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Cameco Signs Long-Term UF6 Supply Agreement with Slovenské elektrárne
Businesswire· 2025-09-13 05:57
SASKATOON, Saskatchewan--(BUSINESS WIRE)---- $CCJ #cameco--Cameco (TSX: CCO; NYSE: CCJ) has finalized a new long-term agreement to supply natural uranium hexafluoride (UF6) to Slovenské elektrárne (SE) for use in its nuclear power plants in Slovakia. This agreement, which consists of uranium and conversion services, is expected to provide a diversified and secure source of natural UF6 for SE through 2036. The material will support operations at SE's Bohunice and Mochovce nuclear facilities, starting in 2028 ...
BMO Capital Raises PT on Cameco Corporation (CCJ) to $86.72, Maintains ‘Outperform’ Rating
Yahoo Finance· 2025-09-12 22:59
Cameco Corporation (NYSE:CCJ) is one of the 12 Best Uranium Stocks to Buy Right Now. BMO Capital Raises PT on Cameco Corporation (CCJ) to $86.72, Maintains ‘Outperform’ Rating On August 29, 2025, BMO Capital raised its price target on Cameco Corporation (NYSE:CCJ) from $79.49 to $86.72, maintaining an ‘Outperform’ rating. This price revision comes despite the company’s warning of a 19% production cut at McArthur River. While the impact on EBITDA is projected to be less significant, higher third-party U3O ...
Cameco Stock Gets Boost From Analyst View; Earnings Growth Accelerates To Triple Digits
Investors· 2025-09-12 20:00
SPECIAL REPORT: Most Trusted Financial Companies By Category Uranium miner and AI data center adjacent stock Cameco (CCJ) is worth watching as shares bounce from support at a key level. Shares have been consolidating sideways since mid-July, digesting gains from a 130% rally from early April. After bottoming around 35 a share, the stock formed the right side of a cup-with-handle base with a 62.27 buy point. The… Related news Dow Jones Futures Fall, Fed Inflation Data Due; 7 New Buys After Nvidia Test 8/28/2 ...
Final Trade: CCJ, TTD, TSLA, HD
Youtube· 2025-09-12 06:21
Final trade time. Tim, the small states clamor to get nuclear deals fasttracked. CCJ is producing now.Follow it. It's risky proposition, but if you look at price of sales, it's down five turns. If they can get that CTV turned around, I take a look at trade desk.Dan Tesla good technical setup, bad sentiment, low expectations. Maybe play it through quartering. You heard that right.He likes Tesla here. That's Steve. We opened up talking about rates and it made me think obviously the direct play is housing.The ...
Cameco: Fuel On The Critical Path - Why I'm Buying This Nuclear Player
Seeking Alpha· 2025-09-10 18:40
Mr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities), restructuring investment portfolios based on prevailing conditions and the needs of each client-investor. Mr. Mavroudis has successfully navigated all ...
Cameco: Right Place At The Right Time
Seeking Alpha· 2025-09-10 05:01
公司业务与定位 - 公司专注于提供高收益安全退休投资组合、可操作投资理念及宏观经济展望 旨在帮助客户最大化资本和收入收益 [1] - 公司采用基于事实的研究策略进行投资决策 包括深入研读10K文件、分析师评论、市场报告和投资者演示材料 [2] - 公司使用自有资金直接投资于其推荐的股票标的 [2] 行业背景与机遇 - 核电需求正受到全球电力需求增长的支撑而持续提升 [2] - 核电行业因多重有利因素处于优势发展地位 [2] 个股分析与持仓 - 卡梅科公司(纽交所代码:CCJ)作为核电行业代表企业 受益于行业积极发展趋势 [2] - 分析师通过股票持有、期权或其他衍生品方式对该股持有多头头寸 [3]
This nuclear stock is a one-stop shop to play the nuclear power resurgence, CLSA says
CNBC· 2025-09-10 03:19
Cameco is one of the world's largest publicly traded uranium companies."Cameco is the most comprehensive play for the nuclear rejuvenation theme," CLSA analyst Max Hopkins told clients in a note. "Its businesses could span the full nuclear fuel value chain from mine to reactor."CSLA on Monday initiated coverage of Cameco with an outperform rating. It sees the company's stock hitting $102 over the next 12 months, implying 32% upside from the last close of $77.74 per share. Cameco has gained more than 50% thi ...
Cameco's Premium Valuation: Is the Stock a Buy, Hold or Sell Now?
ZACKS· 2025-09-10 00:05
Key Takeaways Cameco's Q2 revenues rose 47% to $634M, with EPS surging 410% to $0.51.Uranium sales jumped 40% to 8.7M pounds despite weaker spot prices.Cameco cut McArthur River 2025 output outlook, while Cigar Lake remains steady.Cameco (CCJ) remains fundamentally strong, supported by the long-term outlook for uranium and its strategic investments in increasing production. As a key player in the global nuclear energy supply chain, the company is well-positioned to benefit from the growing demand for clean ...
Nuclear Power Is Back! 3 Simple Ways to Invest in the Nuclear Renaissance.
The Motley Fool· 2025-09-09 15:19
These companies are in strong positions to capitalize on the country's nuclear energy resurgence.Nuclear energy is starting to make a comeback. Surging power demand from catalysts like artificial intelligence (AI) data centers and the continued shift toward cleaner energy are setting the stage for a resurgence in nuclear energy. According to Goldman Sachs, a growing number of countries are planning to triple their nuclear power capacity by 2050. There are lots of ways to play the upcoming nuclear energy ren ...
Production Cuts At Major Uranium Mines Help URNJ
Seeking Alpha· 2025-09-07 03:08
During August, announcements by the two largest uranium producers have rattled the market, with Kazatomprom ( OTC:NATKY ) lowering their 2026 production numbers and Cameco ( CCJ ) citing issues at one of theirI have been investing and trading in my personal account for over 7 years now, with respectable profits. I focus on Commodities, iGaming & Casinos and cheap asset heavy businesses. I like to hold my investments for longer periods, but here and there I make some shorter trades when I see the market wron ...