I've been playing URA (as I'm not so great at analysing the fundamentals of individual companies and CCJ is largest constituent) for a year - great to see you think it has more legs too. My only real concern is that nuclear stations are vastly complex, expensive and time consuming to bring on line with all the red tape etc and after this initial move it may take some time for companies such as utilities like CEG and Uranium companies like CCJ to actually see big profits from these expensive investments. Any thoughts on this?
I think small modular reactors are the game changer. They address all of your points. I think URA makes sense because it is hard to know who will be the biggest winner
Mate this is very good analysis- You will noticed the same thing amongst other commodities, energy and fertiliizer as we are in the same period of 2024-2027 - the last bit of the 18.6 real estate cycle commodities outperform. China is stimulating, currencies are debased and there will be a rush to hard assets
![[Betashares Webinar] Global Uranium Outlook](/img/n.gif)
Great analysis! Thx
My pleasure!
Great analysis!!
Very insightful and interesting
Thanks for sharing!
Have a great weekend
Thanks, you too!
Wow, never thought of it that way. Thank you for the insights as always!
That's why I love to study history... things always repeat and it helps us to know what is possible
Great comparison Matt - ty!
Thanks!
Very insightful. Thank you.
You're very welcome
Love it, thanks Matt!
Glad you enjoyed it!
Matt, super insightful? Thanks
Glad it was helpful!
Much appreciate your work. would never know or think about Uranium otherwise.
That's why I like to search for ideas both fundamentally and technically... you find things you might not otherwise.
I've been playing URA (as I'm not so great at analysing the fundamentals of individual companies and CCJ is largest constituent) for a year - great to see you think it has more legs too. My only real concern is that nuclear stations are vastly complex, expensive and time consuming to bring on line with all the red tape etc and after this initial move it may take some time for companies such as utilities like CEG and Uranium companies like CCJ to actually see big profits from these expensive investments. Any thoughts on this?
I think small modular reactors are the game changer. They address all of your points. I think URA makes sense because it is hard to know who will be the biggest winner
Next 2 years: Uranium x5, miners x12. Let's see how this ages.
how about company like UROY? Do you think it their business model works?
Mate this is very good analysis- You will noticed the same thing amongst other commodities, energy and fertiliizer as we are in the same period of 2024-2027 - the last bit of the 18.6 real estate cycle commodities outperform. China is stimulating, currencies are debased and there will be a rush to hard assets
2004-2007**
I agree many similarities... general stimulus is an important factor
Why is SRUUF not participating when CCJ & URA move higher, but moves lower with group? Would you consider SRUUF as an investment rather than URA?
Money goes into leaders
Interesting Shirt
There are substitute energy sources like natural gas
Beat a 5-1 team by 4 touchdowns to advance to 7-0 and move up one spot and still behind 11 teams with a loss and two teams with 2 losses. Go Pitt
“The easy money has already been made. The big money is coming”- Rick Rule
Sounds accurate
Don't forget POWL -- 150% earnings growth, 50% sales and more load will require more substations
Yes another power house. Just strong overall group
URNM
Please keep it short, lengthy talking in circles doesn't get you more followers.
To the point , small sentences would be much better
It's a 16 min video
Investing is a marathon not a sprint
Have some patience and listen