{"id":9655,"date":"2024-09-17T07:50:17","date_gmt":"2024-09-17T07:50:17","guid":{"rendered":"https:\/\/businesstriumphs.com\/index.php\/2024\/09\/17\/mart-wolbert-uranium-bull-thesis-intact-half-time-break-ending-soon\/"},"modified":"2024-09-17T07:50:17","modified_gmt":"2024-09-17T07:50:17","slug":"mart-wolbert-uranium-bull-thesis-intact-half-time-break-ending-soon","status":"publish","type":"post","link":"https:\/\/businesstriumphs.com\/index.php\/2024\/09\/17\/mart-wolbert-uranium-bull-thesis-intact-half-time-break-ending-soon\/","title":{"rendered":"Mart Wolbert: Uranium Bull Thesis Intact, \u201cHalf-time Break\u201d Ending Soon"},"content":{"rendered":"<p><strong>Mart Wolbert, analyst at Contrarian Codex, shared his latest thoughts on the uranium market, including what\u2019s next for prices and key factors to watch when it comes to supply and demand. <\/strong><\/p>\n<p>When asked how far the current cycle has progressed, he said that in the context of his \u2018stadium\u2019 model, a concept he explained in a previous interview, uranium\u2019s half-time break is almost over. <\/p>\n<p>\u2018That\u2019s not to say that we won\u2019t have any water breaks in between as the equities pull back and go up. That\u2019s just the nature of the market, it\u2019s the nature of any market. Nothing goes up in a straight line,\u2019 Wolbert said. <\/p>\n<p>\u2018But I think that it\u2019s very important to look at it in the grand scheme of things. And that is: we have another half to go, and the second half is going to be in my opinion far more exciting than the first as this contracting cycle comes in.\u2019<\/p>\n<p>He also discussed his key takeaways from the World Nuclear Symposium, highlighting how different sentiment is for retail investors versus companies and analysts involved in the uranium sector. <\/p>\n<p>\u2018It\u2019s absolutely incredible to see the discrepancy between that investor sentiment and just the sentiment of the mood in the room \u2026 from the producers, from the people that are very closely associated with all things nuclear, from the analysts that are doing thousands upon thousands of hours of work \u2014 they were all enthusiastic,\u2019 Wolbert explained. <\/p>\n<p>He acknowledged the frustrating performance of the uranium equities, but said he remains bullish.  <\/p>\n<p>\u2018The thesis \u2014 try as I might at the conference as well, I\u2019ve tried to find a bear case, I\u2019ve tried to really drag the thesis through the mud and try to find things where I could be wrong \u2026 but try as I might, I\u2019ve not found a way to join the selloff right now, and I\u2019m getting increasingly, increasingly bullish for what is still to come,\u2019 Wolbert concluded. <\/p>\n<p>Watch the interview above for more of his thoughts on uranium supply, demand and prices. <\/p>\n<p><strong>Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.<\/strong><\/p>\n<\/p>\n<div>This post appeared first on investingnews.com<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Mart Wolbert, analyst at Contrarian Codex, shared his latest thoughts on the uranium market, including what\u2019s next for prices and key factors to watch when it comes to supply and demand. When asked how far the current cycle has progressed, he said that in the context of his \u2018stadium\u2019 model, a concept he explained in [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":9656,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-9655","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/posts\/9655","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/comments?post=9655"}],"version-history":[{"count":0,"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/posts\/9655\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/media\/9656"}],"wp:attachment":[{"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/media?parent=9655"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/categories?post=9655"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/tags?post=9655"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}