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Global gas markets are under pressure after Iran war disruptions left Middle East LNG cargoes stranded and pushed benchmark prices in Europe and Asia to 2023 highs. With energy security back in focus, Canadian nuclear power stocks linked to uranium supply and reactor technology are drawing fresh attention from investors looking for more stable baseload power. This article highlights three nuclear energy stocks from our Canada focused screener that may be worth a closer look. The three stocks...
Denison Mines Corp. (NYSE:DNN) and NexGen Energy Ltd. (NYSE:NXE) offer exposure to new uranium supply before their flagship mines generate operating cash. Investors choosing between them are buying construction execution, funding capacity and eventual uranium economics, rather than current mine earnings. Denison’s October 5 equity value was around $2.38 billion, versus $6.09 billion for NexGen. […]
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NXE is in the latest 13F portfolio of 1 of the gurus we follow.