Brandon Munro – Kazatomprom Moving Back Towards Production, Cameco Update, And A Look At SMRs

Bannerman Resources Ltd.
  • ASX: BMN
  • Shares Outstanding: 1.06B
  • Share price: A$0.04 (20.05.2020)
  • Market Cap: A$42M

A Conversation with Brandon Munro, CEO of Bannerman Resources (ASX: BMN).

We have interviewed Munro throughout this uranium bear cycle; his insights have been incredibly useful for investors. Here is his previous interview.

This week we talk about some intriguing topics. Does Kazakhstan’s easing of safety restrictions indicate uranium production is about to start back up?

Then we move into SMRs and the geopolitical race that surrounds them. We talk about examples of application on land and at sea.

We then move into Cameco’s announcement that it will be getting the Port Hope Uranium Conversion Facility back up and running. What could this mean for the uranium space and uranium investors?

Lastly, we cover UR Atom’s recent statement. A must watch for uranium investors and generalists alike.

We Discuss:

  1. Australia’s Successful Management of COVID-19
  2. Kazakhstan Easing Restrictions, Does That Mean a Re-Start of Uranium Production
  3. Russia’s Relationship with Kazakhstan and Possibilities of Influencing Uranium Producers
  4. SMRs: The Geopolitical Race, and the ARDP Report
  5. Conventional vs SMR: Costs, Locations, Infrastructure and People’s Perception
  6. Cameco’s Port Hope Announcement
  7. Selling at Market: What’s Happening with Equities?
  8. UR Atom’s Statements: Importance of Maintaining Inventories and Diversifying Supply

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A photo of Bannerman Resources CEO, Brandon Munro.

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