The precious metals bull market will continue, given quantitative easing, government debt and deficits, and particularly negative real interest rates. The greed associated with a package of stocks where the worst of them went up 20-fold is strong, I think, among older speculators like Doug and me. You can see the top picks from Rick Rule below. Its simple logic as far as Im concerned. Nothing on this website should be considered as investment advice. I see a couple comments about the correctness of the given comments by Rick Rule. I had the chance of speaking with Rick Rule on May 9, 2022. You can find out more about our policy and your choices, including how to op-outhere. Antonio Atanasov is not an investment advisor. Welcome back! This bearish macro picture masks an ongoing bull market in both precious metals, and industrial materials. Unsubscribe whenever your want. Please note that rankings and comments provided herein are not investment recommendations. Rick Rule Symposium 2022 youtu.be Gold has seen ups and downs this summer, but is solidly below its Q1 peak of over US$2,000 per ounce.Speaking to the Investing News Network at the Rule Symposium . Rick Rule Investor and Speculator at Family office. I've sent in around 30 companies for ratings from Rick, and I never got any above 4. Ruby Design Company. Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners, said he sees oil demand normalizing in China this year and thinks it will be a tailwind for the sector. You cant store enough coal. 80783-80808 (out of 133119) Get breaking news, analyses and insights on world affairs and politics, along with multimedia, at IBTimes.com. URNM, URA, DNN, UEC, LEU, AMLI Copper price rallying could be a sign of another wave of Press J to jump to the feed. Your email address will not be published. It involved oil, and not uranium, but it was a good example nonetheless. Last year, Rick Rule, well-known mining investor and President and Founder, Rule Investment Media, said the easy money in uranium had been made. I have also personally asked Mr. Pattanaik, copied, to reach out to discuss your resource portfolio and provide you more information on Sprotts investment services and products. But probably more importantly, the inventory on the market, which the market now sees as supply, goes back to being inventory. That is in the speculators memoryat least the rich speculators memorythe last bull market in uranium is still strong. Its a very emotional thing. Informationen rund um die Brse zu Aktie, Fonds und ETFs. The minimum risk on any investment mentioned in this publication is 100% loss of capital. Sound familiar? View articles by Rick Rule. The information is not intended to imply any recommendation or opinion about a financial product. When a bull market comes along, all these cats and dogs start howling. Complete the form below and we'll send you Rick's Rankings of your . January 12, 2023 | Josh Chiat, November 4, 2022 | Josh Chiat, October 27, 2022 | Josh Chiat. Im still learning from you, but Im making my way to the top as well. Despite the fact that we dont like uranium, uranium is about 15% of US baseload power, and its about 65% of non-carbon-generating US baseload. Rick Rule and I talked about what's happening with uranium, and the uranium stocks, how he picks exploration companies, which his favorite uranium stock is, and we discussed Rick's stance on platinum investing in 2022. Is Uranium Done Crashing or Will The FED Crash Everything Altogether? All Rights Reserved. Rick is presenting at the Rule Symposium Natural Resource Investing conference Jul 26-29 Boca Raton, Florida. Certainly, its their money, not my money, so I can only suggest what they do rather than tell them what to do. And it turned out that 95% of themor morewere turkeys, but they were all able to fly because the wind was blowing. In general, the market declines have made higher-quality companies more attractive than most small-caps, although very soft markets can generate some extraordinary small-cap values. Rick Rule began his career in the securities business in 1974 and has been principally involved in natural resource security investments ever since. Given [the world is] using 180 million pounds and producing 120 million pounds meaning that there is a 60 million pound per year shortfall its pretty simple to figure out that over the five-year time frame that the price of uranium needs to go through the incentive price of $US75. However rapid price declines in the juniors have made them relatively attractive, particularly for accredited investors who can take advantage of increasingly attractive private placement financing terms. Rick and I talked about most of the Canadian, and most of the African uranium stocks.Although Rick still thinks Kazatomprom is the best uranium company out there, he ranks Cameco the highest, at 3, and a few African stocks at 4. Rick Rule told me that he is now buying uranium stocks pretty aggressively. For the past 45 years, Rick Rule has been investing and speculating in the natural resource industry. So what made you so confident about it? In other words, when the upside was inevitable and absolutely had to happen, nobody cared. Both comments and rankings are snapshots in time subject to rapid and unannounced change based on news or market conditions. Rick Rule being Rick Rule. in the last 30 days. So its important to note that in a macro sense the market is right back where it was in terms of the risk-reward