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Running with the Uranium Bulls
Manage episode 378173904 series 3332390
Forager Funds에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Forager Funds 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In episode 22 of Stocks Neat, Co-Portfolio Manager Harvey Migotti and CIO Steve Johnson sit down to discuss the growing interest in uranium, with the spot uranium price up almost 10% since the start of August and 27% so far in 2023.
It has been a tough period for uranium investors over the last few years, with no new mine supply and rock bottom prices, investment in the sector had fallen to an all-time low. However, due to a number of factors, including the increased acceptance of nuclear energy as a cleaner and safer form of energy, it seems like things are finally starting to go right in this space.
Forager identified an attractive setup for uranium back in 2021 and has been invested in the sector since, but what do Steve and Harvey think is in store for the sector from here? And what is their preferred way to get exposure to this theme? Listen to the full episode to find out.
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