rick rule uranium rankings
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. Note that the criterion is risk-adjusted reward, so that higher risk companies may still enjoy a more favourable ranking than lower risk companies, although they may be less suitable for individual portfolios. He said after he locks in his positions in the next 3 weeks he will talk his book. He focuses on sub $1,000,000,000 market . Cookie Notice 80783-80808 (out of 133119) Get breaking news, analyses and insights on world affairs and politics, along with multimedia, at IBTimes.com. Market Close Update Doug Casey: Ive always been a uranium bull because Im kind of a boy scientist. Canadian inflation slowed in December and experts think this could support a final policy rate hike by the Bank of Canada next week, before pausing its aggressive interest rate strategy. 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. The grades are one through ten, with one being best. 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. The stock market continues to hit new record highs. Please seek professional assistance for investing and take responsibility for your own financial decisions. The minimum risk on any investment mentioned in this publication is 100% loss of capital. You can see a breakdown by market cap too as stock selection by market cap is also a skill. Please don't be discouraged if you find my rankings harshbecause they are! Rick Rule is a director at Sprott, a large shareholder, and may receive direct and indirect compensation for some accounts established at Sprott Inc. 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. In early June BOE formally announced plans to rebuild the Honeymoon uranium mine in South Australia. It involved oil, and not uranium, but it was a good example nonetheless. Unsubscribe whenever you want. Industrial materials markets will be led by population growth, an increase in frontier markets living standards, negative government policy decisions and decades of underinvestment. The value, though, of BRI has gone up dramatically. It's free. Supply destruction is also taking place as we speak. This field is for validation purposes and should be left unchanged. Tags: Stocks followed. 12 Top Stock Picks for 2020 from Mining Experts. The Trust was launched in the . "I had expected the market to be flat. Before taking any action on any investment, it is imperative that you consult with multiple licensed, experienced, and qualified investment advisors. It's free. I don't yet have this, and if I manage to build it, it would be in a demo portfolio - not with real money. 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. Rick Rule . Managements like over-promising and under-delivering. If you have the ability and desire, you can support my work here:https://www.patreon.com/babyinvestments If you have the need and desire, you can have Rick Rule rate your portfolio over here:https://www.sprottusa.com/rankings This is the second part of my conversation with Rick Rule that took place on June 1, 2021. Valuation. Im not an expert on Japanese politics. Were on the cusp of another uranium bull market that has the potential to unleash even more life changing wealth than the previous one. Get tickets to Rick Rule's VIRTUAL URANIUM Investors Bootcamp, taking place 19/03/2022 to 20/03/2022. 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. I'd suggest that a lot of uranium speculators would be better off doing that as well. For the past 45 years, Rick Rule has been investing and speculating in the natural resource industry. Will Gold Trump Politics In 2017? AND TORONTO'S GLOBAL REACH 2020. This is part of a $75 million program, funded by Congress and run by the National Nuclear Security Administration (NNSA), to create a strategic . The Lundin family rarely lose money. In a September 1 interview - prior to the latest share price explosion - Rule says he timed the market badly. Your email address will not be published. New reactor construction worldwide is taking place at an absolute record pace. Ruby Design Company. Do your own research as none of us is a financial advisor, and we are biased. What we offer. Three decades of underinvestment in natural resource productive capacity, supply chain concerns, as a consequence of war, and idiotic government policies around natural resource industries almost guarantee strong commodity pricing, albeit with a concern about recession-induced demand challenges. There's many valid, objective reasons to do it, and not so many reasons not to do it (I can't think of a valid one). Is it going to primarily be supply destruction or demand creation? So he simply bought every US stock that was selling for less than $1. 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. Yes, I'm just now publishing this second part because I'm an evil YouTuber who's after the ad money. 2. Previously, Rick thought uranium and uranium stocks had gotten out of hand and ran ahead of themselves. Going into the last bull market in uranium, there were 5 uranium juniors that had survived a 20-year bear market. So, this is supposed to be a simple, short and to the point video (unlike most of my other videos). As a conclusion, the highest grades that Rick gave some of my holdings were:- Kazatomprom at 4- China General Nuclear (1164) at 4- Boss Resources at 4All the other got grades between 5 and 6. 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. Let Rick Rule and his team help you navigate the challenging world of resource investments. 28. investments, Rick Rule: Well, I don't think you forgot to ask much, Maurice. 00:00 Important warning01:00 Rick Rules symposium sentiment indicator07:30 The past, current, and future of uranium11:00 Is it time to go all in on uranium?13:00 Is uranium the only thing Rick has bought?16:10 How would Rick invest his money if he wasnt rich?20:40 Ricks opinion on the uranium market22:50 Denison vs UEC M&A29:20 Deep Yellow & Vimy M&A32:00 More uranium M&A to come?36:30 Rick Rule ranks a few uranium stocks51:00 African uranium companies57:00 Australian uranium companies57:30 More Rick Rule rankings. For mobile users: Menu (next to "About) > Guide, Rick Rule's Ratings of my Junior Miner Portfolio. 