Rapid fire with nuclear opportunities investor Guy Keller

When I last spoke to Guy Keller , Portfolio Manager for the Tribeca Nuclear Opportunities Fund, in June, he spoke of the supply and demand imbalances in the uranium market and said the following; “I used to subscribe to the idea that US$60 was a medium-term incentive price to bring supply to the market. I’m now of the view that that price is a minimum of US$75." At the time , the uranium prices were sub-US$60 per pound. Today, they are within a whisker of the $75 level, as can be seen on the chart below, and yet the long-term, structural supply/demand imbalance remains. So, what next for uranium and nuclear opportunities? Never miss an update

Get the latest insights from me in your inbox when they’re published.

In this Rapid fire interview, Keller outlines the scale of the opportunity in nuclear right now, answers whether or not investors have missed […]

Click here to view original web page at www.livewiremarkets.com

About the author: StockMan

Please remember:

The information provided here is for general knowledge and educational purposes only.
It is not intended to be a substitute for professional financial advice.
Every individual's financial situation is unique, and what works for one person may not work for another.
Before making any investment or financial decisions, you should always consult with a qualified financial advisor who understands your specific circumstances and goals.

Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, should never be acted upon. Please be aware that any information posted on this site should not be considered to be financial advice and i am not a financial advisor.