My Coal Stocks and Why I'm Not Worried About Uranium (Yet) | Matt Warder Interview

Описание: Matt Warder interview about coal, coal stocks, and a bit of uranium. VERY IMPORTANT WARNING:

NEITHER THE GUEST NOR THE COMPANIES MENTIONED HEREIN HAVE PAID FOR THE PRODUCTION OF THIS VIDEO.

The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it. By consuing this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.

However, this channel is a business that charges for the creation and publication of video interviews. There will always be a conflict of interest which means you can never rely on anything said herein.

The host is not a licensed investment advisor. He is just another talking head on the internet. The host of this channel is an active investor in the junior mining space, so he likely owns, has owned, or will own shares of multiple companies mentioned/featured in this publication. He might have a business relationship with any number of the companies mentioned herein, although neither have paid for the production of this video. Still, always assume him biased, and consider that he might not know much more about investing than a potato does.

The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.

Timestamps
00:00 Intro
01:00 Why coal, why now?
06:25 Are coal power plants shutting down?
08:40 Do data centers matter for coal demand?
11:25 Does coal need data centers?
14:00 Does ESG matter to coal prices?
19:05 Will coal be $450 ever again?
24:15 When will coal prices rise again?
27:55 Are China & India a risk to the coal thesis?
30:32 Will coal demand in China be lower soon?
34:10 Will nuclear in China hurt coal demand?
36:15 Are coal logistics important?
41:20 What geopolitics matter most for coal demand?
47:30 Does Africa's coal demand matter?
49:18 Would Matt ever short coal?
57:10 What coal stocks does Matt like?
01:06:45 What's in Matt's coal portfolio?
01:11:40 Does coal trading work for Matt?
01:13:15 Why sell a newsletter instead of trade stocks?
01:18:30 Important takeaways
01:21:00 Outro