Uranium stocks have surged in 2021 and we remain bullish into 2022 as the clean energy theme gathers momentum. However, I now ponder what the next big winner / mover might be, as we’ve alluded to over previous weeks MM feels gold might be the surprise package of the next 6-months while Uranium consolidates it’s explosive move of the last few months.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Monday 2nd June – ASX -20pts, SOL, BKW & JHX
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Gerrish: The correction is done, we’re positioning for what comes next
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Monday 2nd June – Dow up +54pts, SPI up +8pts
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MM’s likes the URA under 25
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