Warren Gilman, Chairman, CEO & Director, Queen’s Road Capital sat down with The Assay to discuss what’s happening in the uranium markets and future outlook.
We begin with a look at the ongoing unrest in Kazakhstan and the impact that it’s having on uranium pricing and the markets overall, as well as a look at the impact on mine supply.
With a view on supply, Warren points to the production prospects in North America as a growing opportunity.
We shift to discuss uranium’s role in the future energy mix, including opposing views to further adoption of the fuel.
Finally, we look at investment opportunities, the role of retail investors, and long-term investment outlook.
Warren Gilman, Chairman, CEO & Director, Queen’s Road Capital