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
!banbet CCJ 71.00 24h
Before earnings is always a good bet especially if the company generally has good quarters and not in consumer stocks, that are Geo political sensitive. E.g Target risky as is Walmart both overpriced. However a Robinhood is a decent one this will hit $100 soon. CCJ also earnings end of July. In June alone the stock is up nearly $20 a share.
Has RBLX had a single red day since liberation day? Same with SPOT and CCJ. Just take a ruler and draw a line, new high everyday
I'm also selling Nvidia slowly, but I went towards TMUS. It experienced a dip recently but I believe the company is uniquely positioned in its market. Also, I have rotated some of my assets into nuclear, and am so far 20% up on NXE I believe it can reach $9 a share, at which time I will at least trim, if not exit the position. I'm not sure if it was better over CCJ, but I don't have the balls to buy into OKLO when they're selling mostly promises currently.
Ill go in order of my largest holdings, CCO/CCJ, URA, EFR/UUUU, and DNN/DML
I bought CCJ, NXE, UUUU, and Ucore as a scatter shot Friday in all honesty. I'm prepared to double down on the trades long term if they fall significantly. I think it's a solid play for war, energy, and important rare earths over the next decade.
I’m very new and inexperienced, but I figured I should invest in nuclear energy and tech stocks with how fast AI is advancing and all of the other stuff going on in the world. I don’t wanna start off investing a huge amount, I’m planning to take $300 and divide it among these stocks listed below. NVDA PLTR CCJ AVAV Please give me your thoughts.
I am low-key regarded and saw price target for CCJ moved to $100; bought a bunch, then realized that’s C$100. I felt like that MrBeast Zimbabwe dollar head shave video
Yeah for sure — I’m looking at it the same way: stuff that gets made (LMT, RTX, AVAV) and stuff that gets scarce (oil, uranium, rare earths). XLE and CCJ on my radar. Might just park it in ITA for broader exposure. War sucks, but the market doesn’t care.
I own all of those stocks and very happy with performance so far Also holding and happy with: LEU, EU, CCJ, URNJ, RYCEY, SMR
Lulu will not get bsck to those levels again. It was really overpriced. Im kicking myself as I wanted to short it at $280. It's a decent short and Im still looking to short it to below the $200 mark. Peoples pockets are tightening. Retail always gets hit first. Many alternatives to $100 yoga pants and it's a want not a need. Tariffs will hit them a lot also, they have cut jobs at HQ and looking to open more stores. I don't think this will happen. I can see heavy promotions going forward. Plus, competition from Vuori, who are taking market share from them. Add in the fact AI taking jobs, I would assume these people at Microsoft etc are probs a portion of the market share, people with high disposable income, that will go. Other shorts Abercrombie & Fitch, they actually had a good earnings stock shot up and then bsck down to the $75 mark. Going sideways at the moment. But, if after good earnings people are selling probably is institutional moving money out of one industry to another, potentially energy. Check out CCJ for a nice long, Nuclear narrative picking up speed. I like CCJ better than Oklo.
Too many to list, a few notables from the last year or two though: SMR UAMY CCJ options My M.O. seems to be to take a quick 20-40% profit on the breakout. Pat myself on the back when I sell at the short term peak, then watch the stock go up 10x over the next year. A friend reminded me of that as I was taking about my SYM trade today.
