Hi Debbie,
More interest in the AIC Mines (A1M) SPP – no, we did not did subscribe. A question we covered in a little more detail in another question.
Again more interest in the extremely volatile uranium space which has outperformed in the US and underperformed on the ASX. Considering the movement on the stock level we like the idea of gaining exposure to the space via an ASX-traded broad based global ETF – the URNM ETF has a cost of 0.69% and is unhedged.
- We like the URNM ETF in the $8 area, to put its holdings into perspective NexGen and Deep Yellow are the largest two ASX holdings and they make up ~8% of the ETF.