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Grizzle Pod: Thematic Growth Investing
Grizzle
98 episodes
5 days ago
The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.
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Investing
Business
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All content for Grizzle Pod: Thematic Growth Investing is the property of Grizzle and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.
Show more...
Investing
Business
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Grizzle Uranium & Battery Metals Roundtable - The New Era of Energy
Grizzle Pod: Thematic Growth Investing
1 hour 40 minutes 56 seconds
1 year ago
Grizzle Uranium & Battery Metals Roundtable - The New Era of Energy

We've entered a new era of power demand, underscoring the significant value of critical energy metals, including: uranium, copper, lithium and nickel.

The Uranium & Battery Metals roundtable brings together the top management teams and consultants to help you pinpoint key investment opportunities across each critical metal.

COMPANIES:

◼️Denison Mines (TSX:DML) (NYSE:DNN): https://denisonmines.com/investors/in...

◼️Power Nickel (TSXV:PNPN): https://powernickel.com

◼️Ecora Resources (TSX:ECOR) (LSE:ECOR): https://www.ecora-resources.com/investor-relations/

◼️Hot Chili (TSXV:HCH) (ASX:HCH): https://www.hotchili.net.au/

◼️Anfield Energy (TSXV:AEC): https://anfieldenergy.com/

◼️Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/

◼️Amerigo (TSX:ARG): https://www.amerigoresources.com/

◼️Bid/Ask ETF Research: https://www.bid-ask.io/


AGENDA:

◼️Uranium in Focus: David Cates, CEO Denison Mines, Corey Dias, CEO Anfield Energy & Nick Carter EVP UxC

◼️Diversified Critical Metals: Terry Lynch, CEO Power Nickel & Marc Bishop Lafleche, CEO Ecora Resources

◼️Lithium: Is the Bottom In? Rob Weir, VP Corporate Development, Lithium Royalty Corp

◼️Copper: Robust Demand, Tight Supply: Christian Easterday, CEO Hot Chili, Aurora Davidson, CEO Amerigo

◼️Analyzing Uranium ETFs: Bid/Ask ETF Strategy & Research


Topics:

0:00 Conference Intro

2:25 More Than an Inventory Restocking Cycle?

5:01 The Uranium Reshoring Opportunity

7:53 When Will SMR’s be Ready for Primetime?

12:24 AI’s Impact on Nuclear Demand

15:01 Denison Production Outlook

17:23 Acquisitions on the Horizon?

19:56 Denison: Key Catalysts

24:44 The Strategic Importance of Uranium in America

26:51 Bipartisan Support of Nuclear Power

28:34 Uranium Market Stability Without Russian Exports

29:04 U.S. Uranium Milling in Demand: 2 of 3 Assets Acquired

30:50 Time & Cost to Build a Mill from Scratch vs. Refurbish

32:18 Will More Milling Capacity be Required?

32:59 Restocking Cycle or Sustainable Demand Growth

34:48 Has Public Opinion Ever Been This Positive?

36:45 Inventory Outlook & Potential Bottlenecks

39:15 America’s Role in Uranium Supply

42:30 Where We Currently Sit in the Commodity Cycle

43:26 Commodities vs. Commodity Mining Stocks

44:15 Commodity M&A Cycle

45:27 The Significant Value of Polymetallic Deposits

48:04 Nickel Market: North America vs. Indonesia

51:22 Nisk: High Grade Polymetallic Discovery

52:46 Lion Zone & Exploratory Drilling Ahead

54:35 Outlook Among Battery Metals

58:00 Ecora’s Unique Critical Metals Royalty Model

59:47 Which Royalty in the Portfolio Could Surprise to the Upside?

1:01:52 Uranium: NexGen Patterson Corridor East Royalty

1:03:32 Catalysts Ahead for Ecora

1:07:27 Lithium: Signs the Market is Close to a Bottom

1:07:58 Structural EV Demand

1:08:53 EVs: China’s Leading the Way

1:09:33 Will Lithium Remain a Key Component in Battery Chemistry?

1:10:15 M&A: Rio Tinto & Arcadium Lithium

1:11:17 Region and Deposit Focus?

1:12:03 Applying the Royalty Model to Lithium

1:12:51 Catalysts Ahead

1:14:13 Drivers of Elongated Development Cycles

1:14:44 Exploration Budgets Still Tight

1:15:17 Chile’s Importance in Global Copper Production

1:15:57 China’s Strategic Domination in EVs & Renewables

1:17:00 Drivers of Costa Fuego’s Significant Resource Growth

1:17:54 Importance of Water Rights in Mining

1:18:59 Hot Chili Catalysts Ahead

1:20:52 The Copper Shortage

1:24:21 Copper Prices High Enough to Incentivize exploration?

1:26:26 An Underappreciated Source of Demand

1:27:40 Importance of Capital Return in Mining

1:28:51 Amerigo: The Copper Utility Model Explained

1:30:57 Bid/Ask ETF Research: Uranium ETFs

Grizzle Pod: Thematic Growth Investing
The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.