Reddit Posts
The Uranium spotmarket is about to become much more tight leading to an important uranium price increase in the coming weeks and months + uranium company share prices have some catching up to do.
The Uranium spotmarket is about to become much more tight!
ALKQ (ARK Autonomous Tech. & Robotics ETF) is buying Cameco!
And in the meantime the uranium price continues to increase + new urgent RFP coming in the market that will increase the upward pressure on the uranium price.
Producers, clients and financial players competing in the uranium spotmarket (yes, producers are also spotbuyers), Very soon Zuri-Invest will at least buy 2M pounds in the spotmarket (Next week?) -> A couple possibilities: URA, URNM, CCJ, UEC, EU, DNN, GLO, URG, UUUU, ...
So let me get that straight: "The uranium spot buying vs spot selling in 2023” + a couple small caps
Cameco tops Q4 estimates; return to Tier 1 run rate at McArthur River, Key Lake (NYSE:CCJ)
Small overview about the nuclear power growth and the evolution in growing global uranium supply gap + different fund managers investing in uranium sector +latest information on couple uranium companies ($U.UN, $URNM, $URA, $CCJ, $UEC, URG, $UUUU, $DNN, ...)
A small overview about the latest news around the nuclear power restarts and the evolution in global uranium supply gap + latest information on a couple uranium companies
Uranium sector macro update: Multi-year uranium contracting cycle + the impact of the switch from underfeeding to overfeeding + the growing global uranium supply gap
Uranium demand in tiny uranium spotmarket could DOUBLE the needed annual uranium spot supply in the short term.
DD: Uranium Sector, Come Glow With Me.
DD: Uranium Sector, Come Glow With Me
Keep your eyes peeled for Uranium Stocks
$CCJ - Uranium Miner trying to break out of a 8 year downtrend
2022-10-18 Better Tasting Crayons (Mathematically derived options plays)
2022-10-13 Better Tasting Crayons (Mathematically derived options plays)
The stocks with the biggest pre-market moves, PepsiCo, Intel, Philips, etc. Is that what you dreamed of last night?
Pegasus Resources Inc. (TSX-V: PEGA), A Significant Proxy in the Uranium Market $PEGA
Unusual Options Activity on Cameco Corp (CCJ): Sense or Nonsense?
$URA Uranium Is The Strongest Sector Right Now. 🔋
Ain't much but it's double what I invested! thinking about rolling it. CCJ bull call spread 30/35
OTC Penny stock I’m going all in on: (AZURF) Azincourt: Canada’s Most Promising Uranium Exploratory Project
Encore Energy Confirms U.S. Court Of Appeal Decision Affirming The Dewey Burdock License To Extract Uranium $PEGA $DNN $UEC $CCJ
Breaking-Uranium Stocks taking off -Long Term Contracting (Big News) $PEGA $CCJ $DNN $UEC
Uranium: Start of a Commodity Supercycle part Deux!
Was 7-1-2022 The V Bottom Day For Miners and Oil/Gas?
Discussion on the Overall Uranium Sector
Nervous on where to park your cash for a little? Maybe look at these.
Yellow cake leading the miners $SRUUF $U.UN $URA $CCJ etc
WSB’s thoughts on $CCJ and Nuclear “Energy” as a whole
Interest rates, inflation, and where that leaves Gold and the markets.
URANIUM CATALYST IN PHOTOS FOR YOU RTARDS.
URANIUM - Lord Elon Musk has spoken, its time for Nuclear energy!
Listen up dingleberries, you're about to miss the ☢️uranium☢️ rocketship🚀🚀🚀
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Sending CCJ to the moon.
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Ft. CCJ
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Ft. CCJ
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Ft. CCJ
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Ft. CCJ
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Ft. CCJ
CCJ/Uranium breakout incoming! TA/DD in the comments!
CCJ/Uranium YOLO Update. Just the beginning.
If you aren't investing in DNN or CCJ where the hell you at???
