Professional
Added to YB: 2025-12-16
Pitch date: 2025-09-30
NXE [neutral]
NexGen Energy Ltd.
-4.51%
current return
Author Info
No bio for this author
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 12.42
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
L1 Long Short Fund Limited Portfolio Holding: NexGen Energy Ltd.
NXE (holding update): World's largest undeveloped uranium deposit (Arrow) w/ 29Mlb/yr capacity, ~US$10/lb operating cost, 40% IRR at US$80/lb. C$1.25b cash post-raise funds C$2.2b capex to production. EV/EBITDA 3.3x vs Cameco 27x. Uncontracted production = uranium price leverage. New PCE deposit 3.5km away adds optionality.
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