Podcast #34: Brandon Munro – Uranium

In today’s episode, Marcelo López spoke with Brandon Munro, CEO of Bannerman Resources, a company listed on the Australian stock exchange, ASX, focused on the exploration and development of uranium mines in Namibia.

Brandon, a frequent participant in the L2 Capital podcasts, returned to discuss important topics such as the restart of the Cigar Lake mine, the 20% cut in Kazatomprom’s estimated production for 2022, the World Nuclear Association (WNA) Symposium, the latest developments in the spot market, the situation in Iran at the moment and the latest news from Bannerman Resources

Marcelo had already mentioned in the last podcast recorded with Munro, in early June, that he expected the production of Cigar Lake to return this year and Brandon starts talking about the stock market’s response to Cameco’s announcement. The reopening procedures of the mine that had been closed due to the pandemic are due to start in September.

Brandon also discusses the decision of Kazatomprom, the world’s largest uranium miner, to reduce the estimated production of the metal by 20% in 2022 and the importance of this attitude for the market. Munro talks about the consequences of this and the possible repercussions for the coming years.

He comments on the uranium spot market, the main factors that are affecting the price at the moment and how real investors are reacting.

Brandon explains that the WNA (World Nuclear Association) Symposium will be virtual this year and discusses what the implications will be for nuclear fuel buyers and sellers.

Munro also talks about the Iran sanctions waivers, which end on August 27, and what the United States are doing about it.

Finally, Brandon talks about the changes at Bannerman Resources and how it can affect the company and investors’ view of it.

PODCAST

Mais Episódios

|

In today’s episode, Marcelo López spoke with Mark Nelson, executive director of the Radiant Energy Fund, a non-profit organization focused on the energy market.  Mark is a nuclear engineer who started his career working with the famous Michael Shellenberger, author of the book “Apocalypse Never” and a great defender…

No episódio de hoje, segunda parte de uma conversa que foi dividida em duas, Marcelo López conversou com Fernando Ulrich, sócio da Liberta Investimentos, e com Otávio Costa, mais conhecido como Tavi, portfolio manager da Crescat Capital. Marcelo começa falando do atual estado dos mercados e de uma possível…

No episódio de hoje, primeira parte de uma conversa que foi dividida em duas, Marcelo López conversou com Fernando Ulrich, sócio da Liberta Investimentos, e com Otávio Costa, mais conhecido como Tavi, portfolio manager da Crescat Capital. Tavi começa discutindo sobre os 3 itens que ele e a Crescat…

In today’s episode, Marcelo López spoke to Brandon Munro, CEO of Bannerman Resources, a company listed on the Australian stock exchange, ASX, focused on the exploration and development of uranium mines in Namibia. Brandon, who has participated in L2 Capital’s Podcasts # 05, # 14 and # 18, returned…

No episódio de hoje, Marcelo López conversou com Rodrigo Constantino, chairman do Instituto Liberal, autor de vários livros famosos e comentarista no programa 3 em 1 na Jovem Pan. Rodrigo começa falando sobre os efeitos econômicos do isolamento e distanciamento social causados pela pandemia do coronavírus no mundo. Em…

In today’s episode, Marcelo López talked to Adam Rozencwajg, managing partner at Goehring & Rozencwajg, a company specialized in natural resource investments, such as mining, energy and agriculture. Adam explains the model developed by G&R to understand the dynamic of the shale oil production in the United States and…

In today’s episode, Marcelo López spoke to Shawn Hackett, president of Hackett Financial Advisors, a company that specializes in providing advice for farmers and hedgers about soft commodities, based on analysis and forecasts of climate cycles. Hackett Financial Advisors helps traders and producers make decisions in agricultural commodities in…

In today’s episode, Marcelo López spoke to Paul Ma, director of CGN Mining, a company that is part of the China General Nuclear Power Group (CGN), the world’s third largest nuclear power corporation, and a member of the board of directors of Fission Uranium. Paul has more than 10…

In today’s episode, Marcelo López spoke with Anas Alhajji, a partner at Energy Outlook Advisors, as well as an internationally recognised author, speaker, researcher and specialist in the energy markets. Anas begins by discussing how the issue of the types and quality of oil is important and how that…

No episódio de hoje, Marcelo López conversou com Fernando Ulrich, sócio da Liberta Investimentos, palestrante, autor do livro “Bitcoin: a moeda na era digital” e conselheiro do Instituto Mises Brasil. Fernando conta sobre sua trajetória profissional, como vivenciou a grande crise financeira de 2008 e como teve seu primeiro…

Contact

Brazil
Vila da Serra, Nova Lima - MG
CEP: 34.006-059

Dev by

Investors are advised to carefully read the prospectus and the regulations when investing their funds. L2 Capital Partners does not sell shares in investment funds and / or clubs or any financial asset. Get to know our Voting Policy ..