Geiger Counter Share Discussion Threads

[deltrotter] 12/1/2017 21:37

Nexgen up another 8% on the TSE...

[shavian] 12/1/2017 20:40

Seems like the Kazakhs are cutting back at just the wrong time. Perhaps we were right about Borat all along!

[quepassa] 12/1/2017 15:17

good to take profits. can't argue with that.

I remain all-in.

my own view is that uranium has only just started a massive bull-run after many, many years in the doldrums and U3O8 being at rock-bottom prices.

- Japan restarting reactors after the Fukushima disaster.

- China ramping up clean energy as their pollution levels in cities become intolerable

- All countries signed up to the recent Paris Climate change agreement

-Kazak cutting production

-Other miners cutting production

- New Reactor construction





We have seen what has happened to oil prices since OPEC came to an agreement and no doubt the uranium miners will be taking a leaf from OPEC's game-plan to cut production which significantly boosts prices - and very rapidly at that.

good luck all.

ALL IMO. DYOR.
QP

[dogberry202000] 12/1/2017 15:04

Sensible move, Shavian. I've trimmed my uraniums this morning and in the US markets this afternoon. Holding core positions now. Seems like I'm writing about flower arranging!

[shavian] 12/1/2017 14:51

I'm firmly a believer in this uranium bull run and a great fan of GCL, but I've just top sliced 25% of my profits of the past month, as part of a hopefully temporary trimming back exercise across the market, especially my exposure to the US. The 'i-word' was mentioned for the first time yesterday - 'impeachment'. Fear of Trump coming unstuck big time could just knock the US and UK markets off their pedestal, so I'm pulling in my horns for a week or so, holding cash to see what happens next. Still running 75% of my holdings here and in BKY. GLA NAI

[deltrotter] 12/1/2017 13:11

Net asset value as at 11.01.2017 of

Geiger Counter Ltd ordinary no par value shares

(TIDM: GCL):

NAV-bid........... : 31.04 GBp

[deltrotter] 12/1/2017 12:42

Tx Mas - appreciated.

[anthony16731] 12/1/2017 09:22

The 120p level was achieved with whatever investments they had in play at the time and a Uranium price of $48 in a falling market.IMO:Investments this time are stronger. Esp NexGen.We are in a rising market so may outperform NAV$40 Uranium is very realistic in nr future.Let's see how this plays out. The fundamentals in the market have certainly shifted with the 10% cut so this UX price rise isn't based on thin air either.

[deltrotter] 12/1/2017 09:00

Totally agree mad. As I say, when these go on a bull run, they really do run!

[mad foetus] 12/1/2017 08:59

The main reason I chose to buy was the 10 year chart which showed the last time this was around 20p it rose to around 125 very quickly. As we've seen with GPM and BRWM, funds investing in miners can easily double or treble in value, and if uranium rises, this will do very well.

[steve73] 12/1/2017 08:58

Masure... thanks.. Header updated with your link & seems to work OK.

I'll update the list as and when I get around to it..

[deltrotter] 12/1/2017 08:46

Good luck Mad. It'll move up again over the rest of day IMO. Let some profit takers out first.

[mad foetus] 12/1/2017 08:44

Took a nibble at 28.3. GLA

[deltrotter] 12/1/2017 08:38

There's your pullback MF. Get stuck in.

;-)

[masurenguy] 12/1/2017 08:33

Steve73 re# post114 - link shown below.

[mad foetus] 12/1/2017 08:33

More hope than expectation to be honest, but the fear of being the chump who buys on a spike is stopping me buying right now.

[deltrotter] 12/1/2017 08:31

Might be a pull back, but on the other hand when this sector goes on a bull run, it goes on a BULL RUN!!!

[mad foetus] 12/1/2017 08:27

Hmm, missed out on this one. It looks like it has a long way to run but surely a pullback is due in order to let the foetus on board?

[mr roper] 12/1/2017 08:25

off to a flying start!

[quepassa] 12/1/2017 07:04

Steve,

Thank you setting up this thread and for monitoring/updating it.
Appreciated.

QP

[quepassa] 12/1/2017 06:59

Bloomberg on Uranium's BIG price surge.

Great article from late yesterday:





ALL IMO. DYOR.
QP

[steve73] 12/1/2017 06:53

masure - where do you get the top 10 holdings from?

Latest factsheet I can see is Dec (end Nov data)

I will update the header with your info if it's more recent than this.

[quepassa] 12/1/2017 06:32

Masure,

Thank you for posting top ten holdings.

On the basis of last night's further surge in stock prices, likely to see another good increase in Geiger's NAV today.


ALL IMO.DYOR
QP

[masurenguy] 12/1/2017 00:47

Top Ten GCL holdings

Nexgen Energy Ltd Common Stock NPV: 14.37%
Cameco Com NPV: 11.00%
Uranium Participation Corp: 10.82%
AXA WF Frm Junior Energy A-C: 9.43%
Paladin Energy Ltd: 8.09%
Denison Mines Corp Common NPV: 7.71%
Fission Uranium Corp NPV: 7.26%
Energy Fuels Inc NPV: 4.16%
Berkeley Energia Ltd NPV: 3.23%
Purepoint Uranium Group Inc: 2.60%

Yesterdays NAV of 29.12p represented an increase of 26.4% over the past 4 weeks.