Uranium: **$89.95/lb spot** (unchanged, markets closed weekend). Term price now ~**$97/lb**, a new record high — long-term contracting is running hot on supply tightness (Kazatomprom acid-plant delays) plus the data-center nuclear demand wave.
Fairly new to investing in the last year. I have mostly XEQT, but also hold HCAL for bank exposure and I have some telecom. I've also bought up a little bit of DML because I feel hopeful and believe in the project. This being said, I would really like to get some blue chip in there. Now, I know that HURA is 1/5 CCO, but I also know that Cameco has a monopoly and owns most of the market and signed a bunch of deals recently. I'm trying to decide whether the move is to go with HURA to get some diversified exposure or if I go with CCO and invest just in the one company considering they also have mining, fission reactors and they also hold physical uranium. I would like to keep my money in Canada as I believe in our future and in the Canadian dollar for ease. I'm looking for long-term holds to benefit from the movement toward carbon neutral energy. Can you guys give me some of your opinions? I'd love to hear from some of the more veteran investors. Thank you.