Uranium stocks broke out of a bull flag today!! Time to buy my green apes🚀🚀🚀
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
Those of us with calls on CCJ expiring in 2 days
Those of us with $CCJ calls that expire in 2 days
Those of us with calls on CCJ expiring on 10/15
Hot tickers that might be prepped for take-off: GOEV, OSTK, CZOO, BB, PTON, CHPT
Hot tickers that might be prepped for take-off: GOEV, OSTK, CZOO, BB, PTON, CHPT
The Weekly DD - Cameco Corp (CCJ - Full Stock Analysis): Uranium mining and more
The Weekly DD - Cameco Corp (CCJ - Full Stock Analysis): Uranium mining and more
$CCJ to the moon!🚀🚀🚀 I am the Ape! “Ape doesn’t kill Ape! “- That what Ceasar said!
$CCJ to the moon. I’m the Ape! Ape don’t kill ape!haha
Uranium hits nine-year highs as Sprott resumes purchases
SA: “Uranium hits nine-year highs as Sprott resumes purchases”
Yellow cake party CCJ above 25 gets us to the next planet
If CCJ reverts to outperforming URA that could be very bullish for CCJ.
An old meme for CCJ I made back when it was <$20
CCJ 141 of CCJ210917C29 Keep up the momentum!!!
$SRUUF - - Uranium prices may go up 41%, according to BofA.
How will the uranium squeeze play out?
Uranium and CCJ price targets raised after close
Mentions
Btw... in case you didn't know... "Robert F. Kennedy Jr. has a condition called [spasmodic dysphonia](https://www.google.com/search?sca_esv=c148ee2db824e130&sxsrf=AHTn8zpl60itQe6t3GW1CCJ1o-3DDaYo2w%3A1747012197964&q=spasmodic+dysphonia&sa=X&sqi=2&ved=2ahUKEwiOkunL35yNAxUGE1kFHaYDMP0QxccNegQIPxAB&mstk=AUtExfA4Qe2St4pBp5y6U8EMSBV8KlnKp-qe54QOe_WVr-50zRk1FBTjwG0aTbk9MTbnuqOtMwl95VUgKe3dX47BZrlxS-NhyRpgYwfimlCC_nsuMvqSXOhkHvskiSFK1kronvd5M5MKsbOTVv74nmxS15HA8cPbaLJa28dBJtXuH8sbd_0&csui=3). This neurological disorder causes involuntary spasms in the muscles that control the vocal cords, resulting in a strained or broken-sounding voice" He's not passing out or having a stroke.
Where my USAR/CCJ/UUUU/UNRJ/UNRM bros at?
Any point to holding CCJ? And other Uranium stocks?
LOL. They do look bad! Well, as a Canadian, you might look at CCJ. It functions the "most normal". The risky, little brother in Canada is DNN. I really like them because they create great opportunities from movement. They stick it to me from time to time. I make a few plays on NexGen. I only follow their trends. If they act funny, I research. I text a friend of mine about Global Atomic a few weeks ago. I didn't make a play because they don't have option contracts. It's up over 40% since my text. Risky. My American companies: UEC, UUUU, and EU. ETFs - I do URNM. URA is another option. URNM has more exposure to Kazatomprom and is not so dependent on CCJ. UROY is a weirdo that I play with. Royalty company. This is mainly for diversity. I wouldn't start here. I'm not sure why all the Uranium companies have bad numbers. I'm trying to pull back from them, but I believe in the future of nuclear. China has big plans, all the cry-about-nuclear companies are reconsidering (extending plant lives), SMRs are most likely gonna happen and could really take off. That said, low oil and gas hurts. Higher energy costs make the high start-up cost of nuclear look better. They are always looked for other fuel sources. I'm not smart enough to know if that's even feasible. To me, CCJ is the Exxon of U308. Let me know if you decide to make a play. You might sell a 1.50 put on DNN. I did 1/16 Puts for .35. If I buy, CB of $1.15. Huge support at 1.08. I'll take that risk. Worst case, you lose $115 if it goes bankrupt. It'd give you a cheap way to be vested.
y’all sleeping on CCJ 
Albemarle and MP make sense, straight lithium and rare earth plays. Energy Fuels is a nice dark horse, especially if uranium actually gets the policy push it's been teasing for a decade. You might also look at **Livent** (LTHM) for lithium and **Cameco** (CCJ) for uranium if this turns into a broader sector pump. Also, CEO sell-off at MP is sketchy but… when has that stopped this sub?
