URNJ
Sprott Junior Uranium Miners ETF
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What are your thoughts on Uranium plays?
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
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.
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
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
Mentions
100% agree. Cameco or URA/URNM. URA and URNM both give exposure and have large holdings in Cameco: 24% and 19%, respectively. URA and URNM both pay a nice dividend: 3.2% and 4.8%, respectively. I personally wouldn't touch any junior miners or junior mining ETFs (i.e. URNJ). Too speculative for my taste.
URNM is a good one if you want exposure. Its a nice basket. URNJ is inherently more risky but is paying a nice dividend
Honestly I have a hard time recommending individual tickers despite buying and holding plenty of them. Take a look at ETFs like URNJ/COPJ/SILJ to keep it simple! For me I'm stupid bullish on nuclear energy making a comeback someday, so for uranium I hold basically all the ETFs as well as all the individual miners lol. I only recently got into copper and _only_ holding the ETFs has been good to me so far
I bought AGQ and GDXU (both leveraged) beginning of the month, super happy so far! Also bought COPJ, URNJ and XME
URA, URNM, URNJ - all Uranium ETFs NXE, DNN, UUUU, CCO - great stocks to hold F3 Uranium, GLO - risky but attractive
The recent rebalance and change of index rules makes URNM very suspect, I wouldn't go near it while UEC has its new 12-13% weighting. URA has a similar problem with OKLO. Neither company has near-term revenues to justify even 1/100th of their current valuations, and the ETFs put heavy expectations on their performance. Sprott's other uranium ETF URNJ has added a few microcaps that look like blatant scams as well. Not a great look for them.
I'm a little concerned with the changes they are making to the index effective Dec 18th. Kazatomprom is the world's biggest miner but is being reduced to 4.7%, while smoke and mirrors UEC is increasing to 12.94% on the proforma. Dropping all the smaller caps is sensible to create more differences between URNM and URNJ, but like URA it's becoming more leveraged to the performance of speculative US memestocks rather than fundamental valuations.
there are so many uranium companies that aren't big enough for me to mention here do yourselves a favor and look into URNM and URNJ holdings to see how many companies have the potential to run like energy fuels
All of them? I like what DNN is doing a lot. Their mine plan looks disgustingly profitable but theres a handful of very good ones, people seem to love UUUU The ETFs are good too, im heavy on URA but URNM and URNJ look nice too
There's lots, depends on what stage you want, active mines id go for LEU probably, but I like the mines which are close to coming online so stuff like DNN, NXE, UUUU. I also like early stage explorers but theyre basically high risk pennystocks. Not for the faint of heart. Realistically I would look at the ETFs URNJ, URNM, see what they're holding and dig into those companies. Or just buy the ETFs, safer move all things considered
The supply crunch narrative is becoming more known. Current production is at or below supply, 440 live plants, 70 under construction, 100 planned. So theres structural and constant demand, with 40% of global supply produced by kazatomprom who is struggling to meet their targets due to bottlenecks Other narratives.. SMR gaining traction, nuclear to fuel AI getting traction, nuclear to decarbonize getting traction Id just start with the ETFs as a base and branch out from there, so URA, URNM, URNJ, im sure there's more out there too. If you want to research companies look at what those funds hold. Anything smaller is likely to be more of a junior explorer
Have been holding both CCJ and URG for the same amount of time, CCJ: up 210% URG: up 131% I like them both. CCJ is without a doubt the safest choice but might not see "crazy gains" like some of the smaller names. There are also some great ETFs: URA, URNJ, URNM
If you are concerned about the volatility, go with one (or many) of the nuclear ETFs. NUCL/NUKL, URNJ, URNU, URNM. I've allocated a % of my profile for each of these.
Go for an index. SILJ is the most behind of the big 4 miner index (gdx, gdxj, sil, silj) and gives you the most alpha I think. I also love copper miners for a can’t lose long term position (copx). Also look into energy stocks (oil, natural gas, coal, uranium). For oil I love CNQ. Awesome business with huge dividends, well run, money printer atm basically. Nat gas, I like anterro and range recources. Coal I love the upside for CNR, it looks to have bottomed and is reversing with lots of upside. URA/URNJ for uranium. These all tend to perform very well after gold leads a move up and they’re all very beaten down right now besides uranium which has been flying with the metals.
