Interview with nuclear engineer with over 50 years of experience in the nuclear industry Mr. Malcolm Rawlingson.
    Malcolm is very active on X (formeTwitter) under the name @MalcolmRaw99915
    One of the smartest people when it comes to nuclear energy related topics.

    Recording date: December 11, 2023.

    Video content:
    0:00 – 0:53 Intro
    0:54 – 8:45 Malcolm’s background
    8:46 – 13:00 New reactors – quality, safety standards
    13:01 – 14:52 Differences between Russian, Chinese and western design reactors
    14:53 – 20:10 SMRs, technology, potential opsticals for wide expansion
    20:11 – 23:37 Best balanced energy mix for big countries like US, Canada, China
    23:38 – 28:45 Coal out of the game in 30 years
    28:46 – 32:15 Need for new uranium mines
    32:16 – 35:34 Will Nexgen produce in this decade
    35:35 – 40:07 Triple R and Wheeler River
    40:08 – 43:19 Artificial intelegence in the uranium mining and exploration process
    43:20 – 46:52 Uranium price prognosis, the market
    46:53 – 50:20 Malcolm’s portfolio
    50:21 – 51:54 Taking some money off the table
    51:55 – 56:28 Denison Mines
    56:29 – 57:54 Iso Energy
    57:55 – 59:29 UEC
    59:30 – 1:03:19 F3 Uranium
    1:03:20 – 1:06:25 Which uranium CEOs do you respect the most
    1:06:26 – 1:08:53 Nexgen G&A
    1:08:54 – 1:10:20 Q&A, Compare F3 results with known deposits
    1:10:21 – 1:11:36 Do you like Peninsula Energy
    1:11:37 – 1:14:29 Expansion of nuclear- more accidents, yes or no
    1:14:30 – 1:15:54 Best follows on X (Twitter)
    1:15:55 – 1:16:01 Favorite uranium jurisdiction
    1:16:02 – 1:17:19 Biggest Disadvantages of Thorium-based nuclear power
    1:17:20 – 1:18:38 Your favorite uranium stock

    #uranium #nuclear #commodities #uraniumsqueeze l #nuclearenergy #stocks #markets #uraniumstocks #uraniumsqueeze #stocks #u308 #commodity #commodities #stockinvesting #finance #stockmarket #stockinvesting #equities #USA

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    IMPORTANT DISCLAIMER: None of this content is a financial advice of any kind or solicitation to buy or sell any equities or other financial products. This contetnt is only for educational and/or entertainment purposes. Do your own deep research before making any financial decisions. I may own stocks mentioned in this content. Investment in stocks can lead to a big financial loss so do not invest or listen to any advices before you consult your financial advisor.

    17 Comments

    1. The knowledge that he has is priceless.He will forget more than we will ever know about this space.

      Superb dialoge…!

      Creative and fresh basket of questions.
      JOB WELL DONE SIR !!!

      FINALLY, Denison is mentioned.

      Buy out or JV ….. Absolutely my thoughts. They have more assets than people know.

      Thinking that this might / will happen in 2024.

      My best Guess, Cameco will take a hard run at them early 2024.

      Let's face it, Someone will !

      Just my opinion.

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