Cameco (CCJ) earnings: $1.2B revenue and the missing CEO

Cameco nearly doubled revenue and turned a massive profit, yet they are buying uranium on the open market rather than ramping up their own frozen mines.In ~10 minutes:- Revenue hit $1.2B (+95% QoQ) on volume flush 🌊- CEO skipped Q&A for an $80B D.C. meeting- 2026 production guided flat (19.5–21.5M lbs)- Management buying ~3M lbs to meet delivery commits- Westinghouse 5-year outlook deleted due to volatilityThe "nuclear renaissance" is becoming a construction project—volatile, expensive, and government-dependent. Management calls the supply gap "discipline," but operational constraints at McArthur River tell a different story.Cameco Corporation (CCJ) | Q4 FY2025AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.