Uranium Mining all the way to Nuclear Power – Mike Alkin interview
Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level discussion around everything Uranium, from the mining all the way to enrichment and power generation. Mike holds a firm view that the world will be in a considerable Uranium structural supply deficit for many years to come.
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All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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(0:00:00)Introduction
(0:01:09)Quick lay of the Uranium land
(0:11:00)How much Nuclear power would the SPUT produce?
(0:21:19)Double whammy of supply and enrichment deficits
(0:23:43)2030 deficit prediction
(0:38:27)Are Mike's views different to other Uranium funds?
(0:48:42)What if everything goes perfectly in the next 6 years
(0:57:39)Are there enough economic Uranium deposits?
(1:03:05)Will Reactors get built if the structural supply deficit is too big?
(1:05:54)Would a high price tempt a SPUT shareholder vote to sell their Uranium?
(1:07:25)Will M&A heat up?
(1:10:38)Kazatomprom situation
(1:15:53)Can the West bring on enough conversion and enrichment to decouple from Russia?
(1:22:10)Are SMR's plausible considering the lack of enrichment capacity?
(1:25:34)East vs West demand
(1:29:36)Reflection on today vs previous bull cycles
(1:35:05)Will Oil & Gas companies get into Nuclear?
(1:37:44)What can break the Uranium thesis?