Note, in the report on the Uranium sector sent earlier today, ignore stock prices such as $38–42 (CCJ) and $9–10 (UUUU) which are old reference levels from lower-price periods, not current quotes.

The qualitative thesis (tier‑1 producer in CCJ; high‑beta growth in UUUU; both leveraged to uranium) still holds, but as always entry points are independent of actual price and depend on price/volume formation, ie, pocket pivots, undercut & rally, volume dry-ups, etc.