Geiger Counter Share Discussion Threads

[walter walcarpets] 13/9/2023 19:40

7kiwi: That's a great piece by Kuppy, thanks for sharing. I follow him on X/twitter. Smart guy.

[dogberry202000] 13/9/2023 19:29

I'm tempted to add a few more myself.

[greedfear] 13/9/2023 19:05

Dogberry- Guess I’ll have to add tomorrow morning

[dogberry202000] 13/9/2023 18:15

Greedfear - I wouldn't worry too much about GCL - it often dawdles because of bagholders like Que Passa before it makes up for lost time. It tends to overdo it once it gets going! The current price is a gift!

[7kiwi] 13/9/2023 17:53

Spot up to $62.50/lb. SPUT trading above NAV so the ATM has turned back on again to allow them to first refill their coffers, then restart buying U3O8. North American miners on fire.🔥Ԃ93;🔥

Here's Kuppy on Uranium:

[greedfear] 13/9/2023 17:12

They should do buy backs. This is lagging. Uranium sector on fire. And this, this… no words.

[dogberry202000] 13/9/2023 16:34

Mostly bagholders from some time ago.

[7kiwi] 13/9/2023 16:08

Still a lot of selling despite the NAV grinding higher and discount getting bigger.

[888icb] 12/9/2023 08:20

Good start Up 3.2% at 49p on volume of 147000. Looks as if it’s having another go at 50p.

[7kiwi] 08/9/2023 20:05

Not sure that 180K sale was the wisest move. Orano stops processing Uranium ore in Niger. Niger provides about a quarter of Europe's Uranium. Numerco already reporting a tick up in spot.

[7kiwi] 06/9/2023 10:55

Well, say hello to 50p again. Welcome back.

[7kiwi] 05/9/2023 21:36

Quite a strong day for the big holdings today, plus spot ticked up again to $61.25/lb, so expect NAV to rise again tomorrow.

[quepassa] 04/9/2023 09:48

Indeed.

And this will benefit both Geiger and Mega Uranium.

Geiger is 22.6% invested in NexGen.

Mega is majority ( approx 90% ++ ) invested in NexGen.


Interesting to compare and contrast the current discount-to-NAV of Geiger vs. Mega Uranium.



ALL IMO. DYOR.
QP

[7kiwi] 04/9/2023 09:01

US and Canadian markets closed today. However, Nexgen was up over 10% in Oz trading overnight.

[7kiwi] 04/9/2023 08:29

Yes,

Oz portfolio members Alligator, Bannerman and Paladin all up strongly overnight, but won't factor into NAV until tomorrow. Still below the NAV issued on Friday, for Thursday and today's NAV ought to be up a bit on that.

[steve73] 04/9/2023 08:20

Strong open today.. hope it keeps up..!

[walter walcarpets] 03/9/2023 20:23

There's nothing quite like a uranium bull market! Bring it on.

[7kiwi] 03/9/2023 19:26

BOOM 💥

Cameco $CCJ $CCO downgrades 2023 production forecast by 2.7m lbs. Cigar Lake down to 16.3m lbs from 18m lbs prior. McArthur River/Key Lake 14m lbs from 15m lbs prior. Equipment reliability, supply of materials & reagents and availability of skills cited as major issues.



I guess this impacts Orano too, part owner of the CCO assets and also facing its own difficulties in Niger.

[steve73] 02/9/2023 14:07

bmcb - thanks.. useful to know..! just need to remember for later.

[7kiwi] 01/9/2023 21:43

Spot U3O8 dipped a bit today to take a breather. Miners up a tad.

[bmcb5] 01/9/2023 15:59

@Steve 2491 - try this link in your header with <> around it

img src="https://d3fy651gv2fhd3.cloudfront.net/charts/historical.png?s=URANIUM&d1=19200101&d2=20231001&w=580"

you can modify d1 and d2 to suit your timerange

[7kiwi] 01/9/2023 14:16

Plus, Liberum also with notes out on Uranium in general and YCA in particular.


Sector note: mcusercontent.com/2bd8f5897037f2e53a7134bb7/files/f060e31f-fd1b-c30c-61b9-708d7fd5dce1/Liberum_uranium_sector_research.pdf

YCA: mcusercontent.com/2bd8f5897037f2e53a7134bb7/files/14ec2b72-0366-7b3f-f470-2734de8a11f5/Liberum_Yellow_Cake_initiation_note.pdf

Remove the spaces or link to the bit after https

[7kiwi] 01/9/2023 13:26

GCL mentioned in this FT article.




If you don't have a subscription, google: "Retail investors pile into Uranium".

There's a few mistakes in the article, but good to see some coverage in the FT.

[7kiwi] 01/9/2023 12:22

Good to see volume picking up as the share price catches up to NAV.

[7kiwi] 31/8/2023 18:49

NAV published late on LSE today. Not on adfvn apparently. 52.13 undiluted, 49.73 diluted.