Jayant Bhandari: Uranium's Green Credentials are Camouflage | Summary and Q&A

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January 29, 2019
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Investing News
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Jayant Bhandari: Uranium's Green Credentials are Camouflage

TL;DR

Speculating in commodities, such as cobalt and uranium, can lead to significant losses due to factors like warehousing costs and market volatility.

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Questions & Answers

Q: How did the speculative investing in cobalt and uranium in 2018 lead to losses?

When people became overly optimistic about these commodities, prices increased above their natural levels. Warehousing and insurance costs, as well as market volatility, caused many investors to lose a significant amount of money.

Q: What approach should investors take in a bear market?

Instead of speculating, investors should focus on finding value in mining projects. A bear market offers an opportunity to accumulate value at a cheap price, which can result in higher returns in the long run.

Q: What will the speaker be discussing in their presentation?

The speaker will talk about why investors should avoid speculating in commodities and using mining companies as leverage. They will explain how this approach can harm both investors and the market.

Q: How do the speaker's opinions about China's economic growth differ from the general perception?

The speaker is optimistic about China's economic growth, citing real cultural changes and an open-minded attitude towards business. They believe that the fear of a trade war between China and the US will subside, leading to a positive outcome for both countries.

Q: What are the speaker's thoughts on uranium as an investment?

The speaker believes that most uranium mining projects do not make sense unless the uranium price increases significantly. However, even if the price does go up, investing directly in physical uranium can be more profitable than investing in mining companies. They also mention the declining cost of solar and wind energy, making uranium-based electricity generation less economically viable.

Summary & Key Takeaways

  • Many people were overly optimistic about cobalt and uranium in 2018, leading to inflated prices and significant losses for speculative investors.

  • Instead of speculating, investors should focus on understanding the value of mining projects and looking for opportunities to accumulate value at a cheap price in a bear market.

  • The speaker discourages people from speculating in commodities and emphasizes the importance of focusing on value in mining investments.

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