If you've heard about a global #Nuclear#energy resurgence⤴️⚛️👂🐦 driving demand for #Uranium that's in a deep supply deficit⤵️⛏️ and wonder how U can invest💵🤔 in this tiny #mining#stocks sector famous for spectacular gains🎆💰😃 here's a🧵 on the various ways U can play.🤠👇
Lowest risk #Uranium#investing option🦺 is a Fund that stacks raw #Nuclear fuel #U3O8🏦⚛️ providing direct 1-to-1 exposure to U3O8 Spot price.📈👯 In North America that's @Sprott Physical Uranium Trust (TSX: $U.UN $U.U OTC: $SRUUF)🇺🇸🇨🇦 & in #UK Yellow Cake plc (AIM: $YCA)🇬🇧🛒⛏️
If U prefer ETF baskets of #stocks for 1-trade in & out U sector exposure:🧺 on NYSE🇺🇸 LSE🇬🇧 ASX🇦🇺 is 100% pure-play @Sprott Uranium Miners ETF $URNM; 100% pure-play Horizons Global #Uranium Index ETF $HURA on TSX 🇨🇦; Global X Uranium(70%)/#Nuclear ETF $URA 🇺🇸 $URNU 🇬🇧 $ATOM 🇦🇺🤠
New @Sprott Junior #Uranium Miners ETF $URNJ on Nasdaq🇺🇸 holds a basket of mid, small & micro cap #Uranium#mining#stocks traded in #Canada, US, #Australia, Hong Kong & London⚛️⛏️ that is likely to outperform $URNM & $URA in a 'rip your face off' U bull market cycle🫠🛸🌜🤠🐂
Investors in #Europe🇪🇺 & #UK can now choose from several new #Uranium ETF tickers: @hanetf's 100% Pure-Play @Sprott#Uranium Miners UCITS ETF $URNM (USD) $URNP (GBP)🇬🇧 $U3O8 (Euros)🇩🇪🇮🇹 and Global X Uranium/#Nuclear UCITS ETF $URNU (USD) $URNG (GBP)🇬🇧 $URNU (Euros & CHF)🇩🇪🏰🤠🐂
If you're just beginning to invest in #Uranium#mining#stocks👶 then a great starter🥣 is #investing in a 100% Pure-Play Uranium ETF: $URNM 🇺🇸🇬🇧🇦🇺 or Horizons Global Uranium Index ETF $HURA 🇨🇦 giving U broad #U3O8 sector exposure⛏️😃 while U do your research📚🧐👇#Nuclear⚛️🤠🐂
The only publicly-traded actively-managed #Uranium#mining#stocks fund is #UK's NCIM Geiger Counter Ltd $GCL in London🇬🇧 with Top 5 Holdings reported as NexGen $NXE Cameco $CCJ Ur-Energy $URG Paladin $PDN & Fission Uranium $FCU 📂 #investing#ESG🤠🐂 ncim.co.uk/wp/geiger-coun…
I've been researching📚🧐 and accumulating🛒 a large #Uranium#mining#stocks portfolio📂 for many years👴 positioning for a new U bull market.🤠🐂 If you're looking for ideas💡 on #Canada/US companies for your own due diligence🕵️♂️ then U might find some candidates here:👇☘️🌈💰🦄
With a #CarbonFree#Nuclear Renaissance boosting #Uranium price & demand🌄⚛️🏗️⏫ just as #U3O8 is in a supply deficit⛏️⏬ while West pivots away from #Russia 🇷🇺⛔️🪖 4 May Bloomberg Consensus Estimates & Targets🎯 can point U to deeply oversold U #mining#stocks🔥🛒💎 🤠🐂🌊🏄♀️☘️
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1) The #Uranium#investing opportunity⛏️💰 emerges from an unexpected & accelerating #Nuclear Renaissance🏎️🌅⚛️🏗️ creating unprecedented demand for #U3O8🛒 already in a deep multi-year structural supply deficit⏬ that can only be repaired by far higher #U3O8 prices💲⏫🐂🧵.../2👇
2)The #Uranium#mining#stocks#investing thesis in a nutshell🥜 is that after Fukushima the #U3O8 price sank, new mine projects were cancelled, many mines closed, investment dropped💰⤵️ as investors mistakenly thought '#Nuclear#energy is dying'🪦 but they were wrong!✖️😯../3👇
3) #Nuclear#energy has recovered over the past decade⚛️🏗️⤴️ so that #Uranium demand today is back where it was before Fukushima & is surging higher.⏫🛒 A #Nuclear revival has been underway for years📈 now kicked into high gear🏎️ by #EnergySecurity & #NetZero goals🌞⚡️⏫.../4👇
Lowest risk #Uranium#investing option🦺 is a Fund that stacks raw #Nuclear fuel #U3O8🏦⚛️ providing direct 1-to-1 exposure to U3O8 Spot price.📈👯 In North America that's @Sprott Physical Uranium Trust (TSX: $U.UN $U.U OTC: $SRUUF)🇺🇸🇨🇦 & in #UK Yellow Cake plc (AIM: $YCA)🇬🇧🛒⛏️
