Professional
Added to YB: 2025-10-15
Pitch date: 2025-10-13
GCL.L [bullish]
Geiger Counter Limited
-15.04%
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 0.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-1.66
EV/Sales
-1.68
Sector
Capital Markets
Category
value
2026 from the Oak Bloke - Geiger Counter
GCL.L: Uranium investment trust at 13% discount, up 33% since initial 47p coverage. Holdings: 67.4% Canada, 28.8% USA, 11.3% Australia including low-cost developer Nexgen. Uranium rose $65→$83, needs $120/Lb to motivate Western producers. SMR demand wall + Sprott/YellowCake buying could drive 2026 surge.
Read full article (2 min)