Uranium Stocks and ETF’s

☢️ Uranium & Nuclear Energy Stocks

Nuclear is back in focus as nations seek baseload power with lower emissions. Below are key uranium miners, developers, fuel-cycle firms, and vehicles we track.

🏛️ Anchors

🟡 Cameco (CCJ)

  • Position: Tier-1 producer; JV exposure to high-grade Athabasca
  • Recent Close: ~$84.17
  • Driver: Contracting cycle & utility restocking

Comment: Liquidity + assets make CCJ the sector bellwether.

📦 Sprott Physical Uranium Trust (SPUT / SRUUF)

  • Position: Physical uranium vehicle (holds U3O8)
  • Recent Close: ~$19.25
  • Driver: Spot price tracking; tightness in primary supply

Comment: Cleaner exposure to uranium price than miners (no operational risk).

⛏️ Producers & Near-Term Developers

🇺🇸 Uranium Energy Corp (UEC)

  • Focus: U.S. ISR + development assets
  • Recent Close: ~$13.21
  • Driver: U.S. fuel security & contracting

Comment: Leverage to U.S. policy & ISR ramp.

🇨🇦 NexGen Energy (NXE)

  • Focus: Arrow (Athabasca) — world-class resource
  • Recent Close: ~$8.72
  • Driver: Permitting & project financing milestones

Comment: High-quality development name with scale.

🇦🇺 Paladin Energy (PDN)

  • Focus: Langer Heinrich restart
  • Recent Close: ~$7.78
  • Driver: Production ramp & realized pricing

Comment: Operational execution key as cycles tighten.

🇺🇸 Energy Fuels (UUUU)

  • Focus: U.S. uranium & rare earths
  • Recent Close: ~$16.52
  • Driver: U.S. policy support; REE by-product upside

Comment: Dual exposure (U + REE) adds optionality.

🧭 Explorers & High-Beta Names

📍 Denison Mines (DNN)

  • Focus: Wheeler River (ISR potential)
  • Recent Close: ~$2.80
  • Driver: FS/permit progress; ISR economics

Comment: Beta to cycle + ISR narrative.

🌍 Boss Energy (BOE)

  • Focus: Honeymoon (Australia) restart
  • Recent Close: ~$1.1295
  • Driver: Ramp milestones & offtakes

Comment: Execution & pricing leverage.

🧠 Theme Notes

  • Cycle: Utilities re-contracting; underinvestment in prior decade.
  • Policy: Energy security + decarbonization supportive for nuclear restarts/new builds.
  • Risks: Project delays, financing, spot/term price divergence, jurisdiction risk.

⚠️ Disclaimer: For informational purposes only — not financial advice. Do your own research.

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