[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.]  RedMacro [@redstonemacro](/creator/twitter/redstonemacro) on x XXX followers Created: 2025-07-18 19:11:06 UTC I agree the chart looks extended and profit taking is wise, but I don't think you are factoring in Cameco's Share from Westinghouse (a XX% stake), which amounts to $XXX million. Just like trying to understand $uuuu, contribution from Rare earths to earnings, what is Cameco's Westinghouse contribution to earnings going to be? Its current price-to-earnings ratio is estimated at XXX at a forecast of XXX billion in revenue for 2025, which seems very over-extended for its uranium business, but if Westinghouse pencils in some expected US deals, then it's a different story. Cameco's earnings business model may flip considerably with Westinghouse now in active discussions with the U.S. federal government and partners to build XX new AP1000 reactors by 2030, a project with an estimated price tag of $XX billion, the possibility of significant revenue being built into the price now. Just some thoughts. XXX engagements  **Related Topics** [$uuuu](/topic/$uuuu) [westinghouse](/topic/westinghouse) [Post Link](https://x.com/redstonemacro/status/1946286626348663279)
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RedMacro @redstonemacro on x XXX followers
Created: 2025-07-18 19:11:06 UTC
I agree the chart looks extended and profit taking is wise, but I don't think you are factoring in Cameco's Share from Westinghouse (a XX% stake), which amounts to $XXX million.
Just like trying to understand $uuuu, contribution from Rare earths to earnings, what is Cameco's Westinghouse contribution to earnings going to be?
Its current price-to-earnings ratio is estimated at XXX at a forecast of XXX billion in revenue for 2025, which seems very over-extended for its uranium business, but if Westinghouse pencils in some expected US deals, then it's a different story.
Cameco's earnings business model may flip considerably with Westinghouse now in active discussions with the U.S. federal government and partners to build XX new AP1000 reactors by 2030, a project with an estimated price tag of $XX billion, the possibility of significant revenue being built into the price now.
Just some thoughts.
XXX engagements
Related Topics $uuuu westinghouse