QuotedData Retail - Geiger Counter (GCL) Geiger Counter Limited – Enriched prospects

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QuotedData Retail

Richard Williams

Geiger Counter Limited – Enriched prospects

A commitment to quadruple nuclear generating capacity in the US, made by President Donald Trump in a series of executive orders signed at the end of May, has provided a significant and much-needed boost to the uranium sector, in which Geiger Counter (GCL) invests. A number of uranium stocks rose by double figures in the days following the pledge to “re-establish the US as a global leader in nuclear energy”.

Investor sentiment towards the sector had been waning prior to this, with a number of factors combining to put downward pressure on GCL’s net asset value (NAV) (which we explore on page 4). In reality, this was in stark contrast to the fundamentals of the uranium market, which is displaying both demand-side expansion (increasing energy needs, especially from countries seeking lower-emission baseload power) and supply-side constraints. The expertise and long-term track record of GCL’s manager, along with the extremely positive market fundamentals, make it an opportune time to invest in the company.

16/07/2025 EN

Underlying

Geiger Counter

Geiger Counter is a close-ended investment company. Co.'s investment objective is to deliver returns to shareholders primarily in the form of capital growth. Co. has delegated the management of the investments portfolio to CQS Cayman Limited Partnership, as its Investment Manager and who in turn has delegated management to CQS (UK) LLP, as its Alternative Investment Fund Manager. Co.'s investment policy is to invest in the securities companies involved in the exploration, development and production of energy, and related services companies, for both existing and alternative supplies and types of energy. As of Sept 30 2017, Co. had total investment of £19.1 million.

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GB00B15FW330 London Stock Exchange United Kingdom

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QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

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Analysts

Richard Williams

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Geiger Counter Limited – Enriched prospects

Dawn of a new era for uranium

Geiger Counter Limited

Alliance Witan – Returns based more in reality than hope

NextEnergy Solar Fund – New focus on total returns

BlackRock American Income Trust – On the up

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