Professional
Added to YB: 2025-09-22
Pitch date: 2025-06-30
CCJ [neutral]
Cameco Corporation
+66.76%
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
CAD 69.5B
Pitch Price
CAD 97.81
Price Target
N/A
Dividend
0.15%
EV/EBITDA
61.27
P/E
118.16
EV/Sales
19.90
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Platinum International Fund Portfolio Holding: Cameco Corporation
CCJ (holding update): Uranium miner +70% this quarter. JV w/ Westinghouse for reactor exposure. Benefits from tight fuel cycle due Russia/Ukraine & renewed nuclear enthusiasm from AI/data center demand. Decade of capital starvation created supply overhang now reversing. Customers show FOMO on supply vs price sensitivity. Maintain buy.
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