Professional
Added to YB: 2025-05-23
Pitch date: 2025-04-28
CCJ [neutral]
Cameco Corporation
+131.95%
current return
Author Info
No bio for this author
Company Info
Cameco Corporation provides uranium for the generation of electricity in the Americas, Europe, and Asia.
Market Cap
N/A
Pitch Price
CAD 62.57
Price Target
N/A
Dividend
0.17%
EV/EBITDA
51.78
P/E
95.47
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
value
Aristotle Global Equity Portfolio Holding: Cameco Corporation
CCJ (holding update): Shares declined on Trump's 10% Canadian energy tariff. Concerns overstated - uranium demand inelastic, costs pass to utilities under contracts. Business insulated from spot price swings via long-term contracts. Tier-one assets in stable regions + production flexibility (MacArthur/Key Lake) maintain advantage as nuclear power adoption grows globally.
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