Jeremy Bond thinks this uranium deposit is a ‘geological freak’ poised for a nuclear bull market

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Terra Capital’s Jeremy Bond delivered the only mining pick for this year’s Heart and Minds Conference portfolio – Canadian uranium developer NexGen Energy

Bond tells us why its Rook I discovery is a “geological freak”

The fund manager reckons uranium could surpass its 2007 highs of US$149/lb in an emerging bull marketDespite its dominance in the Australian investing landscape, fund managers presenting at the Sohn Hearts and Minds Investment Conference rarely pick resources stocks.Since its establishment in 2018, Hearts and Minds has invested around $700m and donated almost $44m to medical research, and introduced punters to ideas from some of Australia’s top fundies.35% of the portfolio is made up of stocks selected by presenters at the SHM Investment Leaders Conference at the Sydney Opera House, held last Friday.Last year’s sole mining selection — high grade Canadian iron ore miner Champion […]

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