CCJ Cameco Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
13:58
30 авг
30 авг
The author provides a detailed research retrospective on energy bottleneck beneficiaries.
The author provides a detailed research retrospective on energy bottleneck beneficiaries but frames it as a model performance review and forward-looking KPI watch, not a current position or explicit buy call.
06:54
27 авг
27 авг
"Power, grid, datacenter names listed"
"AI-infrastructure value-chain names across power, cooling, grid, generation, construction, and powered land are listed as beneficiaries; no explicit directional commitment or trade call."
Низ.
17:04
26 авг
26 авг
CCJ cited as nuclear favorite.
Speaker cites CCJ as another favorite name in the nuclear group, adjacent to BWXT and LEU, with no trade thesis.
Низ.
03:16
26 авг
26 авг
Weak dollar drives gold, Bitcoin, and commodities.
The 'debasement trade' is gaining momentum due to a weakening dollar and distrust in the bond market, driving strength in gold, Bitcoin, and commodities like uranium and copper.
Сред.
22:00
25 авг
25 авг
Tariffs and debasement trade boost uranium and aluminum.
The Canadian tariff dispute with the US, combined with the broader debasement trade, is driving up uranium stocks like Cameco and Centrus Energy, as well as aluminum stocks like Alcoa.
Сред.
22:04
23 авг
23 авг
Gold and miners hedge weak dollar.
Gold is stair-stepping higher and commodity-linked miners such as Newmont, Freeport-McMoRan, and Cameco are rallying because investors are using gold, copper, uranium, and related equities as inflation and weak-dollar hedges. Park notes that mining equities often amplify the underlying commodity move.
Сред.
03:14
07 авг
07 авг
Uranium prices to keep rising, Cameco positive
Bank of America expects continued uranium price appreciation and maintains positive investment view on Cameco, citing rising demand for nuclear energy.
Сред.
22:15
06 авг
06 авг
Uranium up-cycle persists, Cameco positive.
Bank of America forecasts the uranium price up-cycle will continue and maintains a positive investment view on Cameco despite slightly lowering the price target. Nuclear-related stocks, including Oklo which reached criticality on its test reactor, performed well overall. The uranium sector outlook remains constructive.
Сред.
12:09
06 авг
06 авг
The author provides a broad market briefing highlighting fragile positioning.
The author provides a broad market briefing highlighting fragile positioning, vol control selling, and binary NFP risk without making any explicit personal directional calls.
11:15
06 авг
06 авг
BofA raised its 2027 uranium price forecast to 130 dollars per pound implying 52 percent upside.
BofA raised its 2027 uranium price forecast to 130 dollars per pound implying 52 percent upside while maintaining a Buy rating on Cameco with a trimmed price target of 133 dollars.
15:47
03 авг
03 авг
The author is monitoring uranium and nuclear stocks as they attempt to form price lows.
The author is monitoring uranium and nuclear stocks as they attempt to form price lows, but expresses no directional position or trade call.
Низ.
11:54
01 авг
01 авг
Uranium remains dead in a distribution cycle.
The uranium market has completely flatlined and remains in a distribution cycle with zero evidence of a new bull phase, as demonstrated by Cameco giving back its post-earnings gap higher.
Выс.
22:17
31 июл
31 июл
Buy Cameco as a direct uranium/nuclear fuel beneficiary of the nuclear renaissance theme.
Buy Cameco as a direct uranium/nuclear fuel beneficiary of the nuclear renaissance theme, with the Westinghouse IPO filing serving as a concrete catalyst validating renewed institutional interest in nuclear power infrastructure.
Сред.
14:09
22 июл
22 июл
Technical setup suggests nuclear stocks are basing after a months-long downtrend.
Technical setup suggests nuclear stocks are basing after a months-long downtrend; coiling pattern may resolve higher if bulls defend support.
Сред.
12:00
21 июл
21 июл
Cameco undervalued on nuclear buildout necessity
Large-scale nuclear is the only viable long-term solution to the gas deficit in the 2030s. Cameco, which owns 49% of Westinghouse, is deeply undervalued as Westinghouse's AP1000 reactors become essential. The US government is lining up procurement, and Cameco will benefit significantly from the coming nuclear cycle.
Выс.
18:47
16 июл
16 июл
Cameco and Brookfield are positioned to lead New Jersey's 24 billion dollar nuclear build out.
Cameco and Brookfield are positioned to lead New Jersey's 24 billion dollar nuclear build out according to the report.
