URNM And URNJ: New Catalysts Will Enrich These ETFs (Upgrade)

Jack Bowman
Investing Group
(16min)

Summary

  • I remain bullish on uranium ETFs URNM and URNJ, as they offer comprehensive exposure to the uranium mining industry and spot uranium.
  • The global energy transition has highlighted nuclear power's necessity, with supply-demand imbalances and depleted mines driving uranium prices higher.
  • Recent catalysts, including new reactor builds and policy shifts, reinforce the long-term investment case for uranium. Even the World Bank is now on board with funding nuclear energy projects.
  • Despite short-term underperformance, I view current levels as an attractive accumulation opportunity for patient investors seeking exposure to the nuclear renaissance.
  • Looking for a helping hand in the market? Members of Sungarden Investors Club get exclusive ideas and guidance to navigate any climate. Learn More »

Sunset on Doel Nuclear Power plant, Amtwerpen, Belgium

ClaudineVM

Introduction

I write about uranium and nuclear focused ETFs quite a bit, but this is because I have a vested interest in them. Specifically, I own the Sprott Uranium Miners ETF (NYSEARCA:URNM) and the Sprott Junior Uranium

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This article was written by

Jack Bowman
5.43K Followers

Writer, registered investment advisor, former economics teacher, with many other hats that I wear.

Learn something new every day.

I am a contributing analyst for the Sungarden Investors Club where I teach investors how to make better portfolio decisions, focusing on risk management, and total return investing. Regularly, I contribute as a co-author with Sungarden Investment Publishing AKA Rob Isbitts, the club's founder.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of URNM, URNJ, NUKZ 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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