Lobo Tiggre: Why He’s Buying Uranium Stocks Now

Recorded on October 6, 2026 at NRS Studios Lobo Tiggre of The Independent Speculator joins Steve Yang to explain why he has started adding to his uranium holdings while keeping cash available for opportunities in gold, silver and copper. Tiggre is the founder, CEO, principal analyst and editor of Louis James LLC. Lobo outlines his uranium investment thesis through the relationship between spot prices and long-term contract prices. He argues that weaker uranium equities can create opportunities when the physical market has not weakened alongside them. He explains why new supply still requires economic deposits, permits, financing and a capable operating…