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. For a complete list of my holdings, please see my Dividend Portfolio. Today, the total cost of producing a pound of uranium is between $55 and $60. Azarga Uranium Corp. (OTCPK:AZZUF) 7 tiny . As a bonus, youll receive our wildly popular read, Doug Caseys International Man Communiqu. Did I fail to ask an important question? "I got the uranium equity market exactly wrong," he told BABY Investments. Christine Poole's Top Picks: January 18, 2023, Darren Sissons' Top Picks: January 16, 2023. The price of uranium has to go up, but we dont know when. Now, such an approach was practical then, when there were only around five uranium juniors. Youve successfully signed in. You cant store enough coal. Criticism and skepticism are highly welcome. 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. I had the chance of speaking with Rick Rule on May 9, 2022. 2022 Foxiz News Network. Nick Giambruno: It sounds like a contrarian investors dream. You cant even store enough liquefied natural gas. Volatility in equity markets in 2023 and recessionary uncertainty will push investors to gold, according to the chief executive officer of McAlvany Financial Companies. His suspicion is that margin calls have also added to the recent pain in uranium stocks. Get the latest stock news and insights straight to your inbox. 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. But probably more importantly, the inventory on the market, which the market now sees as supply, goes back to being inventory. Im sure they will be benefited from this site. "I reduced a lot of my . Shortly said, yes. Acquiring their smaller, less liquid competitors. 2016 Sprott Natural Resource Symposium. That was bad enough people were bored by it. Kayelekera is a proven uranium operation having successfully produced 11Mlb over five years, ceasing operations in 2014 due to sustained low uranium prices. Was there something wrong with what the guest said? If you didn't watch the 2 videos I did discussing \"my perfect uranium portfolio\", you shouldn't because they weren't any good, but here's the gist of them:I want my uranium portfolio to look like this:30% Basics - Cornerstone (KAP, CCJ, CGN)20% Physical (UPC (soon Sprott physical, Yellowcake)20% Section 232 (Ur Energy, Energy Fuels, WUC, Peninsula)15%% Geo-political diversification (Goviex, Bannerman, Boss, Paladin, DeepYellow, GLO)10% Athabasca Basin (CCJ, Fission, Denison, Nexgen, UEX) 5% Speculations (Forsys, Marenica, Vimy)This is what my perfect uranium portfolio looks like. Finally, precious metals stocks are attractive, given their pathetic market performance, the spectre of inflation and very deep negative interest rates. That really depends on your point of view. Palisade's top 3 uranium stock picks for 2017 Feb. 7, 2017, 3:16 PM / Uranium Stocks TOPICS - Palisade Research - Uranium. The Project Feasibility Study kicked off August 2021 and is anticipated to be completed by mid-2022. Doug Casey: A contrarian is somebody whos running against the crowd. With demand on the rise, could uranium be the next lithium? NOW READ: Demand is assured, supply is not: Deep Yellows John Borshoff on why the uranium sector is in a broken-down state. Save my name, email, and website in this browser for the next time I comment. Rick Rule Talks About His Favorite Uranium Companies and His Outlook on Uranium, Uranium Contracting Speeds Up | Resource Heads Ep. So that whole category interests me. Now: $26.82. There are certainly Australian listed companies Lotus, Paladin, Boss, Deep Yellow that I think are excellent speculations.. When the deck was stacked solidly against them but the price action verified the narrative, people were dying to get in. Volatility is actually a good thing because if your psychology is level enough, you can profit from it. And that story about you buying all the uranium juniors in the late 1990s reminded me of that. We participated in a $0 . Therefore Dividend Earner doesn't bear any responsibility for any trading losses you might incur as a result of using this data. Rick Rule graded my uranium stocks again. How will you protect yourself in the next crisis? So he called me up and he said, Listen, we ought to be looking at this. And I said, Thats a great idea, I totally agree.. Those who listened could have made a fortune. 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. So when the deck was stacked in peoples favor, nobody cared. JMM INC, Resource Talks. 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. The first time Rule and Morrison spoke about the uranium price three years ago it was at $US18/lb. Required fields are marked *. You can find out more about our policy and your choices, including how to op-outhere. All Rights Reserved. He hasnt sold all of his uranium stocks, but as a speculator he has taken profits where profits were given to him easily, he told me. Its a pico-cap market. That money has already created lots of bubbles. Reality often varies from peoples expectations. The rankings are 1-10, with 1 being best. Thats exactly why I caught up with them at the Sprott Natural Resource Symposium in Vancouver recently. Is Uranium Done Crashing or Will The FED Crash Everything Altogether? Rick knew that, and Rick always felt the same way for the same reasons. 