I'm excited to share my first episode in my Uranium Industry Primer Series. This week, Daren Heitman of Azarias Capital joined the podcast to discuss the broad uranium bull thesis. Specifically, we discussed:

Supply-side economics, drivers, incentives, and risks
Demand-side economics, drivers, incentives, and risks
How to structure a trade to express a bullish uranium hypothesis
How to model supply and demand
Getting to the 80/20 of the Uranium thesis
The importance of the Fuel Cycle

If you enjoyed the podcast, follow Daren and Azarias on X @AzariasCapital

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠emergingmanagers.org⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

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I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠tegus.co/valuehive⁠ for a free trial to see for yourself.

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Marhelm

Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out here.

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Daren Heitman (Azarias Capital): Uranium Bull Thesis 101

Value Hive Podcast

Daren Heitman (Azarias Capital): Uranium Bull Thesis 101