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Uranium Miners

topic on 1 show · 2 statements across 1 episodes

Capital Allocators

2 statements about Uranium Miners, every show

CAPITAL ALLOCATORS Assertion Supported
Rodman: Uranium Miners Shrank From 450 to 30 Between Market Cycles
“Where famously there were probably some 450 uranium miners or so in the last cycle, we launched our fund, it was down to 30 or so, the rest had gone away.”
Adam Rodman Mar 27, 2023 ▶ 40:07 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
CAPITAL ALLOCATORS Assertion Supported
Rodman: Uranium Miners Make Up the Vast Majority of Public Nuclear Plays
“The public markets are mostly dominated by fuel cycle plays and a fuel cycle plays. Uranium miners are vast majority of the opportunity set.”
Adam Rodman Mar 27, 2023 ▶ 26:47 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)

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