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Posted by
Two Blokes Jul 3 -
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Stock
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Cameco is a top play on the nuclear revival, offering exposure to uranium supply, technology, and services amid global energy transition and security concerns. Strong long-term contracts, tier-one Canadian reserves, and a 49% stake in Westinghouse position Cameco for resilient growth and margin protection. AI-driven electricity demand, geopolitical energy shifts, and a looming uranium supply deficit create powerful tailwinds for Cameco's multi-year investment cycle.
