Hans Peter Zihlmann has been a portfolio manager for a long time and remains excited about uranium even after its good performance over the past year. His Timeless Uranium Fund is up 34% since uranium bottomed in November, and from the beginning of this year it is up 40%. His fund covers the entire uranium sector, with exploration currently being most attractive. Recent days have shown a drop in the price of uranium with a corresponding drop in stocks, Peter remains unconcerned as demand is increasing due to China, India and Russia building reactors. Since companies cannot be profitable in production due to the uranium price being so low, he remains very bullish long term.
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