UEC's upcoming earnings report is anticipated to show an EPS of -$0.03, reflecting financial challenges.The company's high price-to-sales ratio of approximately 81.51 indicates market optimism for future growth despite current struggles.UEC maintains a strong liquidity position with a current ratio of 10.11, suggesting resilience against short-term financial challenges.Uranium Energy Corp (NYSE American: UEC) is a prominent player in the uranium industry, known for being the largest and fastest-growing supp ...

Anfield Energy’s Shootaring Canyon Mill project in southeast Utah. Credit: Anfield EnergyAnfield Energy (TSXV: AEC) has been approved to for listing on the NASDAQ, with trading set to begin on Sept. 18 under the symbol “AEC”. Its OTC-listed shares will then cease trading, while its Canadian-listed stock will continue to trade under the same symbol.The company applied for the NASDAQ listing in April 2025, seeking to leverage its US-based uranium asset base at a time when domestic production of the nuclear fu ...

The share price of enCore Energy Corp. (NASDAQ:EU) fell by 5.51% between September 5 and September 12, 2025, putting it among the Energy Stocks that Lost the Most This Week. enCore Energy (EU): Among the Energy Stocks that Fell This Week enCore Energy Corp. (NASDAQ:EU) engages in the acquisition, exploration, and development of uranium resource properties in the United States. enCore Energy Corp. (NASDAQ:EU) announced a significant leadership change last week, appointing Kevin Kremke as Chief Financial ...

We recently published All-Time High Fever: 10 Stocks Soaring and Breaking Records. Cameco Corp. (NYSE:CCJ) is one of the best performers in last week’s trading. Cameco Corp. rallied to a fresh 52-week high on Monday as investors cheered a new long-term uranium supply agreement with a Slovakian nuclear firm as well as rosy prospects for the overall industry in the US. During the session, Cameco Corp. (NYSE:CCJ) surged to its highest price of $86.37, marking a 10.57-percent jump, before trimming gains to end ...

We recently published All-Time High Fever: 10 Stocks Soaring and Breaking Records. NexGen Energy Ltd. (NYSE:NXE) is one of the best performers in last week’s trading. NexGen snapped a two-day losing streak on Monday, jumping 10.62 percent to close at $8.44 apiece as investors welcomed the US government’s backing for the expansion of uranium production in the country. NexGen Energy Ltd. (NYSE:NXE) rallied alongside its counterparts after Energy Secretary Chris Wright said that the US should look to boost ...

Key Points The nuclear fuel specialist got a boost from a policy statement from a cabinet secretary. The Trump administration wants to boost the national strategic stockpile of uranium. 10 stocks we like better than Cameco › Buffeted by a pair of tailwinds, Cameco (NYSE: CCJ) stock surged in trading on Monday. Shares of the uranium supplier rose by nearly 11% in value, largely on news that the U.S. aims to increase the national strategic stockpile of the element used as fuel for nuclear power plant ...

项目进展 - 公司Dewey Burdock ISR铀项目于2025年9月2日被纳入美国联邦许可改进指导委员会Fast-41计划 该计划是特朗普行政命令下加速美国矿产生产的关键举措 [2] - 项目将以核管理委员会(NRC)作为牵头机构 通过加速联邦审查推进 该项目最初于2014年获得NRC许可 [2] 业务影响 - 项目将加强美国核燃料供应链 提升国内能源安全 并为南达科他州社区带来经济效益 [3] - 公司采用环境友好的原地回收(ISR)技术 提供清洁、可靠且经济的核能燃料 [3] 市场地位 - 公司被列为目前最佳铀股票之一 获得大量对冲基金关注 [1][3] - 公司是美国铀业企业 专注于铀资源开发 [3]

