Balance Sheet And Cash Flow StrengthA net cash position driven by a significant distribution from Westinghouse, combined with strong free cash flow, enhances financial flexibility for contracts and capital allocation.
Government Partnerships And Reactor DemandPartnership in a major U.S. government and Westinghouse initiative expands potential long-term uranium demand across both large reactors and small modular reactors, lifting project visibility.
Uranium Market TightnessA structural supply-demand deficit for uranium and rising long-term contract prices support stronger pricing and sustained demand for the company's fuel sales.