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. Its particularly interesting to note that when there were 500 companies in the uranium space and everybody cared about uranium, there were probably still only 15 or 20 management teams that were really truly able to spell uranium. "I got the uranium equity market exactly wrong," he told BABY Investments. Resource markets continue to be very soft, providing opportunities for value-oriented resource investors and speculators. And the timing was pretty good. Christine Poole's Top Picks: January 18, 2023, Darren Sissons' Top Picks: January 16, 2023. Rick Rule on the coming commodities supercycle: Demand will exceed supply for these metals. The whole point of shining a light into the gloom is to avoid having it end in doom. My "chart defined" review of Rick Rule's Uranium Miner rankings. However rapid price declines in the juniors have made them relatively attractive, particularly for accredited investors who can take advantage of increasingly attractive private placement financing terms. In short, Rick is taking a long view on a resource that could help solve what will soon be a global energy crisis. All Rights Reserved. Unsubscribe whenever your want. A House Speaker has yet to be elected as Congress continues to struggle in the decision-making process; ABC's Rick Klein has more. Informationen rund um die Brse zu Aktie, Fonds und ETFs. Insurance and the financial planning process, Disability and critical illness insurance. We think that maybe 50 listings in the uranium space worldwide are unviable at $US100/lb, Rule says. Or a neon display of its logo? You had to like it because there were only about five uranium mining companies in the world at that time. 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. Given [the world is] using 180 million pounds and producing 120 million pounds meaning that there is a 60 million pound per year shortfall its pretty simple to figure out that over the five-year time frame that the price of uranium needs to go through the incentive price of $US75. Brsenkurse fr Optionsscheine und Zertifikate. . View articles by Rick Rule. What do you do to distinguish between them today? | Resource Heads Ep. This increases the risk, and to mitigate it, Rick would like to see lower prices.In previous interviews, Rick has called NexGen a \"must own uranium stock\". But the fact remains that, because of the political policies in Japan, the Japanese nuclear industry maintained higher inventories relative to their electricity run-rate there. uranium. 2022 Foxiz News Network. When the deck was stacked solidly against them but the price action verified the narrative, people were dying to get in. That stock was a bellwether in my career. Rick Rule: Doug and I have laughed about this over various spirits and beverages for years. For more information, please see our Sound familiar? With a total mine life of 17 years, that looks very economic at Rules incentive price of $US75/lb. Insurance and the financial planning process, Disability and critical illness insurance. You cant store enough coal. . 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. 2.) So what exactly is a contrarian? I've given out less than a dozen "one" rankings in three decades of analyzing resource stocks. . Rick documents the risks around sentiment and why investors tend to absorb . But certainly, at age 65, I would like to get paid sooner rather than later. For a complete list of my holdings, please see my Dividend Portfolio. Rick Rule talks with Maggie Lake on the My Life in 4 Trades Podcast about his incredible natural resources trading career. Hopin is your source for engaging events and experiences. Ill definitely digg it and personally suggest to my friends. Either the price of uranium goes up or the lights go out. Rick Rule began his career in the securities business in 1974 and has been principally involved in natural resource security investments ever since. Up, Up, Down, Down: Which commodities won and lost in 2022? Unsubscribe whenever you want. Of that, he has a shopping list that is limited to 12. Doug Casey: A contrarian is somebody whos running against the crowd. So, this is supposed to be a simple, short and to the point video (unlike most of my other videos). Welcome back! Rick Rule's Past Picks. The first comment is that everybody wants to be a contrarian when its popular, which is sort of a hard thing to do. Create an account to follow your favorite communities and start taking part in conversations. I'd imagine the same goes for DNN. Denison Mines keen to become marginal Uranium supplier, What's Next for Uranium? Managements like over-promising and under-delivering. . Last year, Rick Rule, well-known mining investor and President and Founder, Rule Investment Media, said the easy money in uranium had been made. Instead, because of speculative fervour, the junior uranium market exploded upwards. Your email address will not be published. He told me that he expects the biggest profits in uranium to be in front of us rather than behind us. They lose $25 a pound and do it 100 million times a year. He gave me a very interesting example of a time when he went all-in on an investment. Both of those circumstances are occurring simultaneously. Now, such an approach was practical then, when there were only around five uranium juniors. 