URNM News and Press, Exchange Traded Concepts Trust - North Shore Global Uranium Mining ETF From 08/19/22

Shares of uranium producers including Cameco ( NYSE: CCJ ) post broad losses in Friday's trading after the world's biggest uranium miner raised its 2024 production target , citing growing demand for nuclear fuel in an environment of global energy security concerns. Kazak...

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...

Since the invasion, my funds in Russia have been frozen. I don’t believe central banks really have the will to have very high levels of bankruptcy/unemployment/social conflict. The main concern with oil/gas companies is that the managements insist on reinvestment/growth and...

Sprott has outperformed most precious metals miners over the last 5 years. It has lately sold off unjustifiably in my view given that assets under management has held up well during a challenging 2022. The valuation has come down substantially from the peak this year, making Sprot...

Energy has hogged money all year. After recent weakness, the sector looks like it could continue a longer term move up. The core sector stocks are extended and we think that a closer look can yield more attractive risk/rewards in the sector. Our top picks are Sprott Physical ...

Uranium’s recent price drop is due to Fed monetary tightening, not uranium-specific factors. Elevated risks brought about by the Ukrainian war have lessened. Geopolitical pressures will drive demand higher in the coming years. Thesis With the notable exception...

Strong macro tailwinds from ESG and global energy security should benefit uranium securities such as the Global X Uranium ETF. URA's diverse holdings captures both uranium commodity exposure and uranium producer upsides. I am long-term bullish the URA story, but would recommend ac...

The Uranium Bull Market is set to continue as future demand outstrips future supply. Sprott Physical Uranium Trust & Yellow Cake are trading at substantial discounts to their NAV. These investment vehicles offer the best risk/reward setups in the Uranium sector. For furt...

Uranium is likely in the early stages of a secular bull market. There are an increasing number of increasingly liquid securities available should you wish to play the trend. Here we walk you through Sprott Uranium Miners ETF, which has corrected hard of late but now presents an op...

Energy Fuels has seen its share price plunge 40% in the past month. I declare that this selloff has been unjustified. Energy Fuels has no debt on its balance sheet, and approximately $150 million in cash. Roughly 13% of its market cap is cash. Recent newsflow about the demand for ...