CCJ - Investing In Owners Of Physical Uranium Can Be Good For Portfolio Diversification
Investment Thesis
An uptrend is achievable due to cutting production down and increase demand simultaneously. Uranium seems to be an undervalued commodity in existing macroeconomic conditions. An US-quota will more likely support stocks of domestic producers, and inversely the US-quota can worsen chances of global uranium's growth. Owners of physical metal have no mining risks, and the main risk is the spot price volatility only.
Uranium Industry Overview
Uranium is a specific commodity since at the beginning of its actively using. It doesn't trade at free markets like other commodities, because uranium has unique nature