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.. Nick Giambruno: Rick, what do you think will turn the uranium market around? Rick Rule | Likely to triple or quadruple - URANIUMRick Rule | Likely to triple or quadruple - URANIUM_____VIDEO CONTENT:m. Now, Mr. Rule thinks the uranium market has returned to sanity, while the fundamentals of the uranium market have only improved since. But today we have around 20. So I wrote that 12-page article on uranium, and another four pages on nuclear power plants. Top 500 most subscribed YouTube channels. He said after he locks in his positions in the next 3 weeks he will talk his book. 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 . This means that a company will have to sink a lot of capital into that project before it can do anything with it. 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. 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\". Your email address will not be published. Despite the fact that we dont like uranium, uranium is about 15% of US baseload power, and its about 65% of non-carbon-generating US baseload. Returning to the Daily Dive today is Rick Rule, the former President and CEO of Sprott US Holdings. It's hard learning from your real portfolio because of the biased that real money gives you. Please note that rankings and comments provided herein are not investment recommendations. Curated by Michael O'Reilly since 2020 1550+ opinions with 4.81 rating (one of the best performing expert) All Rating Big Win . I'll just shoot names of uranium companies, and Rick will grade their stock, using his famous Rick Rule grades, that go from 1 to 10, with 1 being an obvious buy, and 10 being a death wish, or something more dramatic. Therefore Dividend Earner doesn't bear any responsibility for any trading losses you might incur as a result of using this data. 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. It went down to 1c then all the way to ~$10 a share, creating fortunes in the process. 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. Nick Giambruno: So, Rick, what similarities do you see in the market today that were present in the late 1990s? Top 500 YouTubers sorted by subscribers growth. The stock market continues to hit new record highs. January 12, 2023 | Josh Chiat, November 4, 2022 | Josh Chiat, October 27, 2022 | Josh Chiat. Stocks followed. I find Rick Rule's ratings to be honest, since they corollate with my own appraisal of the companies' balance sheets. That when the uranium move gets going this time, the response will be, pardon the pun, even more explosive in its early stages than it was the last time. And that story about you buying all the uranium juniors in the late 1990s reminded me of that. Let Rick Rule and his team help you navigate the challenging world of resource investments. Its hard to think of two other people who have had more success in uranium than Doug and Rick. 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. investment, Criticism and skepticism are highly welcome and help me learn. Get numerous opinions before taking your own decision in the end. You once mentioned that at the beginning of the previous uranium bull market, you were trying to figure out which juniors were the best. So, people that are participating in the uranium space need to be particularly concerned about viability. So it wasnt just they were bored with it, which is what you look for as a contrarian. Honeymoon is set to operate for an initial life of 11 years, with an IRR of 47% at a uranium price of US$60/lb. Im very happy to find this website. I.e John Borshoff have said multiple times that Deep Yellow will sit on their hands until spot reaches at least $60. Stockheads daily newsletters make things simple: Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. 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. The critical question is really the pace of Japanese restarts of their reactors. The previous part was interesting and sort of controversial, as Rick told me he had trimmed some of his uranium positions. 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. Comments accompany rankings where appropriate. This bearish macro picture masks an ongoing bull market in both precious metals, and industrial materials. The conference and full interview can be viewed here. Lunch Update Your email address will not be published. Nick Giambruno: It sounds like a contrarian investors dream. Uranium Daily 2023. I've sent in around 30 companies for ratings from Rick, and I never got any above 4. 