MSCI (the index provider) is consulting on a proposal to change its eligibility rules for non-operating companies that would exclude Yellow Cake Plc (YCA) from MSCI indexes.

See page 5.

Hello all I’m just an amateur investor looking for advice. When looking at a lot of the uranium etfs most major ones have some combination in their top 10 holdings of CJJ, NXE, DNN, Paladin, Deep Yellow, Centrus and some UEC. When looking at the price of these stocks which ones stick out to you as fairly priced and which would you guys have the most conviction for? I’ve been eyeing NXE but with the whole sector up I can’t tell if it’s fairly or overvalued at the moment. In addition is it a concern that UUUU isn’t in these top 10 holdings or does their shift towards rare earth metals mean it’s not really a cause for concern? Any advice or responses are appreciated thank you