The incentive price for new production of uranium with inflation in the supply chain is $US75/lb, Rule says. Today, the total cost of producing a pound of uranium is between $55 and $60. Free yourself from absolute dependence on any one country. The stock market continues to hit new record highs. 2022 Foxiz News Network. We dont spam! In short, Rick is taking a long view on a resource that could help solve what will soon be a global energy crisis. Please tell me about it. The information provided in this publication and all other publications by Resource Talks is impersonal in nature and meant for general information purposes only. Distortions of markets, distortions of culture. Access our very popular e-letter, the IM Communiqu, and our other guides and country reports. Antonio Atanasov is not an investment advisor. Stocks followed. LOTs 43.6Mlb Kayelekera project in Malawi purchased from fellow Africa-focusedPaladin Energy (ASX:PDN)in March 2020 will cost just $US50m to get up and running, the company says. I had the chance of speaking with Rick Rule on May 9, 2022. "I had expected the market to be flat. The information on this website is provided for educational purposes only. His suspicion is that margin calls have also added to the recent pain in uranium stocks. Nick Giambruno: Doug, you wrote a pretty thorough article in your newsletter back in the late 1990s, recommending uranium. Aktien, Aktienkurse, Devisenkurse und Whrungsrechner, Rohstoffkurse. Given that Kazatomprom has underperformed its peers and even the ETF in the last six months, I had to ask him about that as well and he said Absolutely, when I asked him in KAP is still his favorite risk-reward play. However, I think that investors as usual have taken a very short-term view, which I think is incorrect. Wars destroyed Rome, just as theyll destroy the U.S. 80783-80808 (out of 133119) Get breaking news, analyses and insights on world affairs and politics, along with multimedia, at IBTimes.com. Rick Rule being Rick Rule. That really depends on your point of view. Rick Rule Investor and Speculator at Family office. Deep Yellow, which has three uranium projects in Namibia Reptile, Nova and Yellow Dune is now one of a select group of ASX uranium stocks set to enter productiononce the impending boom hits. Fast-forwarding to today, in the 20 or 25 companies that either are or allege to be in the uranium business, there is still an unusually-high proportion of good management teams relative to numbers of listings, at least if you compare it to the rest of the mining sector. Do your own research as none of us is a financial advisor, and we are biased. Hopin is your source for engaging events and experiences. Criticism and skepticism are highly welcome and help me learn. {{data.symbol | reutersRICLabelFormat:group.RICS}}, {{ stock | formatPrefix }}{{ stock.netChng | formatNetChange }}. So, people that are participating in the uranium space need to be particularly concerned about viability. In the circumstance that were in in 2018, there are probably billions of speculative dollars controlled by people who participated either directly or vicariously in the last bull market, and I guarantee their memories are still fresh. It was a little before the bottom. Dividend Earner will not accept any liability for loss or damage as a result of reliance on the information contained within this website including data, quotes, charts and buy/sell signals. Rick Rule and I talked about whats happening with uranium, and the uranium stocks, how he picks exploration companies, which his favorite uranium stock is, and we discussed Ricks stance on platinum investing in 2022. The first time Rule and Morrison spoke about the uranium price three years ago it was at $US18/lb. In late March, former producer PDN raised $200 million from investors to support the planned restart of the Langer-Heinrich uranium mine in Namibia by 2024. Fancy an espresso machine once used by Twitter employees? Get the latest Stockhead news delivered free to yourinbox. Ruby Design Company. But today we have around 20. Bad Junior Stocks & How to Avoid Mining Scams & Pitfalls. These rankings are numerical, 1-10, with 1 being best. We dont spam! Dr. Robert Schug, Professor in the school of criminology, criminal justice and emergency managment at CSU Long Beach joins the show to talk more about Bryan Kohberger and the Idaho murders. In October 2016, Borshoff joined then-$10m market cap uranium explorerDYLas managing director and chief exec. I believe that investor education and outreach are the most honest and effective forms of advertising, and marketing. Were on the cusp of another uranium bull market that has the potential to unleash even more life changing wealth than the previous one. The information is not intended to imply any recommendation or opinion about a financial product. Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. The one caveat that I have is that while both Doug and I were early in the last market cycle, both of us stood ready to contribute capital to companies who didnt have the working capital internally to survive until the bull market came. January 12, 2023 | Josh Chiat, November 4, 2022 | Josh Chiat, October 27, 2022 | Josh Chiat. For example, while NexGen has a deposit that will likely turn out to be the most important uranium mine by the time I'm Rick's age (or even sooner), the deposit is \"450 km from anywhere\". We think that maybe 50 listings in the uranium space worldwide are unviable at $US100/lb, Rule says. If you want more ideas from Bay Street, you can see the full list of daily top picks by all stock analysts. Canadian inflation slowed in December and experts think this could support a final policy rate hike by the Bank of Canada next week, before pausing its aggressive interest rate strategy. Other sector favourites include uranium, where increasing attractive voter sentiment, an undervalued commodity and increased near-term demand from Japanese restarts collide with a newly tightened spot market. There's many valid, objective reasons to do it, and not so many reasons not to do it (I can't think of a valid one). 27, Is the Future of Uranium in Danger? The precious metals bull market will continue, given quantitative easing, government debt and deficits, and particularly negative real interest rates. 2022 Foxiz News Network. So the industry makes the stuff for let's say $50, to make the math simple, and they sell it for $25, to make the math simple. BRI since its first day of trading in 2011 has added several gold projects, acquired another gold company, and now has 4 million ounces of . Antonio Atanasov owns shares of companies mentioned in this publication. Rick also suggested 2 smaller cap uranium juniors to me:- Iso Energy- CanAlaska I have not yet looked into those and therefore I don't have an opinion on them, that could be of value to any uranium speculator. Note that the criterion is risk-adjusted reward, so that higher risk companies may still enjoy a more favourable ranking than lower risk companies, although they may be less suitable for individual portfolios. You can see a breakdown by market cap too as stock selection by market cap is also a skill. In early June BOE formally announced plans to rebuild the Honeymoon uranium mine in South Australia. The comments Rick gives on the companies, however, are valuable and can be used as starting points of a research. Thank you. Instead, because of speculative fervour, the junior uranium market exploded upwards. In general, the market declines have made higher-quality companies more attractive than most small-caps, although very soft markets can generate some extraordinary small-cap values. At that point in time, when something had to happen, there were only five public companies and nobody cared. But if the price must go through $US75/lb, it is a potential $US8 downside juxtaposed with a minimal $US27 upside the juxtaposition of risk v reward looks very attractive.. In a September 1 interview - prior to the latest share price explosion - Rule says he timed the market badly. The president and CEO of Rule Investment Media and the chair of Equinox Gold joins Harry Melandri to talk about why hes turning his focus to uranium. Welcome back! For instance, indeed the comment for Paladin Energy isn't up to date anymore! Heres why, Demand is assured, supply is not: Deep Yellows John Borshoff on why the uranium sector is in a broken-down state. Do remember that these grades are one person's opinion and shouldn't change yours. Waiting for others to initiate development and seeing what intial bumps they encounter before going forward seems like a solid strategy but will also result in maximum equity performance later in the cycle. The first comment is that everybody wants to be a contrarian when its popular, which is sort of a hard thing to do. Accomplish four key diversification goals all at once. They didn't put forward any women, but she knew there had to be some who were more than qualified for the job. Rick and I talked about most of the Canadian, and most of the African uranium stocks.Although Rick still thinks Kazatomprom is the best uranium company out there, he ranks Cameco the highest, at 3, and a few African stocks at 4. Yes, I'm just now publishing this second part because I'm an evil YouTuber who's after the ad money. Tries to estimate the users' bandwidth on pages with integrated YouTube videos. Let Rick Rule and his team help you navigate the challenging world of resource investments. Your email address will not be published. A major shareholder of Ritchie Bros. Auctioneers Inc. filed with the U.S. Securities and Exchange Commission (SEC) Wednesday in opposition to its proposed takeover of IAA Inc., an auto parts auction company. Looking for dividend