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Tribeca’s Guy Keller on Why He Is So Bullish Uranium Miners
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We had the pleasure of unpacking Guy Keller’s insight on all things relating to the uranium market in this ripping interview just as yellow cake soars around US$70/lb. Guy manages Tribeca Nuclear Energy Opportunities Fund which is a mouthful to say but it holds a lot of Uranium mining companies. Guy is extremely well-versed in the landscape and we ask him all about his views on the specific stocks the Money Miners are interested in.
Companies discussed include Boss Energy (BOE), Paladin Energy (PDN), Peninsula Energy (PEN), Lotus Energy (LOT), A-Cap Energy (ACB), Nexgen Energy (NXE.tsx NXG.asx) Deep Yellow (DYL), Berkeley Energy (BKY), Bannerman (BMN), Elevate (EL8), DevEx (DEV), Toro (TOE), Cauldron (CXU), Alligator (AGE), Cameco (CCJ), BHP (BHP), Rio Tinto (RIO).
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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Timestamps:
(0:00) Preview
(0:31) Intro
(3:08) Guy Keller adds colour on Tribeca’s Nuclear Opportunities Fund
(5:45) The factors driving the market right now
(11:45) Portfolio Management given Bull Thesis
(19:15) Institutional Money
(21:16) M&A Consolidation of Uranium Juniors
(23:02) Spot Market
(26:28) Uranium mis-conceptions
(30:58) Is New Supply a Threat to The Bull Thesis?
(39:50) Paladin (PDN) Valuation
(44:47) Boss Energy (BOE) Leaching & Valuation
(51:16) Peninsula’s (PEN) Wild Journey
(56:16) Nexgen
(57:50) Berkeley’s (BKY) Permitting Dilemma
(59:21) Namibian Developers DYL, EL8, BMN
(1:04:02) Aussie Developer Hopefuls DEV, TOE, CXU, AGE
