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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.
Episodes
Tuesday Feb 09, 2021
Friday Sep 04, 2020
Uranium 202: Long-Term Contracting
Friday Sep 04, 2020
Friday Sep 04, 2020
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.
Wednesday Aug 26, 2020
Uranium Series: COVID-19 Impact Update
Wednesday Aug 26, 2020
Wednesday Aug 26, 2020
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.
Friday Jul 24, 2020
Uranium Series: COVID-19
Friday Jul 24, 2020
Friday Jul 24, 2020
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.
Monday Jul 20, 2020
Uranium 201: Inventory
Monday Jul 20, 2020
Monday Jul 20, 2020
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.
Friday Jul 10, 2020
Uranium 103: Supply
Friday Jul 10, 2020
Friday Jul 10, 2020
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.
Tuesday Jun 23, 2020
Uranium 102: Demand
Tuesday Jun 23, 2020
Tuesday Jun 23, 2020
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.
Friday Jun 12, 2020
Uranium 101: Overview
Friday Jun 12, 2020
Friday Jun 12, 2020
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.