Brian Laks, partner at Old West Invest Management, discusses the bull case for uranium. Key topics include why this time could be different, breaking down the supply / demand curve that has him so excited, and discussing why NexGen (NXE) is such an interesting way to play uranium.Brian's twitter account: https://twitter.com/brianlaksKuppy's uranium shortage post: https://adventuresincapitalism.com/20...Chapters0:00 Intro1:30 Uranium overview2:35 What got Old West so excited about uranium?5:05 Discussing the uranium cost curve7:35 Uranium supply / demand imbalance10:15 Uranium's cycles since 200015:15 Why is the cycle happening now?19:15 What's to stop supply from coming on if prices start to rise?25:40 When and how do mothballed facilities start coming back on?30:00 The Sprott Uranium Trust40:20 Nexgen (NXE) overview46:20 Nexgen's low cost mine49:10 Nexgen's timeline to completing their mine52:55 Discussing Nexgen's uranium price assumptions56:30 Why won't this go into mine development hell?58:40 Nexgen's base case upsideSHOW LESS