Mart is the analyst known as Yellowbull (@Yellowbull11) on Twitter. He writes a biweekly newsletter covering relevant news in the uranium sector, coverage of uranium companies, sample portfolios and much more.
Mart’s Twitter: @Yellowbull11
Mart’s Newsletter: https://www.patreon.com/contrariancodex
Vasanth’s Twitter: @NextVasanth
Vasanth’s Newsletter: https://nextbite.substack.com/
Time stamps:
00:34 - Approach to researching companies
04:45 -Jurisdictional impact on investing
07:15 - Getting exposure to the Chinese market
10:24 - Seasonality/contracting
13:37 - EU Taxonomy
17:01 - Public sentiment in Europe
18:33 - Kazatomprom
22:25 - How do Uranium ETFs determine which mining companies need to be sold and which ones need to be bought?
24:54 - Interest rate yields
27:15 - Impact form retail traders
30:02 - Keys to writing a successful paid newsletter
32:15 - What’s a topic in this field that you feel isn’t discussed enough?
34:24 - Strongest bear case against Uranium
Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter
Disclaimer: The contents in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
