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By treading carefully within this specialist commodity market, speculative investment returns are possible, as well as premium fixed income yields.
The uranium market is a low volume inefficient space, and is also complex with many determining variables at play. But with market prices below clearing costs, the fundamentals point to a firming market.
Price exposure can be balanced by fixed interest returns through trading structures involving i) strong credit rated utilities and ii) uranium collateral. Interest yields achieved are typically greater than the corresponding utility corporate bond coupon (which would not be collateralised).
Investment in physical uranium is suited to entities seeking to deploy in excess of $5 million.
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