Cameco Corp Share Price (CCJ.US)

I’ve been in Cameco for over six years - up over 700% on my main holding.

Still holding as the shortage of uranium has still to kick in fully - new reactors and old ones coming back on line, the push for net zero and the realisation that nuclear power is the best stable base load are all going to push demand - and price in my thesis - much higher.

Back in 2007, just before Fukushima, yellow cake was at ~$107 per pound - today it’s gradually crept back up to ~$83 a pound … long way to go yet if only for inflation reasons to match old price.