Uranium investing: why Geiger Counter’s small cap bias is driving outperformance

Uranium investing: why Geiger Counter’s small cap bias is driving outperformance

Geiger Counter Ltd (LON:GCL) has had a good run of late. With its small cap bias, this uranium-focused investment trust has taken advantage of economic recovery and is currently outperforming its peers – Baker Steel Resources, BlackRock World Mining and Yellow Cake among others.

GCL invests in the securities of companies involved in the exploration, development and production of energy. It focuses predominantly on the uranium industry but up to 30% of its assets can be invested in resource-related companies from outside the energy sector. The investment adviser is CQS , a multi-strategy asset management firm that trades as New City Investment Managers .

GCL’s top five holdings are U-R Energy (TSE:URE), Sprott Physical Uranium Trust (TSE:U.UN), ISO Energy, Kazatomprom and NexGen Energy (LON:OV9D). NexGen is the largest holding (21.83% of the fund). It has a market cap of £65 million and around 56% of its assets are based in […]

About the author: StockMan

Please remember:

The information provided here is for general knowledge and educational purposes only.
It is not intended to be a substitute for professional financial advice.
Every individual's financial situation is unique, and what works for one person may not work for another.
Before making any investment or financial decisions, you should always consult with a qualified financial advisor who understands your specific circumstances and goals.

Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, should never be acted upon. Please be aware that any information posted on this site should not be considered to be financial advice and i am not a financial advisor.

Posting Guidelines
  • Do contribute something to the discussion
  • Do post factual information, analysis and your view on company valuations
  • Do disclose if you have an interest in a security
  • Do take our Terms of Use seriously
Do Not
  • Do not make low-content posts, unsubstantiated ramps or untruthful/misleading statements
  • Do not complain about a post unless you have reported it first, and not on the forum.
  • Do not post financial advice
  • Do not advertise or post sponsored content

Get involved!

Get Connected!

Come and join our community. Expand your network and get to know new people!


No comments yet