A conversation with Brandon Munro, CEO of uranium developer, Bannerman Resources (ASX:BMN).
Thursday saw the long awaited announcement by the US Govt's Dept of Energy Nuclear Fuel Working Group. They made a recommendation about how America can restore itself to former glory by investing in the entire Nuclear Fuel chain.
The report was initially received negatively by retail investors as they were expecting it to detail how much money was being allocated and to whom. It didn't. It read more like a Policy Document, which in itself is an impressive feat. The Nuclear Fuel Industry is far reaching and complex. But as days have passed and many commentators have given their verdict the mood seem positive and refocusing on the economic drivers. Whilst not yet a seller market, it is becoming less of a buyers market.
Brandon Munro breaks down the announcement with the effortless ability of the sharp mind and intimate knowledge that only he has of the uranium and nuclear ecosystem. We run through the key policy measures and he explains what each means in quick succession. We also discuss the global implications.
Interview highlights:
- Nuclear Fuel Report Announcement: Opinion and Impact
- Investor Guidance: What are the Clues and Highlights to Note?
- DOE End of Bartering: What Does it Mean?
- Levelling the Play-field of Nuclear and Renewables: The Means and Implications
- Geopolitics: Discussing the Russian Suspension Agreement, Fabrication Imports and Relations with China
- Restoring Their Seat at the Table: Support of Technological Advancements
- US Politics: Bi-Partisans, Timings & Security
- On Conversion and Red Flags: Will This Document Prove Insignificant?
Company page: https://www.bannermanresources.com.au/
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