CAMECO WKN: 882017 ISIN: CA13321L1085 Kürzel: CCO Forum: Aktien Thema: Hauptdiskussion

CDU und CSU bereiten die Rückkehr der Kernkraft vor Alte Meiler sollen wieder ans Netz gehen, neue Reaktoren gebaut werden. Und ein Untersuchungsausschuss soll belegen: Die Grünen haben dem Land mit dem Atomausstieg geschadet. https://www.handelsblatt.com/politik/deutschland/atomkraft-cdu-und-csu-bereiten-die-rueckkehr-der-kernkraft-vor/100077664.html

Six companies have been awarded contracts – creating strong competition and allowing DOE to select the best fit for future work. All contracts will last for up to 10 years and each awardee receives a minimum contract of $2 million, with up to $800 million available for these services, subject to the availability of appropriations. Selected companies include: BWXT Centrus Framatome GE Vernova Orano Westinghouse Und Cameco gehört zu 49% Westinghouse https://www.energy.gov/ne/articles/biden-harris-administration-announces-6-contracts-spur-americas-domestic-haleu-supply

Cameco Eyes Expansions of Uranium Mines on Rising Nuclear Demand https://www.bloomberg.com/news/articles/2024-10-08/cameco-eyes-expansions-of-uranium-mines-on-rising-nuclear-demand/

US looks to resurrect more nuclear reactors, White House adviser says https://www.reuters.com/sustainability/climate-energy/us-looks-resurrect-more-nuclear-reactors-white-house-adviser-says-2024-10-07/

And in the meantime, before all those above announcements the global growing #uranium deficit looked like this https://x.com/napalm_1_/status/1842558050030268711?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Yellowbull meint schon in den nächsten Monaten - aber Uran wird eine längere Story so wie es aussieht https://x.com/yellowbull11/status/1842274751919608252?s=46&t=CND_DF6ErYtM-d_GnIoKqA

TD Securities Annual Nuclear Fuel Cycle and Next Generation Nuclear Roundtable - 2024 Executive Vice-President and Chief Financial Officer, Grant Isaac, will be speaking at the 2024 TD Securities 9th Annual Nuclear Fuel Cycle and Next Generation Nuclear Roundtable. The virtual presentation will occur on October 8th at 11:35 am Eastern time and will be available by webcast on cameco.com. See the link on the home page on the day of the event. The replay of the presentation will be available for 90 days. https://www.cameco.com/invest/events-presentations/td-securities-annual-nuclear-fuel-cycle-and-next-generation-nuclear

https://seekingalpha.com/news/4156539-cameco-started-at-buy-at-janney-as-best-set-to-capitalize-on-undersupplied-uranium-market

Cameco (NYSE:CCJ) +3.3% in Friday's trading as Janney initiates coverage with a Buy rating and $60 price target, believing the world's largest publicly traded uranium company is well positioned to generate strong EBITDA and free cash flow, and return cash to shareholders over the next several years as it capitalizes on a structurally undersupplied market amid increasing demand. Janney's Thomas Meric thinks the supply and demand environment for U3O8 will grow more undersupplied over the coming quarters and years due to inventory drawdown, enrichment overfeeding, reactor life extensions or restarts, and newbuilds. "What makes us bullish on CCJ is the relationship between these higher demand drivers and the magnitude of current uncovered requirements for reactor fuel," Meric writes, expecting that Cameco (CCJ), "as a global uranium mining leader with low-cost, high grade, highly reliable production, will capitalize on these fundamentals through a long-term, disciplined contracting strategy." The analyst sees Westinghouse - 49% owned by Cameco (CCJ) - as the supplier for an outsized share of nuclear newbuild activity globally, and the AP1000 as "the most buildable design and the most likely design to FID in the U.S. in the near future."

🙅‍♂️

50$ steht 🎉💰

The Ethical Investor: Late to Nvidia? Uranium stocks could be a savvy AI alternative https://stockhead.com.au/environment-social-and-governance/the-ethical-investor-late-to-nvidia-uranium-stocks-could-be-a-savvy-ai-alternative/

Hoffen wir es mal - aber wo viel Nachfrage da ist auch viel Bewegung die Nachfrage zu stillen. Jetzt ist die große Frage wie viele neue Projekte können oder werden diese Nachfrage stillen?? So sieht halt der Zyklus bei den Commodities aus.

Google CEO Eyes Atomic Power For AI Data Centers As Big Tech Seeks Nuclear Revival To Achieve Net Zero Sachem Cove Partners Chief Investment Officer Michael Alkin told Bloomberg shortly after the Microsoft-Three Mile Island deal, "It's a wake-up call to those that have not been paying attention," adding that demand already outstrips the supply of uranium and the restart of Three Mile Island "takes that to a bit of a different level." https://www.zerohedge.com/commodities/google-ceo-considers-sourcing-nuclear-power-big-tech-jumps-atomic-power-train-hit-net