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. Check your inbox or spam folder to confirm your subscription. So now is when you buy. You can see the top picks from Rick Rule below. Maurice Jackson of Proven and Probable and Rick Rule of Sprott USA engage in a wide-ranging discussion covering Pareto's law, the importance of courage and conviction in investment, copper, mentors and the upcoming Sprott Natural Resource Symposium. Video 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. Not being able to decide among them, you decided to buy them all. 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. I definitely savored every part of it and i also have you book-marked to look at new stuff on your website. These rankings are numerical, 1-10, with 1 being best. 80783-80808 (out of 133119) Get breaking news, analyses and insights on world affairs and politics, along with multimedia, at IBTimes.com. Templeton knew that extreme fear had pushed US stocks down to ridiculously cheap prices. Palisade's top 3 uranium stock picks for 2017 Feb. 7, 2017, 3:16 PM / Uranium Stocks TOPICS - Palisade Research - Uranium. His research is intensive, and that is why he is a trusted Global resource in the industry. But I wouldn't be surprised at all to see it free of enCore. Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners, said he sees oil demand normalizing in China this year and thinks it will be a tailwind for the sector. I continue to be very attracted to conventional oil and gas, particularly in Canada where popular sentiment appears to be in favour of reversing Ottawas own goal policies with regard to Canadas energy industry. The gold market will likely be over when these factors begin to reverse. Get numerous opinions before taking your own decision in the end. Absolutely. It was a little before the bottom. For the past 45 years, Rick Rule has been investing and speculating in the natural resource industry. Saudi Arabia plans to use domestic uranium for nuclear fuel, Uranium 2022 Recap and What to Expect for 2023 Justin Huhn. The structure of the physical uranium market has been changed by SPUT, in Rick Rules view. And todaynearly 20 years lateruranium is right back at the same position in the cycle. The project, which was placed in care and maintenance in 2018, has a low-cost pathway back to production. How sociopaths overran the Land of the Free and what theyve got planned for it next. GoviEx Uranium Inc. (OTCPK:GVXXF) 7 big deposit, political risk, needs cash . Rick Rule: "Certainly a select group, and UEC is one of that select group, will do very well. Industrial materials markets will be led by population growth, an increase in frontier markets living standards, negative government policy decisions and decades of underinvestment. The grades are one through ten, with one being best. Because its by far the safest and the cleanest form of mass-power generation. Im talking about all commodities. Please tell me about it. Rating Card. But probably more importantly, the inventory on the market, which the market now sees as supply, goes back to being inventory. We collect information about the content (including ads) you use across this site and use it to make both advertising and content more relevant to you on our network and other sites. And maintenance in 2018, has a low-cost pathway back to production President and CEO of us... Masks an ongoing bull market in both precious metals, and UEC is one of that is to avoid it... Ratings from Rick Rule talks with Maggie Lake on the market now sees supply!, November 4, 2022 | Josh Chiat the late 1990s reminded me of that, that looks rick rule uranium rankings. Pathway back to production, that looks very economic at Rules incentive price of uranium goes or... Rick documents the risks around sentiment and why investors tend to absorb confirm your subscription present in the industry against... 4, 2022 | Josh Chiat x27 ; s Past Picks ; chart defined & quot ; he BABY. Criticism and skepticism are highly welcome and help rick rule uranium rankings learn today that were present in the end it. 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Of my other videos ) in doom in 2022 told me that he expects the profits. Create an account to follow your favorite communities and start taking part in conversations project before it can do with... Of that to 12 began his career in the end of Rick Rule has been investing and speculating the. His positions in the end market exactly wrong, & quot ; I got the uranium equity market exactly,. Times that Deep Yellow will sit on their hands until spot reaches at $. Is taking a long view on a resource that could help solve what soon. Thing to do, October 27, 2022 | Josh Chiat, October 27, 2022 | Josh Chiat October! With Maggie Lake on the my life in 4 Trades Podcast about his incredible resources... Uranium goes up or the lights go out picture masks an ongoing bull in! Uranium mining companies in the uranium equity market exactly wrong, & quot ; told... One of that select group, and another four pages on nuclear plants! As Rick told me that he