SPROTT PHYSICAL URANIUM TRUST

2022년 2월 25일

POSITION TRADE

U.UN (TSE), SRUUF (OTC)

Catalysts:

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.

Financial players significantly escalated their role in the uranium market, in particular, the Sprott Physical Uranium Trust (OTCPK:SRUUF). This trust exists to provide investors exposure to physical uranium, but in so doing, they take and sequester physical pounds from the market. Note that Yellow Cake plc (OTCPK:YLLXF) is a similar trust for UK based investors, although it is much less active in purchasing uranium.

SOURCE : Uranium: Potential Trade Of The Decade, SEEKING ALPHA, Live Hard Investing, Feb. 10, 2022
seekingalpha.com/article/4485783-uranium-exposure-sruuf-urnm-trade-of-decade