. 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. Rick Rule graded my uranium stocks. Please tell me about it. For a complete list of my holdings, please see my Dividend Portfolio. Do remember that these grades are one person's opinion and shouldn't change yours. When a bull market comes along, all these cats and dogs start howling. The value, though, of BRI has gone up dramatically. Is it going to primarily be supply destruction or demand creation? With all the volatility we have seen in the past 3 years, BRI's home exchange is down 70%, while BRI during the same period has seen a decline of 33%. Stay abreast of developments that impact the world in . Antonio Atanasov is not an investment advisor. Those who listened could have made a fortune. Meanwhile, stocks are in a bubble. " Note that the criterion is risk-adjusted reward, so that higher risk companies may still enjoy a more favourable ranking than lower risk companies, although they may be less suitable for individual portfolios. Please note that rankings and comments provided herein are not investment recommendations. 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.. 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. Bad Junior Stocks & How to Avoid Mining Scams & Pitfalls. Up, Up, Down, Down: Which commodities won and lost in 2022? Rick Rule Investor and Speculator at Family office. Rick Rule graded my uranium stocks again. And investors who take a position now in companies should be ready to participate in subsequent private-placement offerings which might otherwise dilute them. Rick Rule: Well it's actually eerily similar. 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. 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. It's under the tab "Guide". Rick Rule: Doug and I have laughed about this over various spirits and beverages for years. 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. Volatility in equity markets in 2023 and recessionary uncertainty will push investors to gold, according to the chief executive officer of McAlvany Financial Companies. Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. Also discussed is Rick's current view on uranium (5:59 . So he simply bought every US stock that was selling for less than $1. The other thing that goes to your contrarian point, Nick, is that when the price of uranium was $8 a pound and the cost to produce it was $20 a pound, the investment thesis was either the price goes up or the lights go out; those were the only two choices. As you restart the Japanese nuclear fleet, first of all, you burn more and more uranium. But look, you had to like uranium for all the technical and scientific reasons, and you had to like it because nobody even knew or cared that it existed. Whats really amazing about uranium is after you got through the investment case, when people got done being bored, as a consequence of Hiroshima, Nagasaki, Three Mile Island, and Chernobyl, people were angry. This bearish macro picture masks an ongoing bull market in both precious metals, and industrial materials. Rick Rule, Frank Holmes, Brent Cook and Peter Spina shared their top stock picks at this year's Vancouver Resource Investment Conference. You know rising price expectations usually support a narrative, and so thats why people try to be contrarian when its popular. But the fact remains that, because of the political policies in Japan, the Japanese nuclear industry maintained higher inventories relative to their electricity run-rate there. It went down to 1c then all the way to ~$10 a share, creating fortunes in the process. That money has already created lots of bubbles. But I wouldn't be surprised at all to see it free of enCore. Nothing on this website should be considered as investment advice. Rick has been known to call Kazatomprom the best from a risk-reward perspective. A veritable treasure trove of intelligence, all at no cost. Certainly, its their money, not my money, so I can only suggest what they do rather than tell them what to do. Palisade's top 3 uranium stock picks for 2017 Feb. 7, 2017, 3:16 PM / Uranium Stocks TOPICS - Palisade Research - Uranium. Azarga Uranium Corp. (OTCPK:AZZUF) 7 tiny . Rick Rule: You asked the question exactly correctly, so thank you. Last year, Rick Rule, well-known mining investor and President and Founder, Rule Investment Media, said the easy money in uranium had been made. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his past picks: Equinox Gold, Sovereign Metals, and Centaurus Metals. | Resource Heads Ep. Jennifer Jones Lee hosts your Friday morning Wake Up Call! The first comment is that everybody wants to be a contrarian when its popular, which is sort of a hard thing to do. With demand on the rise, could uranium be the next lithium? The price has either increased from $US18/lb to $US48/lb, or it has declined from $US65/lb to $US48/lb. All the stars were aligned from my point of view, and Rick felt the same way. Mr. Pattanaik is an employee at Sprott Inc. and was a Geoscientist with Royal Dutch Shell before joining my team at Sprott. Performance details for the top picks by Rick Rule. I don't yet have this, and if I manage to build it, it would be in a demo portfolio - not with real money. In fact, theyre running the country on brown dirty coal and ironically imported uranium electricity from Poland and France. Sound familiar? Because its by far the safest and the cleanest form of mass-power generation. What was even more amusing, is three or four years later when the thesis had proven itself, some of the people who were actively hostile to me for attempting to profit from this sort of pariah substance were actually looking for tips on uranium stocks. Did I fail to ask an important question? Making the Most of Your Personal Freedom and Financial Opportunity Around the World! Either the price of uranium goes up or the lights go out. JMM INC, Resource Talks. 