Reddit Posts
Uranium price jumping higher due to shortage in spotmarket that can't be solved in 1 year. Just in: 91.50USD/lb. Soon uranium > 100USD/lb
Uranium price jumping higher due to shortage in spotmarket that can't be solved in 1 year. Just in: 91.50USD/lb. Soon uranium > 100USD/lb
A global nuclear renaisance in progress. While the global uranium supply is in a structural deficit that can't be solved in a year time. And the uranium mine share prices (and Uranium sector ETFs) have some serious catching up to do compared to the uranium price - Why?
A global nuclear renaisance in progress. While the global uranium supply is in a structural deficit that can't be solved in a year time. And the uranium mine share prices (and Uranium sector ETFs) have some serious catching up to do compared to the uranium price - Why?
Global Nuclear Power Rennaissance accelerating and more unexpected license extensions, while global uranium supply can't keep up with demand. And this supply deficit can't be solved in 12 months time
The pivotal point has been reached: The Uranium spotmarket is getting more and more tight and it can't be solved in 12 months time (Today: EDF confirms fuel shortage for reactors)
Announcement of 2 new funds (500M USD +125M USD) that will buy physical uranium in the tiny uranium spotmarket
Announcement of 2 new funds (500M USD +125M USD) that will buy physical uranium in the tiny uranium spotmarket
Uranium: Kraken Energy Corp. (UUSA.c) up 15% After Announcing CEO Presentation on Sept 19th
Did Niger just suspend uranium export to Western utilities?
ALKQ (ARK Autonomous Tech. & Robotics ETF) is buying Cameco!
And in the meantime the uranium price continues to increase + new urgent RFP coming in the market that will increase the upward pressure on the uranium price.
And in the meantime the uranium price continues to increase + new urgent RFP coming in the market that will increase the upward pressure on the uranium price.
ETF and Market Evaluation for week of 06/12/2023
Upcoming significant upward pressure on uranium price: Producers spotbuying + Uncovered reactors looking for short term delivery (9% price jump confirmed today) + New physical uranium fund Zuri-Invest (spotbuying starting this week?) - General market switching back in "risk on" mode in future
Producers, clients and financial players competing in the uranium spotmarket (yes, producers are also spotbuyers), Very soon Zuri-Invest will at least buy 2M pounds in the spotmarket (Next week?) -> A couple possibilities: URA, URNM, CCJ, UEC, EU, DNN, GLO, URG, UUUU, ...
Major U-turn: Japan going from an important uranium seller to major uranium buyer for many decades to come + Yellow Cake and Uranium Royalty Corp buying more uranium + a couple possibilities
Big U-turn: Japan going from an important uranium seller to major uranium buyer for many decades to come + EnCore Energy quickly becoming biggest near term uranium producers in USA + F3 Uranium evolving from an explorer without any proven reserves to a developer with very high grade deposit
So let me get that straight: "The uranium spot buying vs spot selling in 2023” + a couple small caps
Big U-turn: Japan going from an important uranium seller to major uranium buyer for many decades to come (February 10, 2023) + Yellow Cake and Uranium Royalty Corp buying more uranium
As if the already existing global uranium supply deficit wasn't enough already, Kazatomprom (KAP) & JV partners, ~40% of global production, announced unexpected important production reduction for 2023 + YCA & URC buying uranium+Japan U-turn +overview:faster & faster growing global uranium supply gap
As if the already existing global uranium supply deficit wasn't enough already, Kazatomprom (KAP) & JV partners, ~40% of global uranium production, announced an unexpected important production reduction for 2023 on Friday => More uranium spotbuying coming! + A couple uranium investment possibilities
It's official! URA etf adds F3 Uranium Corp (ex-Fission 3.0, FUU on TSX) to their holdings => 6 to 9 million shares to buy around February 1, 2023 compared to 2.5 average daily trading volume
As if the already existing global uranium supply deficit wasn't enough already, Kazatomprom (KAP) & JV partners, ~40% of global uranium production, announced an unexpected important production reduction for 2023 on Friday => More uranium spotbuying coming! + A couple uranium investment possibilities
Small overview about the nuclear power growth and the evolution in growing global uranium supply gap + different fund managers investing in uranium sector +latest information on couple uranium companies ($U.UN, $URNM, $URA, $CCJ, $UEC, URG, $UUUU, $DNN, ...)
