Jul. 17 at 12:51 AM
Bullish bonus
Global X Uranium etf (URA) will be rebalanced between now and July 31th 2025
12 months ago Lotus Resources (LOT on ASX) was a developer, now LOT will be a producer again (coming weeks)
As of July 15 2025 URA etf:
- has 0.22% in cash and they already announced they would sell their Peninsula Energy (PEN) position entirely => more cash to be invested in other holdings of URA etf
- sell a bit of their nuclear company holdings, bc their percentage in the entire URA etf became too big, and use the cash to invest in lagging small caps and some others (Lotus Resources)
On July 31th, 2024 (11.5 month ago) after the rebalancing back then, LOT (developer) represented 0.428% of the entire URA etf
As of July 15 2025, LOT, a producer again now, only represents 0.28% of the entire URA etf
Producers tend to become bigger positions in uranium sector ETFs
(1/2)
$URA $URNM $LTSRF $NXE $BHP