The surge in uranium stocks: Why we like Boss Energy

In this week’s video insight, David Buckland and Gary Rollo discusses the recent surge in uranium stocks. Gary explains the rationale behind their investments in uranium, emphasising the changing attitudes towards nuclear energy in the context of decarbonization. He highlights a supply-demand imbalance resulting from a decade of underinvestment in uranium production after the Fukushima disaster, making the commodity an attractive investment. They delve into one company they like, Boss Energy (ASX: BOE).

As an Australian uranium developer poised to become a producer with a credible strategy, low capital expenditure, and uncomplicated extraction process. The discussion touches on the strong performance of uranium prices and the evolving dynamics in the energy market. Gary underscores the importance of supply certainty for utilities and continues to seek investment opportunities in the energy sector, particularly in uranium, while keeping a watchful eye on emerging projects that can efficiently monetise the industry's favourable conditions.