Added to YB: 2026-04-06
Pitch date: 2026-04-01
U-UN.TO [neutral]
Sprott Physical Uranium Trust Fund
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Company Info
Sprott Physical Uranium Trust Fund is headquartered in Toronto, Ontario, Canada.
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Portfolio Update: Q2/26 - Sprott Physical Uranium Trust (U-UN.TO)
U-UN.TO (holding update): Trimmed position to 5.09% (-45.85% QoQ), favoring physical uranium over miners on better risk/reward. Spot spiked to $100, quickly fell to $85—showing no shortage, ample supply. SPUT bought 4M+ lbs, failed to lift price. Long-term contracts up $86.5→$90. Thesis intact but progressing slowly.
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