income, check out these sustainable dividend income stocks. Global Business Reports (GBR) is delighted to be back in Ontario to provide our an-nual guide to the current mining landscape in Canada's largest mineral producing province. Because its by far the safest and the cleanest form of mass-power generation. Comments accompany rankings where appropriate. He gave me a very interesting example of a time when he went all-in on an investment. It's under the tab "Guide". Its simple logic as far as Im concerned. To both. You know rising price expectations usually support a narrative, and so thats why people try to be contrarian when its popular. GoviEx Uranium Inc. (OTCPK:GVXXF) 7 big deposit, political risk, needs cash . Full podcast here. Lunch Update I loved it! As a conclusion, the highest grades that Rick gave some of my holdings were:- Kazatomprom at 4- China General Nuclear (1164) at 4- Boss Resources at 4All the other got grades between 5 and 6. NOW READ: Demand is assured, supply is not: Deep Yellows John Borshoff on why the uranium sector is in a broken-down state. And yet the medium to long term outlook for the nuclear fuel remains extremely positive, says Rick Rule, in a recent interview with Stockheads Oriel Morrison. There is not a shred of historical evidence that the US economy needs a 2.00% inflation guardrail to thrive, or any fixed rate of inflation at all. What makes uranium, and not some other commodity or speculation, more compelling at this moment? So he simply bought every US stock that was selling for less than $1. Rick Rule is a legendary natural resource investor specializing in mining, energy, water utilities, forest products, and agriculture, and he has originated and participated in hundreds of debt and equity transactions with private, pre-public, and public companies. again. Did I make a mistake? Discover Rick & Rick Rule the World podcast daily stats and analytics with our detailed tracking progress charts, future predictions, sponsorships, and more. The last time, there hadnt been a uranium bull market in probably 20 years, and the speculative landscape had changed to the extent that most of the people who had participated in the bull market in uranium in the 60s and early 70s no longer cared by 2001/2002. That stock was a bellwether in my career. The price has either increased from $US18/lb to $US48/lb, or it has declined from $US65/lb to $US48/lb. I sat down with Rick Rule, CEO of Rule Investment Media and life-long mining speculator, on August 5 to talk about uranium, and uranium stocks. Either the price of uranium goes up or the lights go out. The Germansidiotically quite franklyare trying to go to solar, which makes no sense in northern Europe where the skies are often cloudy. Read our privacy policy for more info. 20:40 Rick's opinion on the uranium market 22:50 Denison vs UEC M&A 29:20 Deep Yellow & Vimy M&A 32:00 More uranium M&A to come? "There's a great green angle if you care about carbon-free, emissions-free energy, uranium is the be-all and end-all, despite the fact that people don't like it" he said. The previous part was interesting and sort of controversial, as Rick told me he had trimmed some of his uranium positions. So its an emotional and political thing. As a flagship, Rick grades Cameco as a 5 right now, and some of the US stocks at 6, mostly because of their price. Curated by Michael O'Reilly since 2020 1550+ opinions with 4.81 rating (one of the best performing expert) All Rating Big Win . Im very confident of it because all the worlds governments have been creating trillions and trillions of currency units since the crisis started in 2007. Criticism and skepticism are highly welcome. I've given out less than a dozen "one" rankings in three decades of analyzing resource stocks. Doug Casey: Just to follow up on what Rick was saying, by the subsequent peak of the last uranium bull market, there were over 500 so-called uranium companies. But certainly, at age 65, I would like to get paid sooner rather than later. That was bad enough people were bored by it. There are five factors (Federal liabilities, credit risks, money printing, negative interest rates, dollar confidence) that cause Mr. Rule to believe that we are in a new gold bull market. They didn't put forward any women, but she knew there had to be some who were more than qualified for the job. Top 500 YouTubers sorted by subscribers growth. The US Department of Energy (DOE) awarded a $14 million contract for uranium conversion services to Converdyn, the marketing arm of Honeywell, which owns a uranium conversion facility in Illinois. You had to like it because there were only about five uranium mining companies in the world at that time. With demand on the rise, could uranium be the next lithium? DISCLOSURE:Please note that I may have a position in one or many of the holdings listed. What did you see that others did not? Was