Uranium Insider - Do not go Gentle into That Good Night

Matthew Gordon,
Ptolemy Capital


Interview with Justin Huhn, writer of the Uranium Insider newsletter and Twitter influencer. Uranium is a relatively small space. It is a complex, unique commodity with numerous ways to make and lose investors money. In this gentle introductory interview with Justin Huhn, he provides prospective uranium investors with an outline of the tropes of the uranium market. After explaining his personal motivations for choosing uranium, Huhn looks towards 2020: a huge year for every uranium producer the world over. Price discovery is needed soon for most companies to survive. A dwindling spot price since the Fukushima disaster has left uranium with a stagnant, uneconomic low of $24.80/lb (as of 06/01/2020). American producers are waiting for the judgement of a uranium working group, but their schedule appears about as predictable as President Trump's Twitter timeline, and recurring delays have only led to more uncertainty.

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