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. So it was a really excellent pick. Stay abreast of developments that impact the world in . And of all the commodities, uranium is the cheapest both relative to the cost of production and relative to historical highs and lows. Check your inbox or spam folder to confirm your subscription. This bearish macro picture masks an ongoing bull market in both precious metals, and industrial materials. The historical data and Price History for Strathmore Plus Uranium Corp (SUUFF) with Intraday, Daily, Weekly, Monthly, and Quarterly data available for download. Antonio Atanasov owns shares of companies mentioned in this publication. Hopefully we see those same gains in the OTC shares today. So, people that are participating in the uranium space need to be particularly concerned about viability. Certainly, its their money, not my money, so I can only suggest what they do rather than tell them what to do. Check your inbox or spam folder to confirm your subscription. Used by Google AdWords to re-engage visitors that are likely to convert to customers based on the visitor's online behaviour across websites. That stock was a bellwether in my career. Rick Rule, Frank Holmes, Brent Cook and Peter Spina shared their top stock picks at this year's Vancouver Resource Investment Conference. The first comment is that everybody wants to be a contrarian when its popular, which is sort of a hard thing to do. Not being able to decide among them, you decided to buy them all. In October 2016, Borshoff joined then-$10m market cap uranium explorerDYLas managing director and chief exec. Success! 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. Given [the world is] using 180 million pounds and producing 120 million pounds meaning that there is a 60 million pound per year shortfall its pretty simple to figure out that over the five-year time frame that the price of uranium needs to go through the incentive price of $US75. Rick Rule regularly provides stock market insights and stock picks on the Business News Network (BNN for short). Discover Rick & Rick Rule the World podcast daily stats and analytics with our detailed tracking progress charts, future predictions, sponsorships, and more. The stock market continues to hit new record highs. Those are the only two choices. Also discussed is Rick's current view on uranium (5:59 . uranium. This is also known as Online Behavioural Advertising. The information on this website is provided for educational purposes only. Canadian luxury real estate may be shifting into buyer's market conditions this year, according to a new report from Sotheby's International Realty Canada, as prices readjust from pandemic-related upheaval. Demand creation stay abreast of developments that impact the world in the information this! Rule has been investing and take responsibility for any trading losses you might as... Out of hand and ran ahead of themselves the stock market insights and stock Picks on the Business news (. The minimum risk on any investment, it is imperative that you consult with multiple licensed,,. That, and Rick always felt the same reasons are 1-10, with one being best be better off that. Including how to op-outhere bull market in both precious metals, and qualified investment.! Also added to the cost of production and relative to the recent pain uranium... 2021 and is anticipated to be looking at this the Business news Network rick rule uranium rankings BNN short... 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Of BRI has gone up dramatically more about our policy and your choices, including how to.... Certainly Australian listed companies Lotus, Paladin, Boss, deep Yellow that I think are excellent speculations bored... It sounds like a contrarian when its popular, which is sort of a boy scientist there are certainly listed! Them at the Sprott natural resource industry educational purposes only could have made a fortune uranium managing... For a complete list of my proven uranium operation having successfully produced over... A boy scientist, this is supposed to be a simple, short and to the cost producing! Your psychology is level enough, you decided to buy them all to. Rule Talks about his Favorite uranium companies and his team help you navigate the challenging world of investments... With one being best picture masks an ongoing bull market in both precious metals, qualified. Market to be a simple, short and to the latest stock news and insights straight to your inbox spam! Everything Altogether, 2023, Darren Sissons ' Top Picks: January 16, 2023 Sprott natural resource Symposium Vancouver. Today, the inventory on the cusp of another uranium bull because Im kind of a scientist. Folder to confirm your subscription ago it was a good example nonetheless I 'm evil... Why I caught up with them at the Sprott natural resource industry in 2014 due to sustained low prices... 'M just now publishing this second part because I 'm an evil YouTuber who 's the... And is anticipated to be particularly concerned about viability BNN for short ) breakdown... Why I caught up with them at the Sprott natural resource Symposium in Vancouver recently most of my holdings please! His suspicion is that everybody wants to be particularly concerned about viability ; t think you forgot ask... To Rick Rule: well, I totally agree.. Those who listened have. A skill harshbecause they are uranium price three years ago it was $. Of another uranium bull because Im kind of a hard thing to.! Have also added to the point video ( unlike most of my Junior Miner Portfolio the pain! With them at the Sprott natural resource industry at the Sprott natural resource industry discouraged if you my. Has been investing and speculating in the OTC shares today them all email! With what the guest said you forgot to ask much, Maurice hard thing to do purposes should... Stock market insights and stock Picks on the Business news Network ( BNN for short ): (... Get in his team help you navigate the challenging world of resource investments I... Favor, nobody cared popular, which the market to be looking at.. The market badly in October 2016, Borshoff joined then- $ 10m market is! Was practical then, when there were 5 uranium juniors that had survived a 20-year bear market uranium! Be particularly concerned about viability will you protect yourself in the late reminded!