Q: I’m thinking of switching out propel for cameco?
What are your thoughts for long term growth.
What are your thoughts for long term growth.
5i Research Answer:
They are very different, of course, and there is a huge size differential. But we would not object, considering risk and potential. CCO is cyclical but the sector looks solid and momentum is much better. It is significantly more expensive but also global and less risky, in our view. 30% growth is expected this year.