Professional
Added to YB: 2024-02-06
Pitch date: 2024-02-06
NXE [bullish]
NexGen Energy Ltd.
+60.7%
current return
Author Info
GreenWood Investors is a bottom-up, mostly long, concentrated and constructivist global investment firm focused on areas of pessimism, structural inefficiencies and low competition. Sign up for the newsletter.
Company Info
NexGen Energy Ltd., an exploration and development stage company, engages in the acquisition, exploration, evaluation, and development of uranium properties in Canada.
Market Cap
CAD 11.5B
Pitch Price
CAD 10.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
-136.79
P/E
-29.52
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
growth
Greenwood Investors holding - NextGen Energy ($NXE)
$NXE Arrow deposit: potential to be the Saudi Arabia of uranium. At $100/lb U, FCF could exceed $1.6B vs $4.6B mkt cap. CEO prioritizes ppl & process over project. Takeover likely post-approval, but we prefer to hold long-term.
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