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CCJ

Cameco Corp

OPPORTUNISTIC BUY 2026-10-04 Data 8 days old USD 85.18 Energy - UraniumAWAIT ENTRY
ACTIONABLEMethodology gates passed
51

Position levels

Currenttoday
USD 85.18
Buy <=wait / entry
USD 79.00
Trim >=take some off
USD 97.00
Thesis breakCancellation, material delay, or non-execution of the named India-linked USD2.6 ...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case17%100 / 10017.0
Base case49%62 / 10030.4
Bear case34%10 / 1003.4
Weighted conviction51 / 100 - OPPORTUNISTIC BUY

Top risks

  • $2.6B long-term uranium supply deal with India
  • Westinghouse identification of 91 global AP1000 reactor opportunities backed by conditional $17.5B U.S. DOE commitment
  • Westinghouse deal tied to US$80B nuclear reactor pipeline
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.