The Azarias Capital Podcast: Recent Episodes
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Azarias Capital Management specializes in turnaround opportunities in the small-cap value universe, and that turnaround focus often leads to industries poised for a cyclical upturn. This series centers around the market for uranium and Azarias Capital's bullish uranium thesis.
In the newest installment of the uranium series, Daren and Chris dive into the topic of long-term contracting and talk about why we should prepare for an imminent mad dash for uranium.
Daren Heitman and Chris Gillespie give an update on how COVID-19 continues to affect the global uranium market, as well as their supply and demand theses.
It comes as no surprise that COVID-19 is impacting the global market, but what has its effect been on uranium? In this bonus episode, Daren Heitman and Chris Gillespie explain how the current recession caused by COVID-19 is causing supply disruptions and accelerating their bullish thesis.
Daren Heitman and Chris Gillespie begin their move to more complex, in-depth topics with a discussion of current global uranium inventory, and why we most likely don't have as much as people may think.
In this episode Azarias Capital Management founder Daren Heitman and partner Chris Gillespie dive into the supply side of the uranium market and discuss why current supply is dwindling, which will in turn lead to an imminent and quickly-approaching worldwide uranium supply deficit.
In the second episode of the uranium podcast series, Daren Heitman and Chris Gillespie discuss the past and current demand for uranium and how they predict it will affect the market going forward.
In the first episode of the Azarias Capital uranium podcast series, Daren Heitman and Chris Gillespie introduce the company's thesis predicting a bullish uranium market.