Added to YB: 2024-07-30
Pitch date: 2024-06-30
CCJ [bullish]
Cameco Corporation
+81.42%
current return
Author Info
No bio for this author
Company Info
Cameco Corporation provides uranium for the generation of electricity. It operates through three segments: Uranium, Fuel Services, and Westinghouse.
Market Cap
CAD 54.8B
Pitch Price
CAD 49.49
Price Target
N/A
Dividend
0.13%
EV/EBITDA
47.94
P/E
104.26
EV/Sales
15.90
Sector
Oil, Gas and Consumable Fuels
Category
growth
Aristotle Capital International Equity Portfolio Holding: Cameco Corporation
CCJ: Top uranium producer, 25%+ YoY production growth. Long-term contracts up to 28M lbs/yr thru 2028. Increasing volumes at higher prices, lowering costs. Westinghouse integration enhances fuel offering. Rising nuclear support globally. Poised for higher FCF, de-risked balance sheet. Catalyst: volume growth at better prices.
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