Many positive catalysts for Fission 3.0.: Announcement of very high grade discoveries (20 drill holes early 2023) + URA etf adding FUU to their holdings => big buying pressure on the stock in coming days (January 25 till January 31, 2023) and probably also in coming weeks
American Lithium ($Li.V on TSXV and $AMLI on Nasdaq) is cheap compared to peers imo + Confirms 99.4% purity lithium carbonate precipitation + Spin out Macusani project planned + URA adds Li.V to their holdings => Important buying pressure on the stock in coming 5 trading days
American Lithium ($Li.V on TSXV and $AMLI on Nasdaq) confirms 99.4% purity lithium carbonate precipitation + Spin out Macusani project planned + URA adds Li.V to their holdings => Important buying pressure on the stock in coming 5 trading days.
American Lithium (Li.V) confirms 99.4% purity lithium carbonate precipitation +Spin out Macusani project planned + URA adds Li.V to holdings
A small overview about the latest news around the nuclear power restarts and the evolution in global uranium supply gap + latest information on a couple uranium companies
Uranium sector macro update: Multi-year uranium contracting cycle + the impact of the switch from underfeeding to overfeeding + the growing global uranium supply gap
The big potential in Fission 3.0. (FUU on TSX). Why? + update
Why you should consider having some exposure to the uranium sector going into 2023 DD
Why you should consider having some exposure to the uranium sector going into 2023
The uranium sector: A lot is changing the last 3 months at the demand side. The supply side isn't ready for this (An update: the actual additional uranium demand each event creates. It's impressive) + NEW: U-turn of Sweden + NEW: Germany extending the operations of 3 reactors
recent Dark Pool activity in UEC and URA - is Uranium breaking out?
The uranium sector: A lot is changing the last month at the demand side. The supply side isn't ready for this.
ETF and Market Evaluation for week of 09/05/2022
$URA Uranium Is The Strongest Sector Right Now. 🔋
Uranium: Start of a Commodity Supercycle part Deux!
Was 7-1-2022 The V Bottom Day For Miners and Oil/Gas?
Intro / Carbon and Uranium Hedging / IDFK
Yellow cake leading the miners $SRUUF $U.UN $URA $CCJ etc
Gold, Silver, Copper, Oil and Uranium sector and their values today
My letter to the western utility --> Effect is already visible in nuclear fuel cycle! --> Build up for a significant higher uranium price in the future
The uranium sector is evolving towards a growing global supply deficit, while the uranium price is still to cheap to incentivise new production + a couple uranium companies that have some catching up to do compared to peers
Elon Musk March 11, 2022. “I think modern nuclear power is very safe, despite what the public may think.”
$216,000 Gain....or Can Someone Help With Taxes?
Why I am bullish for Uranium and Nuclear, right now part 2
What you guys think about URA? (Uranium)
Uranium stocks broke out of a bull flag today!! Time to buy my green apes🚀🚀🚀
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
The Strongest Stock in a Hot Sector. Get ☢️Uranium Exposure☢️ with $LEU.
What are your guys commodity plays?
Uranium hits nine-year highs as Sprott resumes purchases
SA: “Uranium hits nine-year highs as Sprott resumes purchases”
If CCJ reverts to outperforming URA that could be very bullish for CCJ.
$CCJ Will Rip Before Friday: Sprott's NAV Premium, Uranium Spot, and the Options Chain/Gamma Squeeze.
So I sold a bunch of naked ITM calls on URA a few weeks ago . . .
The greatest speculative bubble in history is upon us. 🚀🚀🍆🍆🔥🔥😶😶
Glow Green With Me $URA $CCJ, Uranium to Uranus!
Glow Green With Me $URA $CCJ YOLO
Mentions
The next hype will be around energy stocks and etfs like URA
Things outside of tech would be HJEN, URA, biotech
Hedge with alternate energy stocks that make sense. I bought a bunch of URA recently and sold covered calls now I think it will jump. Oh well!!
