The supply-demand dynamics that exist in the uranium sector, in which Geiger Counter (GCL) invests, are as strong today as they have ever been. Having been made a keystone of global efforts to decarbonise the global electricity supply, nuclear energy is now benefitting from favourable government policy and vast investment. To meet an international agreement to triple nuclear capacity by 2050, which was reached at COP28, trillions in investment is needed in infrastructure spend, while demand f...
The supply-demand dynamics that exist in the uranium sector, in which Geiger Counter (GCL) invests, are as strong today as they have ever been. Having been made a keystone of global efforts to decarbonise the global electricity supply, nuclear energy is now benefitting from favourable government policy and vast investment. To meet an international agreement to triple nuclear capacity by 2050, which was reached at COP28, trillions in investment is needed in infrastructure spend, while demand for ...
Geiger Counter (GCL), which invests in companies involved in the exploration, development and production of uranium, may benefit from nuclear power’s role in decarbonising the global electricity supply. Governments around the world appear to be making nuclear energy (a source of zero carbon baseload power) a cornerstone of their green agendas. Existing reactors’ lives are being extended, while Asia drives a global fleet expansion as demand for uranium surges. Meanwhile, a 10-year bear market has...
Geiger Counter (GCL), which invests in companies involved in the exploration, development and production of uranium, is set to benefit from nuclear power’s colossal role in decarbonising the global electricity supply. Governments around the world are making nuclear energy (the only source of zero carbon baseload power) a cornerstone of the green agenda. Existing reactors’ lives are being extended, while Asia drives a global fleet expansion as demand for uranium surges. Meanwhile, a 10-year bear ...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
The pandemic has heavily impacted global uranium production, taking around 20% of global capacity offline, exacerbating the supply deficit and leading to users running down inventories at an even faster rate. The net effect has been a rising uranium price (up 32% YTD), but the managers of Geiger Counter (GCL) believe that there is still much more to go for.
The covid-19 pandemic has heavily impacted global uranium production, taking around 20% of global capacity offline. This has exacerbated the supply deficit, leading to users running down inventories at an even faster rate. The net effect has been a rising uranium price (up 32% so far in 2020), but the managers of Geiger Counter (GCL) believe that there is still much more to go for. With a number of major mines currently mothballed, primarily due to the low uranium price, the managers believe tha...
A director at Geiger Counter Ltd maiden bought 100,000 shares at 17p and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...
2018 saw a strong recovery in the uranium price. This has stalled this year, but with the uranium market now seeing more demand than supply, Geiger Counter’s (GCL’s) managers see the potential for a resurgence in the uranium price, as more nuclear reactors come online (particularly in China and India), while major producers hold off from returning mothballed mines to production.
Geiger Counter (GCL’s) managers see the potential for further recovery in the uranium price, as more reactors come on line (particularly in China and India, where governments are keen to reduce CO2 emissions) while major producers hold off from reactivating mothballed mines. This should help broaden the recovery in uranium stocks beyond just the majors, benefitting GCL’s portfolio and potentially allowing it to make up recent underperformance. The managers note that uranium is emerging from a 10...
Geiger Counter (GCL’s) managers see the potential for further recovery in the uranium price, as more nuclear reactors come on line (particularly in China and India, where governments are keen to reduce carbon-dioxide emissions) while major producers hold off from reactivating mothballed mines (a low uranium price has seen a lot of uranium mining capacity removed from the market – see Figure 4 on page 7). This should help broaden the recovery in uranium stocks beyond just the major uranium compan...
Geiger Counter (GCL) is a specialist fund providing actively managed exposure to the uranium sector. After a three-year decline that has weighed on uranium sector equities, the uranium price has witnessed a sharp rally since August 2014. Improving sentiment towards the sector is supported by positive indicators of rising near- and medium-term demand, which has the potential to return the uranium market to balance given the scale of production cuts across the industry. While the managers retain a...
Geiger Counter (GCL) is a specialist fund providing selective diversified exposure to the uranium sector. Apart from a brief recovery at the start of 2014, the uranium sector has been in decline since the Fukushima accident in 2011 after which the uranium price declined steadily due to market oversupply. However, the medium-term outlook appears more positive with production curtailments and forecast growth in nuclear power generation. GCL’s NAV total return performance has significantly outper...
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