought every US stock that was selling for less than $1. Rick Rule was interviewed on Stockheads Latest V-Con on Uranium. He gave me a very interesting example of a time when he went all-in on an investment. Unsubscribe whenever you want. Managements like over-promising and under-delivering. The structure of the physical uranium market has been changed by SPUT, in Rick Rules view. Ricks favorite platinum jurisdiction is Brazil. His suspicion is that margin calls have also added to the recent pain in uranium stocks. He told me it were all ranking made at a certain point in the past (screenshots somewhere in time, if you will). Tangible wealth out of reach of your home government. 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. I continue to be very attracted to conventional oil and gas, particularly in Canada where popular sentiment appears to be in favour of reversing Ottawas own goal policies with regard to Canadas energy industry. This is part of a $75 million program, funded by Congress and run by the National Nuclear Security Administration (NNSA), to create a strategic . Uranium Energy Corp. (AMEX:UEC) 6, Denison Mines Corp. (NYSE:DNN) 5 should be the consolidator, requires patience, Energy Fuels Inc. (NYSE:UUUU) 6, Bannerman Resources Limited (OTCPK:BNNLF) 5 tier 3 asset, NexGen Energy Ltd. (NYSE:NXE) 4 excessive G&A, tier 1 asset, remote, Deep Yellow Limited (OTCPK:DYLLF) 5, great team, likely consolidators, requires patience, key man risk, Paladin Energy Limited (OTCPK:PALAF) 5 balance sheet challenges, Boss Resources Limited (ASX:BOE) 4 great aussie juniuor name, requires patience, Cameco Corporation (NYSE:CCJ) 5 very cheap, stressed balance sheet, getting worse, Peninsula Energy Limited (OTCPK:PENMF) 7, Ur-Energy Inc. (NYSE:URG) 6, Forsys Metals Corp. (OTCPK:FOSYF) 7, Global Atomic Corporation (OTCPK:GLATF) 5, Laramide Resources Ltd. (OTCPK:LMRXF) 5, enCore Energy Corp. (OTCPK:ENCUF) no opinion, Fission Uranium Corp. (OTCPK:FCUUF) 5, requires cash, high G&A, management distracted BUT tier 1 asset, CanAlaska Uranium Ltd. (OTCPK:CVVUF) 5, Skyharbour Resources Ltd. (OTCPK:SYHBF) 7, Mega Uranium Ltd. (OTCPK:MGAFF) 5, Vimy Resources Limited (OTCPK:VMRSF) 7, IsoEnergy Ltd. (OTCPK:ISENF) 5, Toro Energy Limited (OTCPK:TOEYF) no opinion, Plateau Energy Metals Inc. (OTCPK:PLUUF) 8, Appia Energy Corp. (OTCPK:APAAF) no opinion, UEX Corporation (TSX:UEX) 6, Lotus Resources Limited (ASX:LOT) 5, GoviEx Uranium Inc. (OTCPK:GVXXF) 7 big deposit, political risk, needs cash, Azarga Uranium Corp. (OTCPK:AZZUF) 7 tiny, uneconomic, Big jump today with Boss and Bannerman - 30%, no problem buddy, glad to help out. When the deck was stacked solidly against them but the price action verified the narrative, people were dying to get in. Rick Rule is still very bullish on platinum. If a manager was speaking in here, beware. Access our very popular e-letter, the IM Communiqu, and our other guides and country reports. Thats an unbelievable number, quite frankly. 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. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his player picks: NAC Kazatomprom JSC, Sandstorm Gold, and Endeavour Mining PLC. 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 .