parameters as the start of the previous bull market. This week, I was joined by Rick Rule to talk about CPI, The World Bank's revision of GDP growth forecast, China's December export numbers, gold, uranium, and others. After Fukushima, the Japanese practically closed down their entire nuclear industry. With all the volatility we have seen in the past 3 years, BRI's home exchange is down 70%, while BRI during the same period has seen a decline of 33%. economics, Do remember that these grades are one person's opinion and shouldn't change yours. But look, you had to like uranium for all the technical and scientific reasons, and you had to like it because nobody even knew or cared that it existed. They didn't put forward any women, but she knew there had to be some who were more than qualified for the job. Readers are encouraged to read the Cautionary Note on Forward-Looking Information and to consult the Companys Annual Information Form, which is available on www.sedar.com. Making the Most of Your Personal Freedom and Financial Opportunity Around the World! I'd imagine the same goes for DNN. So now is when you buy. We collect information about the content (including ads) you use across this site and use it to make both advertising and content more relevant to you on our network and other sites. Editor's note: Clearly, there are many strange things afoot in the world. Arthur Richards "Rick" Rule IV has over 43 years of experience in natural resource investing. To both. Rick Rule Talks About His Favorite Uranium Companies and His Outlook on Uranium, Uranium Contracting Speeds Up | Resource Heads Ep. Did I make a mistake? For a complete list of my holdings, please see my Dividend Portfolio. At that point in time, when something had to happen, there were only five public companies and nobody cared. All Rights Reserved. Nick Giambruno: Doug and Rick, thank you for your time. Shortly said, yes. Looking forward three or four years, new plant construction, particularly in China but really spread all around the world, is sufficient that the Japanese become less and less relevant. 00:00 Important warning01:00 Rick Rules symposium sentiment indicator07:30 The past, current, and future of uranium11:00 Is it time to go all in on uranium?13:00 Is uranium the only thing Rick has bought?16:10 How would Rick invest his money if he wasnt rich?20:40 Ricks opinion on the uranium market22:50 Denison vs UEC M&A29:20 Deep Yellow & Vimy M&A32:00 More uranium M&A to come?36:30 Rick Rule ranks a few uranium stocks51:00 African uranium companies57:00 Australian uranium companies57:30 More Rick Rule rankings. I watched the Wall Street Silver YouTube interview with RR. Rick Rule: You asked the question exactly correctly, so thank you. So if you assume that a retail client is willing to spend five hours per month on uranium names, my only belief is that they should ration themselves to five positions. Stocks followed. Its going to happen again. Its worth noting, if my memory serves me well, that the worst of those five went up 20 to 1 in the ensuing bull market. So the industry makes the stuff for lets say $50, to make the math simple, and they sell it for $25, to make the math simple. Specific recommendations are available to Sprott clients. 28. By Patrick Karim Oct 7, 2022 stock: Blue Sky Uranium, stock: Cameco, stock: Canalaska Uranium, stock: Centrus Energy, stock: Denison Mines, . And the only substance that you can store sufficiently to power an industrial economy like Japan is uranium. I loved it! In the circumstance that were in in 2018, there are probably billions of speculative dollars controlled by people who participated either directly or vicariously in the last bull market, and I guarantee their memories are still fresh. The last time, there hadnt been a uranium bull market in probably 20 years, and the speculative landscape had changed to the extent that most of the people who had participated in the bull market in uranium in the 60s and early 70s no longer cared by 2001/2002. Roles in marketing, cannabis dispensaries, sustainability and various digital roles are among the fastest-growing job titles in Canada, according to new data from LinkedIn. You have to go where things are cheap. See our PDF guide that will show you exactly how. So were back to the same conundrum that we were at in the late 1990s. Nick Giambruno: Doug, you wrote a pretty thorough article in your newsletter back in the late 1990s, recommending uranium. Nick Giambruno: Doug, you have an interesting saying that when the wind blows even a turkey can fly.. Was there something wrong with what the guests said? Today, the total cost of producing a pound of uranium is between $55 and $60. Fast-forwarding to today, in the 20 or 25 companies that either are or allege to be in the uranium business, there is still an unusually-high proportion of good management teams relative to numbers of listings, at least if you compare it to the rest of the mining sector. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Mr. Pattanaik is an employee at Sprott Inc. and was a Geoscientist with Royal Dutch Shell before joining my team at Sprott. Hopefully we see those same gains in the OTC shares today. Id also point out that volatility and risk are two different things, which are often confused. Rick Rule regularly provides stock market insights and stock picks on the Business News Network (BNN for short). Tags: He believes that to be very bullish over the long term and remains invested in uranium stocks, although he alleged to already have taken some profits in an effort to de-risk his position. Antonio Atanasov is not an investment advisor. The much larger island of Barbados came sixth in the world rankings, partly due to the high volume of British buyers now purchasing leisure properties. Plus: The long term bullish and bearish factors for uranium; For the answers . Save my name, email, and website in this browser for the next time I comment. When Marissa McNeelands was hiring a senior artificial intelligence product manager last year, she asked recruiters to suggest an equal number of male and female candidates. The minimum risk on any investment mentioned in this publication is 100% loss of capital. There are five factors (Federal liabilities, credit risks, money printing, negative interest rates, dollar confidence) that cause Mr. Rule to believe that we are in a new gold bull market. Required fields are marked *. That stock was a bellwether in my career. Returning to the Daily Dive today is Rick Rule, the former President and CEO of Sprott US Holdings. Im talking about all commodities. Email Lists Christine Poole's Top Picks: January 18, 2023, Darren Sissons' Top Picks: January 16, 2023. It's under the tab "Guide". A major shareholder of Ritchie Bros. Auctioneers Inc. filed with the U.S. Securities and Exchange Commission (SEC) Wednesday in opposition to its proposed takeover of IAA Inc., an auto parts auction company. Rick Rule believed that the uranium equities had gotten ahead of themselves and because he think the value of the equities is going higher over the long term, he is happy to see short-term selling, which he thinks comes from the failure of SPUT to list on the NYSE, as well as a general push to sell from the market correction. Which uranium companies does Rick Rule like. When Marissa McNeelands was hiring a senior artificial intelligence product manager last year, she asked recruiters to suggest an equal number of male and female candidates. Why? The president and CEO of Rule Investment Media and the chair of Equinox Gold joins Harry Melandri to talk about why hes turning his focus to uranium. Rule follows 75 uranium listings world-wide, including many in Australia. It kind of reminds me of the story of legendary contrarian John Templeton back in the late 1930s. . Therefore Dividend Earner doesn't bear any responsibility for any trading losses you might incur as a result of using this data. Because were all psychologically wired to be herd animals. MINING IN ONTARIO. In this talk, Rick discusses entering the sector during the bull market of the 1970's and how he endured the subsequent catastrophic collapse of the sector, leaving him deeply in debt and unable . Reading the full disclaimer on the disclaimer page on this website is mandatory. Most of us tend not to regard taxation as theft, yet, thats exactly what it is.. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. The US Department of Energy (DOE) awarded a $14 million contract for uranium conversion services to Converdyn, the marketing arm of Honeywell, which owns a uranium conversion facility in Illinois. So from the political perspective of Japan, nuclear is an important part of their energy future. And when the Japanese shut down their nuclear fleet, what had been inventory became supply. Rick Rule is still very bullish on platinum. Bad Junior Stocks & How to Avoid Mining Scams & Pitfalls. Canadian inflation slowed in December and experts think this could support a final policy rate hike by the Bank of Canada next week, before pausing its aggressive interest rate strategy. Interesting as always when I see how they rank! . Registers a unique ID to keep statistics of what videos from YouTube the user has seen. Rick Rule, Frank Holmes, Brent Cook and Peter Spina shared their top stock picks at this year's Vancouver Resource Investment Conference. Lunch Update In Germany, which Doug referred to, although theyve shut down their nuclear power plants, theyve attempted to replace it with solar, which is kind of funny because the sun doesnt shine there. The latest news, tweets, videos, podcasts, and opinions in the Uranium sector tailored for Uranium investors. Rick knew that, and Rick always felt the same way for the same reasons. Criticism and skepticism are highly welcome. The limiting factor, however, is that I ask individual retail investors to limit the number of companies in their portfolio to the number of hours per month they are willing to spend on research and knowledge maintenance. Pic: Rule Investment Media/ Getty Images, Stockhead. Which of those happens? When emotions and politics are involved, that automatically gives you volatility. Accomplish four key diversification goals all at once. "There's a great green angle if you care about carbon-free, emissions-free energy, uranium is the be-all and end-all, despite the fact that people don't like it" he said. Because its by far the safest and the cleanest form of mass-power generation. Boss flagged the final investment decision in March with a $125 million share placement which, along with a strategic uranium stockpile of 1.25Mlb worth an estimated US$59.38m, should help fund it into production. Honeymoon is set to operate for an initial life of 11 years, with an IRR of 47% at a uranium price of US$60/lb. {{data.symbol | reutersRICLabelFormat:group.RICS}}, {{ stock | formatPrefix }}{{ stock.netChng | formatNetChange }}. Check your inbox