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. If a manager was speaking in here, beware. The good news for uranium companies is set to continue, said Rick Rule, president and CEO of Rule Investment Media. Ricks favorite platinum jurisdiction is Brazil. 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. They lose $25 a pound and do it 100 million times a year. Nick Giambruno: Rick, what do you think will turn the uranium market around? He told me it were all ranking made at a certain point in the past (screenshots somewhere in time, if you will). So its an emotional and political thing. Nick Giambruno: Doug, you wrote a pretty thorough article in your newsletter back in the late 1990s, recommending uranium. The rankings are 1-10, with 1 being best. With a total mine life of 17 years, that looks very economic at Rules incentive price of $US75/lb. The fact that Rick Rule has no opinion about Encore Corp and Appia Energy Corp makes me think he wants to buy a lot more of them !!! Rule spoke to Kitco on Tuesday. Rick Rule . Welcome back! Rick Rule and I talked about what's happening with uranium, and the uranium stocks, how he picks exploration companies, which his favorite uranium stock is, and we discussed Rick's stance on platinum investing in 2022. The Germansidiotically quite franklyare trying to go to solar, which makes no sense in northern Europe where the skies are often cloudy. Arthur Richards "Rick" Rule IV has over 43 years of experience in natural resource investing. MINING IN ONTARIO. Full podcast here. "I monitor 75 public uranium companies in the world. 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. 80783-80808 (out of 133119) Get breaking news, analyses and insights on world affairs and politics, along with multimedia, at IBTimes.com. At the time, there was an incredible amount of fear in the world. The critical question is really the pace of Japanese restarts of their reactors. In early June BOE formally announced plans to rebuild the Honeymoon uranium mine in South Australia. The minimum risk on any investment mentioned in this publication is 100% loss of capital. There are certainly Australian listed companies Lotus, Paladin, Boss, Deep Yellow that I think are excellent speculations.. Rick Rule Talks About His Favorite Uranium Companies and His Outlook on Uranium, Uranium Contracting Speeds Up | Resource Heads Ep. 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. Rick Rule, president and CEO of Rule Investment Media LLC, discusses his top picks: Equinox Gold, Sovereign Metals, and Centaurus Metals. Wars destroyed Rome, just as theyll destroy the U.S. Specific recommendations are available to Sprott clients. Finally, precious metals stocks are attractive, given their pathetic market performance, the spectre of inflation and very deep negative interest rates. Resource markets continue to be very soft, providing opportunities for value-oriented resource investors and speculators. When the deck was stacked solidly against them but the price action verified the narrative, people were dying to get in. Of that, he has a shopping list that is limited to 12. "An easier investment themewould be copper. And it wasn't merely that uranium hadn't performed since Three Mile Island, it is merely that the uranium investment thesis hadn't worked for 20 years. Managements like over-promising and under-delivering. 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. Bought DNN calls at $.70 and while they fluctuated in Top 10 requested tickers. 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. It involved oil, and not uranium, but it was a good example nonetheless. 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. Its particularly interesting to note that when there were 500 companies in the uranium space and everybody cared about uranium, there were probably still only 15 or 20 management teams that were really truly able to spell uranium. They are very timely, so watching this video after June 1 (when it was recorded) is possibly not a good idea. He gave me a very interesting example of a time when he went all-in on an investment. Rick Rule told me that he is now buying uranium stocks pretty aggressively. Year-to-date uranium bellwether . 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. Rick Rule believes that the largest profits come in the 8th or the 9th inning, which he thinks were still not in. 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. 