Teniz Capital report signals uranium's structural bull market, projects prices could triple as Kazatomprom emerges as irreplaceable global supply source.
Nuclear power is a growth industry driven by the needs of all the data centers we've already built. Cameco is well-positioned as the second-largest uranium producer in the world.
For the past five years, investors who have stayed entirely invested in the highest-growth stocks in the market (and some of the largest-capitalization stocks in their sectors, for that matter) have outperformed.
Nuclear stocks have been on a tear for more than a year, and bargains are hard to find. Canada's Cameco benefits from a low cost of production and high selling prices for uranium today.
We are transitioning from a globalization-focused world to one prioritizing resilience, autarky, and supply chain security. Heightened geopolitical risks and deglobalization support investment in defense, resource, and infrastructure sectors for portfolio resilience. Stock exchange operators, defense contractors, resource producers, and infrastructure enablers are positioned to benefit from thi...
Cameco is the world's second-largest uranium miner by volume produced. It owns two of the world's highest-grade uranium deposits right next door to the American market.
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