I added a little something today at $UUUU (-0,49%) and $UEC (+0,55%)

It’s really tasty—anyone with a 200-week moving average fetish will get their money’s worth.

Another one from the speculative corner. The volatility in the uranium sector alone isn’t for the faint of heart. Constant surges of hundreds of percent, followed by 50% corrections within just a few months. Still, the monthly charts look more than promising if these stocks correct another 20% now and touch the 200-week line next time. Also note the monthly RSI levels, which are particularly noteworthy for $UUUU (-0,49%) and $URA (+0,29%) show just how much room there still is to run. Most stocks, such as $UEC (+0,55%)
$UUUU (-0,49%) as well as ETFs such as $URA (+0,29%) , broke out of a 15-year bear market in 2020.

A lot of green today, among other things, the uranium sector is also rising steeply again. Today there was news regarding nuclear power in Belgium, apparently the government is in intensive negotiations with the operator to nationalize the 7 units on 2 sites. It looks like the dismantling of the reactors has been stopped for the time being ☢️ Apparently everyone wants to avoid the situation of the German Leitkultur.

$CCO (-0,16%)
$UEC (+0,55%)
$YCA (-0,51%)
$NXE (+0,07%)
$KZAP
https://www.bbc.com/news/articles/c4g05jg87wko

for day trading - the condition is that they are tradable on the Nasdaq or NYSE, which should also correspond to the home exchange and have a certain daily volume.

What are your experiences? Which ones are you currently successful with?

$IREN (-1,08%)

$ONDS (+0,88%)

$CIFR (-2,05%)

$UEC (+0,55%)

$EOSE (-0,38%)

$RKLB (+0,3%)

$ASTS (+0,45%)

$HIMS (+0,54%)

$OPEN (+0,05%)

Hello my dears,

I have now also realized that there is a lot of potential for the future in uranium energy and that there are some opportunities in the field of SMR mini-reactors. Since I want to invest more broadly in the field of uranium and do not want to and cannot deal with countless shares and areas of uranium, you are in demand.

Do you see more potential in the pure uranium mining or producer sector or would you diversify?

I have picked out several ETFs that I can trade on TR (please no hate for the platform😅).

My goal will be to invest 10k in the sector over the year, which is about 7% of my portfolio as of today.

I would also have the funds to invest in one go, but I sleep better if I spread it out over the next few months, or do you see so much potential in 2026 that you would invest it directly yourself?

Here is the selection of ETFs:

1. VanEck Uranium and Nuclear Technologies UCITS ETF

➡️ Broad thematically in the uranium/nuclear energy sector

👉 Mix of uranium producers, nuclear technology and energy/component companies → More diversification across sub-sectors

2nd Global X Uranium UCITS ETF

➡️ Commodity/producer-centric

👉 Strong focus on uranium mining, exploration and supporting components → More concentrated on commodity/producer sector

3rd HANetf Sprott Uranium Miners UCITS ETF

➡️ Very specialized in uranium miners

👉 Sector segment with a focus on mining and exploration companies → High concentration risk in one sector

4 WisdomTree Uranium and Nuclear Energy UCITS ETF

➡️ Broad across the nuclear energy ecosystem

👉 Includes mining, utilities, suppliers and technology → Broad diversification across different industries in the nuclear sector

$OKLO$CCO (-0,16%)
$UUUU (-0,49%)
$3842
$UEC (+0,55%)
$NXE (+0,07%)
$BWXT (+0,14%)
$CEG
$LEU (+0,35%)

Strategic partial sale 1/3 $UEC (+0,55%) and thus $OXY (-0,53%) bought more. The uranium exposure was much too high at 15% in the portfolio and with the risk that the uranium stocks would only expand a corrective B wave, which would then mean another -50% downside, I have defused the uranium share somewhat.

$UEC (+0,55%) has published its earnings. The share is being punished for the rather poor results.

