Cameco Corp (USA) (NYSE:CCJ)

CAPS Rating: 5 out of 5

The Company is engaged in the exploration, development, mining, refining, conversion, and fabrication of uranium for sale as fuel for generating electricity in nuclear power reactors in Canada and internationally.

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Member Avatar TMFTycoon (62.39) Submitted: 11/6/2015 3:41:18 PM : Underperform Start Price: $12.60 CCJ Score: +1.17

While Cameco's production is great with its new Cigar Lake facility ramping up faster than expected, stagnant demand and bottom-of-the-barrel uranium prices are unlikely to change until more reactors come online and a new round is approved for construction. That's likely a few years out.

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Member Avatar Seighor (< 20) Submitted: 10/8/2014 8:01:01 PM : Outperform Start Price: $16.56 CCJ Score: -31.35

CCJ has been going out on an ebb tide that is beginning to turn. Currently bottoming at a low support level, I expect CCJ to seriously outperform the market in the next two to four years.

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Member Avatar jeef11 (< 20) Submitted: 10/2/2014 9:31:54 PM : Outperform Start Price: $17.03 CCJ Score: -33.77

uranium will rebound at some point, cameco is vertically integrated and will respond with increased profit margins, and higher sales

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Member Avatar VoodooSaviour (93.30) Submitted: 7/28/2014 12:27:47 PM : Outperform Start Price: $20.08 CCJ Score: -43.91

Spot uranium is below the cost for new mines, no more nuke-to-power conversions, Japan reactors will come back on stream soon, and Chinese are building a significant number of new reactors.

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Member Avatar FNN31 (49.72) Submitted: 4/26/2014 6:56:04 AM : Outperform Start Price: $21.38 CCJ Score: -53.41

Just a matter of time for uranium prices to get back up, and this company has the biggest reserves

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Member Avatar abpro (25.28) Submitted: 3/22/2014 12:57:49 AM : Outperform Start Price: $22.89 CCJ Score: -57.35

rise of uranium prices and expansion of nuclear power plants.

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Member Avatar CatchTwentyTwo (45.32) Submitted: 1/26/2014 2:48:47 PM : Outperform Start Price: $20.83 CCJ Score: -56.84

Supply and Demand, they are building nuclear power plants all over the world, with an increase in demand and uranium supply finite, the price will continue to rise.

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Member Avatar jbsnyder100 (38.45) Submitted: 1/15/2014 6:07:07 PM : Outperform Start Price: $20.57 CCJ Score: -52.81

its good

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Member Avatar thommythai (30.80) Submitted: 11/10/2013 9:29:00 AM : Outperform Start Price: $18.10 CCJ Score: -49.20

There are 3 factors for CCJ to outperform, first demand & supply, second Japan will restart the reactor because they have no choice, and last the new mine opening in 2014. Even if the price of uranium stays the same but new production will increase revenue and earning.

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Member Avatar DrLinks (< 20) Submitted: 7/20/2013 2:36:15 AM : Outperform Start Price: $20.05 CCJ Score: -61.15

Uranium prices poised to POP

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Member Avatar TMFWillSommers (99.64) Submitted: 6/5/2013 2:07:18 PM : Outperform Start Price: $20.00 CCJ Score: -66.64

High-grade, low-cost producer. Uranium supply/demand dynamics should drive prices higher over the next 3-5 years, especially as Japan restarts nuclear and additional Chinese and Indian generators come online.

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Member Avatar runway227 (< 20) Submitted: 2/25/2013 4:06:31 PM : Outperform Start Price: $20.12 CCJ Score: -77.51

The short-term outlook for uranium is poor because of public ambiguity following the events in Japan and a short-term excess of supply in the market. It is a good long term play because the company is positioned for the long term in an environment with 3% expected annual growth in demand and a 20% supply gap by 2022.