Is URA best uranium etf for people bullish on nuclear?
XAR PPA and commodities PDBC BCI and uranium URA URNM
LOL...so true u/fsckewe2 and u/AJDillonsMiddleLeg Well I'll chime-in...the ETFs $URNM and $URA are good ones to look at. You could also play the pure commodity itself with $U.UN $SRUUF (and there are dozens of junior miners). For a list of uranium catalysts, check out [UraniumCatalysts.com](https://UraniumCatalysts.com) https://preview.redd.it/j3ghoinajzrc1.png?width=1532&format=png&auto=webp&s=8305ff69d89d6dcc8549c865990a2c74c7ae8604
Pick a symbol you believe is highly undervalued and has real upside potential. Buy 3 calls with 6-8 month expirations. Examples: URA, BITO. Set a sell limit where you’ll be happy with the profitability, eg, 2x, 3x. Then leave them and await word that they closed or expired worthless. If they expire worthless, you’re out $900 with no other risk/obligation. If they close with the acceptable profit, be happy (ie, don’t do the gambler thing and regret having closed early).
URA URNM i was not sure which one to buy so i 50/50
URA went below 27 its gg for me guys, wheres that bottle?
Grab some EU or DNN because they're an easy double from here over the course of this year. If you want to diversify within the space, you can go for URA. The one that's a tiny bit riskier but can absolutely moon into the stratosphere is LEU, but I strongly believe it'll bottom around $35 and start to climb as the next leg of the uranium bull takes hold.
Hold onto my URA calls until noon, hoping for massive upturn so my portfolio doesnt expire worthless. If nothing improves by noon im taking my last 150 and leaving
URA is mooning just like i said losers
another waste of taxpayer money. i will stay with URNM URA
URA jumping at least from 28.15 to 29.35 between now and eod tomorrow 
i just buy URA URNM weekly without looking at prices
Take ur pick mondays going to be very green most likely as people try to buy the dip, im heavy into URA calls
URA calls late 2020 just before the uranium bull market started. Was a ten bagger
URA and cjj calls are easy money tmow
i shouldnt of paperhanded URA nus
Going to be adding to my URA position this week I think
Put it all on URA 30c 3/15 you will make a lot
just BUY URNM URA (but you re late) so buy CGW
Anyone else loading up on URA calls right now 🤑
Some long term TA and some speculation. If URA drops below $27 and URNM drops below $49 I’m almost certain they’ll drop a lot further since they’d have fallen through a big support level.
I told yall URA was going up, jumped from 28.80 to 29.40 my calls are gonna be golden
I'm talking in the last 40 years more so. This sector has never reached its potential due to fear of nuclear power. Once this fear is gone then true growth will begin. URA being 28 is not success it is worth so much more but fear is causing the lack of progress in the nuclear sector. You may think 200% is a lot but not when theyre valued so low, and their growth is jumpy. But if you dont believe nuclear power is the future then dont buy. I just have many reasons to disagree.
I agree long term power needs will grow and nuclear is a good option for large portions of that needs. The US and Japan use it and use it well when things go as planned. I think there is potential, but there are some points to consider. "The AI bubble will pop" If it is a bubble, and it pops that likely demand for power from AI lowers. I own a little bit of DNN as I think the mining area is something that may prove to be valuable and it is in north America. the 1 year on URA is 21 to 28, which is good, but it has spent lots of time moving sideways over the last 5 years. I think nuclear is going to have to get past fear and frankly events of the past are worth taking into perception. I think long term its a good options but there is this little bit of news to consider [https://www.popularmechanics.com/science/green-tech/a46663798/nuclear-fusion-era/](https://www.popularmechanics.com/science/green-tech/a46663798/nuclear-fusion-era/) which has some real potential to upend power generation. So that nuclear long term play might be very different as fusion advances.
I've been hodling since about two years and won't sell anytime soon :). But I did mix it up. Also got Yellow Cake and Uranium Energy Corp, on top of CCJ and URA.
UEC is debt free. My top picks are as follows. URNM, CCJ, UEC, URA, UROY, LEU.
