Nuclear Conviction: Titan's Investment In #Uranium 📈
Titan is now invested in uranium, the mission-critical feedstock for nuclear power generation. We've expressed this thesis by investing in two leading uranium mining stocks: NexGen Energy $NXE and Denison Mines $DNN.
Titan is now invested in uranium, the mission-critical feedstock for nuclear power generation. We've expressed this thesis by investing in two leading uranium mining stocks: NexGen Energy $NXE and Denison Mines $DNN.
We're incredibly bullish on nuclear power - and its primary feedstock, uranium - as a multi-year secular trend for three primary reasons. A quick thread ⬇️
1) Robust Global Demand
Nuclear is the only carbon-free, cheap, consistent source of baseload power generation available today. We expect nuclear demand to steadily grow at 2-3% per year between 2021-2030. #Uranium is a critical input to fulfilling this nuclear demand.
Nuclear is the only carbon-free, cheap, consistent source of baseload power generation available today. We expect nuclear demand to steadily grow at 2-3% per year between 2021-2030. #Uranium is a critical input to fulfilling this nuclear demand.
2) Accelerating Structural Supply Deficit
The #uranium industry is reaching a critical inflection point. Production cuts from the largest uranium suppliers are converging with a wave of long-term contract renewals by U.S. utilities...
The #uranium industry is reaching a critical inflection point. Production cuts from the largest uranium suppliers are converging with a wave of long-term contract renewals by U.S. utilities...
...and we believe this historic supply/demand imbalance should catalyze a rebound in #uranium prices towards levels similar to those seen during prior cycles.
3) Highly Attractive Value Proposition
We have strong conviction that equity prices of select, high-quality #uranium companies such as $NXE and $DNN could increase 2x or even 3x over the next 3-5 years, with limited downside risk & a relatively uncorrelated volatility profile.
We have strong conviction that equity prices of select, high-quality #uranium companies such as $NXE and $DNN could increase 2x or even 3x over the next 3-5 years, with limited downside risk & a relatively uncorrelated volatility profile.
We're thrilled to invest our clients in these two leading uranium mining stocks, $NXE and $DNN, through our Titan Opportunities portfolio.
Here's a video explainer of our uranium thesis, as well as our uranium initiation memo: titan.com/research/2021/…
Here's a video explainer of our uranium thesis, as well as our uranium initiation memo: titan.com/research/2021/…
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