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Gold/Mining/Energy : Uranium Stocks

URNM 57.34

-1.7%

4:00 PM EST

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To: Paul Senior who wrote (26623)	12/31/2023 11:27:56 AM
From: sixty2nds	Read Replies (1) of 30080

I've been giving a lot of thought to adding to my UROY. It is slightly more than a Full Position weighing in at 1.25X After initially being up roughly 30% I've rode it down and through a couple rounds of dilution. I've decided I will not add. I WILL continue to hold. Meaning LT hold as in 3-5 years. I like the projects AND jurisdictions UROY is involved with. I'm thinking of it as a substitute for an ETF. I'm counting on UROY's experienced team knowing the right Players. I looked at UUUU. There are some great things going on there including the fact they have a full staff. I'm not going there. SRUUF remains a possible play for me. Here is a play I have not seen mentioned on this thread. It is well financed, profitable, AND has an outstanding backlog which is growing., If you want SMR exposure it has proven technology...and the nuclear US Navy. bwxt.com If I add to my Uranium holdings I'll add SRUUF or BWXT. Cheers, 60

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