or spam folder to confirm your subscription. Through our team of resource specialists and a commitment to customer service, we assist our clients in creating a personalized resource "backbone" to their overall investment plan. The whole point of shining a light into the gloom is to avoid having it end in doom. Rick Rule graded my uranium stocks again. So it wasnt just they were bored with it, which is what you look for as a contrarian. Uranium Daily 2023. I sat down with Rick Rule, CEO of Rule Investment Media and life-long mining speculator, on August 5 to talk about uranium, and uranium stocks. New members should take a look into the NEW INVESTORS STARTING POST. . Enter carbon credits, government-issued permits that grant you the privilege to emit a certain amount of carbon dioxide. Now: $4.54. These rankings are numerical, 1-10, with 1 being best. Maurice Jackson of Proven and Probable and Rick Rule of Sprott USA engage in a wide-ranging discussion covering Pareto's law, the importance of courage and conviction in investment, copper, mentors and the upcoming Sprott Natural Resource Symposium. Unlock Expert's Rating and Top Picks Portfolio. Rick has been known to call Kazatomprom the best from a risk-reward perspective. They didn't put forward any women, but she knew there had to be some who were more than qualified for the job. Rick joins us today to discuss rising oil prices (0:58), the potential for future rate increases (2:35), and the use of helium in small modular reactors for energy generation (4:30). However, I think that investors as usual have taken a very short-term view, which I think is incorrect. ROI of Top Picks: 78.26%. Performance details for the top picks by Rick Rule. Performance Analysis. Deep Yellow, which has three uranium projects in Namibia Reptile, Nova and Yellow Dune is now one of a select group of ASX uranium stocks set to enter productiononce the impending boom hits. Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners, said he sees oil demand normalizing in China this year and thinks it will be a tailwind for the sector. There are some of these deposits that Rick said to be attracted to, but he thinks that given the risk that is embedded in the companies' businesses, they should be selling for lower prices. It was a little before the bottom. Nick Giambruno: That leads me to my question for you, Rick. His research is intensive, and that is why he is a trusted Global resource in the industry. What does he mean with "Consolidator" regarding Denison and deep yellow? . Demand creation is taking place as we speak. Either that, or the lights go out. Nick Giambruno: Doug, when we were in Vancouver, you mentioned that uranium is your top pick right now. I'm uploading it now, because as I said I'm evil, and also because it takes time to edit, etc. If a manager was speaking in here, beware. The information on this website is provided for educational purposes only. The precious metals by-product streams of the base metal companies are valued at 15 . Whats really amazing about uranium is after you got through the investment case, when people got done being bored, as a consequence of Hiroshima, Nagasaki, Three Mile Island, and Chernobyl, people were angry. Rick is holding a symposium in Boca Raton, Florida, on July 26 to July 29, 2022. Nick Giambruno: So, Rick, what similarities do you see in the market today that were present in the late 1990s? The top 10 benefits of having an offshore bank account. When asked Are uranium stocks done crashing? Rick Rule answered this: My suspicion is that there was some reflexes-selling around the failure of Sprott to be able to list the SPUT on the NYSE. It doesnt seem an optimal use of capital to buy them all this time around. Keep in mind:1.) Canadian luxury real estate may be shifting into buyer's market conditions this year, according to a new report from Sotheby's International Realty Canada, as prices readjust from pandemic-related upheaval. However, Rick Rule is currently very bullish on uranium and believes that the tourists have left the space, so its time for the next leg up. The first time Rule and Morrison spoke about the uranium price three years ago it was at $US18/lb. 2022 Foxiz News Network. Last year Rule retired from executive and management roles at Sprott. The project, which was placed in care and maintenance in 2018, has a low-cost pathway back to production. Unsubscribe whenever you want. It's hard learning from your real portfolio because of the biased that real money gives you. Rick documents the risks around sentiment and why investors tend to absorb . Most real estate is in a bubble. Before taking any action on any investment, it is imperative that you consult with multiple licensed, experienced, and qualified investment advisors. Aktien, Aktienkurse, Devisenkurse und Whrungsrechner, Rohstoffkurse. Valuation. Doug Casey: Well to start with, its perhaps the most political of all commodities, even more than gold. Thats what my friend Rick Rule, CEO of Sprott US Holdings, once told me of his experience in the uranium market. The Lundin family rarely lose money. "From my own point of view the uranium price is up nicely and given that I am looking to add substantially to my uranium position I am delighted to see it lower in price." Which uranium stocks does Rick Rule like? Used by Google AdWords to re-engage visitors that are likely to convert to customers based on the visitor's online behaviour across websites. If you didn't