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Why them, why now?
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@Epi I think in the next few years the trend towards renewable energy will continue and nuclear power is essential to quickly reduce CO2 emissions. Cameco is one of the largest uranium mining companies https://de.statista.com/statistik/daten/studie/226425/umfrage/die-zehn-groessten-uranfoerderunternehmen-weltweit/.
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@Vic1 If you want to bet on the trend (I do), then you can possibly take away the risk of individual stocks with $URA. In my opinion, the indirect investment in uranium is also interesting with $YCA
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@Epi I deliberately decided against both alternatives.
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@Vic1 Interesting. Why?
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@Epi Market position and management are very good
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@Vic1 That may be. But the risk of Cigar Lake should not be underestimated. Even good management can't do much about that. Cameco is also a major position in my commodity portfolio, but among others. Therefore the interest in your opinion