Why Uranium Must Go to $120/lb | Guy Keller's ASX Uranium Outlook

In this episode of LEVRD, Matt sits down with Tribeca Investment Partners' Guy Keller for a deep dive into the uranium market, nuclear energy and the ASX-listed uranium sector.Despite uranium equities suffering a brutal sell-off over the past 12 months, Guy argues that the fundamental supply-demand picture remains extremely strong and that uranium prices ultimately need to move significantly higher to incentivise the next wave of mine development.Topics discussed include:- Why uranium equities have disconnected from fundamentals- Why Guy believes uranium may need to reach US$110-120/lb- Chinese financing and the Bannerman Energy transaction- The future for Lotus- The importance of utility contracting and long-term uranium pricing- Deep Yellow's decision not to rush into development- Paladin Energy and the outlook for Langer Heinrich- Boss Energy, Honeymoon and the ISR debate- Why Nexgen's Arrow deposit remains one of the best mining projects globally- Peninsula Energy's turnaround story in the United States- Alligator Energy's field leach trial and development pathway- Nuclear power growth, SMRs and hyperscaler demand- Where Guy sees the best opportunities in uranium todayIf you're interested in uranium stocks, nuclear energy, uranium prices and the long-term outlook for the sector, this is one of the most comprehensive uranium discussions we've had on LEVRD.Uranium Stocks Mentioned- Paladin Energy (PDN)- Boss Energy (BOE)- Deep Yellow (DYL)- Lotus Resources (LOT)- Bannerman Energy (BMN)- Peninsula Energy (PEN)- Alligator Energy (AGE)- DevEx Resources (DEV)- Nexgen Energy (NXG)- Cameco (CCJ)- Global Atomic (GLO)- Atomic Eagle (AEU)- Cauldron Energy (CXU)- Encore Energy (EU) (0:00) PREVIEW (1:07) Is Guy shopping today? (2:53) Uranium risk to future nuclear fuel cycle (5:50) China deals in Africa (9:03) Where is Lotus heading? (14:35) Paladin valuation (20:35) Deep Yellow holding out (23:10) Atomic Eagle and other African punts (28:14) Global Atomic back on the table (30:04) Will Boss Energy make it work? (39:58) NEXGEN (47:33) Vertical integration of Cameco (50:51) Peninsula turnaround (57:28) Other opportunities (uranium and nuclear) LEVRD Partners NVLD Fitness Come get Crossfit ripped with me @nvldfitness on insta https://www.nvldfitness.com/ 0415126334 LEVRD Socials X ► https://x.com/mattmichaelOG Instagram ►https://www.instagram.com/levrdmatty/ Tiktok ►https://www.tiktok.com/@levrdmatty Facebook ►https://www.facebook.com/levrdtrading Linkedin ►https://www.linkedin.com/company/levrd/ This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573. Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs. Do not follow my trades, they are for entertainment purposesonly. CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video. FSG: https://levrd.live/pages/fsg This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt any strategy. While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only. Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given. No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.