I'm not sure about the financing activity. The financials in the uranium market are crazy. It took me a while to gain confidence in them. I watch CCJ a lot. It seems to be a market guide for the sector. It's not as volatile as most. I may consider selling some puts at values I'd be willing to buy. If you make a move on DNN, let me know.
How you feeling about LEU, Camco, or CCJ?
Healthcare or cybersecurity look good right now less hype than AI but strong growth potential. For healthcare, check XBI or ISRG. For cybersecurity, CIBR ETF or CRWD. Energy isn't saturated either with all these data centers uranium plays like CCJ might be worth a look.
ASML, Lotus bakeries, CCJ, SAAB and DAX 40, FTSE 100 index.
Sold a bunch of SPY today, but no point of it just sitting in cash. Bought a bunch of CCJ that shit is on discount.
I hate this so much. I can't wait to get back to work next week. There are a few guys who love Trump that are planning to retire in \~6 months. I'm the stock guy at work and a bunch of them are being super risky looking to make a lot quickly. (I pitched ASTS and RKLB and CCJ to them when they were all just getting traction) I can't wait to go back to work and ask them how that retirement is looking. Can't. Fucking. Wait. Winning!
Cameco (CCJ). To a lesser extent, Google (GOOGL) and Microsoft (MSFT) There is an AI project headed by OpenAI called [stargate](https://openai.com/index/announcing-the-stargate-project/), which is basically a commitment of $500 billion to the creation of a massive data center. If we see tangible results and massive improvement to AI from the completion of this data center, it will serve as an indication that all of humanity's resources should indeed be dedicated to AI. In that scenario, you'll need plenty of power, power that cannot be supplied by renewable solutions or fossil fuels. If AI pops off, nuclear is poised to be the next big 100x - pretty much guaranteed. UNLESS we achieve breakthroughs in fusion energy
For the last two week all my stocks have been green, with the exception of AMD, CCJ, and IONQ, of which I barely have much a position in. I would be surprised to meet anyone who genuinely lost money during this dip, it’s an astonishingly good time to be an investor IMO
Not specific to the area you want but three stocks worth looking into: $VLN.TO, $CCJ, $AMTM
Or, follow me here, nuclear energy despac’s and their suppliers. Things like OKLO and CCJ. This has nothing to do with my personal holdings of these two countries and I would not care they pumped overnight for like 2-3%
CCJ. Canada represent. Fuck the tariffs and appraise the glowing rocks. Cathie Wood bought it, but she can’t be wrong about everything.
$CCJ leaps 
Energy stocks is the next big play. US is hungry to be an Energy Superpower, hence the interest in Greenland, Canada and the mineral deals with Ukraine. Infact world politics will revolve this strategy for the years to come Global interest in nuclear energy will boost Uranium demand exponentially. Calls on UUUU, DNN, CCJ
Any American companies or Canadian I was looking at CCJ
Nice! I’m in CEG, CCJ, WAB, EU, and SMR
Only thing green in my portfolio is CCJ
Sold my trust vix instruments to start shopping, cautiously though as there’s no telling how many more floors down this elevator could go, and I think we have some key tariff tantrum date coming up next week. In the rubble of a selloff, i try to find the babies that got thrown out with the bath water, or perhaps just oversold. Like: * **FSLR**been selling off repeatedly on policy fears, but couldn’t those be priced in? And then it sold off on SEDG’s problems. But it’s only 13x, and I remain convinced that people and businesses of every stripe want lower electricity bills, and nothing is cheaper than free electricity from the sun. * **TXRH** Texas Road House - a gem of a regional restaurant chain. Nice numbers, growing locations sustainably. One of the few restaurant chains where customers are delighted with the food, the service, the value. Didn’t get its due because it reported earning during a market hurricane. * **CCJ Cameco** - biggest western uranium producer. There is an ongoing and long term uranium supply squeeze. Great earnings but reported during market bloodbath. Also oversold on Ukraine peace talk thesis, but no matter how Ukraine plays out won’t change the supply crisis. * **FTAI** first decimated on short attack but step by step seems to be debunking each element. Aviation demand is huge. Just a return to pre-short attack levels would be a big return. Was in the process of shooting up last week and then got sold down indiscriminately with the rest of the market. * any others?
