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Cameco Corporation (CCJ) BMO Capital Markets 2025 Global Metals, Mining & Critical Materials Conference (Transcript)
CCJCameco(CCJ) Seeking Alpha·2025-02-25 01:32

Group 1 - Cameco Corporation is recognized as one of the world's leading producers of uranium, with significant operations in conversion and fuel services, bolstered by the recent acquisition of Westinghouse [1][2] - The company holds a strong position in uranium through Tier 1 assets and strategic joint ventures, including partnerships with Orano and Kazatomprom for the Inkai asset [3] - Currently, Cameco maintains supply discipline, with 30% of its licensed and permitted capacity in care and maintenance due to market conditions [3] Group 2 - The conference call features Grant Isaac, the Executive Vice President and CFO of Cameco, who will provide insights and address questions regarding the company's operations and market strategy [1][2] - The focus of the discussion will include the company's uranium properties and the potential for further uranium production upside [3]