Wednesday, Jul 14th 2021

We've invested in Uranium

Investor Update

Titan Opportunities is now invested in uranium, the mission-critical feedstock for nuclear power generation. We've expressed this thesis by investing in two leading uranium mining stocks: NexGen Energy (NXE) and Denison Mines (DNN)

We're incredibly bullish on nuclear power - and its primary feedstock, uranium - as a multi-year secular trend for three primary reasons:

1) Robust Global Demand: Nuclear has a meaningful place in the world's energy mix given it is the only carbon-free, cheap, consistent source of baseload power generation available today. We expect nuclear demand to steadily grow at 2-3% per year between 2021-2030. Uranium is a critical input to fulfilling this nuclear demand.

2) Accelerating Structural Supply Deficit: The uranium industry is reaching a critical inflection point. As production cuts from the largest uranium suppliers converge with a wave of long-term contract renewals by U.S. utilities, we believe this historic supply/demand imbalance should catalyze a rebound in uranium prices towards levels similar to those seen during prior cycles.

3) Highly Attractive Value Proposition: We have strong conviction that equity prices of select, high-quality uranium companies such as NexGen Energy and Denison Mines could increase 2x or even 3x over the next 3-5 years with limited downside risk and a relatively uncorrelated volatility profile.

You can learn more about our investment thesis by reading the full memo above and watching this quick video from our investment team.

Back to Research ↗

Learn with titan

Investment articles and resources

Become the smartest investor you've ever been through straightforward, easy-to-read investment articles.

What Are Clean Energy ETFs and How Can You Invest in Them?

What Is Inflation? An Overview of Causes & Effects

How to Calculate Rate of Return on Investments

What Is Asset Allocation? Definition & Examples

Let's Get Started

Ready to become a client?

Create an account with us in two minutes.

Or scan to get the app

We're building the best investment platform, ever

Titan Global Capital Management USA, Inc ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.

Refer to Titan's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Titan’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. The introducing Broker Dealer is Titan Global Technologies LLC, a registered broker-dealer and member FINRA/SIPC. Brokerage services are provided to Titan Clients by Apex Clearing, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures. Contact: 508 LaGuardia Place NY, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.

© Copyright 2022 Titan Global Capital Management, Inc. All Rights Reserved.