For ETFs... URA, URNJ, SLVR (uranium and silver) are my top three just strongly believe they are undervalued Also in FAN & TAN (wind and solar energy) but to a much smaller extent
Plenty. However, If you don’t want to do your homework, I’d recommend the ETF’s. Diversified, safer, dividends. #uranium : URA URNM URNJ #gold : GDX GDXJ SLV SILJ Already had a good run but the generalist investors are not in yet. Plenty of runway in my opinion. Good luck 👍🏼
LEU and ASPI are the big plays for the enrichment bottleneck. SMR, OKLO, LTBR are the next generation reactor tech plays. There are an absolute ton of uranium miners you can look at and multiple ETFs that cover the sector - URNM and URNJ are pure uranium plays.
I own all of those stocks and very happy with performance so far Also holding and happy with: LEU, EU, CCJ, URNJ, RYCEY, SMR
NUCL, URNM, URNU, URNJ. Ratio to your risk tolerance.
There are different nuclear ETFs for different purposes. URNU, URNM, URNJ, NUKL, etc.
I'm up YTD thankfully despite the chaos. Nuclear ETFs and rare earth/minerals companies. NUKL, URNU, URNJ, URNM, TMC, UAMY.
My current plays are in ETFs. Not as big a profit, but a wider net. NUKL/NUCL, URNM, URNU, URNJ, in that order for my port allocation.
I want to. I was looking at URNJ, but look at the chart. Everytime it gaps up and sells off, it tends to pull back another 5% over the next week. So I think I can get in at a cheaper price
Goddamn, URNJ up 5% in AH..really thought I'd get a shot to sneak in the uranium rocket at a better price
I know this isn't r/ETFs or r/investing but NUCL/NUKL, URNJ, URNM, URNU seem a more safer and broad play. Two of them have a decent weight in the company. **VanEck Uranium & Nuclear Technologies UCITS ETF (NUKL)**: 3.37% [StockAnalysis](https://stockanalysis.com/quote/etr/NUKL/holdings/) **Global X Uranium UCITS ETF (URNU)**: 3.39% [Global X ETFs Europe](https://globalxetfs.eu/funds/urnu/)
my URNJ calls look great though
Not every commodity, I also don’t think that is a good idea. I would recommend either URNM/URNJ for uranium, XLE for energy, or GDX or SILJ, good luck
Why specifically EU? There is URNJ which track index of small cap Uranium miners. Why not this for example?
Yeah dude nuclear drops like a rock when the market starts to go down. I had times when I was down 30%. I held and recovered back then. This time I sold my URNJ and UUUU end of January for a tiny profit and took a loss with F3. I'll be reentering nuclear once this shit calms down. UUUU should be a good play with the REEs
You might want URA better. URNJ has too low volume.
If you want safe turn off your brain and boring returns, CCJ (decent options chain though) or one of the ETFs. They're several now but URNM and URNJ are the better ones for just miners. NUKZ has nuclear tech stocks too. For miners specifically I recommend UUUU or DNN. UUUU is debt free and will be an economic powerhouse from uranium, Rare earths, titanium, zirconium and medical Isotopes like radium 226 and 228. They're my personal favorite. DNN is looking very good for a near term producer. I just don't like their share float count lol The others have various problems or have a bunch of upside already priced in like NXE (very priced in, buyout target, management is ass) or UEC (CEO is a used car salesman type, pounds in the ground are all economically shit and the stock is horribly overvalued for what they have) or EU (signed a bunch of contracts too early for too soon and their mines aren't fully up so they're currently having to buy Uranium for more than what their contracts are listed to sell at causing them to lose money left and right till alta mesa is up)
BWXT, CEG, CCJ, LEU, UUUU or buy etfs like URNM, URNJ and NUKZ
Go with the ETFs, URNM and URNJ
I did actually... DNN, URNM, URNJ, RYCEY. DNN is my biggest play. Started around 1.85 and it just keeps doing the right things.
