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	Podcast:		Yet Another Value Podcast
	Episode:		Brian Laks covers the #uranium and Nexgen bull cases $NXE
	Category:		Business
	Duration:		01:02:05
	Publish Date:		2021-09-04 15:00:00
	Description:		Brian Laks, partner at Old West Invest Management, discusses the bull case for uranium. Key topics include why this time could be different, breaking down the supply / demand curve that has him so excited, and discussing why NexGen (NXE) is such an interesting way to play uranium. Brian's twitter account: https://twitter.com/brianlaks Kuppy's uranium shortage post: https://adventuresincapitalism.com/20... Chapters 0:00 Intro 1:30 Uranium overview 2:35 What got Old West so excited about uranium? 5:05 Discussing the uranium cost curve 7:35 Uranium supply / demand imbalance 10:15 Uranium's cycles since 2000 15:15 Why is the cycle happening now? 19:15 What's to stop supply from coming on if prices start to rise? 25:40 When and how do mothballed facilities start coming back on? 30:00 The Sprott Uranium Trust 40:20 Nexgen (NXE) overview 46:20 Nexgen's low cost mine 49:10 Nexgen's timeline to completing their mine 52:55 Discussing Nexgen's uranium price assumptions 56:30 Why won't this go into mine development hell? 58:40 Nexgen's base case upside SHOW LESS
	Total Play:		0