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⚠️ REVIEW OVERDUE (10/17/2026)
CCJ
Cameco Corp
● ActiveLast Review: 9/17/2026
LIVE MARKET SNAPSHOT📈 Open Chart ↗
FAIR VALUE TARGET+3.8x R:R
$140.00
+66.7% Target Upside
Intrinsic value upon catalyst delivery
HARD INVALIDATION STOP
$65.00
-22.6% Downside Floor
Kill-switch thesis breach point
PORTFOLIO SIZING1.57% NAV
HARD STOP LOSS$65.00 (-33.3%)
TARGET 1 (DE-RISK)$98.00
TARGET 2 (BASE)$140.00
⚡CORE RE-RATE CATALYST
Fundamental catalyst validation, resource growth, or cash flow generation.
🚨KILL SWITCH & INVALIDATION CONDITIONS
Sustained thesis invalidation or structural asset impairment.
🎯 STRUCTURED VALIDATION CHECKPOINTS
0 / 1 Completed1
New Long-Term Uranium Utility Contracting
Long term utility contracts reset at $100+/lb.
12/31/2026● Pending
📝 DEEP RESEARCH MEMO & VALUATION MODEL
Aggregated Multi-Account Holdings: Total 120 shares worth €9,454.79 (1.57% NAV across Davy 148, Davy 270, Brokerage).
Accounts Breakdown: Davy 270 (120 sh / €9,454.79).
📰 AUDIT STREAM & RESEARCH NOTES
No tracking notes or automated news logs recorded yet for this thesis.