Cameco Corp CCJ
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CCJ 17 trade records · 0 option records · 2025-08-22 → 2026-05-08Moat
Strong~20% of global uranium production. Operates the world's highest-grade uranium mines in Saskatchewan's Athabasca Basin: McArthur River (world's largest high-grade), Cigar Lake (world's highest-grade), and Key Lake (world's largest uranium mill). Long…
Physical assets
StrongTier-one mining and milling operations with licensed capacity for 30M+ lbs annually. Proven/probable reserves exceeding 433M lbs. McArthur River and Cigar Lake are irreplaceable, high-grade deposits. Production expected at 22.4M lbs in 2025.
Software / hardware
Growth. World's highest-grade uranium mines restart at full capacity as nuclear renaissance (AI data center power demand) drives spot uranium toward $100+/lb. Primary assets. McArthur River mine (world's largest high-grade), Cigar Lake mine (world's…
- manual · sw-hw
Growth. World's highest-grade uranium mines restart at full capacity as nuclear renaissance (AI data center power demand) drives spot uranium toward $100+/lb. Primary assets. McArthur River mine (world's largest high-grade), Ciga…
- manual · physical-assets
Tier-one mining and milling operations with licensed capacity for 30M+ lbs annually. Proven/probable reserves exceeding 433M lbs. McArthur River and Cigar Lake are irreplaceable, high-grade deposits. Production expected at 22.4M…
- manual · moat
~20% of global uranium production. Operates the world's highest-grade uranium mines in Saskatchewan's Athabasca Basin: McArthur River (world's largest high-grade), Cigar Lake (world's highest-grade), and Key Lake (world's largest…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-05-08 | SELL | Equity | +61% |
| 2026-05-08 | SELL | Equity | +10% |
| 2026-05-08 | SELL | Equity | +100% |
| 2026-05-05 | SELL | Equity | +38% |
| 2026-05-05 | SELL | Equity | +18% |
| 2026-05-05 | SELL | Equity | +58% |
| 2026-01-07 | BUY | Equity | +1% |
| 2025-12-22 | BUY | Equity | +2% |
| 2025-12-11 | BUY | Equity | +0% |
| 2025-11-14 | BUY | Equity | +1% |
| 2025-11-06 | BUY | Equity | +1% |
| 2025-11-04 | BUY | Equity | +1% |
| 2025-11-03 | BUY | Equity | +1% |
| 2025-10-24 | BUY | Equity | +1% |
| 2025-08-26 | BUY | Equity | +1% |
| 2025-08-22 | BUY | Equity | +3% |
| 2025-08-22 | BUY | Equity | +27% |
Notes
Full portfolio moat / asset analysis
~20% of global uranium production. Operates the world's highest-grade uranium mines in Saskatchewan's Athabasca Basin: McArthur River (world's largest high-grade), Cigar Lake (world's highest-grade), and Key Lake (world's largest uranium mill). Long-term contracts (230M lbs under contract as of end-2025) and a 49% stake in Westinghouse provide exposure acro…
Full portfolio moat / asset analysis
Tier-one mining and milling operations with licensed capacity for 30M+ lbs annually. Proven/probable reserves exceeding 433M lbs. McArthur River and Cigar Lake are irreplaceable, high-grade deposits. Production expected at 22.4M lbs in 2025.