Look at earnings, this was the best year on record and 2025 is set to be better. It might go lower but overreaction imo and will head up in a few weeks. Also, uranium spot price is down, but that doesnt matter. CCJ sells most of their products at long term prices, which is still at ath
Results and guidance are good - even tariffs are not supposed to affect 2025 results (management statement). I think there is negative sentiment right now but hopefully we will see the stock begin to rise again in the next couple of weeks. Hedge your position in the meantime but all the fundamentals are there for CCJ to have a great 2025.
Have you really thought out that investment thesis? AI requires electricity, not uranium (almost certainly natural gas). How would demand grow if we aren't building reactors? China is building, yes. Who forecasted? The uranium industry's own forecasts? And then efficient markets - is everyone already pricing in this forecast as truth? Or are they even more optimisitic? Or they just buying because it's going up and has something maybe to do with AI? How big is CCJ's moat? At some price, in situ leaching kicks in and puts a price cap. All I'm saying is, this is and always is a gamble. You're better off shorting when people are excited and long when people are crying.
CCJ 
Satisfied with the CCJ and pleased to see two investing theses are working out as some hoped they would. Geopolitics aside, the supply-based crunch/squeeze thesis remains intact. The long term theses of a company aggressively ramping dividend is still on track. Still buyable as it’s down nicely over the last month and didn’t rally into ER.
Are you playing CCJ earnings? IV looks pretty low for a month out but I haven’t paid attention much to how they’re doing
CCJ please save the uranium sector tomorrow, that is all.
Yay or nah for CCJ this week?
I agree with CCJ being a win long-term, but a bit risky to do it a week before earnings.
GBLE is my only play on this list... Where is SFM smh. Maybe ill go TOST or CCJ
Keep pumping CCJ I’m almost there 
Mine would be: NXE URA CCJ RKLB PTM PTX BOL CACR
Mine would be: NXE URA CCJ RKLB PTM PTX BOL CACR
I trade URA and CCJ but have a preference for URA. It is comprised of ~25% CCJ but gives nice insulation against tariffs, and because it is diversified has further upside imo
Final Part for **CCJ 01/16/26 C $70** # Risk Management * **Market Sentiment:** Keep an eye on changing market sentiment, particularly regarding geopolitical news and its impact on the nuclear sector, as these could significantly affect CCJ's stock price. * **Hedging Considerations:** If holding a long position, consider hedging with put options or constructing a collar strategy to protect against adverse movements, especially if volatility is expected to increase. * **Open Interest and Volume:** With an open interest of 3,076 and a volume of 125, liquidity is relatively good, which is favorable for entering or exiting positions without significant slippage. # Conclusion The CCJ 01/16/26 C $70 call option presents opportunities and risks tied to long-term sector performance and broader market trends. The option's Greeks and implied volatility suggest a balanced approach, possibly involving spreads or hedges, could optimize risk/reward while adapting to potential market shifts. Always align any strategy with your risk tolerance and market outlook, keeping in mind the extended time horizon until expiration.
Part 1 for **CCJ 01/16/26 C $70** When analyzing the CCJ 01/16/26 C $70 call option, several factors need to be considered, particularly given the long-dated nature of the option and its current market dynamics. Let's dissect the data and provide a comprehensive analysis: # Current Market Conditions 1. **Implied Volatility (IV):** At 44.75%, the IV is moderately high, reflecting a significant expectation of future price movement in CCJ. This could be driven by sector-specific news, including geopolitical tensions and growing demand for nuclear energy, as highlighted in recent news articles. 2. **Technical Indicators:** The RSI of 61.38 indicates a slightly bullish sentiment but not yet overbought, while the SMA (20) and EMA (20) are below the current option price, suggesting an upward trend. The lack of MACD data prevents deeper momentum analysis, but the existing indicators suggest a bullish bias. 3. **Delta and Gamma:** With a delta of 0.3118, this option has a moderate sensitivity to price changes in the underlying stock. The gamma of 0.0166 indicates that delta will increase with favorable stock movements, which is typical for long-dated options as they become more sensitive to price changes over time. # Strategic Considerations 1. **Long-Term Outlook:** Considering the expiration is in 2026, this option is likely to be influenced by long-term trends in the Uranium and nuclear energy sectors. The news suggests potential for both bullish and bearish scenarios, depending on geopolitical developments and sector demand. 2. **Volatility Strategy:** Given the moderately high IV, selling premium strategies might be attractive if IV decreases, such as a covered call if you hold the underlying or a diagonal spread to capitalize on time decay while maintaining some directional bias. 3. **Spread Structures:** Given the long time until expiration and current market conditions, consider constructing a vertical spread (bull call spread) to limit risk while capturing the potential upside in case the underlying moves positively. This can also mitigate the effect of IV fluctuations. 4. **Theta and Vega:** The option's theta of -0.0127 indicates a daily loss from time decay, which will become more pronounced as expiration approaches. The vega of 0.1541 suggests sensitivity to changes in volatility; hence, monitoring IV is crucial. A sudden increase could benefit long call positions, while a decrease would favor strategies that involve selling premium.
