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L2 Capital Podcast #01: Chat with Rick Rule - the uranium bull market
Manage episode 229336681 series 2493704
The L2 Capital Podcast focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise.
In this first episode, Marcelo had the pleasure to talk to legendary investor Rick Rule, CEO at Sprott, Canadian company that works as a global investment and asset management focused in natural resources and precious metals.
The first discussion with Rick Rule is about the uranium bull market, after a long period of bear market, when the metal was being sold for half the price of its production cost. The investor describes the rising process of the uranium rise in the market, highlighting the astonishing numbers that show it, until the disaster in Fukushima, which decreased the prices and the booming market, but also created the situation that led to the bull market in uranium market today. Rick Rule compares the situation in the present with the one we had 15 years ago, and answers a question about the mining stocks that didn't go up as the uranium.
About the future, Rick Rule analyses how the USA is dealing with the fact that they produce less than 3% of its uranium demand, and how China and Russia are causing impact in the space. According to him, the competition will take place between those countries and also Korea and Taiwan. Then, the investor makes prediction of what may happen in the future, including the competition for African assets.
--
To know more about L2 Capital Partners, please check out our website!
Follow us on social media:
39 эпизодов
Manage episode 229336681 series 2493704
The L2 Capital Podcast focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise.
In this first episode, Marcelo had the pleasure to talk to legendary investor Rick Rule, CEO at Sprott, Canadian company that works as a global investment and asset management focused in natural resources and precious metals.
The first discussion with Rick Rule is about the uranium bull market, after a long period of bear market, when the metal was being sold for half the price of its production cost. The investor describes the rising process of the uranium rise in the market, highlighting the astonishing numbers that show it, until the disaster in Fukushima, which decreased the prices and the booming market, but also created the situation that led to the bull market in uranium market today. Rick Rule compares the situation in the present with the one we had 15 years ago, and answers a question about the mining stocks that didn't go up as the uranium.
About the future, Rick Rule analyses how the USA is dealing with the fact that they produce less than 3% of its uranium demand, and how China and Russia are causing impact in the space. According to him, the competition will take place between those countries and also Korea and Taiwan. Then, the investor makes prediction of what may happen in the future, including the competition for African assets.
--
To know more about L2 Capital Partners, please check out our website!
Follow us on social media:
39 эпизодов
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