Added to YB: 2026-10-07
Pitch date: 2026-10-02
CCJ [bullish]
Cameco Corporation
-5.39%
current return
Author Info
SEQH Capital Research delivers independent, data-driven market research and actionable insights for investors. Sign up for the newsletter.
Company Info
Cameco Corporation provides uranium for the generation of electricity in the Americas, Europe, and Asia.
Market Cap
CAD 54.4B
Pitch Price
CAD 6.0K
Price Target
N/A
Dividend
0.19%
EV/EBITDA
58.52
P/E
154.08
EV/Sales
15.68
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Nuclear, Uranium & Photonics Daily - Cameco Corporation
CCJ (monitor): Cameco’s 49% Westinghouse stake provides exposure to a proposed Korean financing framework of up to $120B for up to eight U.S. reactors, the first concrete package at the scale large nuclear needs. At the reported $50B IPO valuation, the stake is worth about $24.5B, roughly 65% of Cameco’s market cap. However, the framework is not binding, first power is years away, and a potential 5–10% Korean equity stake could dilute Cameco.
Read full article (7 min)