Geiger Counter Share Discussion Threads

[stun12] 25/11/2024 11:10

Interesting stock. Great name too. I've dipped my toe in the water @53p net.

[bountyhunter] 22/11/2024 10:40

I've lost track of what's happening here but see GCL is taking off vs YCA (at the time of posting).

Is it one or more of the constituent companies behind the rise here or just catching up? Previously it's been a bit of a laggard.

[quepassa] 22/11/2024 10:38

In the October Monthly Report/Fact Sheet, the TOTAL GROSS ASSETS were stated as £97.6million.

In view of the big positive gains recently - especially in their major holdings such as NexGen and Cameco - it would be almost certain that TOTAL GROSS ASSETS are now significantly past £100 million.

This is good news as it gives the fund more weight, heft and gravitas.

And hopefully will have the effect of now putting Geiger within the minimum size investment guidelines/criteria of a larger circle of institutional investors.


By comparison, the NET ASSET VALUE of Geiger is already at £97.38m (152,674,249 shares in issue x yesterday's NAV of 63.78p).

all imo. dyor.
qp

[steve73] 22/11/2024 09:49

top 5 holdings in the header updated per oct '24 report

[jaf111] 22/11/2024 07:35

Agreed….The underperformance of MGA is very puzzling…..hopefully just got to be patient!

[quepassa] 22/11/2024 04:46

Yesterday's close:-

NexGen + 4.7%
Mega Uranium + 5.3%


New ALL-TIME-HIGH for Nexgen at C$12.20.

Mega not yet up with events .

[nitnia] 20/11/2024 13:58

Is there tax to pay on the uncrystallised capital gain ?

[kaos3] 20/11/2024 11:55

quepassa - the seconf part of your post posted a day after makes the whole . thnx

[quepassa] 20/11/2024 11:19

if you add in the other near C$30 million of listed investments owned in the Mega Uranium portfolio, that brings their portfolio value up to almost C$260m against a market cap of C$132m

[bsharman3] 20/11/2024 11:05

what can GCL do to raise awareness and reduce the discount - see they were included in a recent Shares Magazine article on nuclear. Perhaps they should do share buy backs ?

[brugen] 20/11/2024 11:01

FT sees higher prices ahead.

[quepassa] 19/11/2024 17:09

Mega Uranium (TSX:MGA) owns 19.5m shares in NexGen (TSX:NXE)

NexGen share price C$11.74

Value of Mega's holding in NexGen C$228m

Market cap of Mega Uranium C$132m

[7kiwi] 19/11/2024 15:17

Good news for NXE. Should be good news for GCL NAV too. But there's a long record of the share price lagging NAV by a wide margin.

[foetus in your brain] 19/11/2024 13:33

Was 23% of GCL on last factsheet. So should be worth 2p on NAV by itself

[dogberry202000] 19/11/2024 13:06

That's GCL's largest uranium equity position by some measure!!!

[dickiehh] 19/11/2024 12:59

https://www.nexgenenergy.ca/news/news-details/2024/NexGen-Achieves-Major-Permitting-Milestone/default.aspxNexGen announces final permitting milestone. Up 8 percent yesterday and up another 8 percent today in the pre market

[bsharman3] 18/11/2024 17:15

nxe is up 8% surely / hopefully GCL will follow tomorrow ?

[7kiwi] 15/11/2024 16:45

💥💥💥 Russia bans export of enriched Uranium to the US 💥💥💥



Getting serious now.

[chrisdgb] 15/11/2024 15:22

Here we go............

[chrisdgb] 18/10/2024 15:27

Agreed, NAV is looking good...

[7kiwi] 18/10/2024 14:14

66.21p. Nice NAV, shame about the share price.

[jimic23] 17/10/2024 12:11

Good shout ?

[foetus in your brain] 17/10/2024 07:07

Huge discount here ATM. Suspect NAV today of 64p