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SESSION 5: Investment

Track 1
Wednesday, August 11, 2021
9:00 AM - 11:40 AM
Sponsored By:

Speaker

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Matthew Gordon
Founder
Crux Investor

Welcome from the Session Chair

9:00 AM - 9:05 AM

Biography

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Adam Christopher
Chief Market Analyst
TradeTech

Uranium Market Investor Update

9:05 AM - 9:25 AM

Biography

Adam is an experienced analyst specializing in economic analysis and predictive statistical modeling to forecast uranium, conversion, and enrichment prices. Adam is principally responsible for identifying supply and demand trends in the nuclear fuel market while tracking developments in near- and long-term contracting. In addition to his leadership role in supporting TradeTech’s market intelligence, Adam consults with commercial entities and their nuclear fuel procurement and sales practices. Adam has worked in several operational and leadership roles in both academic and commercial settings and holds a Master of Arts degree in International Conflict Management and a Master of Science degree in Business Analytics, both from the University of Denver. Adam has been with TradeTech since 2008.
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Guy Keller
Portfolio Manager - Nuclear Energy Opportunities
Tribeca Investment Partners

Uranium- Green Energy: An Investor’s Perspective

9:25 AM - 9:45 AM

Biography

Guy is Portfolio Manager of Tribeca’s Nuclear Energy Opportunities Fund and is Head of Commodities for Tribeca’s Global Natural Resources Fund. Guy has over 20 years of global commodity trading experience having worked in London, Singapore and Sydney. Prior to joining Tribeca, Guy spent 15 years as a Director with Macquarie Bank, most recently in Singapore as Head of the Asia Base Metal Trading. Guy has run trading strategies across base metals, precious metals and iron ore and has built up an extensive network of industry contacts including producers, consumers and physical traders. Guy holds a Masters of Applied Finance from Macquarie University and a Bachelor of Social Science (Economics) from the University of New South Wales.
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Dave Talbot
Managing Director and Head of Research
Red Cloud Securities

Uranium Sector 2006-2021: Has Anything Changed?

9:45 AM - 10:05 AM

Biography

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Andrew Weekly
Founder & Ceo
Smithweekly Research

A lack of value M&A in the uranium sector

10:05 AM - 10:25 AM

Abstract

Biography

SmithWeekly Research, a financial markets research group with focus on natural resource sectors, initiated research on the uranium market with a unique unrivaled comprehensive report, "Nuclear Energy: The Best Investment of the Decade", launched in 2017. Andrew was one of the few that started introducing the uranium narrative to investors early on in 2016 while also being an advocate for the overweight benefits of nuclear energy. Besides investing and market research, Andrew's background spans business management, U.S. Federal industrial contracting, and private energy contracting relationships with clients such as Berkshire Hathaway Energy. Andrew spends most of his time in Central America. SmithWeekly was founded in 2007 with market research commencing in 2012.

Session Chair

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Matthew Gordon
Founder
Crux Investor

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