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