Yellow Cake

The article highlights the growing positive sentiment towards nuclear energy, driven by advancements in safety and its low carbon footprint compared to coal. The increasing demand for electricity, particularly from AI data centers, positions nuclear power as a key low-carbon energy source. The Global X Uranium ETF offers diversified exposure to uranium miners, mitigating individual stock risks and providing a 2.86% dividend yield.» Mehr auf seekingalpha.com

Yellow Cake's stock has performed well over the long term, up 181% in GBP over 5 years, tracking uranium prices but lagging slightly due to operating costs and NAV discount. Currently trading at a 12.7% discount to NAV, Yellow Cake has tripled its uranium holdings since 2019, also benefiting from uranium price increases. There's positive long-term demand for nuclear energy, with countries like Vietnam resuming nuclear programs and potential supply constraints from Russia and Kazatomprom.» Mehr auf seekingalpha.com

URNJ: The Demand For Uranium Continues To Grow» Mehr auf seekingalpha.com