rick rule uranium rankings

Stockhead is providing factual information where there is a reasonable likelihood of doubt. Arthur Richards "Rick" Rule IV has over 43 years of experience in natural resource investing. Nick Giambruno: Doug and Rick, thank you for your time. Top 500 most subscribed YouTube channels. Welcome back! So very quickly you sterilize, from the markets perspective, the overhang. 2.) Maybe not, but investors who are confident of the uranium bull market thematic should hold their nerve. Back then, the uranium market was in the middle of a bear market that had lasted almost 20 years. You cant even store enough liquefied natural gas. It's worth mentioning that most of these grades are thus low because of their prices. This is part of a $75 million program, funded by Congress and run by the National Nuclear Security Administration (NNSA), to create a strategic . Anyone who acted on that information probably made life-changing wealth. 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. And it was hard to have better timing. Ill definitely digg it and personally suggest to my friends. It doesnt seem an optimal use of capital to buy them all this time around. For mobile users: Menu (next to "About) > Guide, Rick Rule's Ratings of my Junior Miner Portfolio. Up to you, of course, I'm not a financial advisor. "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. Previously, Rick thought uranium and uranium stocks had gotten out of hand and ran ahead of themselves. I had the chance of speaking with Rick Rule on May 9, 2022. This is also known as Online Behavioural Advertising. Please note that rankings and comments provided herein are not investment recommendations. Specific recommendations are available to Sprott clients. So I wrote that 12-page article on uranium, and another four pages on nuclear power plants. I'll just sh. Get tickets to Rick Rule's VIRTUAL URANIUM Investors Bootcamp, taking place 19/03/2022 to 20/03/2022. The information you requested is not available at this time, please check back again soon. 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. And so, at the peak, the statistical probability that your company was run by a competent team was really a function of the equation of taking the number of competent teams, 15, and dividing that by the number of aspiring companies, 500, which is statistically really bad odds. Hi there, Youve done a great job. Meanwhile, stocks are in a bubble. . I.e John Borshoff have said multiple times that Deep Yellow will sit on their hands until spot reaches at least $60. So its an emotional and political thing. Thats an unbelievable number, quite frankly. Now: $4.54. Rating Card. Therefore Dividend Earner doesn't bear any responsibility for any trading losses you might incur as a result of using this data. Rick Rule Symposium 2022 youtu.be Gold has seen ups and downs this summer, but is solidly below its Q1 peak of over US$2,000 per ounce.Speaking to the Investing News Network at the Rule Symposium . My suspicion is, out of the 20 or 25, there are 12 or 15 that are good bets to survive through the rest of this bear market to participate into the next bull market. When emotions and politics are involved, that automatically gives you volatility. Shortly: you will lose all of your money if you listen to talking heads on the internet. Nobody cared about uranium. Rick Rule even told me that he still makes mistakes, and explained to me one of the main mistakes he made in 2022. Im very happy to find this website. If a manager was speaking in here, beware. Tickets are available here. It kind of reminds me of the story of legendary contrarian John Templeton back in the late 1930s. 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? Will Gold Trump Politics In 2017? {{data.symbol | reutersRICLabelFormat:group.RICS}}, {{ stock | formatPrefix }}{{ stock.netChng | formatNetChange }}. ROI of Top Picks: 78.26%. Antonio Atanasov owns shares of companies mentioned in this publication. Nothing on this website should be considered as investment advice. Hopefully we see those same gains in the OTC shares today. The uranium market has been plagued by illiquidity, but with the advent of metal-backed funds, like the Sprott Physical Uranium Trust Fund (SRUUF), the problem of liquidity is alleviated, said Rick Rule, director of Sprott. I definitely savored every part of it and i also have you book-marked to look at new stuff on your website. in the last 30 days. So he called me up and he said, Listen, we ought to be looking at this. And I said, Thats a great idea, I totally agree.. Tangible wealth out of reach of your home government. Speaking of which, Doug, I know you know the importance of accurately defining words. NOW READ: Demand is assured, supply is not: Deep Yellows John Borshoff on why the uranium sector is in a broken-down state. Antonio Atanasov is not an investment advisor. Both of those circumstances are occurring simultaneously. Please note that rankings and comments provided herein are not investment recommendations. . Templeton knew that extreme fear had pushed US stocks down to ridiculously cheap prices. I find Rick Rule's ratings to be honest, since they corollate with my own appraisal of the companies' balance sheets. I wanted to thank you for your time due to this fantastic read!! And of all the commodities, uranium is the cheapest both relative to the cost of production and relative to historical highs and lows. Today, the total cost of producing a pound of uranium is between $55 and $60. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his top picks: Africa Oil, G2 Goldfields, and Reunion Gold. 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. 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. Enter carbon credits, government-issued permits that grant you the privilege to emit a certain amount of carbon dioxide. The critical question is really the pace of Japanese restarts of their reactors. Please understand that these are company rankings, rather than investment recommendations. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. I suspect that the price of uranium goes up.. [122] Donnie 2016/04/27 22:38:25 : Or a neon display of its logo? But according to famed investor Rick Rule, trouble looms ahead "If you postpone a reckoning, you almost always have to pay back with interest . What do you do to distinguish between them today? Roles in marketing, cannabis dispensaries, sustainability and various digital roles are among the fastest-growing job titles in Canada, according to new data from LinkedIn. He believes that to be very bullish over the long term and remains invested in uranium stocks, although he alleged to already have taken some profits in an effort to de-risk his position. Shortly: you will lose all of your money and possibly most of your brain cells if you listen to talking heads on the internet. When a bull market comes along, all these cats and dogs start howling. Thank you. 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. Doug Casey: A contrarian is somebody whos running against the crowd. Lessons from the Masters: Where is market mover Sprott spreading its cash on the ASX in 2022? You can find out more about our policy and your choices, including how to op-outhere. Certainly, its their money, not my money, so I can only suggest what they do rather than tell them what to do. 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. It's free. 2. Its wise to wonder whats going to happen, and to take advantage of growth while also being prepared for crisis. New reactor construction worldwide is taking place at an absolute record pace. Required fields are marked *. I was disappointed, but not surprised. So if you assume that a retail client is willing to spend five hours per month on uranium names, my only belief is that they should ration themselves to five positions. So from the political perspective of Japan, nuclear is an important part of their energy future. Did I fail to ask an important question? In short, Rick is taking a long view on a resource that could help solve what will soon be a global energy crisis. Reading the full disclaimer on the disclaimer page on this website is mandatory. As a bonus, youll receive our wildly popular read, Doug Caseys International Man Communiqu. See our PDF guide that will show you exactly how. 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. Create an account to follow your favorite communities and start taking part in conversations. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his top picks: Equinox Gold, Sovereign Metals, and Centaurus Metals. Please don't be discouraged if you find my rankings harshbecause they are! 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. Rick Rule . You once mentioned that at the beginning of the previous uranium bull market, you were trying to figure out which juniors were the best. Wars destroyed Rome, just as theyll destroy the U.S. Click here to download it now. 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. 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. Please tell me about it. Nick Giambruno: Doug, you have an interesting saying that when the wind blows even a turkey can fly.. You can see the top picks from Rick Rule below. Most real estate is in a bubble. . Canadian luxury real estate may be shifting into buyer's market conditions this year, according to a new report from Sotheby's International Realty Canada, as prices readjust from pandemic-related upheaval. I watched the Wall Street Silver YouTube interview with RR. So now is when you buy. When asked Are uranium stocks done crashing? Rick Rule answered this: My suspicion is that there was some reflexes-selling around the failure of Sprott to be able to list the SPUT on the NYSE. I believe that investor education and outreach are the most honest and effective forms of advertising, and marketing. Ruby Design Company. Unsubscribe whenever your want. 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. 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. Sound familiar? Informationen rund um die Brse zu Aktie, Fonds und ETFs. 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. All Rights Reserved. Rick Rule: You asked the question exactly correctly, so thank you. 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. Aktienanalysen - finanzen.net Antonio Atanasov is not an investment advisor. Pic: Rule Investment Media/ Getty Images, Stockhead. Absolutely. I'd suggest that a lot of uranium speculators would be better off doing that as well. At the time, there was an incredible amount of fear in the world. Either that, or the lights go out. Rick Rule, president and CEO, Rule Investment Media LLC. "I got the uranium equity market exactly wrong," he told BABY Investments. All the stars were aligned from my point of view, and Rick felt the same way. Rick Rule, Frank Holmes, Brent Cook and Peter Spina shared their top stock picks at this year's Vancouver Resource Investment Conference. And todaynearly 20 years lateruranium is right back at the same position in the cycle. DISCLOSURE:Please note that I may have a position in one or many of the holdings listed. Of that, he has a shopping list that is limited to 12. The Trust was launched in the . Leading up to the first Great Depression, those in the financial sector had become unusually creative. 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. The minimum risk on any investment mentioned in this publication is 100% loss of capital. Is Uranium Done Crashing or Will The FED Crash Everything Altogether? So what exactly is a contrarian? Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. Registers a unique ID to keep statistics of what videos from YouTube the user has seen. Unsubscribe whenever you want. He told me that he expects the biggest profits in uranium to be in front of us rather than behind us. I had the chance of speaking with Rick Rule on May 9, 2022. Readers are encouraged to read the Cautionary Note on Forward-Looking Information and to consult the Companys Annual Information Form, which is available onwww.sedar.com. 