If U prefer ETF baskets of #stocks for 1-trade in & out U sector exposure:🧺 on NYSE🇺🇸 LSE🇬🇧 ASX🇦🇺 is 100% pure-play @Sprott Uranium Miners ETF $URNM; 100% pure-play Horizons Global #Uranium Index ETF $HURA on TSX 🇨🇦; Global X Uranium(70%)/#Nuclear ETF $URA 🇺🇸 $URNU 🇬🇧 $ATOM 🇦🇺🤠
1)#Russia's war on #Ukraine🪖 led to prices for #Uranium Conversion & Enrichment SWU more than doubling in 2022⏫ in a price wave🌊 cascading down #Nuclear fuel cycle towards mined #U3O8⛏️ as per Cantor Fitzgerald👇 as enrichers switch to "overfeeding".🍼🍼 A thread for U!👨🏫🧵👇2
2)#Uranium is a very different fuel than #coal & #gas that are burned "as is" in #electricity power plants.🏭⚡️ #Nuclear reactor fuel needs to be specially processed & then packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.🌞⚛️⚡️👇../3
3)Mined #Uranium⛏️ is processed into drums of Yellow Cake #U3O8🛢️ that in the west are shipped🚢🚛 to plants in Canada, US & France for "Conversion" into a gas form called #UF6 which is then shipped in cylinders🚛 to plants in US & Europe for "Enrichment" into #Nuclear fuel.⚛️👇4
1) The #investing opportunity in #Uranium⛏️💰 emerges from an accelerating #Nuclear Renaissance🏎️⚛️🏗️ creating unprecedented demand for #U3O8🛒 that was already in a deep multi-year structural supply deficit⏬ that can only be repaired by far higher #U3O8 prices.✖️2⃣⏫🐂🧵.../2👇
2)The #Uranium#mining#stocks#investing thesis in a nutshell🥜 is that after Fukushima the #U3O8 price sank, new mine projects were cancelled, many mines closed, investment dropped💰⤵️ as investors mistakenly thought '#Nuclear#energy is dying'🪦 but they were wrong!✖️😯../3👇
3) #Nuclear#energy has recovered over the past decade⚛️🏗️⤴️ so that #Uranium demand today is back where it was before Fukushima & surging higher.🌞 A #Nuclear revival has been underway for years📈 now kicked into high gear🏎️ by an #EnergyCrisis & #NetZero targets.🎯⚡️⏫ .../4👇
1) As promised, here's a thread showing how #Uranium requirements for just one typical 1000MW #Nuclear reactor in the West have increased by over 9% since #Russia invaded #Ukraine🪖 pushing up mined #U3O8 feed by nearly 20% in new enrichment contracts.🧾⛏️ Old 2021 model.👇🧵...2
2) For illustrative purposes I'll use Spot #Uranium & #Nuclear fuel cycle prices published by @Numerco a year ago on 16 December 2021 before #Russia's invasion🪖 when optimal tails assay was 0.146%: #U3O8 $43.26/lb
Conversion $16.01/kgU
UF6 $129.04/kgU
SWU $56.13
👇🧵.../3
3) Plugging that data into UxC's #Nuclear Fuel Quantity & Cost Calculator🧮 to determine mined #U3O8 required for a typical 1000MW reactor using WNA's published average of 24,300 kgU of 4.5% Enriched #Uranium Product (EUP) yields 489,284 lbs #U3O8 per 1000MW (1 Gigawatt)👇🧵../4
1) The #Uranium#mining#stocks#investing thesis in a nutshell🥜 is that after Fukushima the #U3O8 price sank, new mine projects were cancelled, many mines closed, investment dropped💰⤵️ as investors mistakenly thought '#Nuclear#energy is dying'🪦 but they were wrong!✖️😯../2👇
2) #Nuclear#energy has recovered over the past decade⚛️🏗️⤴️ so that #Uranium demand today is back where it was before Fukushima & surging higher.🌞 A #Nuclear revival has been underway for years📈 now kicked into high gear🏎️ by an #EnergyCrisis & #NetZero targets.🎯⚡️⏫ .../3👇
3) Rising #Nuclear fuel demand🌞⚛️🏗️⤴️ as #Uranium production declined⛏️⤵️ has led to a massive mined U supply deficit⏬ estimated last year by industry consultants at ~65M lbs #U3O8 in 2022, partially offset by ~20M lbs of 'Secondary Supply' from other non-mined sources⛏️.../4👇