Uranium is close to a break out. The price around 53-54$ will come to an end due to constraints in supply and rising demand. To benefit from this development in the Uranium market, we like companies like Queen´s Road Capital, which finances via convertible bonds mining companies and takes full collateral and has a large exposure to Uranium companies. ISO Energy is also a great company with lots of upside potential due to their high grade projects. A short squeeze candidate is Uranium Energy Corporation for us. A US hedge funds is short and the data at shortsqueeze.com shows still 42.2 Mio shares short sold.
Uranium is Close to a Breakout, Focus on Queen´s Road Capital, IsoEnergy and Uranium Energy
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