Think about it this way: while the reality is long term, the market gets extremely excited with headlines. Look at the 1-yr chart on CCJ, UUUU, UEC, and LTBR
I agree except I think Uranium metal is the wrong trade the higher margins are in fuel enrichment, and CCJ has a part in that, but currently its mostly gas centrifuge with ownership in laser enrichment also idk about calls for speculation, this is a years long process where shares would be better
CCJ Jan 16 ‘26 70 Call
CCJ, LEU are my favorite nuclear energy plays. Very nice OP.
Im telling you right now, UUUU is a dark horse in the uranium play. Domestic production? Check. All american? Check. Its not only a uranium play but also rare earth, your like buying 2 catalysts with one stock, and both are critical minerals under this administration. I know, CCJ is a behemoth, but the smaller UUUU could be in for a govt funding/assistance soon. Tariffs on uranium could be beneficial for UUUU as it mines it domestically. In the short term, financials sometimea doeant matter, all it needs is a good story and a nice catalyst.
I think the difference is profitability. Cameco has the best financial position out of all of the stocks you named. Also, Cameco has the largest allocation in the URA etf (25% just to CCJ). Not sure how much it helps but it certainly doesn’t take anything away.
Gonna start slowly building a URA position. Between CCJ SMR OKLO UUUU it’s all the same to me can’t make distinction 2027 leaps and shares cause I have no idea on the timeline
That is definitely part of the risk, but I don’t need CCJ to be at $75 by the end of the year to profit. My position breaks even at 51, so basically the bet is that in the next couple of months, Cameco goes up past 51 so I can sell for a profit. That seems very likely to me.
CCJ, #1 player in the nuclear supply chain
- 25% in SP500 ETF like VOO, SWPPX etc - 10% in gold ETF. GLDM has the lowest expense ratio. Gold is all time high and will keep going up (tariffs, inflation, high unemployment, wars are still going) - 25% in energy stocks especially Uranium (CCJ, OKLO, URA ETF). URANIUM is the only energy capable to fill the demand for AI and is the future. This is your risky play because it’s commodity and investing in commodities has its own risks. - 40% individual stocks . I recommend IT/software sector. Highest growth/margins. Currently CRM and INTU are undervalued but there are more good companies. Just need to watch and buy at a discount. Invest in big well known companies. They can still get you 150-300% return in 5 years.
Nuclear all green: SMR, LTBR, OKLO, CCJ, NUKZ, EUC, BWXT
CEG PWR CCJ TOST FIVN NFE INTA LEU Good luck!
What made you pick OKLO over SMR or CCJ?
CCJ and all other canadian Iranian companies will put a 25% increase in their uranium to cover tariff, that in itself will increase uranium price. Just a trickle down impact on other companies increasing their price.
I loaded up on CCJ calls for June.
Call on Canadian uranium. CCJ. US gets 25% uranium from Canada so expect prices to go up.
OKLO, WMT, RDDT, CCJ, SHOP, AMZN, NVDA, ORCL, AXON This is what I’m hodling for the next 5 years idgaf what u bhers say 
CCJ heading back up! Believe its still a good dip buy.
OKLO, SMR, CCJ, etc..
