Geiger Counter Share Discussion Threads

[7kiwi] 24/1/2024 13:23

New NAV

NAV......77.09
F D NAV..70.53

Starting to go up again.

[7kiwi] 24/1/2024 03:14

New update out:



Name...............(% of Gross Assets)
Nexgen Energy........23.5%
UR-Energy............11.5%
Cameco...............10.3%
Uranium Energy........8.0%
Paladin Energy AUD....8.0%

Bit of change in relative weights, but no change in the members of or the order of the Top-5.

Top 5 Holdings Represent 61.3%

Leverage 115%

No mention of the bid to subsume Latitude into Atha Energy together with 92 Energy to create a big exploration play. GCL announced Latitude as a named part of the portfolio at 1.1% in the Full Year results (p 15).

[donald pond] 23/1/2024 15:13

Added at 60.8. In US most stuff up 3%+

[quepassa] 23/1/2024 15:11

After a few sessions of profit-taking following massive recent price surges, the rebound is already beginning today.

[walter walcarpets] 23/1/2024 12:32

Good post by John Quakes......probably preaching to the converted but while there is a lull in sentiment, it's fair enough to re-iterate the fundamentals.

[1solon] 22/1/2024 08:49

https://t.co/D0ikQXP8Q2Good read by Crux, worth watching Dustin Garrow recent interview

[bpdon] 22/1/2024 07:51

Good thread on X @kiwi.

I could not get a live quote on GCL at all on Friday even during the late in the day price drop. I got a small fill on a limit order though.

[7kiwi] 19/1/2024 15:20

I was wondering about KAP, so I did a bit of research on KAP's sulphuric acid consumption. Looks like the amount of H2SO4 required per tonne of U3O8 produced is going up quite dramatically.

[7kiwi] 19/1/2024 15:18

Maybe try it now. Quite a few sales seem to have gone through and the share price has dropped 2p.

[bpdon] 19/1/2024 13:41

Going by AJ Bell, there seems to be very little stock around. I have been trying to test the offers regularly over the last 3 days and can never get a quote for any number of shares. I haven't seen that before with GCL for such a prolonged period.

[bountyhunter] 19/1/2024 07:49

Good point Steve, yes brokers will need time to notify and exercise a corporate action regarding the subscription entitlement as well as the funds in advance to subscribe.

[steve73] 19/1/2024 06:24

just remember if you're holding via an on-line broker, they may require you to deposit/hold cash a week or so before the due date, and if you buy after that date, they may not be able to exercise the rights for you.... so don't leave it too late.

btw, good to see the U308 price charts up to date... now well clear of $100.

[brugen] 18/1/2024 20:04

Thanks, bountyhunter. Still plenty of time.

[bountyhunter] 18/1/2024 19:40

My understanding is that you need to be holding on 30th April based on previous discussion and links posted.

[brugen] 18/1/2024 17:21

Thanks, 7Kiwi

[7kiwi] 18/1/2024 17:11

Brugen,

As far as I know, no. You just need to be holding them on the relevant date.

[brugen] 18/1/2024 16:11

Do you have to own shares for any particular period before the subscription date to be able to participate? I've looked at the original prospectus and can't see any mention of an ownership period.

[jl9] 18/1/2024 14:11

I prefer the insanity bubble but I'll settle for long term sustainable gains.

[bountyhunter] 18/1/2024 07:34

Yes I agree, and nothing goes up in a straight line despite the ability of many shares to go down in one!

[7kiwi] 17/1/2024 21:13

Miners mixed to slightly down. Spot stable for a couple of days too.

Probably just as well things are taking a breather. Better for long term, sustainable gains.

[7kiwi] 17/1/2024 13:18

Updated NAV.

NAV....79.53
FDNAV..72.56

[bountyhunter] 16/1/2024 16:37

Well spotted, that's what I meant to say ; corrected!

[bountyhunter] 16/1/2024 13:11

NAV 79.66
Fully diluted NAV 72.67

Another big step up in the NAV with the shares remaining at a significant discount to the NAV.