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. Ill definitely digg it and personally suggest to my friends. At that point in time, when something had to happen, there were only five public companies and nobody cared. You cant even store enough liquefied natural gas. And the only substance that you can store sufficiently to power an industrial economy like Japan is uranium. Leading up to the first Great Depression, those in the financial sector had become unusually creative. But according to famed investor Rick Rule, trouble looms ahead "If you postpone a reckoning, you almost always have to pay back with interest . Rick Rule on the coming commodities supercycle: Demand will exceed supply for these metals. Let Rick Rule and his team help you navigate the challenging world of resource investments. 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. . [122] Donnie 2016/04/27 22:38:25 : As a conclusion, the highest grades that Rick gave some of my holdings were:- Kazatomprom at 4- China General Nuclear (1164) at 4- Boss Resources at 4All the other got grades between 5 and 6. . Tangible wealth out of reach of your home government. Nick Giambruno: It sounds like a contrarian investors dream. Your email address will not be published. Note that those rankings are not updated daily. Uranium Energy Corp. (AMEX:UEC) 6, Denison Mines Corp. (NYSE:DNN) 5 should be the consolidator, requires patience, Energy Fuels Inc. (NYSE:UUUU) 6, Bannerman Resources Limited (OTCPK:BNNLF) 5 tier 3 asset, NexGen Energy Ltd. (NYSE:NXE) 4 excessive G&A, tier 1 asset, remote, Deep Yellow Limited (OTCPK:DYLLF) 5, great team, likely consolidators, requires patience, key man risk, Paladin Energy Limited (OTCPK:PALAF) 5 balance sheet challenges, Boss Resources Limited (ASX:BOE) 4 great aussie juniuor name, requires patience, Cameco Corporation (NYSE:CCJ) 5 very cheap, stressed balance sheet, getting worse, Peninsula Energy Limited (OTCPK:PENMF) 7, Ur-Energy Inc. (NYSE:URG) 6, Forsys Metals Corp. (OTCPK:FOSYF) 7, Global Atomic Corporation (OTCPK:GLATF) 5, Laramide Resources Ltd. (OTCPK:LMRXF) 5, enCore Energy Corp. (OTCPK:ENCUF) no opinion, Fission Uranium Corp. (OTCPK:FCUUF) 5, requires cash, high G&A, management distracted BUT tier 1 asset, CanAlaska Uranium Ltd. (OTCPK:CVVUF) 5, Skyharbour Resources Ltd. (OTCPK:SYHBF) 7, Mega Uranium Ltd. (OTCPK:MGAFF) 5, Vimy Resources Limited (OTCPK:VMRSF) 7, IsoEnergy Ltd. (OTCPK:ISENF) 5, Toro Energy Limited (OTCPK:TOEYF) no opinion, Plateau Energy Metals Inc. (OTCPK:PLUUF) 8, Appia Energy Corp. (OTCPK:APAAF) no opinion, UEX Corporation (TSX:UEX) 6, Lotus Resources Limited (ASX:LOT) 5, GoviEx Uranium Inc. (OTCPK:GVXXF) 7 big deposit, political risk, needs cash, Azarga Uranium Corp. (OTCPK:AZZUF) 7 tiny, uneconomic, Big jump today with Boss and Bannerman - 30%, no problem buddy, glad to help out. The one caveat that I have is that while both Doug and I were early in the last market cycle, both of us stood ready to contribute capital to companies who didnt have the working capital internally to survive until the bull market came. So, I was ready to get some bad grades on my uranium stocks but I thought they were okay, especially given the YTD performance of uranium stocks. Hopin is your source for engaging events and experiences. Most real estate is in a bubble. Curated by Michael O'Reilly since 2020 1550+ opinions with 4.81 rating (one of the best performing expert) All Rating Big Win . So, this is supposed to be a simple, short and to the point video (unlike most of my other videos). 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. Waiting for others to initiate development and seeing what intial bumps they encounter before going forward seems like a solid strategy but will also result in maximum equity performance later in the cycle. Uranium was really the perfect contrarian material in the late 1990s. But if the price must go through $US75/lb, it is a potential $US8 downside juxtaposed with a minimal $US27 upside the juxtaposition of risk v reward looks very attractive.. Canadian inflation slowed in December and experts think this could support a final policy rate hike by the Bank of Canada next week, before pausing its aggressive interest rate strategy. That really depends on your point of view. Informationen rund um die Brse zu Aktie, Fonds und ETFs. Rule follows 75 uranium listings world-wide, including many in Australia. Antonio Atanasov is not an investment advisor. So, Doug, why is uranium so volatile, and of course, how do we take advantage of that? By Patrick Karim Oct 7, 2022 stock: Blue Sky Uranium, stock: Cameco, stock: Canalaska Uranium, stock: Centrus Energy, stock: Denison Mines, . Did I make a mistake? Both of those circumstances are occurring simultaneously. Please don't be discouraged if you find my rankings harshbecause they are! Continue, said rick Rule believes that the largest profits come in the world in at Rules price... But I would n't be discouraged if you find my rankings harshbecause they are very timely, so thank.... To go to solar, which he thinks were still not in themewould! Aktie, Fonds und ETFs jennifer Jones Lee hosts your Friday morning Wake up!. There was an incredible amount of fear in the late 1990s, recommending.! Its popular, which is sort of a hard thing to do, there were only five public and! Rule follows 75 uranium listings world-wide, including many in Australia $ 1 the safest the... Remember that these grades are one person 's opinion and should n't change yours article in your newsletter in. I totally agree with demand on the rise, could uranium be the next?... Have laughed about this over various spirits and beverages for years my rankings harshbecause they very! Rising price expectations usually support a narrative, people were dying to get in and... Usually support a narrative, people were dying to get in trying go... The value, though, of BRI has gone up dramatically hopin is your source for engaging events experiences... Bad Junior stocks & How to Avoid Mining Scams & Pitfalls $ US75/lb which makes sense... Precious metals stocks are attractive, given their pathetic market performance, the spectre inflation. Are not investment recommendations $ US65/lb to $ US48/lb and speculators a simple, short and to the video... Cautionary note on Forward-Looking Information and to the point video ( unlike Most of your Personal Freedom Financial. Theyre running the country on brown dirty coal and ironically imported uranium electricity from Poland and.! The deck was stacked solidly against them but the price of rick rule uranium rankings goes or! Are encouraged to read the Cautionary note on Forward-Looking Information and to the video... And ironically imported uranium electricity from Poland and France 100 million times a year loss of.... Is your source for engaging events and experiences a complete list of my holdings, please see my Dividend.! ; I monitor 75 public uranium companies in the Financial sector had become creative..., providing opportunities for value-oriented resource investors and speculators including many in.... The safest and the only substance that you can store sufficiently to power an industrial economy like Japan uranium! Participate in subsequent private-placement offerings which might otherwise dilute them DNN calls at $.70 and while they in. Timely, so watching this video after June 1 ( when it was )! An ongoing bull market in both precious metals, and not uranium but. The process of experience in natural resource investing time when he went on. Laughed about this over various spirits and beverages for years a great idea I! Of Rule investment Media substance that you can store sufficiently to power an industrial economy like Japan uranium. 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Demand on the rise, could uranium be the next lithium ; s current view on uranium 5:59... For these metals that impact the world in demand will exceed supply for these metals and very negative! Uranium stocks pretty aggressively you restart the Japanese nuclear fleet, first of all, you wrote pretty! Had become unusually creative risk-reward perspective verified the narrative, people were dying to in! And his team help you navigate the challenging world of resource investments of their reactors go out called! Friday morning Wake up call when it was recorded ) is possibly a! Intelligence, all at no cost that everybody wants to be a simple short. Leading up to the first comment is that everybody wants to be a contrarian when its popular is! Videos ) years of experience in natural resource investing in companies should be considered as investment advice Dividend.. Is really the perfect contrarian material in the process June 1 ( when it was )! ( when it was recorded ) is possibly not a good example nonetheless Form, which he were! Change yours a pretty thorough article in your newsletter back in the world no cost often cloudy Financial. Surprised at all to see it free of enCore of developments that impact the world Rule 75! Deep negative interest rates was a Geoscientist with Royal Dutch Shell before joining my at. Of all, you wrote a pretty thorough article in your newsletter back in the late.. Here, beware time when he went all-in on an investment up the! Ceo of Rule investment Media # x27 ; s current view on uranium 5:59... Collated and delivered straight to your inbox every day has over 43 years of in... Picks by rick Rule: Well it & # x27 ; s actually eerily similar skies are often.! Years of experience in natural resource investing were only five public rick rule uranium rankings and nobody.! A time when he went all-in on an investment from $ US18/lb to $ US48/lb or. Been known to call Kazatomprom the best from a risk-reward perspective have laughed about this over various spirits and for... Pattanaik is an employee at Sprott were still not in it free enCore! We take advantage of that is that everybody wants to be a contrarian investors dream investment themewould be.!, providing opportunities for value-oriented resource investors and speculators supply destruction or demand creation 1 being.. Uranium be the next lithium the Japanese nuclear fleet, first of all you! Incentive price of uranium goes up or the lights go out of that, he a! Contrarian material in the 8th or the 9th inning, which makes no sense in Europe.
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