Jason Mann Horizons Global Uranium Index ETF HURA-T BUY ON WEAKNESS Sep 01, 2022

Bullish on long term outlook for Uranium.
Will require low carbon options for energy.
Good long term investment.

Great product to get exposure to Uranium and nuclear opportunity.
If bullish on Nuclear - great product.
Has lots of potential.
Good for long term investor. 

Base metals ETF?

Uranium prices have been on a tear. This holds small- and large-cap uranium stocks.

Into the spotlight with the Russian invasion of Ukraine. Controversial, but performing very well. Exposure to raw commodity as well as producers. Compare to URA, which is well off its highs of a decade ago.

That's the risk of investing in something like uranium. You can catch a nice uptrend, but who knows what's going to happen in the next 10 years. Speculative play.

Exposure to both stocks and the commodity. Substantial growth potential. Can't get to a zero-carbon world without nuclear. 

CCO is about 22% of the portfolio. Generally likes the sector. Rising demand for clean energy in most places around the world. Supply constraints, due to years of under-investment. Increasing government support. Some of the underlying names are getting pricey, look for a correction. Paying 99 bps for HURA. US version, URA, is a bit cheaper.

It gives exposure to large-, small-caps and actual uranium. Tailwinds are the shift to nuclear power and demand for power to power AI data centres.