Professional
Added to YB: 2025-09-22
Pitch date: 2025-06-30
CCJ [neutral]
Cameco Corporation
+42.72%
current return
Author Info
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Company Info
Cameco Corporation provides uranium for the generation of electricity in the Americas, Europe, and Asia.
Market Cap
CAD 60.8B
Pitch Price
CAD 97.81
Price Target
N/A
Dividend
0.17%
EV/EBITDA
50.81
P/E
93.69
EV/Sales
17.16
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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