• An unfiltered yarn with some GC’s

  • Nov 15 2024
  • Length: 1 hr and 20 mins
  • Podcast

An unfiltered yarn with some GC’s

  • Summary

  • Today’s show is a special yarn with a couple of GC’s who’ve spread the good word of Money of Mine.

    We welcomed on Partick from Uranium Twitter and Sean Russo for a chat about Paladin’s shocking week, spotting trends early, aligned management teams, how to think about restart projects and plenty more.

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    (0:00:00)Introduction

    (0:01:59)"Patrick from Uranium Twitter" history

    (0:06:13)Patty's take on Uranium right now

    (0:07:58)SPUT and Yellow Cake

    (0:20:08)Gold supply and demand

    (0:31:35)Paladin woes

    (0:33:50)Putting debt in capital structure

    (0:41:50)Will Paladin raise money?

    (0:45:56)Management teams and risk

    (0:51:53)Nexgen development

    (0:56:44)Commodities underperforming equities

    (1:03:26)World of MinTwit

    (1:08:35)Gold sell off

    (1:15:05)Uranium underrated-overrated

    Show More Show Less

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