Q: I'm trying to understand why HURA has outperformed URA by almost 20% this year. Holdings like Cameco and the Sprott Physical Uranium Trust Fund that have moved alot seem to have relatively similar weightings in both funds. NAK Kazatomprom AO - GDR hasn't had as strong returns YTD and is actually overweighted in HURA vs. URA. I don't think the USD-CAD has had any major impacts on the returns this year. What am I missing?

Also I think Cameco has had exceptional returns in 2023 far outpacing the ETF, do you think the others will catch up over time?

Q: Hey Guys,

- In this current environment, I know you are not betting people/advisors, But What in Your Opinion that Stands out as a Theme, Investment or Speculative Play that may be something to look at...
- Take speculative funds and invest in what?

Thanks,
M

Q: Please comments on mega Uranium and Efr, sell or hold?