Reported EPS ($0.02) / Estimated ($0.0455) ⛔

Reported revenue $0 million / Estimated $11.41 million ⛔

Positive:

• Production at the Christensen Ranch Mine was ramped up, 68,000 pounds of U₃O₈, were produced
• Capital increase raised $342 million
• Liquidity > $454 million
• Development at the sites Burke Hollow and Roughrider is progressing

Negative:

• No sales in the quarter, $0 revenue
• Net loss of approximately $10 million due to development costs
• Loss has almost doubled year-on-year
• No profitability expected in the short term

$UUUU (-0,49%) reported for Q3 25 EPS of -$0.07 (Est. -$0.05) ❌

Revenue on the other hand increased by +337.3% YoY ($17.71M) and beat expectations by $7.92M ✅

Guidance 2026:

$UUUU (-0,49%) Expects to sell approximately 620,000 to 880,000 pounds of Uranium Oxide U3O8 under its long-term contracts in 2026. It also reserves the right to sell additional uranium on the spot market if deemed appropriate.

Energy Fuels expects the uranium price to level off in Q4-25 and FY-26 and not increase further.

Highlights:

• Robust Balance Sheet with Nearly $300 million of Liquidity
• Completion of Upsized $700 Million Convertible Senior Notes Offering Post-Quarter
• Over $15 Million of Additional Liquidity from Market Value of Finished Inventory
• Reduced Net Loss of $16.7 Million Compared to Q2 2025
• Well-Stocked to Capture Market Opportunities and to Meet Long-term Contract Obligations

The long-term uranium price continues to creep slowly upwards, was also briefly reached by the spot price, but this has bounced off and is heading downwards for the time being.

At the moment it looks as if companies in the commodity/uranium sector are suffering somewhat due to weaker prospects and the selling off of strong profits.

$BWXT (+0,14%) Despite strong figures and a good outlook, the US dollar has also lost ground.

Tomorrow is $CCO (-0,16%) to present its earnings tomorrow, I am very excited 👀

If we also see a stronger decline in the share price here for the time being, buying opportunities could emerge again in the entire sector.

$NXE (+0,07%) just under -7% (at close)

$UEC (+0,55%) just under -8% (at close)

etc...

What is your current view on the uranium sector? @Multibagger Do you see any potential to add here, as you are deeply involved in the commodities market and the company mentioned?

Donald & Friends have unfortunately thwarted my investment plan somewhat.... (for now)

Since I have just presented my entry and the topic, including the "missed" opportunity, is close to my heart, I will probably work through it right away.

To cut a long story short, when I started investing, I actually wanted to put everything into nuclear technology stocks, but when I started without thinking, some doubts caught up with me. Absolute newcomer to investing, everyone advises me to buy something else, the field is still relatively unexplored.

After I had made my first purchases $CCO (-0,16%) and $UEC (+0,55%) (at the current high at the time) I became humble for the first time, after a short time around -25%.

On the WL were $BWXT (+0,14%) and $LEU (+0,35%) (bought here briefly and thought we were massively overvalued at 60 euros 🤣)

Fast forward, I preferred to bet on stable stocks, including dividend payers, and deviated from my gut feeling, as it already seemed a bit risky.

The nuclear sector has done incredibly well, even I didn't expect that and somehow I don't see an end at the moment.

I had planned this month/beginning of next month to finally get into $NXE (+0,07%) and increased my position in $CCO (-0,16%) to around 70 euros after the small correction. So far everything seemed fine, we have fallen. I wanted to increase my Cameco position in the range of approx. 65-70 euros and also enter Nexgen.

After my small regrouping in the portfolio, there was enough money left over to enter Nexgen "in time" and I collected my first 100 shares on October 24. The next day (I should have been happy) I was shocked when Cameco shot up and the 80b$ deal was done.....

The joy of my first share with +100% is definitely there, but I would have liked to buy a lot more, as I see much more potential.

Now I'm currently thinking about how the market will realign itself, you read more and more about the sector, more and more people think uranium is great and apparently we're only now moving up again? But wasn't that also the case at the beginning of '24? Back then I bought blindly, and shortly afterwards the sell-off came. The shares were "overvalued" and still outperformed.

