Invertir en Uranio: sector nuclear y mi cartera de mineras

¿Te importaría explicar que te llevo a invertir en Cameco y no en otras opciones disponibles?

Gracias.

Es el mayor productor mundial por detrás de Kazatomprom, la kazaja no me parece la mejor opción, debido a los vaivenes de una economía a la sombra de los rusos y con un alto componente político.

En cambio CAMECO está en Canadá lo que me da la tranquilidad de un mercado bursátil más liberal y dado que es un sector muy castigado prefiero una empresa fuerte con minas en todo el mundo y con tanto peso.

De todas formas después de ver la serie de Chernobyl (muy buena), tengo la sensación de que el uranio es un sector muy arriesgado y como han dicho otros rankianos un problema nuclear de cualquier magnitud por pequeña que sea tumba las cotizaciones por una buen temporada.

un ejemplo de lo que pasa con la energía nuclear en EE.UU; plantean objetivos de reducción de CO2 y para ello necesitan mantener la centrales nucleares abiertas para que proporcionen la carga base a la red...en Ohio las 2 centrales nucleares que tienen suministra el 90% de la energía sin CO2.

Wall Street Journal - Ohio Vies to Keep Its Nuclear Plants 

A plan to retain nuclear energy in Ohio is moving forward as lawmakers said they would continue working past a deadline on a bill aimed at keeping the state’s two nuclear plants running.
The oil-and-gas industry, environmental groups and renewable-energy companies have lined up to oppose the legislation,as Ohio becomes the latest state to wrestle with balancing a diverse energy portfolio with clean-energy goals and local economic interests.
More states are stepping in to rescue nuclear plants struggling to compete against low cost natural gas. Some labor unions and nuclear-power advocates back the plan in Ohio.
Lawmakers in Ohio faced a June 30 deadline imposed by FirstEnergy Solutions Corp., which said it would shut its
Davis-Besse and Perry nuclear power plants along Lake Erie if it didn’t receive assurances of state aid by then. The company
had said it needed to decide by that date whether to purchase $52 million of fuel for the Davis-Besse plant.
FirstEnergy, which is in bankruptcy proceedings, has said the plants, which provide 90% of the state’s carbon-free electricity and employ a total of 1,400 people, have been losingmoney.
The company said last Monday that it remained optimistic lawmakers would pass a bill by July 17, indicating it would wait
a little longer. But it cautioned that without legislation it would “remain on path for safe deactivation and decommissioning.”