Key Takeaways Cameco's revenues jumped 35% in H1 2025, with adjusted EPS soaring 248% year over year.A new long-term deal with SE marks Cameco's entry into the Slovakia market.Cameco trimmed McArthur River output guidance due to delays but maintained Cigar Lake projections.Cameco (CCJ) has surged 115.9% in the past six months, outpacing the industry’s 27.9% growth, the Zacks Basic Materials sector’s 25.3% gain and the S&P 500’s 25.3% rise.CCJ’s Performance vs. Industry, Sector & S&P500Image Source: Zacks In ...

Group 1 - Eni S.p.A is exploring the sale of a 20% stake in its renewable and retail business Plenitude, engaging in exclusive discussions with Ares Alternative Credit Management [1][2] - The equity value of Plenitude is estimated between 9.8 billion and 10.2 billion euros, with potential to exceed 12 billion euros when considering debt [2] - The sale aligns with Eni's satellite strategy, aimed at developing low-carbon businesses and attracting external investments [3][5] Group 2 - Eni's strategy includes selling small stakes in its business units to support capital expenditures for low-carbon initiatives while retaining investment capacity in upstream projects [3][4] - The interest from Ares highlights the attractiveness of Eni's business model and its growth prospects [4] - Eni has previously executed similar transactions, including a stake sale in Plenitude to Energy Infrastructure Partners and a 30% interest in its biofuel unit Enilive to KKR [5]