Mike PhilbrickGlobal X Uranium Index ETFHURA.TOBUYSep 12, 2023

Yes, he did pick this before today's Cameco announcement ;)  Great way to play the uranium sector. You could buy just CCO, but this is for those looking for more diverse exposure to the sector. Includes small companies, big companies, CCO, DML, and the Sprott physical product. Positive news for one company leads to an echo effect for others. Chart shows a breakout, and then a strong rally.

Now in a strong seasonal period for uranium. Such an interesting sector -- we know both the demand and the supply long term. Yet it moves around with all the volatility. We'll see spurts, consolidations, and pullbacks. Long term, a fantastic sector.

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.

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.

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

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.

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. 

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