Updated 13 December 2019
NuChem International Catalyst Fund Group: URANIUM
|DYLLF||DEEP YELLOW LIMITED||1.69%|
We have reclassified Texas Mineral Resources as a pure Rare Earth play; it is no longer considered a component of the uranium book.
We exited Energy Fuels for a 90% profit on 28 June 2019.
Our stake in NexGen Energy has risen to 5.59% of the NuChem International Catalyst Fund, as we consider it the best means by which to capitalize on a future uranium bull market.
On 22 October 2019, we boosted our stake in Fission Uranium to 5.88% of the NuChem International Catalyst Fund.