CCJ | SOURCE: MACROVOICES #517 JUSTIN HUHN: URANIUM AT THE TIPPI
Jan 29, 2026 IC-REF: 088fe795

CCJ: Narrative-Price Asymmetry Profile

Executive Thesis: Uranium fundamentals are exceptional with utilities shifting from buyer strike to security-of-supply contracting, but CCJ's parabolic advance has created unsustainable technical conditions that warrant patience over immediate capital deployment.


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