Long term conviction and bought on the dip to 110. I have a few long calls. TOST 44 C Dec 19. CRWV 145 C Dec 19. Avgo 250 C, Oct 17. Look at CCJ. Nuclear Power on a good run. Put a 65 C Sept 19. Its cheap. Put it in today. Not really really in my wheel house but played it today
If you have level 3 options, find a smaller stock with .50 increments on the options chain. Like UCO, XLE, CCJ, etc. if it is one of those high IV stocks, make a credit spread, otherwise make a debit which will be better to have higher roi but maybe less prob of it actually paying off. Nice thing about credit verts is that you can drive your cost down super low
I have been doing well in CCJ. I don't think it is too late in the long term
Yes, essentially doubling the market's returns(25% vs 10% [according to this](https://ofdollarsanddata.com/sp500-calculator/)), but only for 7-8 years so far. I definitely don't have some crazy sophisticated method or robust investment theses, so it's fair to say I got(or am still getting) lucky, but then again it's not like I'm just throwing darts against the wall, so I still take some credit, but I'm trying to be realistic. Typically very heavy tech/growth stocks. Had a lot of AMZN, TSLA, NVDA, MSFT, PLTR. Made a good chunk with uranium plays with CCJ and DNN from some DD I read here somewhere. I typically don't average down but I do take profits on the way up, I just do it slowly(as in probably higher profit targets than most). If you're going to sell the ETF, I would just put it in whatever you're the most bullish in and if you're not extremely bullish on any individual stocks right now, then just don't sell the ETF.
Uranium stocks Peeps. UEC, UUUU, CCJ, URNM No strait of Hormuz worries with Nuclear Energy.
OKLO and SMR truly don't make sense to me. There's so little of substance announced by either company and the nuclear engineers I've spoken to think they're basically vaporware. I bought CCJ, in part for the Westinghouse exposure, but I'm afraid that names like OKLO and SMR are going to be viewed like the pandemic winners in a few years time, with names down massively.
Dude, look at any nuke stock. CCJ UUU SMR ASPI
almost surpassing CCJ #1 western uranium producer with a promise, amazing
Wish I bought OKLO instead of CCJ.. fucking Christ look at those gains
That CCJ dump yesterday was retarded; nuclear energy is a fad? Glad I bought calls at the bottom of that drop: easy 100% overnight play. ☢
Why don't I hear /wsb/ talk about Rare Earths? USAR, MP, TMC. Or Uranium? I've been very fortunate with CCJ.
I honestly do not know.. I think nuclear.. with the new contracts of our government.. plus private power needs.. will be good going forward. I own NLR shares in my IRA and just bought weekly calls on CCJ after the big up and down in two days..
I went DUK is CCJ a better choice?
CCJ going nuclear ☢️… AI needs electricity… other countries need protection and build their own bombs.. going back to the Cold War Era..!?! NLR.. or CCJ.. will be high demand… U be worth more the AU… but PB will take it all very soon while taking control. No one is worried? First national guard decree in California? Lock down soon.. King 🥭
What are some good dips to buy calls for? GRRR? CCJ? APLD? NBIS? OKLO? WULF?
What are some good dips to buy calls for? GRRR? CCJ?
CCJ seems to be holding its 11% gain from yesterday.
Hope CCJ gaps up again tomorrow so I can buy puts
Yeah, it definitely moves more on uranium price swings than CCJ. But the Q1 call showed steady progress on permitting and development, so they’re building through the cycle. Might come down to your risk appetite and timeframe. You leaning more short-term or long?
CCO/CCJ let's gooooo!
Uranium stocks setting up for a big move. CCJ going to ATH's off that Westinghouse news.
Made some alright money on this one. But when uranium dips, it dips harder than things like CCJ. Still tempted to hop back in.
Westinghouse with an approced design may deploy 10 large reactors under 🌮'a new executive order. $$$$ CCJ AAfir the win.
CCJ gonna pump. Came out with a release on Friday that Westinghouse is killing it and giving them 170 milly that they didn't count on. CCJ owns 49% of Westinghouse.
This is beyond my reckoning, though long-term it's a solid bet based on population growth alone. It doesn't seem to correlate much with anything else other than the obvious nuclear industry. Look at the 5-year chart for CCJ; it's kicking ass, though highly volatile. It will be a smart buy next time it tangles with its 400-day SMA.
Really like that CCJ press release on Friday. Westinghouse killing it.
CCJ going to ATH's. So get this... They own 49% of this company called Westinghouse. Westinghouse makes nuclear reactors. CCJ just said that Westinghouse is making so much $$$ that CCJ sends out a release saying they're getting 170 milly out of it. CCJ going higher.
