At the recent Vancouver Resource Investment Conference, Chris Berry, founder of House Mountain Partners, spoke with Investing News Network Editor Vivien Diniz.

In the interview below, Berry comments positively on uranium, stating that he still believes in it and describing it as “a contrarian’s dream.” Moving forward, he sees “higher uranium prices in 2014 and beyond,” though it will take time for improved prices to “filter through the value chain down into the junior mining space.”

Explaining how investors can navigate today’s uranium market, Berry said that he recommends looking at the entire value chain. He is very interested in the Babcock & Wilcox Company (NYSE:BWC), a producer of small, modular nuclear reactors, though he does not hold a position in it.

Berry also touches on the lithium space, which he says is still consolidating, and phosphate, which he views as a longer-term story.

 

Securities Disclosure: Vivien Diniz holds no direct investment interest in any company mentioned in this article.

Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.