Added to YB: 2025-09-02
Pitch date: 2025-08-29
GCL.L [bullish]
Geiger Counter Limited
+7.27%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Geiger Counter Limited is a close ended equity mutual fund launched by CQS Asset Management Ltd. The fund is co-managed by CQS Cayman Limited Partnership and CQS (UK) LLP.
Market Cap
GBP 60.5M
Pitch Price
GBP 0.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-1.66
EV/Sales
-1.68
Sector
Capital Markets
Category
value
A clicking buy with Geiger Counter
GCL.L: Uranium investment trust at 14% discount to NAV vs peers trading flat. Top holdings NexGen (24.2%), UR-Energy (15.8%), Paladin, Cameco provide leverage to uranium deficit. Kazatomprom cut 2026 guidance 10% w/ potential 20% more. Demand growth 12-40% by 2030, up to 250% by 2050 vs limited supply growth to 76k tonnes/yr by 2030.
Read full article (9 min)