Rick Rule, Uranium Investing Masterclass

FREE REGIONAL NEWSLETTERS: https://miningnetwork.co.uk/sign-up/ Stay on top of the mining industry with Mining Network's free weekly newsletters — the one source you need for the most critical stories in Latin America, North America, and Australasia. Get curated insights from legendary journalist Paul Harris and award-winning journalist Kristie Batten. Sign up now at https://miningnetwork.co.uk/sign-up/ to drive your decisions with exclusive, region-focused news. www.ruleinvestmentmedia.com Rick Rule has been a professional investor and speculator in natural resources and gold for 45 years. Mr. Rule has dedicated his entire adult life to many aspects of natural resources securities investing. In addition to the knowledge and experience gained in a long and focused career, he has a global network of contacts in the natural resources and finance sectors. Mr. Rule is a frequent speaker at industry conferences and is often interviewed for radio, television, print and online media outlets concerning natural resources investment and industry topics. He is frequently quoted by natural resources oriented newsletters and advisories. Mr. Rule leads a skilled team of earth science and finance professionals. 0:22 Past Predictions on Government and Deficit 1:38 Uranium Market Overview and WNS Preview 3:01 Rick's Early Uranium Thesis and Bull Run Stage 4:42 Cameco as Core Holding 5:47 Kazakhstan Supply Issues and Kazatomprom Concerns 8:54 Investment Strategy: Managing Risks 10:04 Structural Supply-Demand to 2040 12:08 Japanese Inventory Leasing Impact 13:24 Term Contracts and Cost of Capital 15:37 M&A Potential and Premiums 17:09 Spot Price Opacity and SPUT Role 19:58 Post-Fukushima Japanese Surplus 22:42 Long-Term Contract Disclosure 24:19 Risks for Juniors in Contracts 26:07 Inflation and Price Tightness 29:49 Turnkey Contracts with Cameco 31:15 Cameco's Edge and Competitors 33:21 Jurisdictional Risks and Dual-Buyer Assets 36:15 Comparing Uranium to Gold/Silver Investments 39:58 Portfolio Focus and Mining Risks 41:51 Key Questions for WNS #Uranium #Investing #Mining