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Holding: CCJ

Cameco Corporation (CCJ)

Posted: July, 17, 2018

We completed our exit from Cameco at roughly the same price we initiated our position in early March of 2017.  Along the way we collected $0.40 in dividends. Our original thesis hinged on the fact that the current spot price of uranium was below the cost of mining uranium — a condition we believed could … Continue reading “Cameco Corporation (CCJ)”


Cameco Corporation (CCJ)

Posted: March, 9, 2017

Cameco Corporation is one of the world’s largest uranium producers, with about 16% of global capacity, as well as related services. Its uranium products are used to generate clean electricity in nuclear power plants around the world. Cameco has about 410 million pounds of proven and probable reserves and has is focused exploration programs across … Continue reading “Cameco Corporation (CCJ)”


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