Azarga Uranium Meeting Highlights Industry at Inflection
INVESTMENT VIEW: We believe Uranium (UXA COMDTY) prices have the potential to rally further following a number of recent supply-side adjustments...
621 Views
MV Global Uranium & Nuclear Energy/Infra Index Rebalance: US$1.05bn Net Trade Across Indices
IsoEnergy will replace Ur-Energy in the NLR ETF. The round-trip trade across both indices is US$1.05bn. There are a few stocks with over 1x ADV to...
618 Views
2025 Portfolio Review
The level of outperformance was particularly surprising given the AI bubble and crypto/meme silliness rage on and that I began the year with 24% cash.
179 Views
MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Changes Lead to US$445m Trade
Encore Energy replaces Boss Energy in the NUCL ETF. The round-trip trade across both indices is US$445m. Few stocks with over 0.5x ADV to trade...
940 Views
Uranium's Shortfall And Nuclear Viability
A recent report from the World Nuclear Association forecast a significant step-up in demand for uranium for reactors, coupled with a material...
545 Views