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Brandon Munro
Mining executive, company director, lawyer. Passionate about and . Trustee of Save the Rhino Trust Namibia.
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Brandon Munro retweeted
L2 Capital Partners Jun 11
In his speech at the International Uranium Conference, talked about the psychological price barrier of U$30/lb and what should happen when uranium breaks this barrier
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Brandon Munro Jun 11
Oclaner Asset Management's specialist fund has a small portfolio of high quality uranium equities. From highly astute fund managers / Olivier Spoor with sage counsel + industry insights from . Their May monthly commentary includes
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Brandon Munro Jun 10
With spot liquidity drying up (awaiting s232) traders ability to influence returns: price drops at end of Feb, March, April and May. Return to liquidity important for upward momentum as both CCO and KAP committed to removing this influence. - your favourite topic!
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Brandon Munro Jun 8
A superb visualization demonstrating Germany’s failed . EUR160b spent on renewables after a knee-jerk reaction to Fuskushima lead to political decision to shut carbon free power. Germany must urgently reconsider nuclear science
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Brandon Munro Jun 7
He says "if there is a 50% chance of the uranium price going up, there is a 50% chance of it going down". Even a shallow dive on the uranium macro shows the risk to be asymmetrical to the upside. So I find his spot-price DCF approach to be simplistic and unsuitable for uranium.
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Brandon Munro Jun 7
Jayant says he only uses current u3o8 spot price to value companies, and therefore concludes that no company is attractive on this measure. But logically this confirms that the current price is uneconomic and must go up. His explanation doesn't worry my thesis in the slightest.
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Brandon Munro Jun 7
Steady state burn up for that reactor fleet would be almost 30Mlbs per annum - more than Husab + Rossing. Plus first loads for the new reactors will be 10Mlbs per annum. We are only talking 5 years from now, imagine by 2030!
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Brandon Munro Jun 5
What has sadly happened in Germany after they thought they could achieve zero carbon without nuclear power: increased coal/emissions and 50% increase in power costs (English translation of Der Spiegel article on Energiewende):
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Brandon Munro Jun 5
Statistics of nuclear power safety compared with other energy sources.
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Brandon Munro Jun 5
Hi Haven. Oxford university scientists on the health effects associated with radiation:
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Brandon Munro Jun 3
AusIMM International Uranium Conference starting well: Good Reasons for Optimism from Scott Melbye.
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Brandon Munro May 30
Replying to @DomesticUranium @POTUS
John, what likelihood that s232 is resolved by DoD contracting with petitioners for 4-5 Mlbspa over 10 years? DoD last procured ~20 years ago. This solution supports US industry but won't complicate nuclear sector or risk tipping point on reactor jobs. Win-win-win!
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Brandon Munro May 29
I am looking forward to catching up with industry colleagues at International Uranium Conference next week in Adelaide, South Australia. The program is detailed and technical - a good chance to sharpen my technical understanding.
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Brandon Munro May 28
Bit of a stretch by the author to call this a "new development". The moratorium was lifted on 25 January 2017. In the author's defence, market conditions have suppressed exploration activity so any obvious signs the moratorium is lifted are only showing now.
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Brandon Munro May 28
Replying to @malopez1975
Zoe Yujnovich yesterday: "An increasing number of professional activists and huge armies of ideologically driven volunteers are waging a virtual war with religious zealotry.”
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Brandon Munro May 28
IEA is backing an increase in public spending on energy. World Nuclear Association has made great progress positioning the clean, base-load, low-footprint attributes of nuclear power. This is another example of inescapable common sense in energy policy.
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Brandon Munro May 27
Replying to @quakes99
Agreed John, by 2030 only a tiny minority of EV owners will sacrifice driving flexibility to charge during renewables load times. Early adopters are more willing to do so, but they adopted early because of passion. By 2030 EVs are mainstream and normal consumer habits will apply.
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Brandon Munro May 26
Replying to @Timothy56306652
I have no doubt that RIO are serious, so if approval is not granted the mine will close and be rehabilitated. Hard to see NACC finding against it in these circumstances. CNUC have assured the government that they will continue with business as usual. Crucial for Namibia it does.
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Brandon Munro May 23
Sashi is indeed legit and well known (and liked) in the industry. She is no longer with CGN - she was working for Extract and stayed on with CGN when they completed the takeover and built the Husab mine. I see Sashi is presenting at WNFM in Lisbon wearing her Wolverdance hat.
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Brandon Munro May 22
Uranium is a rounding error in BHP’s revenues, and will continue to be once the price recovers.
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