Uranium Miners and the Clean Energy Opportunity – Sprott – 5.17.22

Summary:

Now On Demand.

A new uranium bull market is underway. Uranium miners are well positioned to take share within the energy sector as energy security and decarbonization take center stage globally. With the number of nuclear reactors planned to increase by 35%, governments are signaling the need to embrace the reliable, efficient, clean, and safe energy produced by nuclear to meet ambitious decarbonization goals. At the same time, a uranium supply deficit is looming on the horizon, and uranium miners are expected to be the beneficiaries of increased investment. In this webcast, we will discuss:

• Uranium and nuclear energy may be critical to the clean energy transition and help countries achieve energy security – reliable and affordable electricity
• Increased demand and decreased supply of uranium are supportive of a sustained bull market
• Uranium miners have exhibited a low/moderate correlation to major asset classes, providing diversification potential
• How Sprott became the largest manager of uranium investments in the world with approximately $4.5 billion in uranium related, energy-transition AUM, as of April 21, 2022 (according to Morningstar)

Speakers:

John Ciampaglia has more than 25 years of investment industry experience and serves as Chief Executive Officer of Sprott Asset Management and as Senior Managing Director of Sprott Inc. Previously, he was the Chief Operating Officer of Sprott Asset Management and Executive Vice President of Sprott Inc. Before joining Sprott in 2010, he was a Senior Executive at Invesco Canada and held the position of Senior Vice President, Product Development, responsible for strategic initiatives and for overseeing the product development function across multiple product lines and distribution channels. Prior to joining Invesco Canada, he spent more than four years at TD Asset Management, where he held progressively senior product management and research roles. Mr. Ciampaglia earned a Bachelor of Arts in Economics from York University, is a CFA charterholder and is a Fellow of the Canadian Securities Institute.

Ed Coyne joined Sprott in January 2016 and has more than 25 years of investment management and sales experience. Previously, he was a Principal and Investment Specialist for 18 years at Royce & Associates, a small-cap value manager located in New York City and the investment adviser to The Royce Funds. Before joining Royce, Mr. Coyne worked with Zweig Mutual Funds and Neuberger Berman as a Regional Sales Director. He began his career at Reich & Tang, a provider of deposit, liquidity, and cash management solutions for banks, broker-dealers, investment advisors, institutional investors, and public entities. Mr. Coyne worked in the firm’s key account sales division servicing institutional clients. Mr. Coyne earned his Bachelor of Science in Architectural Studies from the University of Missouri. He also holds a Series 7 license, administered by Financial Industry Regulatory Authority (FINRA). Visit sprott.com for more information on Sprott.

Tim Rotolo is the Founder and CEO of North Shore Indices, Inc., the creator of several unique indexes, including the North Shore Global Uranium Mining Index (URNMX). Tim also co-founded Sachem Cove Partners and is the founder of Lloyd Harbor Capital Management, LLC. Before founding LHCM, Tim was a Vice President at Sandalwood Securities, Inc., a $1.25 billion fund of hedge funds focused on distressed, credit and event-driven strategies. Tim was a member of Sandalwood Securities’ research team and Investment Committee. Prior to joining Sandalwood in February 2009, he worked in Merrill Lynch’s Private Banking and Investment Group. Tim received his BA degree from Tufts University.