2319 GMT - Canaccord Genuity thinks it's time to add exposure to uranium equities. "Uranium is a high-beta sector but, in our view, should be a beneficiary of the increased focus on energy security which is not being reflected in stocks," the broker says. Share prices currently imply an average value of US$88/pound, it says. That compares to term prices of roughly US$90-US$93/pound, and Canaccord's long-term forecast of US$110/pound. "In light of recent volatility, we highlight names with torque and positive potential catalysts," the broker says. That includes NexGen Energy, Uranium Energy, Denison Mines and Atha Energy in North America. In Australia, it highlights Paladin Energy, Deep Yellow and Bannerman Energy and, in the U.K., Yellow Cake.(rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

April 13, 2026 19:20 ET (23:20 GMT)

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