Sprott Physical Uranium TR (SRUUF)

Catalyst that sent uranium trust and equities higher today $SRUUF

$SRUUF broke out

$URA $CCJ $URNJ $SRUUF Uranium/nuclear is at the top of the leader board over the last three months and it has gone relatively unnoticed imo. 🤷‍♂️

Just today, SPUT closing in on 2.5 M shares traded above NAV We will probably reach 3 million shares traded above NAV by end of the day That’s >50 million USD alone Besides that there is the capital raise of 200 million USD SPUT will buy all uranium currently available in spotmarket at current price => Uranium sector ETF’s ⬆️ in coming days $URNM $UEC $LTSRF $SRUUF $EU

This is huge and a complete surprise! Sprott Physical Uranium Trust (SPUT) is now upsizing the bought deal from 100M to 200M USD to buy uranium in spotmarket And now SPUT already traded over 1,500,000 shares above NAV => a lot more cash added today to buy even more uranium in spotmarket. Fyi. Uranium spotprice just jumped to 76 USD/lb today from 69.5 yesterday $URNJ $SRUUF $LTSRF $UEC $FSY.TSX

$SRUUF - Physical uranium trust pegged to the price of Uranium futures. Equities only

$SRUUF Jesus Christ this is the turning point we needed...now let the utilities scramble for pounds.....lets hope they learn a valuable lesson

$SRUUF https://x.com/slocan68/status/1934604133283033194?s=61

Are you ready before North American stockmarkets open? URA ETF & URNM ETF are about to buy a lot of $U.UN & $YCA on Monday Upward flywheel effect starts in a couple hours I’m increasing my positions in YCA.L, URNM.L, URJP.L, URNP.L, … on the London stock exchange before that starts 2.5h from now $UUUU $EU $URG $SRUUF $NXE

Agreed on 2, both will continue to make up a much larger % of overall energy production. Only one of those two can truly backbone a power grid though. China building 250 new nuclear reactors in the coming decade. $SRUUF

Peep the volume on SRUUF today.. physical uranium trust $SRUUF 3x last weeks volume in todays session. Broke this long term TL and retested

Keep $SRUUF on watch, physical uranium trust. HEAVY volume today... weekly chart here showing we're already >3x the trading volume from last week... in one session

$SRUUF break out and retest, weekly chart here. Staying long

$SRUUF $URA $URNJ Got U?

$SRUUF Why is it down so much today, is there news? 🧐

ATH’s U.UN ~ 33.70CAD/sh in January 2024 UEC ~ 8.60USD/sh in December 2024 (~8.15USD/sh in January 2024) DNN ~2.42USD/sh in May 2024 (~2.11 USD/sh in January 2024) CCJ ~ 62 USD/sh in December 2024 (~49 USD/sh in January 2024) That’s how cheap U.UN at 22.50 CAD/sh is at the moment and why I and others are buying Sprott Physical Uranium Trust U.UN (SRUUF) and Yellow Cake YCA now The upside potential on U.UN and YCA is bigger than in large market caps, while investing in mining stocks exposes you to mining related risks and investing in YCA and U.UN doesn’t URNM has higher ATH than CCJ, thanks to U.UN, YCA & smaller market caps. Not thanks to big market caps While stock picking 1 big market cap expose you to much bigger concentration risk,than 1 URNM etf position In meantime the commercially available above ground inventories that have been used since early 2018 to solve the annual primary deficit is now depleted Tik tok tik tok…utilities Cheers $URNM $NXE $SRUUF $URNJ $EU

$SII.TSX $SRUUF Sprott Physcial Uranium Trust raises $25.55M through private placement Sprott announced that SPUT has completed a $25.55M non-brokered private placement of trust units. The proceeds are expected to be used to cover general operating expenses of the Trust for the next year.

$SRUUF USAU (U.S. Gold Corp.) is a U.S.-based exploration and development company with its flagship CK Gold Project in Wyoming. Here’s why this ticker is worth watching: ✅ CK Gold is Fully Permitted - No waiting on government approvals. That’s rare for a junior miner. ✅ $7.3M in New Capital - Recently raised via warrant exercises (no dilution from a public offering). ✅ No Debt - Clean balance sheet. Rare in this sector. ✅ Gold & Copper - Dual exposure gives it leverage to two commodities, not just one. ✅ Strong Price Action - Up over 140% YoY and showing bullish continuation. ✅ BBB ESG Rating from Digbee - Focused on sustainable mining practices. With permits in hand and funding secured, USAU is positioned to transition from a sleeper to a spotlight play in the gold/copper space. DYOR, but the fundamentals are stronger than people think 👀

$SRUUF $CCJ $LEU $ASPI $NNE

$SRUUF $CCJ $LEU $ASPI $NNE Disclosure: I currently have long positions in various uranium-related stocks Attached is page 1 of a 13-page Benchmark 'Industry Spotlight' analyst report issued on 5/6/25 entitled: "Nuclear Rebirth: Vision For A Smaller, Safer, Sleeker Industry" Benchmark's summary statement regarding uranium in the report includes the following: "The nuclear rebirth is here with nuclear generation and construction at multi-decade highs globally. Conventional large reactors still dominate but the deployment of smaller reactors is better suited for commercial and industrial purposes that will begin over the next 3-5 years. The vision is for smaller, safer and sleeker nuclear designs that cost less to manufacture and operate, bear no catastrophic risk and blend into the environment. With this white paper, we provide a birds-eye view of the players in the advanced reactor space, opportunities and hurdles, investment considerations and a ranking of major milestones."

$SRUUF $CCJ $LEU $ASPI $URNM Disclosure: I currently have long positions in various uranium-related stocks Attached is page 1 of a 4-page RBC Capital Markets 'Uranium Watch' analyst report issued on 5/6/25 entitled: "Uranium equities higher along with spot price strength" RBC's 'View' regarding uranium in the report includes the following: "Uranium equities were generally positive as spot prices moved higher on increased utility interest for both spot and carry-trade term deals. The European Commission has published a roadmap to end dependency on Russian energy, including nuclear fuel — in 2024, Russia accounted for 23% of EU uranium demand, 23% of conversion and 24% of enrichment. Proposed actions include “trade measures” on import of Russian enriched uranium, restriction on new Russian supply contracts, and national plans developed by Member States with concrete actions and timelines to phase out Russian supplies. We think this action by the EC could solidify the EU's pivot away from Russian nuclear supply even in a Russia/Ukraine war peace settlement. Earlier today, Axios reported the White House is working on an executive order to speed up deployment of nuclear reactors to meet rising energy demand. We think this action could reinvigorate nuclear new build momentum in the US that had been building through 2024, but paused with a transition to the new administration, which may renew investor enthusiasm for nuclear-related equities."

$CCJ $LEU $OKLO $CEG $SRUUF Administration weighs executive orders to speed nuclear plants, NY Times reports The Trump administration is considering several executive orders aimed at speeding up the construction of nuclear power plants to help meet rising electricity demand, according to Brad Plumer and Lisa Friedman, citing drafts reviewed by The New York Times. Publicly traded companies in the space include Oklo (OKLO), Nuscale Power (SMR), Nano Nuclear Energy (NNE), BWX Technologies (BWXT) and Constellation Energy (CEG).