![]() So, the industry is working through existing (secondary) supplies until they dry up.”ĬCJ, up to 28.9% YTD as of the April 29 close, is likely still in the early stages of a very large multi-year rally. Asia and the Middle East plan to bring plenty of reactors online over the next decade, and there isn’t enough production to cover it. “… this is likely a 5-10 year bull story, as uranium is still below the cost of production. 9 “Where Fundamentals Meet Technicals” article, Lyn Alden Schwartzer spoke about the duration and time horizon of this opportunity developing in the Uranium space, saying that: Lastly, in an earlier update on the Uranium space from her Feb. Growing demand for nuclear power means growing demand for uranium.”Ĭameco, as one of the larger players in the Uranium Mining space, is well positioned to benefit from the growth in uranium demand. There’s a real focus on, and significant investments being made in the development of non-traditional uses, like small modular reactors. Later on that same call, he added that: “… demand for nuclear power is growing and not just the traditional uses of nuclear power. There are those that are installing baseload power, those who are looking for a reliable replacement to fossil fuel sources, and finally, there is new demand for things like the electrification of transportation.” Gitzel said that, “around the globe, we are seeing an increasing focus on electrification for various reasons. And yet, it remains below the cost of most forms of production.”Ĭameco CEO Tim Gitzel also struck an optimistic tone regarding growing demand on the most recent earnings call from Feb. “Uranium itself has been in a long bear market below all-time highs, but since its bottom in late 2016, and since then has been in a persistent uptrend. It’s not one of the big ones like oil, copper, gold, or silver.”Īlso from the article, Lyn added that, “lthough the western world has stagnated in terms of building nuclear power facilities, Asia, the Middle East, and other parts of the world continue to do so. In the same article from March 23, of this year, Lyn Alden Schwartzer referred to uranium as “… an under-owned commodity. Uranium formed a major bottom in 2016, and steadily, much of the developing world is investing in nuclear power. Lyn Alden Schwartzer from her 3/23 Where Fundamentals Meet Technicals update She joins three other analysts including Bhavneesh Sharma, who will highlight a stock with a unique gene editing approach to fighting cancer Lyn Alden Schwartzer, who will showcase 2 high-quality value stocks to buy and hold over the next decade and Kirk Spano, who will focus on solar and other sustainable stocks to watch as the world transitions to alternative energy.“Uranium miners like Cameco (NYSE: CCJ) are well-positioned as bullish investments over the next 3-5 years in my view, and are not strongly correlated with other asset classes. She speaks frequently at tech conferences covering macro trends and has a tech podcast in the Top 40 for technology on iTunes and Spotify. Her experience comes from a decade of analyzing tech companies, tech products and startups resulting in over 700 articles and many enterprise-level analyst reports. She covered Roku from its IPO for a 300% gain and is known for having a crystal ball to predict tech stocks on Twitter. Beth predicted the biggest stock drop in history in Q2 2018 with Facebook’s miss and the biggest IPO loss in history with Uber in Q2 2019. ![]() Specifically, Beth Kindig will discuss the differences between how the financial industry defines growth and how the tech industry defines growth, and why a blend of both is essential for picking stocks in the number one growth sector. Beth Kindig will discuss how to pick a solid tech growth stock and how to hedge in down market. On May 22nd at 4:30 pm Eastern, join four fundamental stock analysts on a webinar where they will discuss stock picks, trends and strategies to help strengthen your personal portfolio.
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