Warren Irwin on Uranium, Canada & Contrarian Opportunities

Money of Mine

We had a chat with long time natural resource fundie Warren Irwin to get his take on several topics.
Our conversation covered the state of Canadian miners and the countries M&A policies, why you shouldn’t listen to uranium super bulls, the disservice NexGen is doing to mining, why he likes nickel and plenty more.
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Money of Mine on YouTube + Twitter
(0:00:00)Intro
(0:00:44)What's Canada doing to its miners
(0:10:29)Will Rio bid Teck? Will Glencore spinout met coal?
(0:19:58)Changes in fundie ESG policy
(0:26:16)Will coal royalties get jacked up in BC?
(0:30:48)Uranium market maniuplation
(0:44:07)NexGen's disservice to mining
(0:57:40)Will NXG get taken out?
(1:02:48)Too early for nickel?
(1:08:25)Solgold streaming thoughts