Report
EUR 92.34 For Business Accounts Only

Investment Update | Review + Outlook

​​We have a favourable view of the long-term uranium supply/demand outlook. While the uranium market remains depressed over the near-term with falling spot prices, weak demand and a lack of significant long-term contracting activities, Cameco is protected from large swings in market prices by its contract portfolio.

Underlying
Cameco Corporation

Cameco and its subsidiaries are engaged in the exploration for and the development, mining, refining, conversion and fabrication of uranium for sale as fuel for generating electricity in nuclear power reactors in Canada and other countries. Co. has three reportable segments: uranium, which explores for, mines, mills, purchases, and sells uranium concentrate; fuel services, which refines, converts and fabricates uranium concentrate, and purchases and sells conversion services; and electricity, which generates and sells electricity through its 31.6% interest in the Bruce Power Limited Partnership, which operates four nuclear reactors and manages the overall site in southern Ontario.

Provider
ARC | Accountability Research Corp
ARC | Accountability Research Corp

​Independent equity research focused on the North American market that leverages ARC’s unparalleled expertise in applying proprietary forensic accounting knowledge to investment analysis. 

The ARC process is focused on avoiding financial reporting and accounting risks while identifying companies with superior adjusted cash flow metrics.

Analysts
Harriet Li

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