With news that the Russians opened another front in its belligerence against Ukraine, it’s clear that energy stocks to buy need to rise to the forefront. Geopolitically, the narrative is only becoming more intense, with fears rising that global supply chains could be disrupted. It’s not a far-fetched concept. Before Congress approved an import ban on Russian-sourced uranium, concerns existed that the Kremlin could choose to cut supplies of the critical energy resource to the U.S. and Western nations. With t ...

FN Media Group News Commentary PALM BEACH, Fla., May 7, 2024 /PRNewswire/ -- An article from REUTERS on the Uranium markets earlier this year painted a prosperous picture for the global Uranium. The report said: "Investment banks Goldman Sachs and Macquarie as well as some hedge funds are positioning themselves to reap the benefits of a newly buoyant uranium sector as prices of the nuclear fuel ingredient spike. While many other investment banks are still avoiding uranium, Goldman and Macquarie are boosting ...

Uranium specialist Cameco (NYSE:CCJ) has struggled in recent sessions as investors digested its latest financial results. While the print was somewhat downcast, the market appears to be ignoring the broader positive backdrop. Therefore, CCJ stock could be a higher-risk, higher-reward contrarian bullish opportunity. On Tuesday, the uranium producer reported a net loss of $7 million in the first quarter. The comparison to the year-ago quarter’s $119 million profit was rough. Further, sales declined to $634 mi ...

财务数据和关键指标变化 - 公司第一季度的业绩符合预期,突出了将运营、营销和财务策略保持一致的好处,在核电行业持续看好的大背景下 [27] - 公司2024年的运营和财务指引没有任何变化 [28] 各条业务线数据和关键指标变化 - 铀业务的生产成本继续反映公司向一级成本结构过渡的进程 [27] 各个市场数据和关键指标变化 - 公司继续选择性地承诺未受限的一级地下铀矿库存和UF6转换产能 [30] - 公司每一份合同都反映了当时市场的情绪和动态,使公司能够获得价格高峰并将其带入未来,同时保持重大下行保护 [31] 公司战略和发展方向及行业竞争 - 公司认为,如果要实现净零目标,需要大量的无碳基荷电力和可调度电力,而核电是唯一能满足这些要求的能源 [18][19] - 公司认为,为了确保能源安全,各国必须确保其关键能源基础设施和燃料供应不过度依赖于风险较高的管辖区、不可靠的合作伙伴和不稳定的行为体,而核电可以满足这一要求 [20][21] - 公司认为,随着人工智能、数据中心等新技术的快速发展,对清洁和可靠电力的需求将大幅增加,而核电是最佳选择 [21][22][23] - 公司认为,公司的策略、人员和资产使其能够从行业的有利风向中获益,包括铀供应、电厂服务以及新建和先进反应堆 [26] 管理层对经营环境和未来前景的评论 - 公司认为,核电正被政府、电力供应商和工业电力消费者认为是实现净零和能源安全的关键碳中和能源 [15] - 公司认为,在供给不确定的情况下,其策略和经验为其提供了无与伦比的杠杆,能够创造重大长期价值,同时确保强大的下行保护 [16] - 公司认为,过去12个月里,对核电和公司的兴趣和积极前景有所改善,并且有显著改善 [17] 问答环节重要的提问和回答 问题1 **Neil Mehta 提问** 询问Westinghouse业务在第一季度的EBITDA表现较弱的原因 [36][37] **Heidi Shockey 回答** - 主要是由于购买价格分摊的会计处理影响,包括对资产和存货的公允价值调整,以及一些收购相关的过渡成本 [39][40][41] - Westinghouse业务也存在一定的季节性,第四季度的业绩通常较好,与电厂检修季节有关 [41] 问题2 **Grant Isaac 回答** - 长期合同价格仍在积极上涨,反映了市场对供应安全的持续关注 [46][47][48] - 公司能够从这种市场氛围中获益,凭借其一级资产和棕地优势 [49] 问题3 **Gordon Johnson 提问** 询问拜登政府禁止俄罗斯铀进口的影响 [65][66] **Grant Isaac 回答** - 该禁令可能会在2028年之前生效,对市场的实际影响有限,但存在俄罗斯可能采取报复性措施的风险 [67][68] - 该禁令将促使公用事业公司寻求更多来自安全管辖区的供应,这对公司有利 [69][70][71]