DNN, URNM, URNJ, and RYCY because they're building small modular reactors like the AI folks are going to need
Builders ran too hard, rotate into miners now, I prefer URNJ for leverage 👌
Just buy URNJ, hard to be certain in invidual companies in this sector.
Yeah..well just the etf, URNJ and URNM.. which is a basket of miners, along with some spot uranium. Has a killer dividend so its worth it even when its frothy/choppy. But at times like these its a double whammy
URANIUM, CCJ, UUUU, URA, URNJ
URNJ is for junior minors Which is smaller mining companies that have bigger upside potential as well as much more risk, most of these will go up when the commodity price goes up, but some could go up higher based on areas they have to mine how far along in development they are and how much potential they have. Personally, I allocate a smaller portion to the junior minors ETF in about 50% to the spot price, and the rest to the regular miners.
You can buy options on URNM and URNJ. Both are Uranium ETFs
There’s still time to FOMO. Look at ETFs like URNM, it’s only up 37% since inception, URNJ up 15% since inception, URA up 240% over 5Y, but it’s still down -64% from ATHs. Long term potential opportunity… or you can pick single companies 
Keep it simple URNJ for junior miners ETF, sprott physical uranium trust for safe bet, URNM for miners ETF.
I go decent Junior Miners simple with the liquid ETF $URNJ, perfect play for the nuclear hype starting now!
URNM/URNJ have been doing very very well. Still DCAing... the uranium bull market is coming!
Hi, A couple uranium sector ETF's: * Sprott Uranium Miners ETF (URNM): 100% invested in the uranium sector: [https://sprottetfs.com/urnm-sprott-uranium-miners-etf/](https://sprottetfs.com/urnm-sprott-uranium-miners-etf/) * Global X Uranium index ETF (HURA): 100% invested in the uranium sector * Sprott Junior Uranium Miners ETF (URNJ): 100% invested in the junior uranium sector * Global X Uranium ETF (URA): 70% invested in the uranium sector Look at their holdings to get an idea on individual uranium companies **This isn't financial advice. Please do your own due diligence before investing** Cheers
Hi everyone, For those looking at investment possibilities in the uranium sector A couple uranium sector ETF's: * Sprott Uranium Miners ETF (URNM): 100% invested in the uranium sector: [https://sprottetfs.com/urnm-sprott-uranium-miners-etf/](https://sprottetfs.com/urnm-sprott-uranium-miners-etf/) * Global X Uranium index ETF (HURA): 100% invested in the uranium sector * Sprott Junior Uranium Miners ETF (URNJ): 100% invested in the junior uranium sector * Global X Uranium ETF (URA): 70% invested in the uranium sector Look at their holdings to get an idea on individual uranium companies **This isn't financial advice. Please do your own due diligence before investing** Cheers
Hi, A couple uranium sector ETF's: * Sprott Uranium Miners ETF (URNM): 100% invested in the uranium sector: [https://sprottetfs.com/urnm-sprott-uranium-miners-etf/](https://sprottetfs.com/urnm-sprott-uranium-miners-etf/) * Global X Uranium index ETF (HURA): 100% invested in the uranium sector * Sprott Junior Uranium Miners ETF (URNJ): 100% invested in the junior uranium sector * Global X Uranium ETF (URA): 70% invested in the uranium sector Look at their holdings to get an idea on individual uranium companies **This isn't financial advice. Please do your own due diligence before investing** Cheers
All-in $URNJ Ballsdeep in miners, its finally their day 👍
Aren't these covered by URNJ ?