I agree that we might be on the cusp of a multi-decade resurgence in nuclear power. The question is how to play it. Uranium suppliers are definitely one option. But mining is a notoriously difficult business. Cyclical, labor intensive, political, corrupt, etc. I am a little intrigued by Kazatomprom which is the Kazakhstan based supplier of ~40% of the world's uranium which was recently spun off from the Kazakhstan sovereign wealth fund to the LSE. The LSE listing suggests some kind of legitimacy and the stock is very cheap with a PE of 6-7. But, it's literally a dirty business. I like CCJ as well but that seems to be the highly valued meme stock, the Tesla of nuclear if you will. Westinghouse is the servicing business for more than half of the world's nuclear reactors, which is 51% owned by Brookfield and 49% owned by CCJ. You don't get direct exposure to that though it's kind of buried in those businesses.
If it were me, I'd buy the individual stocks which are actually benefiting from AI datacenter contracts today - CEG CCJ VST. I don't know if I missed any, but I know those 3 for certain. With the ETF you are paying a lot for more speculative SMR technology along with underperforming companies who just happen to be in the industry - I'd rather concentrate that on the AI players. Also, outside of AI, are we actually seeing a widespread adoption of nuclear? I'm not so sure.
Too many people confuse the product in a generic sense with the specific companies whose shares happen to be available on the public market.For example, URA (and its constituent companies like $CCJ) trade somewhat in line with the spot price of uranium; however, if you look at their financials the spot price / demand for uranium doesn't have much to do with their performance. Mainly, if someone tries to buy a reasonable amount of uranium on the "spot market," such as it is, then the FBI comes. What matters are their highly regulated, opaque, essentially non-public contracts between these companies way upstream and then down, down, down stream where investment is impossible the contracts are executed. In terms of an investor knowing much of anything, it's five steps removed from the actual core business logic.
Most of the major uranium stocks have already pumped - OKLO, SMR and CCJ. That leaves junior miners like DNN, and a much more established uranium producer like UUU. I've already sold my positions in SMR and CCJ, and I've got limit stops for UUU and DNN set at their 52-week high.
I went supply-side, CCJ and UUUU. Just stock because timelines are going to be long
Calls on CCJ. Uranium stocks are going to rip into the summer
I have had SMR for two years. I watched it go to $2 and should have doubled down there, but didn't (stupid me). I was born in Corvallis and was in the Nuke Engineering program in the 1970s at Oregon State that birthed SMR. So this is a double win for me. I added Oklo last fall as well as CCJ when it Trump won
I’ve been holding $CCJ for a while, I personally think it’s a good play long term, and it pays dividends which is a nice bonus.
Canadian company though. And we know how Trump likes to work. Hard to tell how this will impact CCJ.
Buy uranium stocks before takeoff when trump signs the executive order at 1 pm!!! UUUU, CCJ, URA, URNM, OKLO, LTBR
LEU and CCJ are the tickers you want
[Cameco Corp](https://finance.yahoo.com/quote/CCJ/)
I'm quite new to this but did buy OKLO stock earlier this month. Would it be stupid to now purchase some CCJ stock when the market opens tomorrow (or is the price going to be super inflated from the rumour)?
I'm quite new to this but did buy OKLO stock earlier this month. Would it be stupid to now purchase some CCJ stock when the market opens tomorrow?
OKLO, UUUU, CCJ...I'm sure I'm missing some.
Sad I no longer have any OKLO but at least I got some CCJ.
Uranium.in melt.up mode tomorrow. CCJ for the win. Don't get me started about COKLO.
Selling my CCJ calls
CCJ, UUU, URNN too the moon
Tomorrow should be good! LEU, UUUU, UEC, OKLO, SMR, ASPI DNN, CCJ for Canadians that’ll benefit less but room to run
Good call but be aware if you buy now you will not be eligible for the tembo/CCJ accusation benefits. You're buying into a company that made less than $20K in a year also - careful.
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