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
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Twitter: @capnek123
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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
First 🤠
Very interesting guest.
Great comments and views from a veteran in uranium.
Top interview! Thanx!
Likes NXE regardless of F-1 sponsorship, high G&A etc.
Entry point is key.
Safe to say he was early.
Anyhow, enjoyed the discussion 👍🏼
Hvala
Ca meek oh.
Would've been nice to expand ISO question to the Consolidated Uranium merger
Seems like a small cap King. More value in some of the assets he does not talk about. Less downside risk compared to his small cap assets.
What a great, no BS resource Malcolm is. Thank you both 👏👍
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.
Malcolm is one of the most informative voices on nuclear, thanks for having him
Malcolm is the best!!! His knowledge, and sharing of it, has helped keep me in the Uranium trade since ‘17. He is a first rate gentleman!
The China new nuclear power stations the 4th generation is that not gas like he was talking about the SMR that use gas the same thing just a question
👍
Just came back from the new one to finish this one, then go back to the new one to watch it. F3, Nice! Thanks, Lucijan!
Triangle Investor just pulled off the Uranium investment interview of the month if not the quarter.
Great guest Lucijan. Loved the interview, keep them up!!