iamiam wrote a post · Nov 3, 2023 07:56

URANIUM

Now that stupid happy, happy fun time is over, and debt has consequences.

It's time to get real and serious. The Green dream was a stupid elitist nightmare to make you allocate money into their stupid unsustainable venture start ups. Now, these have to pay interest on debt. Ruh, Roh, Shaggy!

$SolarEdge Technologies(SEDG.US)$

$Enphase Energy(ENPH.US)$

they've been getting crushed. and although they may be close for me to bottom pick. They will continue to be funded by governments. because that's what Blackrock wants/needs.

But. The real clean energy is Nuclear Energy. Uranium.

There is a problem. There isn't enough of it currently in storage. There isn't any in storage. Buyers are trying to purchase it IN THE GROUND!!! They NEED it!!! they can't run the power plants without it, AND THERE ISN'T ANY AVAILABLE.

This is a real squeeze. 💯 this will squeeze for years.

Uranium is my largest holding.

Spot Uranium

$Uranium(BK2430.US)$

That is spot price. if you want a play on that, then.

$Sprott Physical Uranium Trust(U.UN.CA)$

the largest holder and explorer of uranium is Kazatomprom. if you can own that, good on you. most can not. the only way I know of is through the ETF - URA

$Global X Uranium ETF(URA.US)$

the ETF, URNM holds bonds on the miners. It's just a separate way to play the miners. It doesn't hold stock it holds corporate bonds.

$Exchange Traded Concepts Trust North Shore Global Uranium Mng Etf(URNM.US)$

my personal favorite and largest holding by weight is

$SPROTT JUNIOR URANIUM MINERS ETF(URNJ.US)$

it holds the Jr miners. rather than sort through them all (and most I can't even buy), I just buy the ETF and let them pick the winners. if you want to go through and find little winners, be my guest, there could be some lottery tickets in there 😉... here's a start -

$F3 URANIUM CORP(FUUFF.US)$

$BANNERMAN ENERGY LTD(BNNLF.US)$

$DEEP YELLOW LIMITED(DYLLF.US)$

$GOVIEX URANIUM INC(GVXXF.US)$

$LIBERTY STAR URANIUM & METALS CORP(LBSR.US)$

$MEGA URANIUM LTD(MGAFF.US)$

$PUREPOINT URANIUM GROUP INC(PTUUF.US)$

$STANDARD URANIUM LTD(STTDF.US)$

$STRATHMORE PLUS URANIUM CORP(SUUFF.US)$

$TRACTION URANIUM CORP(TRCTF.US)$

$WESTERN URANIUM & VANADIUM CORP(WSTRF.US)$

$FISSION URANIUM CO(FCUUF.US)$