Lobo Tiggre: Uranium is My Highest-Confidence Thesis for 2022

Investing News, Released on 6/20/22 (Recorded on 6/14/22)

This interview was filmed on June 14, 2022.

​The uranium sector was abuzz earlier this month with the news that the Biden administration is looking for US$4.3 billion to support enrichment in the country. What does that really mean for the industry? Speaking at the Prospectors & Developers Association of Canada convention, Lobo Tiggre of IndependentSpeculator.com said the news is material, but emphasized that it’s still early days. He also shared his thoughts on other aspects of the uranium story.

0:00 – Intro
0:39 – US$4.3 billion uranium enrichment plan
3:32 – Government initiatives take time
6:22 – Uranium and the “new Iron Curtain”
8:51 – What’s the incentive price for supply?
11:57 – “Highest-confidence thesis for 2022”
16:08 – Recapping uranium demand drivers
19:31 – Stocks on sale, could get cheaper
21:56 – Outro

Lobo Tiggre, aka Louis James, is a legendary speculator and was Doug Casey’s protégé at Casey Research for almost 14 years, until early 2018. He joined the Casey team in 2004. By 2007, he was writing and making investment recommendations in Casey’s flagship newsletter, the International Speculator. Now he brings his experience, his connections and his deal flow directly to you, without the barrage of marketing hype used by larger publishers. He is now the editor of IndependentSpeculator.com.

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