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Independent View: Uranium Breakout—Is it Too Late to Participate?

by Lobo Tiggre
Thursday, September 02, 12:00pm, UTC, 2021

Renowned resource investor Peter Grandich gives me credit for alerting him to the opportunities in the uranium sector. Uranium prices just broke out to a fresh 5-year high, so it seemed like a good time to talk to him and compare notes. We've both made money in the space already, so my first question was if he thinks it's too late for those new to the play. His answer is eloquent and well-reasoned. From there, we went into the potential, what could go wrong, and several potential tailwinds. I greatly enjoyed this conversation and hope you find value in it as well.

(Ed. Note: Our guest in this interview mentioned one company several times, disclosing his ownership of shares. His views are his, and this interview should not be construed as an endorsement of that company nor a recommendation to buy the stock.)



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