The Sprott Physical Uranium Trust is now trading at what we estimate to be around ~6% discount to the value of it’s Uranium assets which, from what we can tell is the largest discount it has traded at. We are bullish this volatile commodity and we intend to use weakness to add to our position, funded by selling our 5% holding in the ACDC ETF (ACDC), a move we have flagged a few times but have been patiently watching over the last few weeks.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM likes the U-U CN ETF at current levels
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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