Fabi Lara, Founder and Publisher of The Next Big Rush, joins me for a deep dive into the bullish fundamentals for the uranium market, but also how those don’t necessarily have to correlate with individual uranium stock trends.  We point out that even if there is a solid bull case for uranium in the medium to longer-term, which should bode well overall for the sector, that often times the uranium equities can still have a bear case running in tandem.  This can be for many reasons due to company specific fundamentals, or exploration misses, jurisdictional risk, or from too much equity dilution.
 
Fabi shares how she is positioning in different stages of uranium companies from producers and near-term producers, to developers and explorers, and some key considerations for investors to make when investing in this sector.  She also points out that for some investors, that don’t have the time to do the necessary due diligence, that just getting exposure to the physical metal trends or a basket of stocks through the various ETFs may be a better place to start.  
 
We do talk about a number of different uranium stocks throughout the conversation including:  
Cameco (TSX: CCO; NYSE: CCJ), Kazataprom, Global Atomic (TSX: GLO) (OTCQX: GLATF), Denison Mines (TSX: DML) (NYSE: DNN), enCore Energy (NASDAQ: EU) (TSX.V: EU),  Energy Fuels (NYSE: UUUU) (TSX: EFR), Ur-Energy (NYSE:URG)(TSX:URE), UEC (NYSE: UEC), Atha Energy (TSX.V: SASK), Stallion Uranium (TSX-V: STUD) (OTCQB: STLNF), Skyharbour Resources (TSX.V: SYH) (OTCQX:SYHBF), Cosa Resources (TSXV: COSA) (OTCQB: COSAF), Aero Energy (TSXV: AERO) (OTC Pink: AAUGF), F3 Uranium (TSXV: FUU) (OTCQB: FUUFF) , and IsoEnergy  (TSXV: ISO) (OTCQX: ISENF).
 
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