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Opinions Bryn Talkington
Sprott Uranium Miners ETFURNMBUYOct 11, 2021
Bryn TalkingtonStock price when the opinion was issued
As of Jun 15, 2026. Market Open.
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We need nuclear to power the demand of AI data centres. It's pervasive. Now we have the CCO-BAM-US government deal to fast-track nuclear reactors. Likes this long term.
If investors want more of a Canadian wrapper, there's HURA. Kind of a 1-stop shop, as this one holds about 12-15% in the underlying commodity.
Regulations starting to clear the way in the US to bring on more reactors. Ontario is a global leader in nuclear energy. Will have to be integrated into the system to meet global power demands. Again, crisis necessitates change.
Mike PhilbrickURNM is up 9% YTD, and the physical uranium ETF is up 12%. Stocks are always going to have higher volatility than the metal, and it really depends what investors are looking for. We are not 'concerned' here, and in a continued rally we would still expect URNM to outperform.
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It's a global uranium ETF. It's the cleanest energy out there. She thinks more people will realize it. Buy it at $78 and sell the January 90 calls to gain $6 or 7.5%.