Episodios

  • Quantum Computing 101 for investors | Tim Byrnes NYU Quantum Technology Lab | SQC vs IBM | Photonics
    Nov 23 2022

    Interview with Associate Professor Tim Byrnes, NYU Quantum Technology Lab about Quantum Computing, business applications, silicon quantum computing vs superconducting qubits, photonics, and much more

    Sorry for the audio issues on my side.

    My article about Silicon Quantum Computing: https://www.shovel-stocks.com/post/the-investment-thesis-for-silicon-1-quantum-computing-asx-slx

    Tim's YouTube channel: https://www.youtube.com/@NYUQuantumTechnologyLab

    Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content

    Check out my wikifolio at: https://bit.ly/3cTyfZu

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    18 m
  • Exciting developments in Nuclear Energy: Advanced Nuclear, Thorium, CANDU Reactors | Mark Nelson
    May 21 2022

    After part one of my recent interview with Mark Nelson received great feedback, we sat down for the second part. We cover topics like Washington's new appreciation of nuclear energy, Advanced nuclear, Thorium, CANDU reactors, Fuel reprocessing & developments worldwide. 

    Mark Nelson is focused on All energy all the time. Saving nuclear plants: Radiant Energy Fund. Energy & strategy: Radiant Energy Group. Website: https://www.radiantenergyfund.org/ Twitter: @energybants

    Timestamps:

    00:00 Reignited appreciation of nuclear energy in Washington, D.C.

    17:00 Clean Core Thorium Energy & CANDU reactors

    37:00 International developments

     

    Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content

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    44 m
  • Fertilizer & Potash Market Overview for Commodity Investors
    Apr 27 2022

    In this interview, I discuss the fertilizer & potash market with Industry consultant Willis Thomas from CRU Group.

    Interested in tracking your portfolio and also what I am holding in my private portfolio. Check out the Getquin app: https://getquin.onelink.me/IQfD/82p6krem

     

    Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content

    Timestamps: 00:00 Intro 01:35 What are fertilizers? 07:15 Natural gas connection to fertilizer 10:37 MoP vs SoP 13:00 Geographic distribution of the potash market 17:55 Prices, supply, demand 24:55 What investors should look out for in a project

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    28 m
  • Vanadium Market Overview & Vanadium Redox Flow Batteries (VRFB)
    Apr 21 2022

    In this interview, I discuss the vanadium market and Vanadium Redox Flow Batteries (VRFB) with Industry consultant Willis Thomas from CRU Group

    My article about vanadium including my thesis for two vanadium stocks I hold in my portfolio: https://www.shovel-stocks.com/post/why-vanadium-stocks-should-be-on-your-radar-right-now Vanadium Resources (ASX:VR8) Ferro Alloy Resources (LON:FAR)

    Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content

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    52 m
  • Lithium-ion battery recycling company American Manganese Inc (TSX-V:AMY)/RecycLiCo Interview with CTO Zarko
    Apr 15 2022

    After my article about American Manganese (TSX-V: AMY, soon to be named RecycLiCo) was very popular (https://www.shovel-stocks.com/post/the-hidden-champion-of-lithium-ion-battery-cathode-recycling-american-manganese-inc-amy ) and I received many questions regarding the benefits of their lithium-ion battery recycling process, I sat down with Zarko (CTO) for an interview. The interview was recorde on Sept 27th 2021.

    Topics we cover in the interview:

    Background on American Manganese

    The RecycLiCo process (recycling the complete cathode (including lithium) 

    Benefits American Manganese has over other recycling companies

    Potential business models

    The Manganese Wenden stockpile project

    The Copper / Gold project 

     

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    22 m
  • Uranium enrichment deep dive with Mark Nelson - Radiant Energy Fund
    Apr 14 2022

    In the first part of my interview with Mark Nelson, he explains the nuclear fuel cycle and uranium enrichment Mark Nelson is focused on All energy all the time. Saving nuclear plants: Radiant Energy Fund. Energy & strategy: Radiant Energy Group. Website: https://www.radiantenergyfund.org/ Twitter: @energybants

    Timestamps: 00:00 Intro 02:00 Origin & attributes of natural uranium 05:56 Uranium enrichment 12:20 Laser uranium enrichment 15:38 Underfeeding vs overfeeding

    Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content

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    20 m
  • Uranium enrichment stocks: Is Silex Systems a better choice than Centrus Energy (LEU)?
    Apr 14 2022
    In this episode I give a high level overview of my article about uranium enrichment, the market landscape, deep dive into Silex Systems (ASX:SLX) and why I think it is a better pick than Centrus Energy. You can read the full article here (no paywall): https://www.shovel-stocks.com/post/silex-systems-3rd-generation-laser-uranium-enrichment-technology-asx-slx Subscribe to my blog: https://www.shovel-stocks.com/ Follow me on twitter @ShovelStocks
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    21 m
  • Kick Off: The Uranium Bull Market | Interview with Scott @U_Ag_
    Apr 9 2022

    In this interview, I discuss the uranium bull market with commodities investor Scott. You can find Scott on Twitter: @U_Ag_ Audio

    Timestamps:

    00:00 Intro

    02:16 Uranium market in relation to other financial markets

    11:16 Differences to the last uranium bull market and why we are bullish

    24:40 What to expect the next 12 months

    34:30 Exit strategies

    Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content

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    42 m