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Writer's pictureStephen H Akin

Uranium Renaissance

Updated: Sep 18

Investors are once again focusing on Uranium. Causing talk of a Uranium Renaissance.

Technology to Drive Growth

As interest in AI artificial intelligence increases researchers move forward with nuclear energy.


The Global race is on for "Rare Earth" elements not only for power consumption but they are critical for the medical, electronics and, defense industries.


Around the world countries are moving to protect their access and supply to rare earth elements.


Stock Investments

In a recent interview with Matt Whittaker Reporter with US News and World Report for an upcomming article we discussed my favorite of the premier uranium mining companies in the West Canada's Cameco, Corp. (CCJ) Recently priced at $39.43 per share.


"Uranium Stocks, ETFs and Other Ways to Invest in the Nuclear Fuel"

Here's how to invest in uranium as demand grows during the energy transition.

Matt Whittaker has written for U.S. News & World Report since 2015, covering investing topics. Based in Colorado, he specializes in natural resources journalism and has reported on renewable energy, coal, oil, natural gas, metals and seafood companies from the Americas, Europe and Asia. His work has appeared in The Wall Street Journal, Barron’s, Pacific Standard and Zenger News. He has been a fellow with the Knight Center for Specialized Journalism and is particularly proud of an Overseas Press Club Foundation scholarship he won for a series of articles on landmines in Bosnia and Herzegovina. Born in Knoxville, Tenn., Matt graduated with a degree in journalism from the University of Tennessee. You can follow him on Twitter and connect with him on LinkedIn.


The company issued this press release regarding their TSX listing:

Cameco Named to TSX30 for 2024 09:00:00 AM ET, 09/10/2024 -

SASKATOON, Saskatchewan--(BUSINESS WIRE)--Sep. 10, 2024 Cameco (TSX: CCO; NYSE: CCJ) has been named #14 on the TSX30 2024, an annual ranking of the top performing stocks by the Toronto Stock Exchange (TSX).


Cameco’s dividend-adjusted share price performance is up 186% and the company has seen a 210% increase in market capitalization over the past three years.


Cameco is one of the largest global providers of the uranium fuel needed to energize a clean-air world. Our competitive position is based on our controlling ownership of the world’s largest high-grade reserves and low-cost operations, as well as significant investments across the nuclear fuel cycle, including ownership interests in Westinghouse Electric Company and Global Laser Enrichment. Utilities around the world rely on Cameco to provide global nuclear fuel solutions for the generation of safe, reliable, carbon-free nuclear power. Our shares trade on the Toronto and New York stock exchanges. Our head office is in Saskatoon, Saskatchewan, Canada.

 

Other Canadian players include NexGen Energy Ltd (NXE) and Fission Uranium Corp. (OTC: FCUUF)


Diversified miners that also extract substantial quantities of uranium are BHP Group Ltd (BHP)

and Rio Tinto Group (RIO) Many different types of specialists focus on helping you reach financial goals. Finding a fee-only financial planner gives you a good combination of specialized training and no conflicts of interest.


Exchange Traded Funds

I prefer to invest directly into a company stock such as Cameco, Corp in order to out perform the indexs. If for some reason an investor must use an index fund the Top ETF Holders of Cameco include Global X Uranium (URA) $24.86. The Sprott Uranium Miners ETF (URNM) $40.97 are the best ways to participate.


 

Neuclear Utilities

Nuclear Utilities could be a defensive addition to a portfolio to gain exposure and receive enhanced dividends.


Some utility stocks and supplier companies have shot higher. Constellation Energy (CEG) trades 88% higher for 2024. Vistra (VST) rocketed 139% this year. Public Service Enterprise(PEG) was up 26% after a breakout on Tuesday. Shares of Curtiss-Wright (CW), which supplies products and services to nuclear plants, gained 27%.


 

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