#3. Brandon Munro - Implications of Uranium Supply Shortages

Matthew Gordon,
Ptolemy Capital

48:01
4 Months ago

Conversation with Brandon Munro, marker commentator and CEO of uranium developer, Bannerman Resources (ASX:BMN) We discuss: 1. the implications of Cameco's announcement that Cigar Lake will be closed for an indeterminate period. 2. What is happening with Namibia's uranium production. 3. What about the uranium spot price going above the $30 psychological barrier? 4. Backwardation of sport price v term-contract price 5. How are the utilities reacting and what are the other bush fires that they are putting out? 6. How does Russia v Saudi oil price war affect uranium?

#Bannerman Resources #Uranium #ASX #Brandon Munro
A photo of Bannerman Resources CEO, Brandon Munro.

View The Full Transcript of this Interview

29th April 2020
27 minute read

Crux Investor recently carried out a great interview with uranium expert and regular Crux contributor, Brandon Munro. He is the CEO of uranium junior, Bannerman Resources (ASX: BMN). He had plenty of insight to share. We have interviewed Munro throughout this uranium bear cycle; his insights have been incredibly useful for investors. We discuss: The …

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