Why CCJ’s Long Term Contract Book Is Both Its Strength and Its Ceiling

Quick Read Cameco (CCJ) reported $2.56B in revenue versus $1.13B estimated. Net earnings of $590M CAD were up 243%. Cameco’s long-term contracts cap 2026 realized uranium prices at CAD 85-89 per pound despite retail betting on spot price upside. A US government partnership targeting $80B+ in Westinghouse reactor deployment represents Cameco’s primary catalyst for new contract acceleration. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Cameco just repo ...