Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

Research Firm with a Qualitative Overlay

Equity Bottom-Up

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<li>Plans are being made to reroute Inkai's production to avoid Russian infrastructure and port reliance.</li>
<li>The firm's joint acquisition of equipment supplier, Westinghouse, might add valuable cost synergies and improve Cameco's economies of scope.</li>
<li>Uranium prices remain supportive, and an operational pivot could realign Cameco stock's valuation.</li>
</ul>


Plans are being made to reroute Inkai's production to avoid Russian infrastructure and port reliance.
The firm's joint acquisition of equipment supplier, Westinghouse, might add valuable cost synergies and improve Cameco's economies of scope.
Uranium prices remain supportive, and an operational pivot could realign Cameco stock's valuation.


Cameco Corp

Cameco: A Turnaround Is En Route