Hi, A couple companies actif in the construction of nuclear reactors: Cameco (CCJ/CCO) and Nuscale Power Corp (SMR) And in the meantime: Before that announcement of Kazakhstan about the 17% cut in projected uranium production for 2025, **the global uranium supply problem** looked like this: https://preview.redd.it/1yvayjcdwatd1.jpeg?width=534&format=pjpg&auto=webp&s=aeefd8bc19aac06f634d894dff749909f22f96f3 Source: Cameco using data from UxC, 1 of 2 global sector consultants for all uranium producers and uranium consumers in world **A couple uranium sector ETF's**: * Sprott Uranium Miners ETF (URNM): 100% invested in the uranium sector * Global X Uranium index ETF (HURA): 100% invested in the uranium sector * Sprott Junior Uranium Miners ETF (URNJ): 100% invested in the junior uranium sector * Global X Uranium ETF (URA): 70% invested in the uranium sector * Betashares Global Uranium ETF (URNM on ASX): 100% invested in the junior uranium sector **This isn't financial advice. Please do your own due diligence before investing** Cheers
Uranium mining sticks. Check out URNJ and GLO
CEG overvalued - at least compared to other sector plays, BWXT and CCJ are the best way to go imho, although you should have uranium exposure too through URNM or URNJ
If you don’t want to mess with individual companies. Look at URA URNM URNJ Can’t go wrong in the current environment Good luck 🤜🏻🤛🏼
I've got a couple etfs URNM URNJ Solo stocks I've got Denisen Mines FCU.TO (prospecting company in Saskatchewan which just found some fertile soil)
URNM is an ETF of uranium miners. URNJ is junior miners
EU, UUUU, CCJ, URNM, URNJ, NXE, DNN, UEC, URG. Look at the company profiles and go nuts. Personally stupid long on UUUU.
Global hyper depression on deck in the developed markets (western markets). Oil isn't safe, uranium isn't safe, silver isn't safe. Only way to play it is physical gold and cash. having said all that I am adding to silver leaps and when uranium washes out here pretty soon I'll buy the most affordable leap I can find for URNM or URNJ (because I'm a degenerate). When governments are facing down the barrel of a sovereign debt crisis that isn't going to the time they shower the energy industry with 100s of billions to build out nuclear energy far and wide. unless......
Uranium sector ETF's: * Sprott Uranium Miners ETF (URNM): 100% invested in the uranium sector * Global X Uranium index ETF (HURA): 100% invested in the uranium sector * Betashares Global Uranium ETF (URNM on ASX): 100% invested in the junior uranium sector * Sprott Junior Uranium Miners ETF (URNJ): 100% invested in the junior uranium sector * Global X Uranium ETF (URA): 70% invested in the uranium sector This isn't financial advice. Please do your own due diligence before investing. Cheers
I also think we're at a bottom for URNJ, Kazatoprom is cutting uranium production, and the ETF has a ridiculously high dividend. Good for Sept/Oct weakness
URNJ up a decent bit after 🥭 made some pro nuclear comments
Hi, URA is 70% invested in the uranium sector, while URNM is 100% invested in the uranium sector URNJ is 100% invested in the junior uranium sector If you are looking for less risk: 2 physical uranium funds: Sprott Physcial Uranium Trust (U.UN and U.U) and Yellow Cake (YCA). Here you don't have mining related risks. This isn't financial advice. Please do your own due diligence before investing. Cheers
I been piling URNM and URNJ for awhile. Looking forward to the coming uranium bull market!
Hi, I can't give any financial advice. It all depends on the level of risk you are willing to take on your investments I'm invested in several uranium companies and also in the 2 physical uranium funds (Yellow Cake and Sprott Physical Uranium Trust) 1) The lowest risk are the physical uranium funds, because here you don't have the mining related risks 2) There are possibilities to get a well diversified exposure to the uranium sector through uranium sector ETF's: URNM, URNJ, URA, HURA, GCL 3) Producers generating cash inflows today are: Paladin Energy, EnCore Energy, Cameco, Kazatomprom, ... 4) Well advanced developers (higher risk category): Denison Mines (will start a small production in 2025 that will help to finance the development of their very high grade uranium project Phoenix in Canada), Global Atomic (building the DASA mine as we speak, production start early 2026), Bannerman Resources, Deep Yellow, ... 5) other developers and explorers (highest risk category) This isn't financial advice. Please do your own DD before investing Cheers
URA is probably one of my favorite players since it's been around for a while and has a lot of room for recovery. More recently I've been looking at URNJ and URNM to diversify with stakes in different mining operations. More in the pennystocks territory I've liked URG, UROY, DNN, and UEC
I've been buying URNM and URNJ on and off for a year now. Personally I think the Uranium Bull Market Thesis is a very good one.