Both a bit risky for my taste I prefer the etfs URA URNM and NLR. But to each his own
URA and CCJ follow the Nuclear chart which inverses the 2 year treasury. The reason Nuclear in in a down trend is due to the 2 year rising. That will change soon.
CCJ is up 200% since 2020 and URA is up 100% since 2020. You’re either lying or highly regarded.
URA is nearly ATH within the last 5 years. Where's the dip?
Hello everyone, This is my **first** post on Reddit. Still learning the ins and outs. I just graduated from college and looking invest further into the stock market. I am new to investing Jan. 2024 and any information on specific stocks or ETFs would be greatly appreciated. Since I am new to reddit, any good forums to follow would also be great to know about. Any advice for a 23 year old college graduate, fully employed, looking to invest an additional couple hundred dollars into the stock market? I am currently invested in **VOO, VHT, URA, KRUZ and SOFI** and would like to add to my portfolio. Please share with other forums, any serious information would be greatly appreciated. Thank you,
URA, under priced nuclear etf. Will likely go up a bit before mid march, likely go up a lot by end of year unless market crashes SMR, first company with NRC approved small modular reactor design, getting first contracts to build them now. A bit risky as someone else could now make a cheaper design before they can build up but as of now they will likely increase 1000s of % by 2030. They also have no debts, over 200mil in bank, and lots of government funding. Westinghouse could be undervalued, depends on if we really are gonna start going down the nuclear road in the next 10 years which I am extremely bullish on, their new reactor just reached its first criticality and will be joining the electric grid in second quarter this year
I've been following for a long time, I am extremely bullish on nuclear, my only doubt is if spy goes down hard then URA will probably follow suit due to panic. I think I'm timing it right tho, check it out urself
Lots of tech needs lots of power. Nuclear is the future. Invest in $URA
Bullish. URA is back on the menu.
$URA Uranium is much better than lithium here .. but all Miners are undervalued … the lithium space is dominated by Russia & China
They appear to have screwed themselves with long term price agreements + the need to buy at spot price to meet obligations. It's not clear they will be able to profit enough off the bull market to justify their price. Just buy URA or URNJ to be safe. That is what I am watching.
I recently added URA. A uranium ETF
Buying this URA dip. Please stop dipping now.
GUH URA has slowed down its growth recently.
Currently buying URA calls for June. Think uranium is about to pop off. Doubt anyone here will notice anyways, so I see no reason to be mocked for mentioning it.
Even with Uranium prices rising, the cost of the Uranium is not a big factor in the overall operations of a nuclear plant. One of the largest hurdles is regulatory; it costs a fortune and takes 'forever' to get a new plant going. In the civilizationosphere, we will need a new way of getting nuclear plants into action, quickly. All of these AI computer farms being built will need to get power from somewhere; same with EV vehicles. Coal, Gas, and Nuclear can be a big part of that. Gates' SMR company is headquartered, right next to Microsoft HQ. Maybe they're making some backdoor deals with MSFT etc. right now. I like URA ETF because it pays a dividend. It's been far higher in the past, and might yet have a ways to run. But if we build a whole raftload of new nuclear plants, uranium miners are going to go wild... i do like DNN/GLATF, etc... but i like all of the miners a lot more, in a de-regulated nuclear landscape...
I’m more on that URA SRUUF nuclear war type shit posted outside Washington ready to be a wasteland raider.
holding my URA to the moooon
why everybody is talking about market crash? my uranium play (50% URA 50% URNM) is doing ok
URA, its the global uranium ETF, hit all time high last week, and this will not be the last time.
I like your DD, but.. Denison isn’t going to be producing this year, it’s a long term play. Better to own Sprott Physical U trust, URNM, URNJ, URA, and current/near term producers before picking up the explorers and individual juniors.
I didn’t read this but Denison gives me the vibes of SNDL, TLRY, CGC for cannabis sector. This makes me stay away… Its the stock most people defaults to because of its price. I much prefer UUUU and CCJ… Even URA etf.
Absolutely. Massive EV adoption in the US is classic shoot, ready, aim philosophy, with government subsidies attached. I honestly believe that some people think electricity just “comes out of sockets” and that there’s nothing behind them, as if the electricity is being created out of thin air. We will either need to move to more nuclear (note the recent jumps in uranium stocks/ETFs like CCO and URA), fusion (50 years from now), or keep ICE vehicles on the road FAR longer than most people currently believe.
