Mike Alkin: The Ultimate Uranium Crash Course

<p>Hey guys! I&#39;m stoked to have Mike Alkin on the podcast this week. Mike runs Sachem Cove Capital, a private investment fund. Mike is known as the &quot;Uranium Guy&quot; on Twitter and this week he provides the Ultimate Uranium Crash Course. It&#39;s everything you need to get up to speed on the Uranium Bull Thesis. </p> <p>We discuss supply/demand drivers, how to build demand and supply models, forecasting potential uranium prices, and how to structure a trade based on the underlying macro/fundamental thesis.</p> <p>I know you&#39;ll love this episode. </p> <p>If you enjoy it, check out Mike on Twitter <a href="https://twitter.com/FootnotesFirst" target="_blank" rel="noopener noreferer">@Footnotesfirst</a>.</p> <p>Check out the time-stamp here: </p> <ul> <li>[0:00] Who is Mike Alking?</li> <li>[2:00] The Uranium Industry</li> <li>[20:00] The supply and Demand Model</li> <li>[30:00] Decorbanization</li> <li>[43:00] The best risk reward in the Uranium Value Chain</li> <li>[1:00:00] Input Cost Inflation</li> <li>[1:15:00] The Uranium Bear Case</li> <li>[1:26:00] More from Mike Alkin and Closing Questions</li> </ul> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Mitimco</strong></p> <p>This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT&#39;s mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/" target="_blank" rel="ugc noopener noreferrer">emergingmanagers.org</a>, a website for emerging manager stockpickers.</p> <p>For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You&#39;ll find essays and interviews by successful emerging managers, service providers used by MIT&#39;s own managers, essays MITIMCo