Author holds overweight long positions in physical uranium trusts and asks about CCJ, viewing CCJ as unprofitable with supply problems and Kazprom as undervalued but inaccessible.
CCJ — AVOID The author says they do not want any exposure to Cameco because it seems not very profitable and has supply problems at its Cigar Lake and McArthur River mines. They ask whether CCJ can overcome these supply issues and prefer not to hold the miner.
I don't particularly want any exposure to CCJ.
KAP — WATCH The author finds Kazatomprom (referred to as Kazprom) ridiculously undervalued and would invest if they were not an American citizen. The citizenship constraint prevents a current position, so this is a conditional bullish view on the undervaluation.
I looked into Kazprom and CCJ and found Kazprom to be ridiculously undervalued while CCJ certainly seems to be not very profitable and having supply problems in some of their mines. I would invest in Kazprom if I wasn't an American citizen.
This Reddit post, published January 16, 2026, features u/anakinvi discussing CCJ, KAP. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/anakinvi · Tickers: CCJ, KAP