News
Uranium, AMCs and the Green Metals Opportunity
Patrick Michaels talks to Tom Lyons from GenTwo about using AMCs to offer direct investments into physical uranium and why metals are essential to the green transition. He also brings some actual uranium to the studio.

"If you can't grow it or catch it, it comes from a dark hole in the ground."
I recently sat down with Tom Lyons on The Assetizer Podcast by GenTwo to discuss mining and investment opportunities. In this conversation, I shared insights particularly relevant for wealth managers, family offices, institutional allocators as well as qualified investors:
- How our Physical Uranium AMC provides a bankable, ISIN-registered solution for direct uranium exposure, with secure storage at Cameco Corporation in Canada
- Why AMCs offer wealth managers and institutional investors a flexible, efficient structure for adding specialized allocations without operational complexities
The opportunity in critical metals like copper, where supply constraints meet increasing demand for electrification and energy transition during 44 years, has evolved beyond traditional discretionary mandates to creating specialized investment solutions that allow institutional allocators to efficiently incorporate targeted exposures into client portfolios.
For firms seeking specialized solutions, our philosophy remains consistent: "Invest together with us." We put our own capital behind every strategy, aligning our interests with our clients.
Thanks to Tom Lyons and GenTwo's Assetizer Podcast for the opportunity to share these insights. Watch the full interview: