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0.00208116545265344 0.00104058272632672 -0.00312174817898035 -0.000801248699271758 -0.00104058272632691 -0.00520291363163379 -0.00208116545265363 -0.00520291363163379
Stock impact report

Uranium Bulls: The Queue Starts Here [Yahoo! Finance News]

Cameco Corporation (CCJ) 
Last cameco corporation earnings: 5/1 07:00 am Check Earnings Report
US:NYSE Investor Relations: cameco.com/invest
The uranium investment choices have expanded considerably since my 2017 missive. I’m now more keen on the producers, like Cameco Corporation recommending the TSE listed Canadian dollar denominated shares, i.e. long the stock, short the currency) $CCO.TO, despite the idiosyncratic risk. Cameco’s prior tax woes with the CRA were resolved and their cost base is considerably lower than in prior cycles. Lower oil prices and a weaker Canadian dollar both improve margins considerably 20% +). The uranium market is in many way a duopoly, with Canada’s Cameco and Kazakhstan’s KazAtomProm accounting for 60% of world supply. I’m less keen on the Uranium ETF $URA due to a lack of sophistication in their portfolio construction.  70bp seems like a big fee to buy a handful of names, let alone to go “off piste” with names like Barrick Gold 5.75% weighting). $URA’s weighting is 24% in National Atomic Co Kazatomprom and 21% in Cameco. $URA has a paltry $160mm in AUM, perhaps reflecting the underwhelming Show less Read more
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