Rick Rule.

Rule discusses replacement capital and the role of streaming and royalty finance on Kitco Mining’s Digging Deep. This is his estimate as reported on the date shown.

Rule explains his preference for exploration companies that bring in partners to fund drilling. The interview discusses Kincora and Empress; both Rule and the interviewer disclose owning shares.

In a Vancouver Resource Investment Conference interview, Rule argues that assessing management is central to selecting mining investments.

In a Green Rush interview with Matt Watson, Rule discusses nickel and lithium after sharp price declines. He is referring to investors abandoning a commodity, not hostility toward people.

Rule is discussing financial valuation models with Dan Ferris and Corey McLaughlin. He uses models to compare scenarios while recognizing that commodity prices and other assumptions can be wrong.

Rule tells Dan Ferris how low uranium prices discouraged production while demand grew, setting up a subsequent recovery. He is describing the supply response behind his uranium investment thesis.

Speaking to Bill Powers at PDAC 2018, Rule argues that uranium prices below the full cost of production cannot sustain supply indefinitely. His five-year horizon refers to 2018, not today; the interview page includes the transcript and recording.