there something wrong with what the guests said? Three decades of underinvestment in natural resource productive capacity, supply chain concerns, as a consequence of war, and idiotic government policies around natural resource industries almost guarantee strong commodity pricing, albeit with a concern about recession-induced demand challenges. . Fans of the social media company have a chance to get their hands on them in a fire sale of items from its San Francisco headquarters starting Tuesday. Nobody cared about uranium. Get the latest stock news and insights straight to your inbox. Required fields are marked *. They are very timely, so watching this video after June 1 (when it was recorded) is possibly not a good idea. is Kazatomprom still Rick Rules #1 uranium pick? Rick Rule regularly provides stock market insights and stock picks on the Business News Network (BNN for short). "From my own point of view the uranium price is up nicely and given that I am looking to add substantially to my uranium position I am delighted to see it lower in price." Which uranium stocks does Rick Rule like? But probably more importantly, the inventory on the market, which the market now sees as supply, goes back to being inventory. Rule often talks about how he bought intoPaladin Energy (ASX:PDN)at 10c per share back in the mid-2000s. What we offer. For more information, please see our For investors, getting access to the right information is critical. One thing that I would point out is that over the last 10 years, which have been very, very difficult years for companies in the . When a bull market comes along, all these cats and dogs start howling. And todaynearly 20 years lateruranium is right back at the same position in the cycle. Equinox Gold (EQX TSX) Then: $7.58. Most of his positions are already de-risked. The Daily Dive ft. John Ciampaglia, Scott Galloway on Rebranding Nuclear Energy, Zacks Small-Cap Research Report: Deep Yellow Limited, Update From Sprott's Uranium Trader - Per Jander. But look, you had to like uranium for all the technical and scientific reasons, and you had to like it because nobody even knew or cared that it existed. You can find out more about our policy and your choices, including how to op-outhere. Previously, Rick thought uranium and uranium stocks had gotten out of hand and ran ahead of themselves. So now is when you buy. Readers are encouraged to read the Cautionary Note on Forward-Looking Information and to consult the Companys Annual Information Form, which is available on www.sedar.com. Note too, that these rankings are snapshots in time, subject to rapid change, with new news, different markets, and changing share prices. He told me it were all ranking made at a certain point in the past (screenshots somewhere in time, if you will). Check your inbox or spam folder to confirm your subscription. Not being able to decide among them, you decided to buy them all. The good news for uranium companies is set to continue, said Rick Rule, president and CEO of Rule Investment Media. In fact, theyre running the country on brown dirty coal and ironically imported uranium electricity from Poland and France. Rick Rule. Last year Rule retired from executive and management roles at Sprott. And it wasn't merely that uranium hadn't performed since Three Mile Island, it is merely that the uranium investment thesis hadn't worked for 20 years. So thats why it came down to uranium. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his past picks: Equinox Gold, Sovereign Metals, and Centaurus Metals. Those are the only two choices. When emotions and politics are involved, that automatically gives you volatility. Thank you for the honor and opportunity of grading, and commenting on your natural resource portfolio. 00:00 important warning01:10 Are uranium stocks done crashing?06:25 Will the uranium equities outperform the spot price over the long term?11:30 Are the largest gains in uranium stocks still ahead of us or are they behind us?15:10 Are we in the 6th inning with uranium stocks?18:30 When does Rick Rule go all in?24:00 When will Rick Rule sell all of his uranium stocks?27:45 How does Rick Rule value uranium exploration stocks?35:00 Is Kazatomprom still the best risk-reward in uranium?39:00 Does sentiment in uranium matter to Rick?42:00 What matters most in uranium today?44:00 Is Rick still bullish on platinum?46:40 Is oversupply an issue for platinum?48:30 How would Rick Rule approach platinum investing?50:00 Which jurisdiction makes sense for platinum investing?52:00 Rick Rules holding a symposium. However, Rick Rule is currently very bullish on uranium and believes that the tourists have left the space, so its time for the next leg up. What was even more amusing, is three or four years later when the thesis had proven itself, some of the people who were actively hostile to me for attempting to profit from this sort of pariah substance were actually looking for tips on uranium stocks. Looking forward three or four years, new plant construction, particularly in China but really spread all around the world, is sufficient that the Japanese become less and less relevant. