CCJ — Cameco Corporation

Second-largest global uranium producer (~12% market share); operates McArthur River and Cigar Lake high-grade mines in Canada.

Coiled

52w range compression, breakout-adjusted

Watched

7-day news volume + tape quietness

Sound

Margins, growth, FCF composite

Critical

100

Supply-chain concentration × demand

Pressure

Pricing Power

28.3%

Inflating

Numbers on the wire.

Market cap

$37.0B

P/E (TTM)

79.37

P/S (TTM)

14.59

EV / EBITDA

55.94

Gross margin

28.31%

Op margin

16.85%

Net margin

18.39%

FCF margin

—

Rev growth YoY

7.48%

EPS growth YoY

161.83%

ROE

9.47%

ROA

6.55%

Debt / Equity

0.14

Current ratio

3.08

Price / Book

9.40

Beta

1.08

Layer Presence.

Nuclear Fuel CycleUranium ore extraction and primary concentration; ISR (in-situ recovery) and conventional mining.65%

Tier-1 Western uranium supplier; strategic for US nuclear fuel independence; long-term supply agreements with US utilities.

From the tape.

Jul 21
SeekingAlpha
The Consortium Fueling The Nuclear Renaissance
Jul 20
ChartMill
Uranium Sector’s 19% Sell-Off Masks a Growing Divide Between Profitable Operators and Cash-Burning Developers
Jul 16
Benzinga
Here’s How Much You Would Have Made Owning Cameco Stock In The Last 5 Years
Jul 16
Benzinga
Barclays Maintains Equal-Weight on Cameco, Lowers Price Target to $104
Jul 15
Fintel
Truist Securities Initiates Coverage of Cameco (CCJ) with Buy Recommendation
Jul 14
Benzinga
New Jersey Just Unveiled a $24 Billion Nuclear Opportunity — and Cameco, Brookfield Could Be Best Positioned to Win