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MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

Macro Voices

CHAPTER

Investing in the U308 Yellow Cake Uranium?

You can actually physically own uranium that is not against the law. If you want to invest in just the Mike Alken doctrine of I want to own the uranium, Sprought physical uranium trust is one way. YCA as you mentioned is the yellow cake PLC. That's a physical fund. They buy $100 million worth of uranium from Kazatabram every year. Then new energy will be launching next year based in Kazakhstan. They'll also be buying uranium from KazAtabram. The likelihood of seeing much lower uranium prices is very, very small and the upside potential is very high.

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