文章核心观点 - Cameco公司预计将在2024年第二季度实现营收和利润的同比大幅改善 [2][6][7][8][9][10][11] - 公司通过提高自动化、数字化等措施来降低成本,提高运营效率 [12] - 公司2023年11月收购了西屋电气公司49%的股权,预计将为公司带来可观的利润贡献 [13][14] 行业和公司情况总结 行业情况 - 2024年第二季度铀价平均为每磅87.88美元,同比增长61% [6] - 美国政府出台禁止进口俄罗斯铀的法案,支撑了铀价 [5] 公司经营情况 - 2024年公司计划铀产量为2240万磅,高于2023年的1760万磅 [7] - 2024年公司计划铀销量为3200-3400万磅,高于2023年的3200万磅 [8] - 2024年公司燃料服务产量和销量也有所增加 [8][10] - 公司通过收购西屋电气公司获得了可观的利润贡献 [13][14]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Cameco (CCJ) .Cameco currently has an average brokerage recommendation (AB ...

Green energy stocks will continue soaring in popularity in line with the push towards carbon neutrality.In recent months, though, investors have been spooked by fears over potential policy reversals following a Republican presidential win later this year. Many in the investing world feel that if former President Donald Trump takes up the reins again, he might try to repeal the Inflation Reduction Act.However, the IRA championed across political lines and multiple industries, garnering strong bipartisan supp ...

The uranium spot price has dropped by approximately 18% since January, below the $85 handle. As such, numerous uranium stocks have shed weight, concurrently casting doubt over the industry.Falling uranium prices are a severe headwind. However, as a contrarian, I believe uranium’s recent decline has sparked a buying opportunity, especially given the ongoing worldwide energy shortage. Thus, I embarked on a journey to find three best-in-class uranium stocks to buy. My screening process focused on fundamental a ...

Loading...Loading...I spent some time on the Benzinga “Live Trading” show with Ryan Faloona and the crew last week talking about uranium stocks. Nuclear energy is attracting a lot of attention, including more than its share from traders.As a long-term investor and research-driven analyst, I might not be much help to traders, but I think I can help investors. I have been an unabashed bull on nuclear energy and uranium for some time, and I have gotten to know the market pretty well.Right now, there are 436 op ...

文章核心观点 - 即使特朗普在2024年总统选举中获胜,也不太可能废除通胀减免法案(IRA),这将损害绿色能源股票 [1][2][3] - 通胀减免法案在跨越政治光谱的各州都很受欢迎,并且获得了一些CEO的支持 [2] - 即使共和党大获全胜,全面废除通胀减免法案的可能性也很小,国内制造业、核电和风电、太阳能税收抵免可能会获得两党支持 [3] 行业总结 - 人工智能数据中心的兴起将使第一太阳能(First Solar)受益 [6] - 俄罗斯对铀的禁运和哈萨克斯坦提高铀开采税将推动铀价上涨,利好铀矿公司 [9][10][11] - 全球清洁能源ETF(ICLN)可以为投资者提供广泛的清洁能源股票曝光 [13][14][15]

It's not often that legislation receives strong bipartisan support and is signed into law, but that's exactly what just happened as Congress seeks to spur nuclear power growth. When new legislation makes its way to the president's desk, investors often sit up and take notice. And that's exactly what's happening today with respect to nuclear power stocks Cameco (CCJ 8.96%), NuScale Power (SMR 5.72%), and Energy Fuels (UUUU 6.90%). These stocks are all flying higher after the market learned that President Bid ...

Cameco (CCJ) closed at $48.99 in the latest trading session, marking a +0.53% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.07%. Meanwhile, the Dow lost 0.13%, and the Nasdaq, a tech-heavy index, added 0.14%.Shares of the uranium producer witnessed a loss of 9.09% over the previous month, trailing the performance of the Basic Materials sector with its loss of 2.86% and the S&P 500's gain of 4.34%.Investors will be eagerly watching for the performance of Cameco i ...

文章核心观点 - 人工智能等先进技术的运行需要大量能源消耗,而美国电网可能无法支持不断增长的技术主导型举措 [1][2][3] - 数字智能和其他先进解决方案必须表现出更明显的生产率提升,否则大量能源消耗带来的价值收益将微乎其微,因此社会需要获得强大的电力来源 [3][4] - 核燃料具有巨大的能量密度,是满足这一需求的关键 [4] 公司总结 Cameco (CCJ) - Cameco是核生态系统中的多元化企业,提供用于发电的铀矿 [5] - 公司业务包括铀矿的勘探、开采、浓缩和销售 [5] - 分析师普遍看好CCJ股票,给予强烈买入评级和57.46美元的平均目标价,暗示上涨潜力近14% [5] - 过去4个季度,公司每股收益平均为12美分,低于预期的14美分,净利润为2.35亿美元,每股39美分 [6] - 2024财年,每股收益和收入有望分别增长近30%和16.7% [7] NexGen Energy (NXE) - NexGen Energy是一家勘探和开发阶段的公司,专注于加拿大的铀资产 [9] - 作为一家尚未实现收入的企业,NXE股票具有较高风险,但分析师给予强烈买入评级和9.44美元的平均目标价 [9][10] - 如果股价达到目标价,投资者将获得近33%的收益 [10] - 2024财年,公司预计销售额将达到146万美元,最乐观分析师预测可达291万美元 [11] Nano Nuclear Energy (NNE) - Nano Nuclear Energy是一家微反应堆技术公司,正在开发ZEUS固体芯电池反应堆和ODIN低压冷却反应堆 [13] - 公司最近收购了有助于提高可靠性和稳定性的知识产权 [13] - NNE股票自今年5月上市以来已飙升近356%,但也存在较大不确定性,因为公司尚未实现收入 [14][15] - 分析师认为Nano可以达到39美元的目标价,较当前价格上涨约65% [16]

MD MARUF HASSAN/iStock Unreleased via Getty Images Introduction The energy transition from CO2-emitting coal/gas to "clean" energy has sparked a nuclear rebirth as the most efficient clean electricity source and has driven uranium prices in the last two years, with expectations of long-term deficits prompting higher price expectations. To invest in this theme, I researched two uranium ETFs, Global X Uranium (URA) and Sprott Uranium Miners (URNM) where Cameco (NYSE:CCJ) (TSX:CCO:CA) was the top holding and t ...