公司战略与业务发展 - 公司成立全资子公司United States Uranium Refining & Conversion Corp (UR&C) 以推进美国最大铀精炼与转化设施建设[2] - 该设施设计年产能达10,000公吨铀当量UF₆ 旨在解决供应链瓶颈并成为美国唯一完全垂直整合的铀业公司[2] - 公司同步推进美国境内原地浸出采矿项目与加拿大高品位传统铀矿项目 以支持清洁可靠的核能发展[4] 市场表现与财务指标 - 股价于9月3日创历史新高至11.40美元[3] - 贝塔系数为1.44 当前比率为10.11 显示其市场敏感度与强劲流动性[3] - 公司被列为12支最佳铀股之一 并获得显著对冲基金关注[1][4] 行业定位与政策环境 - 作为美国最大铀供应商 公司业务布局契合美国扩大核能产能与强化能源安全的政策导向[3][4] - 通过精炼转化设施建设 公司将进一步巩固在美国铀产业链中的核心地位[2]

公司评级与目标价 - H C Wainwright维持买入评级 目标价2 70美元 [2] - 看好公司强劲财务表现和战略定位 [2] 财务业绩表现 - 2025年第二季度业绩强劲 主要因Lost Creek等项目生产成本降低 [3] - 收入同比大幅增长 毛利率显著提升 [3] - 公司现金流稳健 资产组合强大 [3] 业务与市场定位 - 专注于铀矿勘探开发和生产业务 [4] - 被列为当前最佳铀股之一 [1][4] - 合同组合灵活性为把握未来市场机遇留出空间 [3] 行业需求前景 - 美国能源部铀项目推动铀需求增长预期 [3] - 铀行业需求前景改善 [3]

Eric Fry的Apogee量化选股系统 - 基于30多年投资经验开发的首个量化选股系统Apogee 经过520万次回测和14000只股票31年市场数据验证 [1][3] - 系统实现72%胜率 获胜交易平均收益达308% 历史记录包含41只收益超1000%的股票推荐 [2][3] - 通过10X因素识别长期赢家 并提供五个新发现的10倍投资机会 [3][4] 生产者价格指数(PPI)数据 - 8月PPI环比下降0.1% 远低于预期增长0.3% 较7月0.7%涨幅显著逆转 [5] - 8月PPI同比增速降至2.6% 较7月3.1%明显下降 核心PPI同样下降0.1% 低于预期增长0.3% [5][6] - 结合劳动力市场降温迹象 通胀数据强化9月FOMC会议降息预期 [6] 联邦基金利率预期 - CME FedWatch显示88%概率降息25基点 12%概率降息50基点 [8] - 市场关注点从降息幅度转向点阵图预示的未来降息次数 预期从三次上调至四次 [8] 人工智能能源需求 - AI耗能惊人 数据中心电力需求对电网造成前所未有压力 [12] - 风能太阳能无法满足AI持续高容量基载电力需求 核能成为解决方案 [12] - 微软、亚马逊、谷歌投资核能项目 Meta与Constellation能源签订20年核能供应协议 [13] 中国铀需求增长 - 中国核扩张激进 2030年将消耗全球铀供应量的三分之一 [14][15] - 2026年进口量将达5500万磅/年 占全球产量近30% 2030年运营96座反应堆 需求达5800-6800万磅/年 [15] - 2040年反应堆数量增至170座 年需求超9000万磅 占全球消费量35-40% [16] 铀供应短缺 - 加拿大Cameco公司McArthur River矿产量不足 哈萨克斯坦Kazatomprom公司下调明年产量预期 [17] - 铀市场供应预计减少2000万磅 低于早期预测 [17] 核能投资机会 - 美国能源部长支持核能发展 特别看好小型模块化反应堆(SMR) [20] - Cameco(CCJ)作为全球最大铀生产商 拥有McArthur River和Cigar Lake高品位矿场 并持有西屋电气49%股份 [24][25] - Energy Fuels(UUUU)曾为投资者带来300%收益 Constellation Energy(CEG)运营美国最大核电站舰队 [25][26] 公用事业公司投资标的 - Vistra(VST)运营美国第二大竞争性核电站舰队 2023年通过收购Energy Harbor扩大核资产组合 [26] - NextEra Energy(NEE)作为最大风能太阳能生产商 核能业务构成多元化清洁能源组合部分 [26]