Investment Ideas - The Industrials sector plus PE valuations

How to buy into the long term re-engineering of a decarbonising economy via the industrials sector plus PE valuations might be closer to the trough.

Apr 26, 2023

∙ Paid

Notes 1: Uranium Prices and Yellow Cake

One of the easiest ways of buying into the uranium re-pricing story is through AIM-listed physical holdings firm Yellow Cake – this is a holdings vehicle that owns 18.81 million lb of U3O8 uranium oxide. Like many listed investment funds this sometimes trades at a substantial discount, triggering aggressive share b…

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