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Uranium
Discussion List
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Lyn Alden, founder of Lyn Alden Investment Strategy, welcomes Marcelo Lopez, managing partner at ...https://www.realvision.com/shows/the-interview/videos/uranium-the-most-asymmetric-trade-ive-seen-in-my-life/ Lyn Alden, founder of Lyn Alden Investment Strategy, welcomes Marcelo Lopez, managing partner at L2 Capital Partners, for a deep-dive on Uranium both as an energy source as well as an asset class. A former engineer, Lopez has built a model mapping every Uranium mine on earth and shares with Alden why he thinks supply will be constrained for years to come. Alden highlights the key role nu… -
Uranium Primer BofAFor those like me that don't know the first thing about Uranium except maybe that ze Germans don't want it anymore, the French love it and the Iranians would be more than happy to use it and everyone hates them for it Here is a usefull primer: Kazakstan = the United states of Uranium.