In the latest trading session, Cameco (CCJ) closed at $49.16, marking a +0.82% move from the previous day. The stock exceeded the S&P 500, which registered a loss of 0.46% for the day. Meanwhile, the Dow lost 0.98%, and the Nasdaq, a tech-heavy index, lost 0.64%. The uranium producer's shares have seen an increase of 14.16% over the last month, surpassing the Basic Materials sector's loss of 1.93% and the S&P 500's loss of 3.04%. Market participants will be closely following the financial results of Cameco ...

Cameco Corporation (CCJ) is scheduled to report first-quarter 2024 results on Apr 30, before the opening bell. Q1 Estimates The Zacks Consensus Estimate for CCJ’s first-quarter earnings is pegged at 33 cents per share, which indicates a 65% improvement from 20 cents per share reported in the year-ago quarter. The estimate has remained stable over the past 30 days. Q4 Performance Cameco reported adjusted earnings per share of 15 cents in the fourth quarter of 2023 compared with 7 cents in the year-ago quarte ...

股价表现 - Cameco (CCJ) 最新收盘价为 $49.59，较前一交易日下跌了 -1.74% [1] - 过去一个月，这家铀生产商的股价上涨了 26.33%，领先于基础材料部门的增长率 3.2% 和标普500指数的增长率 1.6% [2] 盈利预期 - Cameco 的下一个季度预期每股收益为 $0.33，较去年同期增长了 65% [3] 分析师预期 - 近期分析师对 Cameco 的预期进行了修改，这些修改反映了短期业务趋势的变化，积极的预期修订可视为对公司业务前景的乐观信号 [4]

投资者依赖分析师推荐 - 投资者常常依赖华尔街分析师的推荐来决定是否买入、卖出或持有股票[1] Cameco公司经纪推荐 - Cameco目前的平均经纪推荐（ABR）为1.33，介于1到5之间（强烈买入到强烈卖出），由12家经纪公司的实际推荐（买入、持有、卖出等）计算得出[2] - 12家经纪公司的推荐中，有9家强烈买入，2家买入。强烈买入和买入分别占所有推荐的75%和16.7%[3] 经纪公司评级偏见 - 经纪公司的利益与他们覆盖的股票密切相关，导致分析师对其评级存在强烈的正向偏见。研究表明，经纪推荐在引导投资者选择具有最佳价格增长潜力的股票方面成功有限甚至没有成功[4]

股价表现 - Cameco (CCJ) 最新收盘价为 $47.90，较前一交易日下跌了 -1.74% [1] - 过去一个月，Cameco 的股价上涨了 19.57%，超过了基础材料部门的涨幅 3.94% 和标普500指数的涨幅 1.65% [2] 盈利预测 - Cameco 预计每股盈利为 $0.33，同比增长65% [3] - 分析师和投资者将密切关注 Cameco 的盈利披露 [3] 估值和行业排名 - Cameco 目前的前瞻市盈率为 23.16，高于行业平均值 16.5 [7] - 采矿 - 其他行业属于基础材料部门，目前的 Zacks Industry Rank 为 159，位于所有 250+ 行业的倒数 37% [8] Zacks Rank 模型 - 近期分析师对 Cameco 的估值调整可能反映了短期业务趋势的变化 [4] - Zacks Rank 模型考虑了这些估值变化，并提供了一个可操作的评级系统 [5] - Zacks Rank 系统从 1 (强烈买入) 到 5 (强烈卖出)，自1988年以来，排名为 1 的股票平均年回报率为 +25% [6] 行业表现评估 - Zacks Industry Rank 评估了我们各个行业群体的实力，研究表明排名前50%的行业的表现是后50%的两倍 [9]

Investors are getting excited about the energy sector. The price of crude oil has topped $86 per barrel once again and is now at its highest level in months. Geopolitical uncertainty has played into the move. With the conflict in the Middle East and the ongoing problems with Russia, investors are pricing potential supply constraints into the oil market. In addition, the economy continues to run hotter than expected and inflation remains above long-term targets. This inflation-driven economic backdrop should ...