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Member Avatar TMFOHCanada (< 20) Submitted: 2/6/2013 10:13:40 AM : Outperform Start Price: $20.35 CCJ Score: -77.22

Uranium is beaten down. Too much demand coming on line for it to stay where it is. Uneconomical to produce at these low prices, therefore, price must rise.

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Member Avatar sggeronimo (< 20) Submitted: 1/22/2013 8:15:51 PM : Outperform Start Price: $19.98 CCJ Score: -77.63

I need some NOW!!!

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Member Avatar Studyearnenjoy (< 20) Submitted: 12/26/2012 4:19:23 AM : Outperform Start Price: $18.37 CCJ Score: -78.55

Cameco is one of the world's largest suppliers of uranium accounting for 16% of the worlds supply. They have 435 million pounds of proven and probable resources, and control the largest high grade deposits of uranium in the world in northern Saskatchewan. Cameco is building up a very large stockpile of uranium to be able to capitalize on a significant increase in the demand for nuclear power it forsees in the next decade. Why does it forsee an increase in demand? There are currently 64 nuclear reactors under construction in the world which completed will increase the number of reactors, which is currently 431, by about 14 percent. Cameco expects a net increase of 90 reactors by 2021 which is above a 20% increase from today's amounts.
Over the past 5 years CCJ has generated 2.6 billion dollars in retained earnings, pretty impressive for a company the market says is worth only 7.9 billion dollars. Perhaps even more impressive is that this was done in an environment where the price of uranium averaged only about 52 dollars a pound. If demand outstrips supply, as Cameco predicts happening within the next decade, the price of uranium will only continue to go up.
Besides their already huge amounts of high quality reserves Cameco also owns 35 percent of uranium mines under development. Cameco is mining or exploring across Mongolia, Kazakhstan, and Australia. Another nifty asset of Cameco's is roughly 1/3 ownership in Bruce Power LP. Bruce power generates 30 percent of the electricity in Ontario, a place that is home to over 12 million people.
So lets see, we have a company with huge reserves, and control of 30 percent of mines under development in an industry where demand is poised to outstrip supply within the next decade. Granted this is a projection from the company in question, but they know the industry much better than I, so I will accept their assumption. They have generated almost 1/3 of their market cap in adjusted net earnings in the past 5 years. They own some nice assets outside of uranium mines. The cherry on top of all of it is a 2 percent dividend that has grown over 18 percent in the past 5 years, and still has a very healthy and sustainable payout ratio of 33%. Personally I bought some shares in late November at 17.43 and am very happy with the pick.

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Member Avatar TallToner (< 20) Submitted: 8/28/2012 6:40:31 AM : Outperform Start Price: $20.82 CCJ Score: -87.95

Pure play on increasing Nuclear energy demand. Well managed company with solid competitive position

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Member Avatar bigsmitty52 (88.66) Submitted: 7/13/2012 8:58:04 AM : Outperform Start Price: $20.22 CCJ Score: -94.25

Nuclear Power is still a viable solution and this stock will make money in places like India.

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Member Avatar WealthLift (< 20) Submitted: 6/15/2012 5:52:43 AM : Outperform Start Price: $18.36 CCJ Score: -88.62

The best pure play in the uranium market, Cameco is set to profit immensely off of a renewed demand for nuclear power in the Asia-Pacific region of the world.

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Member Avatar RockyMountainMan (98.84) Submitted: 6/10/2012 11:29:12 AM : Outperform Start Price: $18.01 CCJ Score: -86.40

Biggest Ux minor in the world with the highest grade Ux assests in the world located in N.Sask Can. The Japan meltdown took the steam out of this sector but world needs power. >100 nuclear plants coming online in the next decade. Enriched Ux is mostly consumed. Expect a move up, otherwise play it in the $18-$24 range until breakout.

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Member Avatar polanco (< 20) Submitted: 4/30/2012 6:32:38 PM : Outperform Start Price: $20.78 CCJ Score: -89.31

if nuclear power comes back, this company will do well.

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