SRUUF News and Press, Uranium Participation Corporation From 02/17/23

Summary Nuclear energy produces roughly one-fifth of electricity in the EU and USA. The uranium market and trade routes are concentrated, making them susceptible to disruption. A uranium supply shock could spark sky-high prices. Commentators fundamentally underappreciate...

Summary SPUT is trading again at a premium, signaling that interest from financial speculators is picking up. Uranium demand remains strong due to heightened energy security concerns and net-zero emissions targets. Uranium supply remains challenged by logistical difficulties and inf...

Summary I have recently sold my holdings in Yellow Cake due to the lack of buybacks to more aggressively close the discount to NAV. The stock has done reasonably well over the last year in an otherwise challenging market. My expectation is for Yellow Cake to continue to perform well...

Summary The U.S. has been a large uranium consumer, yet domestic production is close to zero. Ur-Energy Inc. has begun ramping up production at its Lost Creek project in Wyoming. The company has already contracted 0.6Mlbs of U3O8 annually beginning in 2024. The solid financial p...

Summary Inflation appears to have peaked for now, and a soft landing is a valid scenario that deserves a small allocation in the portfolio. The Federal Reserve will likely cut rates fast, late, and not gradually. 2022 was about adjusting the P of P/E. 2023 will be about the E of P/E...

Summary In 2022, I made lots of mistakes that I want to share with my audience. I got hit hard with the geopolitical risks of my portfolio. I lost 15% of my purchasing power in February. These losses could have been made acceptable by proper position sizing and better risk managemen...

Summary URA and URNM are the two main ETFs offering equity exposure to the uranium space. URA may look better at first glance – it has better expense ratio, liquidity and discount to NAV. On the other hand, URNM is the purer-play uranium bet, as URA has holdings outside the s...

Summary Expectations surrounding central bank policy, China’s gradual reopening and a lower US dollar are key to investor sentiment in the final stretch of 2022. Central banks have increased interest rates at the fastest rate on record, and there are signs that higher yields are ...

Summary Horos is an asset management firm that knows the benefits of value investing over the long term. We invest in companies that we consider, after analyzing them, to have a value higher than the price they ask for within the stock market. In our search for companies with ...

Summary Energy Fuels is about to report its Q3 results in a matter of days. Energy Fuels is a beneficiary of higher uranium prices. Volatility aside, uranium prices have trended higher throughout the past year. There are more than enough reasons to believe that uranium pri...