Uranium: Potential Trade Of The Decade, Gain Exposure With SRUUF, URNM

The Momentum Weekly
3.18K Followers

Summary

  • The uranium market is in structural supply/demand deficit despite nuclear energy being an essential and growing form of clean energy.
  • Financial players and a utility contracting cycle mark near-term catalysts.
  • I expect both physical uranium and uranium producer baskets to aggressively outperform over the coming 1-3+ years.

uranium ore in mine, mineral radiation concept, radioactive energy

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Investment Thesis

The uranium industry is emerging from a decade long bear market and period of uranium oversupply. There is a significant supply/demand mismatch that is projected to worsen over the coming decade as nuclear energy is

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of URNM, SRUUF, URA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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