PDN 6.15% $13.98 paladin energy ltd

THE SQUEEZE IS ON, page-1670

  1. 4,345 Posts.
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    Over Posting apologies.
    Hedge funds stockpile ‘yellowcake’ "Up to 50 firms are believed to have bought uranium amid huge global supply deficit Matt Oliver 1 January 2024"


    A lot more than I thought. I could name only 5 added Anchorage from Oceanwall (Ben Finegold quoted in The Telegraph on Uranium stockpiling Daily Telegraph, January 2024)!

    Anchorage US website is Locked up to investors only. The Australian Version has nothing about U308.



    https://oceanwall.com/wp-content/uploads/2024/01/Hedge-funds-stockpile-%E2%80%98yellowcake-as-price-surges.pdf


    1. Sprott Physical U trust is about 2 and a bit years old with NAV "$US5.84 Billion" https://sprott.com/investment-strategies/physical-commodity-funds/uranium/
    2. Yellow Cake PLC 1.338B UK pounds Home - Yellow Cake Plc
    3. Zuri AMC which is perhaps a MISS with no details on how much if any of the 500million it tried to get Uranium AMC - Zuri-Invest AG
    4. ANU Energy OEIC Limited, established on the Astana International Financial Centre (AIFC) Another one which is not clear about how much it may or may not have
    5. Singapore mystery fund
    6. Anchorage Capital Group Amount not stated

    I wonder who the other up to 46 are? BlackRock, Sovereign Wealth funds and superfunds???

 
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