Uranium Bulls Will Not Tell You This... says Warren Irwin (Fund Manager Shares Uranium Outlook)

Published: Sept. 21, 2022, 11:57 a.m.

b'Seasoned resource fund manager Warren Irwin returns to the show to share his current uranium market outlook and how he recommends playing the uranium equities. He offers a more tempered expectation of where the uranium price will go saying: \\u201cthe uranium bulls of the world will not tell you this. And I\\u2019ll tell you this right up front. Trust me, man. There is no shortage of uranium in the world. You could get a good run here. And I\\u2019m selling into that run. I can tell you that for sure. I\\u2019ll be selling into it. Because long-term I\\u2019m a believer that there is plenty of uranium out there and probably, let\\u2019s say, at $75/lb. you could get a lot of production at 75 bucks. There\\u2019s supply, in time, that is hitting this market.\\u201d

0:00 Introduction
1:55 Warren\\u2019s fund has made about $100mm already on NexGen in last 6yrs
4:23 How Warren views the uranium market
11:45 \\u201cUranium Bulls will not tell you this\\u201d
22:15 Biggest risk for uranium investors
27:47 Possible objections to Warren\\u2019s outlook

Warren\\u2019s fund: https://www.rosseau.com/
Warren\\u2019s Twitter: https://twitter.com/bigdude6669

To learn about Warren\\u2019s first-hand experience with the Bre-X mining scam of the 90\\u2019s listen to our in-depth interview from PDAC 2018:
http://www.miningstockeducation.com/2018/04/warren-irwin-discerning-mining-stock-scams-from-bre-x-until-today-top-hedge-fund-manager-shares-insights-pdac-2018/

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