The journey of uranium and its related stock continues to be a volatile one, and in the short term, we may have been better placed to have taken some profits into last month’s explosive move. However, we are bullish over the medium; hence, we are likely to remain fussy on the sell side unless we see a fundamental reason to change our view on nuclear energy and the shortage of uranium over the years ahead.
- We believe that uranium stocks have a bright future over the coming years – we are long CCJ in our International Equities Portfolio.
MM is long and bullish CCJ
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