Added to YB: 2024-07-30
Pitch date: 2024-06-30
CCJ [bullish]
Cameco Corporation
+84.88%
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 50.7B
Pitch Price
CAD 49.49
Price Target
N/A
Dividend
0.14%
EV/EBITDA
44.34
P/E
96.40
EV/Sales
14.71
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.
Read full article (1 min)