Q: Early September I asked a question about these two companies.
Hura has shown big increases in price while u.un
has gone nowhere
If you were to buy now would you buy Hura after this big run up ? Would you buy u.un also?
In your previous answer, you suggested buying both
Always
Thank you
Hura has shown big increases in price while u.un
has gone nowhere
If you were to buy now would you buy Hura after this big run up ? Would you buy u.un also?
In your previous answer, you suggested buying both
Always
Thank you
5i Research Answer:
For exposure to Uranium and the theme around increased energy needs and intensity, we think HURA and U still make sense. We do note that for HURA, Cameco makes up 20% of this ETF though, so it is also largely a bet on that holding. These will still likely be sensitive to general sentiment around AI spending though.