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Opinions The Panic-Proof Portfolio (Stockchase Research)
Sprott Uranium Physical TrustU.UN.TOPAST TOP PICKMar 04, 2025
Stock price when the opinion was issued
As of Jun 12, 2026. Market Open.
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The thesis around a potential uranium shortage to generate electricity is still real. Difference is this is the spot market, whereas the longer-dated futures market is what matters and it's at 17-year highs. This situation will reconcile. Be patient.
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Premium contentGiven current global uncertainty following the recent US election and events in Europe, holding commodities are a good hedge at the moment. U.UN holds physical uranium that is unencumbered and fully allocated. We recommend setting a stop-loss at $20, looking to achieve $32 -- upside potential of 18%. Yield 0%
Exchange traded product, but can trade away from NAV. Largest physical Uranium investment fund. A.I. and tech will require a lot of energy. Traditional energy sources not able to provide enough energy supply. Nuclear technology getting better - will be source of energy going forward.
Mike PhilbrickNot actually ETFs. At the centre of a firestorm whether uranium is being hoarded by financial services. A way to get uranium exposure.
Be careful with the alphabet soup of ETF suffixes when placing your trades, especially on the TSX. Sometimes it can mean USD series or currency hedged, but it's not consistent.
Jason Mann
Our PAST TOP PICK with U.UN has triggered its stop at $20. To remain disciplined, we recommend covering the position at this time.