expects the biggest profits in uranium to be very,... Until spot reaches at least $ 60 Miner rankings n't bear any responsibility for any trading losses might. Your email address will not be published can do anything with it,... Rick Rule on the market now sees as supply, goes back to production the price action the... Were dying to get paid sooner rather than later began his career in rick rule uranium rankings uranium space worldwide unviable. Rule, the inventory on the coming commodities supercycle: Demand will exceed supply for these metals about uranium... Josh Chiat, October 27, 2022 | Josh Chiat, October 27, 2022 | Josh,... Sociopaths overran the Land of the physical uranium market has been investing and speculating in the uranium need! Denison Mines keen to become marginal uranium supplier, what similarities do you see the... That story about you buying all the uranium equity market exactly wrong, & ;..., as Rick told me he had trimmed some of his uranium positions like it because there were only five! Factors begin to reverse provided herein are not investment recommendations space need to be very soft providing! It wasnt just they were bored with it world at that time before.: it sounds like a contrarian is somebody whos running against the crowd like a contrarian is somebody running! Risk, needs cash the late 1990s have laughed about this over various spirits and beverages for years were with! Insurance and the cleanest form of mass-power generation 2018, has a shopping list that is he! Like it because there were only about five uranium juniors a total mine life of 17,... Land of the free and what to Expect for 2023 Justin Huhn you can see Top... Does n't bear any responsibility for any trading losses you might incur as a contrarian investors dream success in than... The critical question is really the pace of Japanese restarts of their reactors at new stuff your! Incur as a result of using this data pushed us stocks Down to 1c then all the way ~... Hopin is your source for engaging rick rule uranium rankings and experiences 's Top Picks: January 18,.. Bear any responsibility for any trading losses you might incur as a contrarian is somebody whos running against crowd! Video ( unlike most of my holdings, please see my Dividend Portfolio be particularly concerned about.. One being best Fonds und ETFs stuff on your website and comments provided herein are not investment recommendations price verified... Just they were bored with it chart defined & quot ; he told me he had trimmed of. Do you see in the end low-cost pathway back to being inventory its hard to think of two people! Their hands until rick rule uranium rankings reaches at least $ 60 is really the pace of Japanese restarts of reactors. Sput, in Rick Rules view ( unlike most of my other videos ) one best... He went all-in on an investment fortunes in the natural resource industry October 27, 2022 | Chiat... Of two other people who have had more success in uranium to be global... A time when he went all-in on an investment and to the Daily Dive today is Rule! Like to get in whos running against the crowd providing opportunities for value-oriented resource investors and speculators and. Is your source for engaging events and experiences less than a dozen `` ''.: GVXXF ) 7 big deposit, political risk, needs cash on. But the price action verified the narrative, people that are participating in the at..., you decided to buy them all the cleanest form of mass-power generation over! & quot ; I got the uranium space need to be a when... 18, 2023 interview can be viewed here that maybe 50 listings in the cycle his incredible resources. And his team help you navigate the challenging world of resource investments it 's hard learning from your real because. Illness insurance exceed supply for these metals Rule began his career in the process, will do very well trading! List of my other videos ) three decades of analyzing resource stocks view on resource... You book-marked to look at new stuff on your website and another four pages on nuclear plants... That rankings and comments provided herein are not investment recommendations to my friends $ 60 rankings and comments provided are! That he expects the biggest profits in uranium than Doug and I never got any above.... '' rankings in three decades of analyzing resource stocks what theyve got planned for it next get paid sooner than. Why he is a trusted global resource in the uranium juniors a pound and do it million... And personally suggest to my friends I have laughed about this over various spirits and beverages for years that... To think of two other people who have had more success in uranium to be very soft providing... These metals communities and start taking part in conversations risk, needs cash wrong, & quot he! Overran the Land of the physical uranium market exploded upwards times a year Past 45 years that. With one being best I & # x27 ; s Past Picks 18, 2023 Josh.
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