SRUUF News and Press, Uranium Participation Corporation From 09/07/22

Summary Sprott has experienced a healthy growth in assets under management and adjusted base EBITDA over the last year. Where more than 100% of the net growth in AUM over the last year is from the new uranium funds. Sprott trades with a reasonable valuation for a company with ...

Summary In July 2022, the EU stated that nuclear power would qualify as a green investment beginning in 2023. To meet the Paris climate goals, Japanese nuclear power needs to make up 20% to 22% of its energy mix by 2030. As the only zero-emission baseload fuel option, it makes...

Summary Uranium bull market may be in its infancy. Supply/demand fundamentals look great. Valuations are quite scattered and it won't be that easy to make money when liquidity is tightening. Two funds are working to tighten the market further and you can bet on one of them...

Summary Japan’s latest commitment to nuclear is very positive for the price of uranium over the long term. Yellow Cake continues to trade with a decent size discount to NAV. The risk-reward for Yellow Cake is attractive, with a relatively large upside and little operati...

Summary Equities rebounded in recent weeks as investors considered the prospects of a possible pivot by major central banks, especially after China’s central bank unexpectedly cut interest rates. Similar to Europe, core inflation and services inflation are expected to rise ...

Even after last year's run-up, uranium is still trading below the production cost of new marginal supply, in an undersupplied market. Add to the supply/demand imbalance: inflation, geopolitical tensions, the green energy transition, the energy crisis, utilities returning to the market...

Horos Value Internacional fund fell -2.0% over the quarter, compared to a -10.2% decline of its benchmark. Horos Value Iberia, on the other hand, was down by -1.0% over the period, compared to -1.1% in its benchmark index. The current sources of uncertainty, far from being contain...

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. The policy interest rate divergence between the U.S. and Europe is likely to increase amid heightened recession risk in Europe. We expect mar...

Praetorian Capital is a “global-micro” hedge fund managed by Harris “Kuppy” Kupperman. The fund is dedicated to seeking non-correlated, asymmetric returns. During the second quarter of 2022, the fund declined by 15.69% net of fees. For 2022, the fund&#x...

We have rejected a few different uranium plays before. The challenge has always been the valuation, even if we liked the story. Denison is one name with potential. We have covered Cameco Corporation ( CCJ ), Sprott Physical Uranium Trust ( SRUUF ), and Uranium Ro...