Palisades Gold Radio · Thursday, October 1, 2026
Justin Huhn believes uranium miners are currently trading at 'huge value' despite the positive outlook for uranium prices, stating they are 'trading terribly'. He attributes this to a boring market on the physical side and general risk-off sentiment affecting uranium equities. Huhn sees significant undervaluation, particularly for developers, arguing that current stock prices do not reflect the potential for triple-digit uranium prices influencing future cash flows.
“Oh yeah, there's huge value proposition right here. The Iranian miners are trading terribly, absolutely terribly.”
“So we see huge value value propositions across uranium mining space across the nuclear equities as well”
“Now if you look at actual 20-year averages like seasonality charts, you can see that on average equities like Sput, equities like Cameco, they have a significant pullback from mid-September to the first week or two of October.”