TSE:U

Uranium Participation Corp. (U.TO)

5.11
-0.18 (3.40%)
as of Jul 16, 2021, 8:00:00 pm Market Open.
39 watching
0
PAST TOP PICK
(A Top Pick Jan 19/09. Down 5.21%.)
DON'T BUY
NAV is $7.25 and this would be his initial favourite to go back to in uranium plays. Some analysts are looking for weaker spot prices. Would prefer $5.75 as an entry point.
PAST TOP PICK
(A Top Pick Oct 24/08. Up 11.3%.) Good way to have exposure to uranium. No longer a hot metal but will work its way higher over the years.
BUY
Slow time of year for uranium. September is when utilities start making deals with mine production companies so there should be more activity next month. Canada used to be the biggest uranium producer but has been surpassed by Kazakhstan, which has a lot of uranium that can be brought on very quickly. Doesn't see a lot of downside for uranium from here.
PARTIAL BUY
This is a pure play on uranium. Summer season is absolutely off the map as far as uranium goes but will probably get in a lot of attention again in the fall. It hasn't started to move so if you are buying, take only a small position.
TOP PICK
If there is going to be a clean solution to energy needs, it has to come from nuclear. Traditionally you don't look at earnings on this but at NAV, which is currently $7.80, a 5.3% discount to current price. Range of discounts to NAV has been .8% all the way up to 1.4%.
PAST TOP PICK
(A Top Pick Jan 19/09. Down 1.23%.) Bought it because it was a discount to its NAV and still is. A uranium play where you don't have any mining exposure.
TOP PICK
Uranium has come down a long way and has hit the bottom. This is a pure play on the commodity. Price overshot on the downside.
BUY
Likes uranium. Direct play on uranium prices and is trading as if uranium was $28 a pound rather than $42 where it is now.
TOP PICK
This is a long-term buy so there is no rush to get into it. Trading at a discount. Uranium stabilized during the crash and in the last few months has been ticking up. This is your base load for Hydro. NAV is about $8.
BUY
One of the long-term game plans in China is to sharply increase the number of nuclear reactors. They will be actively looking for uranium. Very much like an ETF. On his Buy list.
BUY
Long-term, uranium makes a lot of sense. The world has to transfer from a carbon-based economy to an electric one and nuclear is the only way to go.
TOP PICK
Uranium. Has about 13 million pounds. Looks like uranium is basing out. Orders are picking up.
TOP PICK
Thinks uranium has come back to a level now. Over the next 5 or 10 years, there will be more demand for nuclear reactors. There are currently 100 on the planning stage.
COMMENT
It basically holds uranium and uranium hexafluoride. Denison Mines (DML-T) is the manager. The stock trades in line with uranium. Currently uranium has trended from $92 close to $80. It will probably stay weak until the spot price reaches $75 to $80. At that point it may be a Buy.
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