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his player picks: NAC Kazatomprom JSC, Sandstorm Gold, and Endeavour Mining PLC. Volatility in equity markets in 2023 and recessionary uncertainty will push investors to gold, according to the chief executive officer of McAlvany Financial Companies. Get numerous opinions before taking your own decision in the end. Keep in mind:1.) 2. The conference and full interview can be viewed here. Absolutely. Because were all psychologically wired to be herd animals. If a manager was speaking in here, beware. Before taking any action on any investment, it is imperative that you consult with multiple licensed, experienced, and qualified investment advisors. All Rights Reserved. With a total mine life of 17 years, that looks very economic at Rules incentive price of $US75/lb. See our PDF guide that will show you exactly how. Ruby Design Company. Copyright 2010 - 2023 by Dividend Earner. He is also not yet buying, though. If you didn't watch the 2 videos I did discussing \"my perfect uranium portfolio\", you shouldn't because they weren't any good, but here's the gist of them:I want my uranium portfolio to look like this:30% Basics - Cornerstone (KAP, CCJ, CGN)20% Physical (UPC (soon Sprott physical, Yellowcake)20% Section 232 (Ur Energy, Energy Fuels, WUC, Peninsula)15%% Geo-political diversification (Goviex, Bannerman, Boss, Paladin, DeepYellow, GLO)10% Athabasca Basin (CCJ, Fission, Denison, Nexgen, UEX) 5% Speculations (Forsys, Marenica, Vimy)This is what my perfect uranium portfolio looks like. Hi there, Youve done a great job. Christine Poole's Top Picks: January 18, 2023, Darren Sissons' Top Picks: January 16, 2023. I don't yet have this, and if I manage to build it, it would be in a demo portfolio - not with real money. Might miss out on some profits during this bull run, but the unbiased knowledge one would get would, I think, make up in many future commodity bull runs. From my own point of view the uranium price is up nicely and given that I am looking to add substantially to my uranium position I am delighted to see it lower in price.. Now: $26.82. Fancy an espresso machine once used by Twitter employees? This week, I was joined by Rick Rule to talk about CPI, The World Bank's revision of GDP growth forecast, China's December export numbers, gold, uranium, and others. Canadian inflation slowed in December and experts think this could support a final policy rate hike by the Bank of Canada next week, before pausing its aggressive interest rate strategy. Most of us tend not to regard taxation as theft, yet, thats exactly what it is.. "I got the uranium equity market exactly wrong," he told BABY Investments. Shortly said, yes. How will you protect yourself in the next crisis? Canadian Stock Coverage: 100.00%. Please be fully informed regarding the risks and costs associated with trading, it is one of the riskiest investment forms possible. In other words, you consume more; demand goes up. . Rule spoke to Kitco on Tuesday. So that whole category interests me. Interesting as always when I see how they rank! It went down to 1c then all the way to ~$10 a share, creating fortunes in the process. Especially if they have orange hair and no experience (me).Readers are cautioned that this presentation likely contains forward-looking statements about expected future events and the financial and operating performance of any companies potentially discussed herein. Rick Rule Talks About His Favorite Uranium Companies and His Outlook on Uranium, Uranium Contracting Speeds Up | Resource Heads Ep. Rick Rule: Well it's actually eerily similar. Meanwhile, stocks are in a bubble. The Lundin family rarely lose money. Nick Giambruno: Those are some great examples of how the uranium market is so violently cyclicalnot just in terms of the financial aspect but also the emotional aspect. Its going to happen again. Whats changed, has changed for the better. Arthur Richards "Rick" Rule IV has over 43 years of experience in natural resource investing. Increasing nominal interest rates continue to depress pricing in debt and equity markets, while negative real interest rates stoke inflation fears for investors in many asset classes. Performance Analysis. I suspect that if you buy the best five namesof course depending on how you do that allocationthat you would do quite well in the uranium space now. Rick Rule: Well its actually eerily similar. In other words, when the upside was inevitable and absolutely had to happen, nobody cared. Those who listened could have made a fortune. 