That can work, my favs are LEU, CCJ, DNN
Holding URA calls and CCJ calls over the weekend has left me a shell of a human after what I could have gotten for my ITM calls. Its definitely a buy though, massive overreaction particularly in that space
Thank you! I bought CCJ months ago and will look into the list you provided. :)
CCJ holding canadian land up right now
My unsolicited opinion: Nuclear: Hell yes. The buildout has already begun and is absolutely going to play an undeniable role in our technological future. (OKLO, SMR, CCJ, FLR, RYCEY, etc) Space: Is there money to be made by going to Mars? Quantum: Insanely cool. Insanely early. EVs: Definitely, but the biggest opportunity is in China (BYDDY, GELFY, XPEV). AVs: see above AR/VR: 🤷🏻♂️ Drones: Definitely Crypto: Definitely
How about some CCJ for some uranium to put in those reactors? Option premium is good because magical radioactive rocks, but at their core, they are just a mining company. I am from Saskatchewan, so I know the company from a more local perspective.
I just picked up Cameco ($CCJ) jan 16 ‘26 60 and 70 calls
I think quantum, AI, cryogenic cooling systems, semiconductors, liquified natural gas, drone warfare and nuclear energy are the sectors of the future. They all feed off each other and will play a big role in a tech-based society. Since I think that's the direction we're going, I'd look into some of these sectors. Some tickers I've found and hold: RGTI, QBTS, BBAI, KULR, RCAT, CCJ, SMH (semiconductor ETF).
ChatGPT is telling me to consider MU and CCJ.
Shouting out nuclear energy permitting. CCJ SMR CEG
reactor building will be hot for a while. Holding CCJ for this reason.
I just watched that presentation on CCJ on CNBC. 30% of our uranium comes from there. That's utilities... and will affect everyone.
Actually, let’s go the whole gamut, CCJ, LEU, OKLU, KULR. Add GEV and PWR and you’ve got dang near the entire data Center power solution!!
Denison Mines and Cameco DNN, CCJ
I have been holding CCJ since late 2011! (long long time nuclear believer, and thought it was oversold after Fukushima). Anyway, finally sold this year at like 57 after doubling it. Vindicated lol.
CCJ DNN UUUU EU OKLO SMR NNE holding those until uranium prices are much higher then I’ll reevaluate.
Started investing 3 months ago ... Your Top Performer: CCJ Your Biggest Flop: SCCO Biggest Surprise: CRWD Sector MVP: Uranium Most “Played” Stock: ASML buying like my nan died
Option trades for next week: * PII - $65 put, 1/17 expiration, 12/20 target date, wait for it to cross the 8-day EMA and trend back down * CCJ - $60 call, $65 target, 1/17 expiration, 12/20 target date, peak gamma exposure at $65 + positive momentum * JNJ - $150 put, $145 target, 1/17 expiration, 12/20 target date, strong gamma exposure at $145 + downwards momentum * CCI - $100 put, $95 target, 12/20 expiration, 12/13 target date, went up to 8-day EMA and near-term VWAP to get rejected + downwards momentum
Interesting I like the uranium sector too as a whole. Had CCJ about a year ago. I’ll look into it
I do read a lot of articles from the FT and Bloomberg, but moreso out of personal interest than anything. Though over time it gives me a broad picture of the on going strengths and weaknesses of a business or industry. One bit of DD that I'm actually quite proud of was looking at the energy demands in the UK, as to question if there were investment opportunities in solar, batteries, or wind. Using the UK as an example for green energy developments. Many napkin calculations later, my ultimate conclusion was to put ~20% of my portfolio into *nuclear energy/SMR*, or companies with *uranium* exposure. Not what I was initially going for. Three realisations came from my work: 1. An estimate for the number of GWh of batteries would be needed to flatten the volatile production/consumption of energy from wind and solar (weather dependent) was absurd, and was not going to make for a good investment...because china makes all the batteries. 2. A complete rework of the UK's National Grid. Grid connections, 1000's of miles of under water cabling, government and red taped restrictions on developments on land for pylons, turbines etc. The investment case was to buy the stock National Grid (LSE:NG.), but due to the regulation in the industry that I don't fully understand, it's not a good investment for me. 3. Even if these two things were solved, who's really making money? What would my return be? In such a regulated sector, I'd be expecting boring dividends, and maybe a few percent growth YoY. As a young adult with a risk appetite, I'm not interested. 