watch the 2 videos I did discussing \"my perfect uranium portfolio\", you shouldn't because they weren't any good, but here's the gist of them:I want my uranium portfolio to look like this:30% Basics - Cornerstone (KAP, CCJ, CGN)20% Physical (UPC (soon Sprott physical, Yellowcake)20% Section 232 (Ur Energy, Energy Fuels, WUC, Peninsula)15%% Geo-political diversification (Goviex, Bannerman, Boss, Paladin, DeepYellow, GLO)10% Athabasca Basin (CCJ, Fission, Denison, Nexgen, UEX) 5% Speculations (Forsys, Marenica, Vimy)This is what my perfect uranium portfolio looks like. I continue to be very attracted to conventional oil and gas, particularly in Canada where popular sentiment appears to be in favour of reversing Ottawas own goal policies with regard to Canadas energy industry. Palisade's top 3 uranium stock picks for 2017 Feb. 7, 2017, 3:16 PM / Uranium Stocks TOPICS - Palisade Research - Uranium. At the time, there was an incredible amount of fear in the world. No. New reactor construction worldwide is taking place at an absolute record pace. Renewed focus on decarbonization and high energy prices have rejuvenated the uranium sector. Specific recommendations are available to Sprott clients. The critical question is really the pace of Japanese restarts of their reactors. How will you protect yourself in the next crisis? Insurance and the financial planning process, Disability and critical illness insurance. investments, Supply destruction is also taking place as we speak. In fact, theyre running the country on brown dirty coal and ironically imported uranium electricity from Poland and France. GoviEx Uranium Inc. (OTCPK:GVXXF) 7 big deposit, political risk, needs cash . And so, at the peak, the statistical probability that your company was run by a competent team was really a function of the equation of taking the number of competent teams, 15, and dividing that by the number of aspiring companies, 500, which is statistically really bad odds. Required fields are marked *. Get the latest stock news and insights straight to your inbox. "Uranium is way too cheap relative to its supply." Rick Rule will rank readers' natural resource equities, on a free, no obligations basis. Rick Rule is a legendary natural resource investor specializing in mining, energy, water utilities, forest products, and agriculture, and he has originated and participated in hundreds of debt and equity transactions with private, pre-public, and public companies. Especially if they have orange hair and no experience (me).Readers are cautioned that this presentation likely contains forward-looking statements about expected future events and the financial and operating performance of any companies potentially discussed herein. Rick Rule: Well it's actually eerily similar. I now hold only ten four rated stocks, since I agree with Rick's risk/reward judgements, and don't want to strike out on risky ventures. is Kazatomprom still Rick Rules #1 uranium pick? Note that the criterion is risk-adjusted reward, so that higher risk companies may still enjoy a more favourable ranking than lower risk companies, although they may be less suitable for individual portfolios. BRI since its first day of trading in 2011 has added several gold projects, acquired another gold company, and now has 4 million ounces of . The information provided in this publication and all other publications by Resource Talks is impersonal in nature and meant for general information purposes only. We think that maybe 50 listings in the uranium space worldwide are unviable at $US100/lb, Rule says. Previously, Rick thought uranium and uranium stocks had gotten out of hand and ran ahead of themselves. Save my name, email, and website in this browser for the next time I comment. JMM INC, Resource Talks. So Im paying more attention to Japanese restarts. And public participation when the price didnt have to rise anymore was incredible. Reality often varies from peoples expectations. Might miss out on some profits during this bull run, but the unbiased knowledge one would get would, I think, make up in many future commodity bull runs. Then, in March, DYLannounced it had secured support from the board ofVimy Resources (ASX:VMY)for an all-scrip takeover worth $658 million that will increase the chances of developing Vimys world class Mulga Rock uranium mine in WA. So what exactly is a contrarian? 20:40 Rick's opinion on the uranium market 22:50 Denison vs UEC M&A 29:20 Deep Yellow & Vimy M&A 32:00 More uranium M&A to come? | Resource Heads Ep. But things change, and the uranium price is doing some interesting things in 2022. Rick Rule's Past Picks. Bought DNN calls at $.70 and while they fluctuated in Top 10 requested tickers. In October 2016, Borshoff joined then-$10m market cap uranium explorerDYLas managing director and chief exec. Read our privacy policy for more info. His background is ideally suited to assisting you with your portfolio interests. Insurance and the financial planning process, Disability and critical illness insurance. Cookie Notice In early June BOE formally announced plans to rebuild the Honeymoon uranium mine in South Australia. Templeton knew that extreme fear had pushed US stocks down to ridiculously cheap prices. DISCLOSURE:Please note that I may have a position in one or many of the holdings listed. Thank you. Dividend Earner would like to remind you that the data contained in this website is not necessarily real-time nor accurate.
rick rule uranium rankings
