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Company coverage · ENERGY

Cameco Corp CCJ

URANIUM coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.

Sector: ENERGYIndustry: URANIUMLatest quarter: 2026-06-30Fundamentals refresh: 2026-08-30
moat Strong
physical / assets Strong
sw / hw SW 3 : HW 97
Last close $100.01

Connected surface

Price, fundamentals, portfolio context, and research memory.

Data through 2026-08-28
Observed price path $100.01
Activity +33.5%
$68 $86 $105 $123 $141 AugNovFebMayAug 2025-08-22 · BUY equity · relative size +27% 2025-08-22 · BUY equity · relative size +3% 2025-08-26 · BUY equity · relative size +1% 2025-10-24 · BUY equity · relative size +1% 2025-11-03 · BUY equity · relative size +1% 2025-11-04 · BUY equity · relative size +1% 2025-11-06 · BUY equity · relative size +1% 2025-11-14 · BUY equity · relative size +1% 2025-12-11 · BUY equity · relative size +0% 2025-12-22 · BUY equity · relative size +2% 2026-01-07 · BUY equity · relative size +1% 2026-05-05 · SELL equity · relative size +58% 2026-05-05 · SELL equity · relative size +18% 2026-05-05 · SELL equity · relative size +38% 2026-05-08 · SELL equity · relative size +100% 2026-05-08 · SELL equity · relative size +10% 2026-05-08 · SELL equity · relative size +61%
256 daily bars since 2025-08-22 Buy Sell Option 17 visible trade events
Portfolio context Tracked position

Latest snapshot: 2026-05-01T15:13:08. Position gain/loss: +55.6%.

17 trade records · 0 option records · 2025-08-22 → 2026-05-08
moat 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 Strong

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.

sw / hw SW 3 : HW 97

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…

Research memory 15 coverage entries

Append-only ticker entries from the internal coverage database.

  1. SW 3 : HW 97

    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…

  2. Strong

    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…

  3. 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…

Research archive Moat and asset 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.

Coverage feed Latest entries
  1. 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…

  2. 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…

  3. 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…

Trade feed Recent records
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%

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