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. What makes uranium, and not some other commodity or speculation, more compelling at this moment? 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 . And it turned out that 95% of themor morewere turkeys, but they were all able to fly because the wind was blowing. URNM, URA, DNN, UEC, LEU, AMLI Copper price rallying could be a sign of another wave of Press J to jump to the feed. All Rights Reserved. Why? Its important to note that Japan has had a policy of energy security since the Arab oil embargo in the early 1970s. Very cool, thanks for sharing your interaction with a great mind! Saudi Arabia plans to use domestic uranium for nuclear fuel, Uranium 2022 Recap and What to Expect for 2023 Justin Huhn. I interpret it as companies which should perform better late in the bull cycle. Since nuclear power is a highly-regulated industry, it depends on what these governments do. 28. View articles by Rick Rule. All Rights Reserved. And the only substance that you can store sufficiently to power an industrial economy like Japan is uranium. Reading the full disclaimer on the disclaimer page on this website is mandatory. Rick Rule began his career in the securities business in 1974 and has been principally involved in natural resource security investments ever since. The Germansidiotically quite franklyare trying to go to solar, which makes no sense in northern Europe where the skies are often cloudy. Volatility in equity markets in 2023 and recessionary uncertainty will push investors to gold, according to the chief executive officer of McAlvany Financial Companies. More specifically, Core Assets and FireFox are paying customers. Privacy Policy. He focuses on sub $1,000,000,000 market . Thats exactly why I caught up with them at the Sprott Natural Resource Symposium in Vancouver recently. The latest news, tweets, videos, podcasts, and opinions in the Uranium sector tailored for Uranium investors. Rule follows 75 uranium listings world-wide, including many in Australia. Criticism and skepticism are highly welcome and help me learn. After Fukushima, the Japanese practically closed down their entire nuclear industry. is Kazatomprom still Rick Rules #1 uranium pick? Uranium was really the perfect contrarian material in the late 1990s. Holtec claims SMR-160 can repurpose any coal-fired plant How about we put together an explorers only project. 2022 Foxiz News Network. You know rising price expectations usually support a narrative, and so thats why people try to be contrarian when its popular. Equinox Gold (EQX TSX) Then: $7.58. Unlock Expert's Rating and Top Picks Portfolio. Most of his positions are already de-risked. Rick Rule. At the end of the last uranium bear market, Doug Casey was, as far as I know, the first to alert investors to this enormous opportunity. There are certainly Australian listed companies Lotus, Paladin, Boss, Deep Yellow that I think are excellent speculations.. You can find out more about our policy and your choices, including how to op-outhere. Note too, that these rankings are snapshots in time, subject to rapid change, with new news, different markets, and changing share prices. 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. These rankings are numerical, 1-10, with 1 being best. Market Close Update Its simple logic as far as Im concerned. By Patrick Karim Oct 7, 2022 stock: Blue Sky Uranium, stock: Cameco, stock: Canalaska Uranium, stock: Centrus Energy, stock: Denison Mines, . You had to like it because there were only about five uranium mining companies in the world at that time. Performance details for the top picks by Rick Rule. Do your own research as none of us is a financial advisor, and we are biased. MINING IN ONTARIO. Did I make a mistake? "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? Finally, precious metals stocks are attractive, given their pathetic market performance, the spectre of inflation and very deep negative interest rates. 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. You can see a breakdown by market cap too as stock selection by market cap is also a skill. 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. Up, Up, Down, Down: Which commodities won and lost in 2022? I've given out less than a dozen "one" rankings in three decades of analyzing resource stocks. After the uranium price had risen to $130 and the cost of production had risen to $45 or $50, in other words once the industry began enjoying 50-60% operating margins and the price did not have to go up anymore, the number of public companies looking for uranium increased from five to 500. Its hard to think of two other people who have had more success in uranium than Doug and Rick. has Rick Rule sold his uranium stocks or is he buying? Accomplish four key diversification goals all at once. Subscribe for a weekly newsletter in which different experts cover uranium, silver, gold, and graphene news & charts, in addition to giving updates on individual companies in those sectors. Returning to the Daily Dive today is Rick Rule, the former President and CEO of Sprott US Holdings. Rick Rule: Well, I don't think you forgot to ask much, Maurice. Check your email for magic link to sign-in. A veritable treasure trove of intelligence, all at no cost. And that story about you buying all the uranium juniors in the late 1990s reminded me of that. So it was a really excellent pick. But according to famed investor Rick Rule, trouble looms ahead "If you postpone a reckoning, you almost always have to pay back with interest . Stay abreast of developments that impact the world in . Rick Rule graded my uranium stocks again. You can see a breakdown by market cap too as stock selection by market cap is also a skill. My "chart defined" review of Rick Rule's Uranium Miner rankings. Because I've no idea what I'm doing and I'd like to learn first. Morning Update As you restart the Japanese nuclear fleet, first of all, you burn more and more uranium. Today, the total cost of producing a pound of uranium is between $55 and $60. So when the deck was stacked in peoples favor, nobody cared. So, this is supposed to be a simple, short and to the point video (unlike most of my other videos). Performance details for the top picks by Rick Rule. But today we have around 20. That was bad enough people were bored by it. investing, investment, They actively hated it, which is how I knew that I was pretty lonely in this thesis and therefore likely would be rewarded if I were right. 