Commenter sees a multi-year bullish case for CCJ as a leading uranium producer/refiner ahead of 2028 supply shifts.
CCJ — LONG The author views CCJ as a four-year play because by 2028 the US is expected to stop relying on Russian uranium refineries, while current sanctions do not yet cover uranium. CCJ is positioned as a major producer/refiner and is compared to Apple in 2005, implying substantial growth potential.
This is a 4 yr play… 2028 is when we stop relying on Russian refineries for product(current sanctions, but none on uranium) this is the Apple(2005) of Uranium Producer’s(future) CCJ is the beast now Producer/refiner
This Reddit post, published January 22, 2026, features u/Key_Character_1679 discussing CCJ. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Key_Character_1679 · Tickers: CCJ