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 eme
20 Mar 2019
Nuclear exposure
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Nuclear exposure
Geiger Counter Limited (GCL:LON) | 51.5 -0.8 (-2.8%) | Mkt Cap: 65.8m
- Published:
20 Mar 2019 -
Author:
Ed Marten -
Pages:
24
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 eme