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    Gordon Johnson • GLJ Research

    Gordon Johnson's questions to Cameco Corp (CCJ) leadership

    Gordon Johnson's questions to Cameco Corp (CCJ) leadership • Q1 2025

    Question

    Gordon Johnson asked how projected demand for uranium is influencing Cameco's current investment in new exploration, noting a recent global slowdown in exploration activity.

    Answer

    CEO Tim Gitzel confirmed that exploration remains a 'very, very important' part of Cameco's strategy. He mentioned the appointment of a new VP of Exploration and stated that the company has continued to hold its best properties in the Athabasca Basin and has been actively growing its exploration budget over the last few years to prepare for future demand.

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    Gordon Johnson's questions to Cameco Corp (CCJ) leadership • Q3 2024

    Question

    Gordon Johnson asked about uranium price seasonality, the strength in enrichment prices, and whether contracting has strengthened since the World Nuclear Association symposium.

    Answer

    Executive VP and CFO Grant Isaac attributed seasonality to the nuclear industry's September-to-August calendar and noted short-term 'month-end games' can soften spot prices. He confirmed strong off-market contracting activity post-symposium, evidenced by 40 million pounds of newly reported contracts, but noted the negotiation of price floors/ceilings has stalled slightly due to the recent spot price dip.

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    Gordon Johnson's questions to Enphase Energy Inc (ENPH) leadership

    Gordon Johnson's questions to Enphase Energy Inc (ENPH) leadership • Q4 2024

    Question

    Gordon Johnson cited data suggesting a competitor, Tesla, was gaining significant market share in both storage and inverters in California and asked if Enphase was experiencing these trends or managing to regain share.

    Answer

    President and CEO Badrinarayanan Kothandaraman did not comment on competitors but vigorously defended Enphase's value proposition. He stated the fourth-generation battery will make them 'best-in-class' for backup, addressing a prior limitation. He emphasized key differentiators like modularity, a 15-year warranty, superior serviceability, higher energy production from microinverters, and new software features that solve key installer and homeowner pain points.

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