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Added to YB: 2026-07-03

Pitch date: 2026-07-01

U-UN.TO [neutral]

Sprott Physical Uranium Trust Fund

+0.74%

current return

Author Info

No bio for this author

Company Info

Sprott Physical Uranium Trust Fund is headquartered in Toronto, Ontario, Canada.

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Tenfold Journal | Q3 Portfolio Update: Q3/26 - Sprott Physical Uranium Trust

U-UN.TO (holding update): Sprott Physical Uranium Trust, 4.8% position (-5.7% QoQ). Spot flat while LT contracts ~US$95/lb; SPUT implies ~US$78/lb, ~22% upside if discount closes. BHP & juniors (UEC, Denison, Energy Fuels) dump into spot, capping price. Considering exit near NAV.

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