I would not buy any individual uranium stocks. Just buy URA or URNJ.
Uranium miners $URNM / $URA / $URNJ is the best way to play this.
Uranium. CCJ, URA, URNM, URNJ. 2027-2028 its going parabolic
Uranium carrying my portfolio. URA CCJ URNJ
Good man, uranium is the future. Its 40% of my long term portfolio. 3/4 URA and 1/4 URNJ
Safest bet it either URA, or the mining etf URNM. If you want to get degenerate go for URNJ. If you want to bet on the price of physical uranium going up go for U.UN. so much opportunity in this sector for longer term holds. Uranium is currently 40% of my long term portfolio. Investing in individual companies is extremely risky unless you have a deep understanding of the industry.
Am holding so many companies some new additions LIN, CI URNJ, ANET, VRT, KNSL, even NVDY is up it's nice
I’ve lost 300k trying to help save the earth *and* make money. Done with that. So now it’s BOIL and GUSH and DJT and anything else toxic. URNJ. SHEL. Is there a CO2 pumper ETF? Is there a lead ETF? I want to buy it. Who’s the least ethical miner? GLNCY is so bad it only trades OTC. Maybe I’ll get that one too.
I did URNJ call debit spread, hbu
RKLB and FRHC Maybe a bit of URNJ etf too
This is the worlds simplest trade. It is not even a supply and demand story. It is purely a supply story, there is not enough supply and real demand (non financial) is static. Production is 30-50 million lbs below demand every year. Even though the commodity price has doubled the big players are having production issues and production in the sector is actually falling right now. Near term producers should have a lot blue sky with more open contract books. URNJ is a good way to play the ETFs for torque. GLATF is extremely undervalued and has the only new tier 1 asset that will be producing in the next 5 years(they will deliver yellowcake in 2026.)
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.
Definitely not CCJ. Just but URNJ
The idea is if major producers like Kazatomprom can’t fill demand, this indicates global shortages and the value of uranium will rise; directly seen in the Sprott physical uranium trust (SPRUUF). In theory, this means major Canadian producer Cameco(CCO) and uranium mining funds (URNM, URNJ) should increase in value and smaller players (DNN, BNN, DYL, FUU) will be funded to take on a larger role…
Hell yeah, I'm in this and URNJ Easy 2x at least over the next few years
Uranium miners gonna go BRRRRRRR positions in URNJ URNM Denison Mine let's fucking go
One World, One Theme, One Word: Uranium \\#Uranium \\#SRUUF \\#URNM \\#URNJ
SRUUF (the Sprott Uranium Trust) Strictly speaking, it's not a stock, it's a trust that owns uranium and so follows the market price of uranium. There's a systematic, multiyear shortage of uranium playing out now, and economic conditions have almost zero correlation with baseload power needs (this in contrast to oil, where in a recession you might get less jet fuel demand because there's less travel) Note that Uranium miners' price (You can buy ETFS that track them, like URNM and URNJ are highliy correlated to the price of uranium, but in a liquidity-driven market event they'll probably crash along with everyone else. That's why sticking with the pure play on the commodity is probably the best bet.
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 tried URNJ for a bit, but it was slightly down after a week and I got bored with it. I haven't done the research to either strongly doubt or believe in it so it didn't take much to push me off it
I am DCAing URNM and URNJ right now. Seems like Uranium is making a solid come back right now.
Bullish, got tons of URNM, URA, URNJ and U.UN.
Kazatomprom is a very large miner I believe it’s included or was in the midst of being added to a fund (OTC ticker NATKY) UUUU is one of the largest in the US SRUUF for a physical trust URNM for large cap URNJ for small caps All three managed by Sprott URA if you like a mix managed by a different provider.
Buy URA URNM or URNJ weeklies on Fridays if you aren’t bitchmade
Broker won’t even let me trade URNJ