Where are we now? To be honest, I wanted to add to the stock before the deal and see what happens during/after the Nuclear Exhibition in Paris from 04-06 Nov happens.

Since the prices have already run away, possibly also due to profit-taking, I will probably wait until the situation calms down and the exhibition is over.

For me, however, nothing has changed in principle, I won't be selling any more shares in CCO/NXE but rather adding to them. I'm still super bullish and won't let myself be influenced too much.

Why is $CCO (-0,16%) an investment?

• Absolute blue chip in the nuclear sector with solid figures
• All-rounder - uranium is mined in its own high-yield mines and is also processed in a wide variety of ways
• Shareholder in Westinghouse (service; maintenance)
• Partnerships with Bruce Power & Nordion (Co-60 provision / Healthcare)
• Moat (regulations, expertise, etc.)

When talking about a renaissance, Cameco cannot and should not be excluded. There are many long-term contracts in this industry, the manufacturer/producer can virtually choose its customers and call up prices. If you don't get nuclear fuel in time, you can't supply energy (predictable income).

The push is becoming more and more real, which country apart from Germany is NOT talking about an extension of operating times and new builds?

In 2023, the nuclear phase-out in Spain was still unchallenged, and there are currently plans to extend the Almaraz NPP, for example $IBE (-0,74%)

The same is currently being discussed in the Netherlands; Borssele is to continue operating and also offer a site for new reactors.

In addition to Cameco, I have added Nexgen to my portfolio $NXE (+0,07%)

• Is in a good financial position (dilution will come)
• Has promising projects
• Management seems to know what is important
• Unfortunately only a pure uranium supplier, should it come to production
• (My thought, if it gets that far possibly interesting for a takeover see above)

I continue to find the sector super exciting and am looking forward to whatever may come, if prices remain high I will probably buy more anyway. Despite the "hype", I think there is still a lot of potential here, although the relatively high risk should also be kept in mind.

If something unforeseen happens here, the furnace can be out again immediately.

What do you think about this sector, do you think we are more than overvalued or is there still potential? I would be delighted to hear your thoughts on this.

Until then 🧐

PSA:

First of all, I have to say that I didn't really expect to join such a pleasant and profitable community - I actually just wanted to track my portfolio. Well, be that as it may, I'm really grateful to have landed here and a big thank you to everyone who actively shares knowledge, tips and simply their thoughts! Until now I've only ever been a silent reader, let's see if that changes now :)

For example, I always like to read where the different characters come from and how the introduction went, or generally just how the big picture was put together.

I'm probably from the absolutely financially uninterested side, and I've enjoyed rolling in consumption.

Banks - insurance companies - investments - GDP - ECB - I just want to withdraw money, maybe it's still a little way to the overdraft facility (what exactly does it do?) Anyway, you don't have to know everything.

Sometime in the mid-twenties - Another call from the local farmer's bank...

*ugh another annual consultation 😖 *

Well, I can come by on Thursday shortly before 1800, I already have a building society saver, financially it doesn't look bad now, you can earn a bit on the overdraft. But how about a fund, that gives a return and you can build up capital, better than our very below-average call money account.

No sooner said than done, we take the fund on offer and pay 150 euros a month into it, it'll be fine.

In fact, I let the whole thing run for a few years and when I finished the transfer I saw, oops, there are green numbers with + and my capital is growing.

I then stumbled across the Y-channels and soaked up information about ETFs, Bitcoin, neobrokers, what the TER is, dividends, etc.

Wait a minute, how much does my fund cost at Bauernbank? I can invest in an MSCI World for much less at Bank Y? That sounds much better!

So I open an account, move the money over and please invest in this MSCI World + EM... Savings plan set up and logged out.

Corona must be happening somewhere in between, everything is suddenly red? I'm at home due to long-term illness and have some time to do some research...

Early thirties - It's now the year 2024, the Corona thing is over, I've changed jobs, etc.

Everything is great and over the years the interest in finance, the stock market and everything that goes with it has grown enormously.

