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Yet Another Value Podcast
Andrew Walker interviews investors about actionable value and event-driven ideas, with each episode centered on a company, security, or investment thesis.
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145 EPISODESENTRACKED SHOW
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Old West's Brian Laks dives into metals, mining, and uranium
Uranium has shifted from indiscriminate asymmetry to selective underwriting, with spot near $70 per pound and inflation potentially lifting break-evens to $60-$70 or higher.Reactor extensions, new builds, SMRs and AI data centers strengthen demand, but permitting delays may leave 2030s utility requirements uncovered.Old West is reallocating across uranium, copper and gold while monitoring scarcity pricing and policy premiums.