Yes Uranium is the futur, F*** your 420 pages DD, i bought URA ( U etf ) because i am too Regarded to hold single stonks.
ALB’s chart has a triple bottom, but could easily fall to support at 100. You should consider cutting your losses and choosing different name, perhaps something in the uranium sector like Cameco or the uranium ETF URA. Other than these, are 4000 publicly-traded stocks in the US to pick from, in addition to ETFs.
Cameco, URA, URNM, UEC to name a few. The uranium rally hasn’t really kicked in as yet. People still have a negative stigma about nuclear due to nuclear accidents like Chernobyl and Fukushima. But the key to green energy whilst providing ample source of power is in nuclear energy.
I've been long URA for two years now. Planning to hold for a long time. I just added SRUUF for a different kind of play on it. It's way up and I am behind, but I really don't care. The only way EVs get anywhere to 30, 40, let alone majority adoption, is if we have a huge grid overhaul and A LOT of flowing energy.
I speculate URA will broke 34 by next week, there so little supply now
URA for uranium index. They also pay dividends.
They don't wanna hear it but $URA 30 
I have been eyeing URA for quite de while . Waiting for a pullback to get in
!BanBet URA Global X Uranium - Febuary 9,2024
LOL oh lord guys. youre a year late to the uranium squeeze. this has been in play since 2021. youre just noticing CCJ, UEC, URA? time to sell.
I should’ve known better that URA would trade just as dumb as all the other commodity ETFs
i have some calls and I’ve just been rolling. For me, I like CCJ and UEC and URA for calls rn bc I know they will capture the move and move up with uranium from here. NXE will also but I have been too unlucky with it in the past
Following the money would have you come to realize that many financial players have smelled blood in the water for a substantially underinvested energy sector. There is plenty of institutional ownership and there are funds that are taking advantage of the rising spot price - https://hedgefollow.com/stocks/URA
Tell that to my 50% gains on URA
URA has been trending up for a while now.
just get the etf. URA/URNM. Check its performance in last few years. whole sector is a sleeper to the general market. Not for long though.
I just hold URA for the divvi, but it's swell that the underlying is getting more valuable. Dunno if I'd celebrate that hard, though.
An 8% single day move in URA is fucking outrageous with a million different ways to 10x on it, and youre too blind to capitalize on it because its not a meme stock
I used to invest in a Solar ETF: I sold many years ago due to the realization it is not a great long term investment due to reliance on subsidies and the political cycle. I do invest in Tesla, their energy business is drastically overlooked and undervalued. Lots of room for growth on that front. I have recently invested in a nuclear ETF ($URA). I see much more of a future for that.
Uranium supply is highly inelastic. That’s the thesis in uranium. Demand has been higher than expected, but supply isn’t going to be able to match for the next couple years driving the price of uranium higher. Long URA, UEC, and NXE
UEC and UROY are riskier, but almost all uranium stocks will go up if the thesis plays out. The safest is physical uranium (SPUT/SRUUF or YCA.LN), then the ETFs (URA/URNM), then the major miners like CCJ. Preferably shares, or LEAPS if you must.
It's not too late. It's the same thesis as 2 years ago, except the excess spot supply is finally depleted. The spot price increased 10% in the last 2 days because Kazatomprom, the largest producer, confirmed that they would have production shortfalls this year and next. Kuppy already suggested this would be the case after the WNA conference in September, but it was confirmed yesterday. **Disclaimer:** People often ask me for tips because I was probably the first to call the short squeeze in 2020/2021 (see post history), but I rarely post because I don't want to be responsible for people losing money. So let me say this. Uranium may take some time to play out - there will be production shortfalls in 2024 and 2025. **I** **do not** **recommend short-dated options**, especially not on junior miners. The safest is physical uranium (SPUT/SRUUF or YCA.LN), then the ETFs (URA/URNM), then the major miners like CCJ. Preferably shares, or LEAPS if you must. **Not financial advice.**