Speaking to InvestingNews.com, Fabi Lara of @TheNextBigRush shares her latest thoughts on uranium, saying she sees a "massive disconnect" between sector fundamentals and the performance of uranium equities.
"I think where we are in the cycle is that the excitement has died off ... and put the thesis back into play," she said.
"Contracts are being signed at higher prices every single month, but the retail investor hasn't caught on. So I think that people who haven't gotten into the thesis, or are looking to come back to the thesis — I think this is a wonderful opportunity."
❓ What will catalyze a uranium spot price rise? Tell us in the comments!
This interview was filmed on January 19, 2025.
#Investing #Nuclear #Uranium
0:00 - Intro
0:23 - How to pick 10x stocks
3:11 - Uranium thesis back in play
7:20 - Fabi's uranium stock focus
10:15 - AI and uranium demand
13:11 - Utilities and uranium supply
16:09 - Uranium price in 2025
18:41 - Calm before the storm?
21:35 - Outro
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