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- เผยแพร่เมื่อ 7 พ.ย. 2023
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Hot uranium stocks are a favored place hedge funds are looking for profits. Investing in uranium stocks has become a popular topic as retail investors look to follow the smart money into a bet on the future growth of nuclear energy and the need for the world to become less reliant on the Russians. Fortunately for uranium investors the choices are pretty straightforward. Developed markets are less risky and leaders will enjoy economies of scale. Therefore, the largest uranium mining company located in Canada, Cameco CCJ, seems like the most attractive play. Investors who don't want all that company-specific risk can invest in the Global X Uranium ETF URA which has attracted the most assets. One other attractive option would be actually owning uranium as a physical asset which is the Sprott Physical Uranium Trust which invests and holds substantially all of its assets in uranium in the form of U3O8 - also called yellowcake. Investing in commodities as an alternative asset class has some potential, but speculating on the future price of raw materials isn't our forte. If you're someone who is paying our bills, and you want to see a Cameco stock follow-up, shout at us on our Discord server. And thank you for your support! All the freeloaders owe you some beers.
RESEARCH PIECES USED IN THIS VIDEO:
1. How to Invest in the Best Uranium Mining Stocks
www.nanalyze.com/2021/07/best...
2. NuScale Power Stock for Investing in Nuclear Energy
www.nanalyze.com/2022/01/nusc...
3. Molten Salt Reactors Leading Advanced Nuclear Technology
www.nanalyze.com/2021/03/molt...
CHAPTERS:
Intro
Hedge funds pile into uranium
World energy and nuclear power
Sprott: Why you should invest in uranium stocks
Nuclear energy and uranium
The soaring price of uranium
The biggest uranium producers
A reliance on Russian uranium
The uranium bull thesis
Two uranium ETFs
Sprott's physical uranium fund
3 ways to invest in uranium
Conclusion
ABOUT US:
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Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: www.nanalyze.com/subscription...
DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our TH-cam videos or on our website, whether for the purpose of making an investment or otherwise.
#uranium
#uraniumstocks
#commodities
#commoditiesanalysis
#commoditiestrading
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I had a meltdown that nanalyse covered uranium! Thanks guys. Interesting presentation again.
People who pay our bills have a lot of say when they request things on our Discord server. If there's enough support from the community, it will likely be covered. Glad you enjoyed this video!
Great video ! you really are an undervalued channel !
Thank you for the support!
Joe, you easily have the best channel on stocks and investing on youtube. It's pure gold information with no hype/BS. Thank you. I love watching your channel.
That's a huge statement of praise James, I'm humbled. Thank you for the support and we'll keep it up! Joe P.
Thanks for not running ads
Most ads we've seen peddle junk to our subscribers and we want to avoid that. :) That's the million dollar question, and something no one can say for certain. We can only speculate on the potential. At the end of the day, either you invest to have a dog in the race, or you avoid. Wish we could answer that for you! -Wyatt C.
Awesome stuff
Thank you for the kind words! Always appreciated
Thanks for the video. Have you seen the All-In Summit talk on nuclear fusion? It's worth a watch. There seems to be a consensus among VCs and research companies that fusion will be +energy and have reasonable economics in the next 10-20 years (of course one has to be skeptical about these sorts of scientific claims). It's not easy to get exposure to fusion in public markets, but you've made one video on uranium/fission and another right before on solar energy. If fusion will be or has a chance to be a large player in the energy space over the coming decades, that could certainly displace solar and fission long term. Something to consider.
That's a great point. We'll joke about fusion "always being five years away" but if it should arrive suddenly - birthed from the brain of some generative AI algorithm - then it would likely decimate all these green technologies.
Informazione precisa, auguri per voi 👏🏻👏🏻👏🏻👏🏻
Grazie!
Would you say that NAC Kazatomprom stock would be a good long term investment ?
We did not research that company as part of this video. Kazakhstan is a frontier market (per MSCI) and we only consider emerging or developed.
Thank you
I get annoyed with these prediction makers. It's ok to have an opinion.; but I saw a person say things like once uranium tops off, it has a history of falling fast and I think by Feb-March "24" we can see a major sell -off. Yes . Historically the blow off top scenario is true. But a capitulation in Feb "24"??? In my humble opinion; we may only be in the second inning of the uranium bull run now. If your going to give such a radical statement at least provide some of your thesis
People so this because on the off chance they're right, they can claim to be the second coming of Nostradamus. If not, they can just sweep it under the rug and make their next "prediction."
Good video and full of good information but it bewilders me why everyone gets a hard on over Cameco when it is SO OVERVALUED. As I wrote this, it has a P/E ratio on 92.8 compared to its peers which have far lower P/Es - Kazatomprom at 14.2, BHP at 13.6, CNNC at 12.4, and a stock that nobody thinks of as a Uranium Stock, Sibanye Stillwater, at 5.3. Sibanye sits on 60 million pounds of Uranium and will no doubt crack open the can when prices go over $100 - $120 per lb.
Unfortunately, one can't just look at P/E ratios and determine whether a stock is overvalued or undervalued. There's a lot that goes into it. What is their growth like compared to these peers? What are the margins? Are they all "pure-play" Uranium stocks? We could compare metrics all day - maybe they're overvalued, but we won't know by just looking at P/E.
Amazing work. Thank you for the amount and effort and time you spent on this and free at that. I just want to say thank you. I'm working my way back into investing and Uranium was at the top of my list. i sincerely want to say thank you,
You're most welcome! It's a very popular topic among investors so we thought it was worth a closer look.
Can you review NXG? Going to be the biggest player in the world.
"Biggest player in the world." For future reference, that sort of language is frowned upon around here. Cheerleaders belong on the field, not in our comments section ;) That said, can you please provide a few sentences and share with the class a bit more on what "NXG" is and does? Thank you!
👍
Glad you liked it!
will it continue to rise from here on, Jan 16 2024.
Our Romanian fortune teller says it's 50-50
Why is this in TH-cam music? 💀💀💀
TH-cam does some wack stuff we can't control.