Brian Laks covers the #uranium and Nexgen bull cases $NXE

Yet Another Value Podcast

Brian Laks, partner at Old West Invest Management, discusses the bull case for uranium. Key topics include why this time could be different, breaking down the supply / demand curve that has him so excited, and discussing why NexGen (NXE) is such an interesting way to play uranium.
Brian's twitter account: https://twitter.com/brianlaks
Kuppy's uranium shortage post: https://adventuresincapitalism.com/20...
Chapters
0:00 Intro
1:30 Uranium overview
2:35 What got Old West so excited about uranium?
5:05 Discussing the uranium cost curve
7:35 Uranium supply / demand imbalance
10:15 Uranium's cycles since 2000
15:15 Why is the cycle happening now?
19:15 What's to stop supply from coming on if prices start to rise?
25:40 When and how do mothballed facilities start coming back on?
30:00 The Sprott Uranium Trust
40:20 Nexgen (NXE) overview
46:20 Nexgen's low cost mine
49:10 Nexgen's timeline to completing their mine
52:55 Discussing Nexgen's uranium price assumptions
56:30 Why won't this go into mine development hell?
58:40 Nexgen's base case upside

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