06:55
23 июн
23 июн
Покупайте CCJ как актив в сфере ядерной энергетики с реальной выручкой.
Покупайте CCJ как актив в сфере ядерной энергетики с реальной выручкой, что отличает его от спекулятивных компаний в этой отрасли; спикер выражает явное предпочтение инвестициям в сектор, приносящим доход.
Сред.
14:45
16 июн
16 июн
Cameco — компания с эффективным управлением и огромными запасами урана
Cameco — это первоклассный и эффективно управляемый производитель урана в Канаде с дисциплинированным руководством и достаточным объемом высококачественных запасов урана, которых хватит на срок, значительно превышающий продолжительность жизни любого из слушателей. Компания обеспечивает прямое участие в ядерном ренессансе.
Выс.
16:24
15 июн
15 июн
Author flags CCJ as underperforming, in context of a prior bearish thesis on nuclear names.
Author flags CCJ as underperforming, in context of a prior bearish thesis on nuclear names citing regulatory/cost/timeline risks and competition from solar+batteries and SOFCs.
Сред.
04:04
03 июн
03 июн
Author categorizes nuclear/energy plays by risk: high in OKLO/SMR, low in CEG.
Author categorizes nuclear/energy plays by risk: high in OKLO/SMR, low in CEG, intermediate in CCJ/SOLS/LEU. No personal position language.
Сред.
04:01
03 июн
03 июн
Named as a mid-weight position in nuclear thematic basket.
Named as a mid-weight position in nuclear thematic basket; author cites supply chain moat and proven operations with margin visibility.
Сред.
03:59
03 июн
03 июн
Co-mentioned in comparative nuclear supply chain thesis; author cites supply chain moats.
Co-mentioned in comparative nuclear supply chain thesis; author cites supply chain moats, proven operations, and margin visibility as differentiating factors.
Сред.
21:37
30 мая
30 мая
Buy CCJ as the large-cap uranium bellwether benefiting from global nuclear demand re-rating.
Buy CCJ as the large-cap uranium bellwether benefiting from global nuclear demand re-rating driven by AI data center power requirements and government-mandated reactor buildout, offering lower-risk exposure across the full nuclear fuel cycle.
Сред.
19:16
23 мая
23 мая
Speaker references past high-conviction buy in CCJ and highlights its role in powering AI.
Speaker references past high-conviction buy in CCJ and highlights its role in powering AI, but does not state a current personal position.
Сред.
14:00
05 мая
05 мая
Clear long-term nuclear beneficiary.
Uranium and nuclear power are the clearest long-term beneficiaries of the energy crisis and the Gulf conflict. The need for energy security will accelerate the restart of Japan's nuclear fleet and increase acceptance globally. He recommends the Sprott Physical Uranium Trust (SRUUF/SPU) for direct uranium exposure and Cameco (CCJ) as the largest miner. This is a multi-year thesis, not a short-term trade.
Выс.
13:00
30 апр
30 апр
WTW's win of a major surety program for a nuclear technology supplier supporting an $80 billion pipeline highlights a significant, specialized growth vector tied to the nuclear energy sector. — The mandate signals a strong flow of nuclear-related projects which will require specialty insurance, surety, and risk management services, benefiting firms like WTW but also indicating large-scale capital deployment in the sector.
Сред.
18:49
29 апр
29 апр
India secures fuel supply through Cameco
Notes that India has secured fuel supplies through Cameco, with no directional view stated.
Низ.
23:56
28 апр
28 апр
CCJ is a real uranium winner.
Cameco (CCJ) is a real uranium company, unlike many other uranium plays. It is a winner.
Сред.
23:31
26 апр
26 апр
Evan_ss6 expresses a bullish outlook on Sol Strategies and Cameco.
Evan_ss6 expresses a bullish outlook on Sol Strategies and Cameco, suggesting positive forward expectations for both securities.
Выс.
14:33
23 апр
23 апр
Long CCJ as a uranium producer that benefits from increased nuclear demand from SMR and policy.
Long CCJ as a uranium producer that benefits from increased nuclear demand from SMR and policy support.
Выс.
Об аналитическом покрытии CCJ
Buzzberg отслеживает CCJ (Cameco Corporation) в 31 источниках. Бычьих сигналов: 33, медвежьих: 0, от 43 аналитиков. Сентимент преимущественно бычий (54%). Всего отслеживается 61 торговая идея. За последние 7 дней: наблюдение: 2. Последние спикеры: demian_ai, photoncap, thematictrader.