Imo ura etf isnt a good gauge since the restructuring. Others have noted
Geiger Counter Ltd,GCL (LON) a better thermometer. Note long term price is a better representative and has recently ticked up to $32, which is interesting. Not trying to condersend, you sound knowledgeable on the subject.
Personally ive invested in vmy aee dyl bmn smm pdn boe bky and toe....i believe when utilities start contracting again theyll offer $100 a pound and wont be able to get it. Itll be like the last run. Its just a matter of when, 2020-2022 is my guess.
Any way each to there own. Ive Deffently put my money where my mouth.
Theres no where else id have my money atm.....besides cash...just incase!