The fund and building society savings plan were liquidated (I could/should even have kept the building society savings plan with closure and possibly a later special payment, but that probably wouldn't have been a bad thing) EGAL I was clearly duped, get rid of it 😂

At the beginning of the year I was tempted by individual stocks, I don't know my way around, but a little entry into ETFs can't hurt, can it?

Of course, the classic way of choosing what to buy without premonition and preparation (due to the job and the current situation = emotions)

We buy Nukular shares, clearly there is a security here for approx. 44 euros $CCO (-0,16%) and it also looks good $UEC (+0,55%) doesn't look bad either, both fulfill my pattern (uranium). Absolutely bullish or what is that called again?

Puhhh would have, would be, if, the knowledge of today and so on 🤐

A custody account was opened at Bauernbank especially for this, my God there were still fees involved, but we're not reading that yet. The entry is done, let's see how the journey continues. I think the value was around 500 euros.

The next mission was coming up and I wanted to close my custody account at Bank Y with the ETFs and transfer everything to my first neobroker. More transactions, more capital flow and more individual securities are planned. Moreover, fewer costs are better, we are saving now.

This is where the first uncertainty came into play - but the transfer will take longer than expected? Is my money gone now? At that time, I think there was about 8k in the ETFs, which was a lot of money for me. But a few days later it was done, my securities were transferred, but the return of a few thousand % was nice to look at but not real.

Again uncertainty, discussions with the support of both banks, no real results and days and weeks passing by.

Absolutely irrational behavior, because it was really only cosmetic... Anyway, my monk then decided - I'll just sell my ETFs and then we'll start learning by doing. If you look at the transaction history in my portfolio, I think you know what I mean.

I have "informed" myself or looked at what I know, what I think I should or could buy and I have changed my mind very often, why not with the low order costs.

But I also have to say that I took this step rationally and I wanted to get in quickly and learn directly on the object, not with some demo depot or something else. Real losses = real learning curve, your trading will probably be punished or rewarded.

There's already a lot of text here, actually I've already told you how I ended up here. I have already made a few "mistakes" or "too quick" decisions, which probably everyone has experienced when I look back on them today and as is certainly evident from my purchases/sales. Up to this point there is nothing to recognize, no real analysis, who knows who is in management and do I really understand the whole thing?

The Novo $NOVO B (-0,24%) I rode the Novo FOMO train, I really wanted to have Chipotle $CMG (+0%) in my portfolio at the highest levels, I've turned over my savings plans umpteen times.... Somewhere I'm a Canada fan, so something like $CNR (+0,07%) of course not missing....

But I don't feel bad at all, my view of the current portfolio is actually pretty good. One or two of the right decisions were definitely made, and my interest in the subject is also steadily increasing. My impulse control is getting better and better and I think analyzing the market and the individual companies is becoming more valuable.

As I've already written a lot, I probably won't say much more about my portfolio, which I will share for now.

I've become a big fan of company presentations/reports and think it's great when people tell you why/why they invested in a particular company.

That's why I've actually planned to present my portfolio in more detail soon with the thoughts behind it.

If you look at the transactions, you will see that there are certain patterns and that everything looks a bit wild and without a plan (which is what it was at the beginning).

Briefly about the portfolio and the story behind it, I started at the beginning of 2024 with around 10k financial resources and wanted to create a "solid" portfolio as quickly as possible that would break the 50k mark. I never thought it could happen so quickly... Of course, a lot of it is self-generated and paid in, I hope that the portfolio can then also take over a large part.

Constructive criticism and discussion is welcome but not necessary, the VWRL should actually be expanded more with the TDIV, but I think individual stocks are great too.

I am definitely pursuing a long-term horizon and would like to hold on to good companies for a long time, preferably value + growth, reinvesting dividends now + a decent savings rate. However, I also see myself investing in more companies with growth in the future, as I have laid my "foundation stone".

So much for now, have a nice evening and best wishes to the community!

*Sorry for any mistakes, if any. I can't or don't want to work through everything again now, so😁* must suffice.