Added to YB: 2026-09-14
Pitch date: 2026-07-05
U-UN.TO [bullish]
Sprott Physical Uranium Trust Fund
Author Info
No bio for this author
Company Info
Sprott Physical Uranium Trust Fund is headquartered in Toronto, Ontario, Canada.
Market Cap
N/A
Pitch Price
N/A
Price Target
31.00
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Capital Markets
Category
value
Sprott Physical Uranium Trust Fund - $U-UN.TO
U-UN.TO: Sprott Physical Uranium Trust offers discounted exposure to a structural uranium deficit without miner execution risk: units at $19.18 versus $20.49 NAV hold 81.4M lbs, while $85/lb spot trails the $95.50 term price. Accelerating contracting ahead of the January 2028 Russian-import cutoff supports an 18-24-month base case of $24-29 per unit; the bear case is roughly 25% downside, with inventory opacity, discount widening and negative carry the key risks.
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