Uranium ETFs, Physical Uranium & Uranium Royalty

Uranium Exchange Traded Funds (ETFs)

Exchange traded funds (ETF’s) focus on holding a large basket of uranium equities across the explorer, developer, producer, and fuel cycle base.  Exchange traded funds also hold physical uranium companies and may follow the Solactive Global Uranium Pure-Play Index when allocating percentages to each equity holding in their portfolio.

The goal of these funds is to grow shareholder value by diversification that is not generally possible by an individual investor, including holding stocks from exchanges around the world that would be very difficult for the individual investor to access through normal brokerage accounts.

Presently there are only a small handful of funds that fill this category: 

These funds provide individual investors with professional management of the portfolio as well as broad exposure to the entire uranium industry.

Uranium Investment Funds

While not classified as ETFs, there are a few funds that offer similar diversification strategies which include uranium investments as part or all of their fund investments.

Uranium Royalty Corporation

There is currently only one Uranium Royalty Company which has made investments in multiple uranium interests including royalties, streams, debt and equity investments. This uranium royalty company has also conducted physical uranium transactions.

Uranium Royalty Corp trades on the London stock exchange with the ticker URC, and on the over the counter market with URCCF. They currently hold uranium stock interests in Peninsula Energy, Uranium Energy, Rio Tinto, Laramide Resources, Uranium Energy Corp, Azarga Uranium, Energy Fuels, Yellow Cake and Paladin Energy.

Their largest shareholders include: Uranium Energy Corp, Altius Resources, Mega Uranium, Marin Katusa, KRC Fund, Extract Capital, Rick Rule, Sprott Global, and Commodity Capital.

Physical Uranium Owners

Physical uranium companies focus on holding the physical uranium assets (also known as yellow cake) for sale at prices higher than their initial acquisition cost.

The goal of these companies is to focus on selling uranium yellow cake for a profit when the market demand exceeds supply.

Presently there are three unique companies that fill this category:

These companies have reduced their risk profile in the uranium industry by not focusing on exploration, mining, or milling of the ore.  By selecting this stage in the fuel cyle, the have also reduced their overhead costs and have a product that can quickly move to further stages in the nuclear fuel cycle.

These companies may have a first mover advantage in a uranium bull market while others are exploring or developing uranium assets, and others struggle to restart mining operations.

PLEASE NOTE THIS IS A CATEGORY PAGE – SELECT A SPECIFIC COMPANY FROM THE MAIN MENU

Take a look at these other uranium stocks to include in your portfolio.

Join and participate in engaging conversations in our uranium discussion groups or uranium forums. Check out these additional resources to grow your knowledge.