Der Uranpreis könnte sich wieder auf den Weg machen, neue Rekorde zu erreichen, und das von einem äusserst niedrigen Stand aus. Ein Direktinvest ist nur über den Future möglich, was also die Auswahl auf einen ETF oder Einzelaktien beschränkt.
Hier mal die im o.g. ETF enthaltenen Einzelwerte.
Vollständig:
20.573,"CAMECO CORP",11.49,"5,781,856.00","66,437,200.12"
7.506,"NEXGEN ENERGY LTD",1.99,"12,192,835.00","24,239,670.44"
6.739,"URANIUM PARTICIPATION COR",3.71,"5,870,568.00","21,764,540.56"
4.759,"GS ENGINEERING & CONSTRUC",44.81,"343,002.00","15,369,836.40"
4.543,"HYUNDAI ENGINEERING & CON",49.23,"298,028.00","14,671,580.36"
4.427,"ITOCHU CORP",19.39,"737,330.00","14,297,421.58"
4.377,"MITSUBISHI HEAVY INDUSTRI",38.29,"369,150.00","14,135,137.58"
4.243,"SAMSUNG C&T CORP",103.41,"132,505.00","13,701,962.08"
4.137,"DAEWOO ENGINEERING & CONS",4.64,"2,879,528.00","13,361,193.16"
4.003,"SUMITOMO CORP",16.25,"795,550.00","12,928,618.83"
3.762,"MACQUARIE GROUP LTD",82.22,"147,772.00","12,149,317.29"
3.619,"DENISON MINES CORP",0.63,"18,568,459.00","11,687,240.08"
3.463,"BARRICK GOLD CORP",12.47,"896,843.00","11,183,632.21"
3.179,"BHP BILLITON PLC",20.74,"494,996.00","10,266,583.70"
3.003,"RIO TINTO PLC",48.35,"200,617.00","9,698,929.90"
2.506,"CGN MINING CO LTD",0.04,"204,541,752.00","8,091,927.99"
2.340,"URANIUM ENERGY CORP",1.45,"5,210,695.00","7,555,507.75"
2.158,"FISSION URANIUM CORP",0.54,"12,973,068.00","6,970,484.80"
2.157,"ENERGY FUELS INC",3.19,"2,186,653.00","6,965,466.65"
1.787,"CNNC INTERNATIONAL LTD",0.32,"18,085,415.00","5,770,013.53"
1.636,"DOOSAN HEAVY INDUSTRIES",11.14,"474,502.00","5,284,126.74"
1.006,"ENERGY RESOURCES OF AUST",0.25,"13,038,092.00","3,247,484.11"
0.961,"AECON GROUP INC",12.53,"247,569.00","3,103,163.78"
0.896,"UEX CORP",0.15,"19,831,845.00","2,892,270.92"
0.823,"MEGA URANIUM LTD",0.10,"27,703,500.00","2,658,073.00"
0.619,"BERKELEY ENERGIA LTD",0.37,"5,453,602.00","1,998,736.85"
0.557,"UR-ENERGY INC",0.73,"2,473,212.00","1,798,025.12"
0.351,"CGN POWER CO LTD-H",0.23,"4,960,586.00","1,133,168.15"
0.347,"CENTRUS ENERGY CORP-CLASS",2.28,"490,857.00","1,119,153.96"
0.235,"GREENLAND MINERALS & ENER",0.06,"13,523,689.00","760,303.89"
0.211,"PENINSULA ENERGY LTD",0.17,"3,903,788.00","680,639.67"
0.186,"KEPCO ENGINEERING & CONST",16.35,"36,835.00","602,278.05"
0.176,"GRAHAM CORP",26.53,"21,394.00","567,582.82"
0.141,"ALTURA MINING LTD",0.16,"2,788,385.00","456,399.88"
0.107,"POWER METALS CORP",0.17,"1,998,922.00","345,223.71"
0.101,SIBANYE-STILLWATER,0.76,"428,438.00","326,570.07"
0.064,"ECOBALT SOLUTIONS INC",0.55,"371,897.00","205,531.04"
Sich mit allen Einzelwerten zu beschäftigen ist nebenher kaum zu schaffen, allerdings liegt wie ich glaube im Stockpicking die (wesentlich) größere Renditechance als im ETF. Es wäre begrüssenswert, wenn hier laufend Informationen rund um Uran gepostet werden sowie über Investmentchanchen.