4. Imagining again that all the peaks and troughs of energy production were managed by this imaginary complex nation wide hub of batteries, you still (by my calculations) cannot rely on the weather to generate consistent energy for the base load of the country. You're left with pumped hydro, coal, gas, and nuclear. Well the obvious one is nuclear. Account for the development in SMR technology, the public shift in opinion of nuclear energy, look at the deficit the world will be in for uranium fuel at current levels of nuclear energy. Global politics is tilting to protectionism. Wars make for scarcity for uranium as it does for other commodities. Nuclear energy is very expensive and time consuming. Some would even say it's not possible, I'd say it's necessary. I bought LSE:YCA (Yellow cake - exposure to uranium spot price), a couple uranium miners; CCJ (Cameco) and UEC (uranium energy corporation), plus a bet on SMRs in the UK with LSE:RR. Tl;Dr I do have a degree in chemical engineering. Very interested in energy production. Did some quick maths, and wasn't afraid to change my initial investment thesis to something completely different when the facts change. Very much an exploratory mindset in this regard.
CCJ owns half of Westinghouse
If you want safe turn off your brain and boring returns, CCJ (decent options chain though) or one of the ETFs. They're several now but URNM and URNJ are the better ones for just miners. NUKZ has nuclear tech stocks too. For miners specifically I recommend UUUU or DNN. UUUU is debt free and will be an economic powerhouse from uranium, Rare earths, titanium, zirconium and medical Isotopes like radium 226 and 228. They're my personal favorite. DNN is looking very good for a near term producer. I just don't like their share float count lol The others have various problems or have a bunch of upside already priced in like NXE (very priced in, buyout target, management is ass) or UEC (CEO is a used car salesman type, pounds in the ground are all economically shit and the stock is horribly overvalued for what they have) or EU (signed a bunch of contracts too early for too soon and their mines aren't fully up so they're currently having to buy Uranium for more than what their contracts are listed to sell at causing them to lose money left and right till alta mesa is up)
No not at the moment. If I had spare cash I would buy CCJ, but I currently don't have spare cash. Do a DD on them, they have their fingers in so many uranium pies ..they even have physical uranium stock piled in storage to drip feed the market.
CCJ DNN UUUU and EU are my top pics
Most of the other competitors already have a lot of their inventories priced in at spot and term market depending on if they've contracted or not. UUUU has a lot of uncontracted pounds and capacity to produce but they're waiting for better term contracts and pricing. They occasionally all to the spot market to keep expenditures and negative revenues to a minimum. Energy fuels (UUUU) does not however, have its HMS, REE and isotope revenue streams priced into the value of the company. They are 4 companies in one with all the proper management and teams in place, but they are valuated currently as a uranium miner only. They're undervalued as a uranium miner as well but the fact that a massive portion of the assets are not priced into the Mcap is what makes it such an attractive buy, just purely from an arbitrage standpoint. I expect this to change in the near future (12-24 months, possibly sooner). Overall they're pretty much the only low risk/high reward stock left on the easily accessible uranium miner companies. Other competitors in the space are current or very near term producers. So look at Paladin, CCJ, DNN, EU or UEC. CCJ and UEC at this time are grossly overvalued for their revenues at this time. CCJ is a little more justifiable as they are vertically integrating with the entire nuclear power cycle through ownership of Westinghouse and a partnership with Silex. UEC is a terrible buy as they will not produce nearly as much as they have "pounds in the ground" for the next decade or more. Very charismatic CEO that has polished a turd to sell a story so to speak. DNN is an attractive option assuming their ISR in the mineral bed they're working with works as it should. EU is currently having to purchase uranium on spot right now making it struggle a lot with all the contracts it has signed. I don't know a lot about Paladin (they're an Australian ticker as well) so I can't give much insight on them. I don't include NXE specifically because they are a developer, not a producer and it is highly unlikely they'll produce and are instead doing their best to be bought out by a larger company like CCJ or Orano or other mining and energy giants.