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. They lose $25 a pound and do it 100 million times a year. Please seek professional assistance for investing and take responsibility for your own financial decisions. 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. So it wasnt just they were bored with it, which is what you look for as a contrarian. So thats why it came down to uranium. These rankings are numerical, 1-10, with 1 being best. It's under the tab "Guide". Either the price of uranium goes up or the lights go out. The price has either increased from $US18/lb to $US48/lb, or it has declined from $US65/lb to $US48/lb. In the first sense, for 20 years it had been in a bear market, so there was no performance support for the narrative. Lunch Update Dave Allen quit his job at WPP during the 2008 financial crisis to start a brand agency that turned over 10 million in 2022. The Most Dangerous Event of the 21st Century, Join an Elite Group of Freedom Seekers, Investors, Adventurers, and Speculators, Making the Most of Your Personal Freedom and Financial Opportunity Around the World, Doug Casey and David Stockman's Contrarian Insider, Decline of Empire: Parallels Between the U.S. and Rome, Part III, Carbon Credits Are the Biggest Scam Since IndulgencesHow You Can Avoid Being Fleeced, David Stockman Reveals What Inflation Would Look Like in a True Free-Market Economy. The value, though, of BRI has gone up dramatically. Get Doug Caseys exclusive special report. This means that a company will have to sink a lot of capital into that project before it can do anything with it. Also discussed is Rick's current view on uranium (5:59 . 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. In other words, you consume more; demand goes up. They are very timely, so watching this video after June 1 (when it was recorded) is possibly not a good idea. Rick Rule: Doug and I have laughed about this over various spirits and beverages for years. If the company you are investing in is pricing in a price of $200/lb for uranium, you might need an Elon Musk at the helm to get great returns. For the past 45 years, Rick Rule has been investing and speculating in the natural resource industry. Rick is presenting at the Rule Symposium Natural Resource Investing conference Jul 26-29 Boca Raton, Florida. Because its by far the safest and the cleanest form of mass-power generation. Success! The greed associated with a package of stocks where the worst of them went up 20-fold is strong, I think, among older speculators like Doug and me. Boss flagged the final investment decision in March with a $125 million share placement which, along with a strategic uranium stockpile of 1.25Mlb worth an estimated US$59.38m, should help fund it into production. Video Rick Rule's Past Picks. Interesting as always when I see how they rank! Azarga Uranium Corp. (OTCPK:AZZUF) 7 tiny . It's free. Rick Rule: Well it's actually eerily similar. All Rights Reserved. You can see a breakdown by market cap too as stock selection by market cap is also a skill. A note about relevant advertising Some veterans of the last bull market were waiting for uranium companies to fall to real liquidation levels in 2020 and 2021. Complete the form below and we'll send you Rick's Rankings of your . Not to say that uranium isnt risky because of all these political problems around it, but I think its a distinction thats got to be made and observed. The first time Rule and Morrison spoke about the uranium price three years ago it was at $US18/lb. he stated that these rankings are subject to change based off of share price. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Distortions of markets, distortions of culture. And public participation when the price didnt have to rise anymore was incredible. Fancy an espresso machine once used by Twitter employees? 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 loved it! Most of us tend not to regard taxation as theft, yet, thats exactly what it is.. 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\". 27, Is the Future of Uranium in Danger? Instead, because of speculative fervour, the junior uranium market exploded upwards. The top 10 benefits of having an offshore bank account. He is also not yet buying, though. I don't yet have this, and if I manage to build it, it would be in a demo portfolio - not with real money. Used by Google AdWords to re-engage visitors that are likely to convert to customers based on the visitor's online behaviour across websites. 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. 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. 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. The incentive price for new production of uranium with inflation in the supply chain is $US75/lb, Rule says. The much larger island of Barbados came sixth in the world rankings, partly due to the high volume of British buyers now purchasing leisure properties. The information is not intended to imply any recommendation or opinion about a financial product. For more information, please see our Your email address will not be published. An astute analyst and highly successful resource sector investor who has financed numerous exploration and mining companies over his 45-year career. It went down to 1c then all the way to ~$10 a share, creating fortunes in the process. which was Paladin Uranium. Those who listened could have made a fortune. 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.