Thesis playing out
It’s good that thesis started to playing out. I still believe $Global X Uranium ETF (URA.US)$ is one of the lowest risk expose to Nuclear/Energy sector.
If you have higher risk apetite should go for $Sprott Uranium Miners ETF (URNM.US)$ it has better uranium upside.
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egan1 : our theses are the same.
egan1 : NLR is another good nuclear ticker. it's less correlated to yellow cake/uranium ore prices than URA.