[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Uranium_Reactor "Yes Cameco ($CCJ) is one of the worlds biggest uranium producers. They dominate supply with top-tier assets in Saskatchewan and beyond"
@Uranium_Reactor on X 2025-07-22 15:31:49 UTC 1294 followers, XX engagements

"Why $CCJ might not be the best uranium bull market trade 👇 Lets break this down:"
@Uranium_Reactor on X 2025-07-22 15:31:49 UTC 1292 followers, XXX engagements

"This isnt a secret: Cameco deliberately hedges its price risk with utilities locking in predictable cashflows. Its great for stability Not so great for riding a speculative bull run. 📉"
@Uranium_Reactor on X 2025-07-22 15:31:50 UTC 1292 followers, XX engagements

"So while $CCJ is a blue chip uranium name it wont necessarily give you the high-beta upside most uranium bulls expect. Lower volatility lower reward"
@Uranium_Reactor on X 2025-07-22 15:31:50 UTC 1292 followers, XX engagements

"BUT heres what most people miss: A big chunk of Camecos production is pre-sold under long-term contracts at much lower prices than todays spot market"
@Uranium_Reactor on X 2025-07-22 15:31:49 UTC 1293 followers, XX engagements

"Current contracts: $65/lb uranium. Spot price: $80/lb and climbing. That means their realized price is effectively capped even as uranium rips higher"
@Uranium_Reactor on X 2025-07-22 15:31:49 UTC 1294 followers, XX engagements

"Meanwhile uranium juniors and physical uranium funds ($U.UN $NXE $SRUUF $U) are directly exposed to the spot price. Thats where the leverage really is right now"
@Uranium_Reactor on X 2025-07-22 15:31:50 UTC 1292 followers, XX engagements