Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level discussion around everything Uranium, from the mining all the way to enrichment and power generation.
Mike holds a firm view that the world will be in a considerable Uranium structural supply deficit for many years to come.
Thank you to our Podcast Partners:
VRIFY – Transforming the way Mining companies communicate to 3D
Email grant@vrify.com (no e) for more information
GetWet Solutions – Innovative Bladder Tanks for mobile Water storage on your Mine Site
Matt.hall@getwetsolutions.com.au
DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries
Silverstone – Energy solutions for your business
kenny@sstone.com.au
K-Drill – Safe, reliable, and productive surface RC drilling
ryan@k-drill.com.au
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more
seamus@anytimees.com
——————————-
Buy your Money of Mine merch at
FOLLOW US
Join our Money Miner Facebook Group:
– Facebook Group:
Sign-up for our Daily Newsletter
THE DIRECTOR’S SPECIAL –
Subscribe to our podcast wherever you listen to them:
– Spotify:
– Apple:
– Google Podcasts:
Follow us on all social platforms to stay up-to-date:
– Twitter:
– Instagram:
– LinkedIn:
– Facebook:
We have personal Twitter accounts you can follow too:
– Matty:
– JD:
– Trav:
——————————-
CHAPTERS
0:00:00 Introduction
0:01:09 Quick lay of the Uranium land
0:11:00 How much Nuclear power would the SPUT produce?
0:21:19 Double whammy of supply and enrichment deficits
0:23:43 2030 deficit prediction
0:38:27 Are Mike’s views different to other Uranium funds?
0:48:42 What if everything goes perfectly in the next 6 years
0:57:39 Are there enough economic Uranium deposits?
1:03:05 Will Reactors get built if the structural supply deficit is too big?
1:05:54 Would a high price tempt a SPUT shareholder vote to sell their Uranium?
1:07:25 Will M&A heat up?
1:10:38 Kazatomprom situation
1:15:53 Can the West bring on enough conversion and enrichment to decouple from Russia?
1:22:10 Are SMR’s plausible considering the lack of enrichment capacity?
1:25:34 East vs West demand
1:29:36 Reflection on today vs previous bull cycles
1:35:05 Will Oil & Gas companies get into Nuclear?
1:37:44 What can break the Uranium thesis?
——————————-
DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
source
