1 Canadian Mining Stock to Buy and Hold Forever
1 Canadian Mining Stock to Buy and Hold Forever
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The Canadian mining stocks may not be the hottest thing powering the markets these days. The commodity plays tend to be quite volatile and often lack long-term momentum. In any case, not all volatile commodity stocks are to be passed, especially those with distinct operating advantages.
这些天,加拿大的挖矿股票可能不是推动市场的最热门。商品品种往往非常波动,通常缺乏长期动力。无论如何,并不是所有波动性商品股票都可以被忽略,尤其是那些具有独特营运优势的股票。
In any case, playing commodity prices can be a very hard game. With so many variables that dictate commodity price moves, trading in and out of commodity futures or mining plays may not be a consistent winning strategy. And with certain fossil fuel producers, there are longer-term secular headwinds that one will need to keep tabs on.
无论如何,投机商品价格可能是一种非常困难的游戏。由于有那么多因素决定商品价格的波动,交易期货或矿业产品可能不是一种一致的获胜策略。而对于某些化石燃料生产商来说,存在着更长期的结构性逆风,需要密切关注。
The case for looking at commodity miners again
再次审视商品矿业股的案例
Of course, oil demand isn't going to fade over the next few years or even the next decade. However, in a few decades, as more renewable energy projects go online, many of which were sparked by big-tech firms looking to reduce the carbon footprints of their data centres, there may be a longer-term overhang weighing heavily on energy prices.
当然,在未来几年甚至未来几十年内,石油需求不会消失。然而,随着更多的可再生能源项目投入使用,其中许多项目是由大型科技公司发起的,旨在减少其数据中心的碳排放,可能会对能源价格产生更长期的影响。
For now, though, many such commodity producers are cash cows with incredibly discounted valuations. Until the cash flows begin trending lower, I view such names as real value in a market that's crowding into very specific corners of the tech sector.
但现在,许多这样的商品生产商是具有极具折扣估值的现金奶牛。在现在众多人聚焦于科技领域的特定角落之时,我认为这些股票是市场上真实的价值。
Indeed, when all you hear about is AI and tech by the talking heads, it can be easy to forget that there are neglected, perhaps severely undervalued names out there ripe to be picked.
的确,当您听到“智能”和“技术”等词语时,可能很容易忘记,还有被忽视的,可能被严重低估的股票等着被发掘。
In this piece, we'll check in with one incredibly sound Canadian mining play that may have the wind at its tail. Though short-term commodity price projections are sure to fall short, I view the longer-term trajectory as incredibly sound.
在本文中,我们将会介绍一家极具声望的加拿大矿业公司,它可能会有大有作为。虽然短期的商品价格预测肯定会低估,但我认为长期的财务状况非常健康。
Cameco stock: A top mining play fit for long-term investors
Cameco股票:一个适合长期投资者的顶级矿业公司
Consider shares of uranium producer Cameco (TSX:CCO), which recently fell into correction territory, now down around 12% from all-time highs close to $76 per share. Indeed, prior to the latest plunge, CCO stock had been on a furious bull run that helped it more than double (up over 135%) in the past two years. Indeed, the world seems to be increasingly interested in nuclear energy projects again.
考虑购买铀生产商Cameco(tsx:cco)的股票,该公司最近进入了修正回报区间,目前跌幅约为距离接近76加元的创纪录高点的12%。事实上,在最新暴跌之前,CCO股票曾经经历了疯狂的牛市,从而在过去两年中涨幅超过了一倍(上涨超过了135%)。事实上,世界似乎再次对核能项目产生了越来越多的兴趣。
As demand for cleaner energy increases, uranium (and CCO stock) prices may continue to run. Heck, the nuclear power surge may span many years. And if that's the case, perhaps the stock, which trades at over 46 times forward price to earnings (P/E), is far cheaper than it looks.
随着对清洁能源的需求增加,铀(和CCO股票)价格可能会继续上涨。真的,核电力的浪潮可能会持续许多年。如果是这样,那么这支股票,其正处于46倍的前市盈率(P/E),看起来比它看起来要便宜得多。
The road ahead looks quite bright for the uranium producers
铀生产商前景非常光明
Looking ahead, I expect Cameco to keep doing its best to expand its production capacity better to feed the growing demand for nuclear reactor fuel. Additionally, management may also explore cost-cutting initiatives to further improve operating economics.
展望未来,我希望Cameco能够尽其所能扩大其产能以满足核反应堆燃料的不断增长需求。此外,管理层可能会探索削减成本的举措,以进一步改善营运经济状况。
Further, with bans on Russian-produced uranium in place, global uranium producers like Cameco will need to step up to the plate. Though Cameco stock looks richly valued, I'd not be afraid to have a closer look if the recent correction were to drag into mid- to late summer.
此外,随着对俄罗斯生产的铀禁令的实施,像Cameco这样的全球铀生产商将需要挺身而出。尽管Cameco的股票看起来估值较高,但如果最近的修正继续延伸到中后期,我不会害怕对其进行更深入的研究。
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