Written by Summary
The uranium sector has been undersupplied for years and should settle at much higher prices over the long term.
Unfortunately, too much of the future growth is already priced in.
Their reserves will probably only last for 20 to 30 years. Market-beating returns just seem unlikely, we’re a little late to the party. JacobH Investment Thesis Uranium is making a global comeback because it first provides base-load energy and, second, it is compatible with reducing CO2 emissions. In addition, global reserves will last for about 90 years, which is longer than many other minerals. Cameco (NYSE: CCJ )(TSX: CCO:CA ) is one of the world’s largest producers of uranium. In this article, I want to examine the future outlook and how much of the projected potential is already priced in. Overall, this article is much more about the general uranium sector than Cameco since the company’s […]
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