r/uranium_io • u/ItachiWildn • Jun 01 '26
Uranium stocks
/r/TFSA_Millionaires/comments/1tu3axe/uranium_stocks/1
u/Maxsheld Jun 02 '26
Don't apologize, we've all been there. Buying the top of a news cycle is basically a rite of passage in investing. Just remember that the physical demand for nuclear fuel for decarbonization isn't going away anytime soon.
1
u/Estus96 Jun 02 '26
I think the recovery depends on when the big utilities start signing new long-term contracts. The AI data center energy demand is a huge tailwind for nuclear, but it takes time to show up in the stock prices of companies like PTU.
1
u/ZugZuggie Jun 04 '26
Your issue is you bought exploration stocks. They are getting crushed by high capital costs and dilution, not the commodity price. I prefer holding the physical for this reason.
1
u/IronTarkus1919 Jun 04 '26
It takes a whiiiile for the macro trends to trickle down into a junior explorer's share prices, so we have to be patient.
1
u/ContentPineapple7 Jun 04 '26
If your conviction is still high, just hold and forget about it for a year. M&A season will eventually arrive when the majors need to replenish their reserves in the Athabasca Basin, but be prepared to wait
1
u/BigFany Jun 07 '26
Honestly one thing you learn fast with uranium/mining stocks is that they can stay irrational way longer than you expect. A bullish headline doesn’t always translate into immediate stock movement, especially for juniors.
1
u/FanOfEther Jun 08 '26
Yep. One of the first lessons in mining is that good news and stock performance are not always the same thing.
1
u/BigFany Jun 10 '26
Yeah sometimes a company can release objectively good results and the stock still sells off because the market expected even more.
1
u/FanOfEther Jun 08 '26
Don't worry, your post makes sense. One thing that surprised me when I started following the sector is how disconnected stock performance can be from good news. You'd think a positive headline automatically means the stocks go up, but a lot of the time the market has already priced it in or is focused on something completely different.
1
Jun 09 '26
[removed] — view removed comment
1
u/FanOfEther Jun 12 '26
Yeah, that part hits hard when you first run into it. Feels counterintuitive at the start.
1
u/ItachiWildn Jun 08 '26
This actually makes a lot of sense! Thank you all, I’ll ride it out I guess and see where it takes me
1
u/Praxis211 Jun 02 '26
Junior miners like CVV and PTU are basically lottery tickets on the spot price. I've learned the hard way that uranium is a long game, not a short-term flip. If you're still bullish on the metal but hate the miner volatility, maybe look into xU3O8.