Added to YB: 2025-04-24
Pitch date: 2025-04-22
NXE [neutral]
NexGen Energy Ltd.
+77.81%
current return
Author Info
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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 8.0B
Pitch Price
CAD 6.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
-97.06
P/E
-20.90
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
value
CYN-tillating? Key Holdings: NexGen Energy Ltd.
NXE (holding update): Uranium producer in Athabasca basin at 5.7% NAV. Strong economics with 45.2% IRR & $2.28bn EBITDA at $95/lb U, low opex of -$9.98/lb. Even at $50/lb: $1.09bn EBITDA, 25.2% IRR. Term prices >$80 vs spot $65/lb amid murky stockpile deficit. Bargain at $2.7bn mkt cap.
Read full article (1 min)