Q: Re Nuclear Growth I thought Uranium would be the play but I see the Builders of Plants are moving better then Uraniums ie SMR NNE SNC CCO owns 49 % of Westinghouse with Brookfield What are your thoughts Buy more NXE CCO or SMR NNE
Or others that you think would be a better play on NUCLEAR RAK
Or others that you think would be a better play on NUCLEAR RAK
5i Research Answer:
Many of these names are now down significantly on the day due to the DeepSeek news, but long-term, we still see many of these as having value. Of the names, we like CCO for its size, history of execution and profitability.
In order of preference we like (from highest to lowest): CCO, NXE, NNE, SMR.