36:30 Rick Rule ranks a few uranium stocks 51:00 African uranium companies 57:00 Australian uranium companies 57:30 More Rick Rule rankings. Youve successfully subscribed to Uranium Daily. You can see a breakdown by market cap too as stock selection by market cap is also a skill. All the stars were aligned from my point of view, and Rick felt the same way. Some veterans of the last bull market were waiting for uranium companies to fall to real liquidation levels in 2020 and 2021. Nick Giambruno: Doug, you have an interesting saying that when the wind blows even a turkey can fly.. " Note that the criterion is risk-adjusted reward, so that higher risk companies may still enjoy a more favourable ranking than lower risk companies, although they may be less suitable for individual portfolios. A major shareholder of Ritchie Bros. Auctioneers Inc. filed with the U.S. Securities and Exchange Commission (SEC) Wednesday in opposition to its proposed takeover of IAA Inc., an auto parts auction company. Thats what my friend Rick Rule, CEO of Sprott US Holdings, once told me of his experience in the uranium market. Last month, the uranium spot price hit an11-year high of US$65/pound the magic number often touted by uranium players that would push them to get into production before plunging back below $US50/lb. Rick Rule: At the point in time when I reviewed the five uranium juniorsand then when Doug sort of debriefed me on my reviewwe determined that the management teams who had survived a 20-year bear market were all competent enough and tough enough that all five would survive. Being best one country the precious metals bull market comes along, all these cats dogs! Us holdings, once told me of his experience in the world that... By resource Talks is impersonal in nature and meant for general information purposes.. I had expected the market, which the market to be contrarian when its popular, is! Some other commodity or speculation, more compelling at this moment trading, it is one of the last market! Is critical are involved, that looks very economic at Rules incentive price $... & how to Avoid Mining Scams & Pitfalls regularly provides stock market continues to hit new record.... Running the country on brown dirty coal and ironically imported uranium electricity from Poland and France inbox or folder! Industry insights from Australias best business journalists all collated and delivered straight to your inbox or folder... Once used by Twitter employees from Bay Street, you can see the full list of daily Top picks January! That could help solve what will soon be a contrarian when its popular with in! Resource investing a few uranium stocks bored by it wrote a pretty thorough article in newsletter... The world at that time is taking a long view on a resource that could help what! In three decades of analyzing resource stocks start howling and $ 60 be viewed here protect. At the same position in the process uranium stocks had gotten out of and. In your newsletter back in the end of uranium is between $ 55 and 60! Have taken a very short-term view, which the market now sees as,... It was recorded ) is possibly not a good idea, there only! Only about five uranium Mining companies in the uranium space need to be some who were more qualified. Multiple licensed, experienced, and Rick felt the same way production of uranium with inflation in the.. A pretty thorough article in your newsletter back in the world at that point time! Experienced, and commenting on your natural resource portfolio one of the last bull market will continue, Rick... { stock | formatPrefix } } ranks a few uranium stocks 51:00 African uranium and. That automatically gives you volatility total mine life of 17 years, that automatically gives you volatility had. Mining Scams & Pitfalls Sissons ' Top picks: January 18, 2023, Darren Sissons ' Top picks January., once told me of his experience in natural resource investing out more about policy. 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Think that maybe 50 listings in the process skepticism are highly welcome and help me.! | Josh Chiat, October 27, 2022 | Josh Chiat, October 27 2022... The IM Communiqu, and our other guides and country reports latest stock news and insights straight your. In South Australia | reutersRICLabelFormat: group.RICS } } Avoid Mining Scams & Pitfalls to. The most honest and effective forms of advertising, and particularly negative real interest.... Bad enough people were bored by it ironically imported uranium electricity from and. Point in time, when the upside was inevitable and absolutely had to happen nobody. Website is provided for educational purposes only in South Australia rick rule uranium rankings instance, indeed the comment Paladin. Interesting and sort of controversial, as Rick told me of his in... Mining companies in the late 1990s, recommending uranium were only five public companies and his team help navigate... 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