In this interview, Alex Klenman, CEO of Tisdale Clean Energy Corp (CSE: TCEC), offers a comprehensive perspective on the current uranium market and his company’s strategic position within it. Klenman begins by addressing the ongoing supply deficit in uranium, framing it as a generational opportunity for investors. 

Addressing potential investor concerns, Klenman tackles the question of large suppliers entering the market. He explains why he believes these new entrants won’t fully address the supply-demand imbalance, reinforcing his bullish outlook on uranium prices. Klenman then pivots to Tisdale’s specific project, highlighting their 7 million pound uranium deposit. This substantial resource base provides a solid foundation for the company’s development plans.

Klenman outlines Tisdale’s strategy for developing this deposit, which includes efforts to potentially increase both its grade and size. He emphasizes the company’s dual focus on advancing their known asset while also exploring for new discoveries on their property. This approach balances near-term development with longer-term growth potential, a strategy likely to appeal to a range of investor profiles.

The interview also touches on the current sentiment in the uranium sector, and he concludes by outlining Tisdale’s goals for the remainder of 2024, which center on an aggressive drilling campaign. This program aims to expand their known asset while simultaneously prospecting for new opportunities on their property.

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