NexGen Energy

NXE-T

Analysis and Opinions about NXE-T

Signal
Opinion
Expert
BUY
BUY
November 6, 2018
NexGen vs. Fission He owns both Fission and NexGen. They're far from infrastructure in the Athabasca Basin and would be challenged if it wasn't for their deposits being large and of quality (and next to each other). They could get built as a pair. The Fission deposit is borderline-tier one deposit, whole Nexgen's is. The quality is so high is that if they're not built in the next cycle, they will get taken over.
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NexGen Energy (NXE-T)
November 6, 2018
NexGen vs. Fission He owns both Fission and NexGen. They're far from infrastructure in the Athabasca Basin and would be challenged if it wasn't for their deposits being large and of quality (and next to each other). They could get built as a pair. The Fission deposit is borderline-tier one deposit, whole Nexgen's is. The quality is so high is that if they're not built in the next cycle, they will get taken over.
COMMENT
COMMENT
September 4, 2018

There's a big debate over nuclear energy, which can go either way. But what do you do with the uranium after it's used? We overweight the risks of nuclear--it's not as bad as environmentalists think, though what to do with the uranium after use is a real concern. The price of green energy and storage--batteries--will become cheaper than nuclear in the future. That lower cost is the tipping point that will green energy more affordable than nuclear--but we're not there yet.

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NexGen Energy (NXE-T)
September 4, 2018

There's a big debate over nuclear energy, which can go either way. But what do you do with the uranium after it's used? We overweight the risks of nuclear--it's not as bad as environmentalists think, though what to do with the uranium after use is a real concern. The price of green energy and storage--batteries--will become cheaper than nuclear in the future. That lower cost is the tipping point that will green energy more affordable than nuclear--but we're not there yet.

WATCH
WATCH
April 30, 2018

Uranium has been quite a volatile play. It has marched down to about $2.40 and then broke down further. This is an interesting area on the chart. You should look at CCO-T to get the direction in the area.

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NexGen Energy (NXE-T)
April 30, 2018

Uranium has been quite a volatile play. It has marched down to about $2.40 and then broke down further. This is an interesting area on the chart. You should look at CCO-T to get the direction in the area.

BUY
BUY
March 5, 2018

Must own this if you're in the urnanium space. Deposit is in an extremely remote part of the Athabasca basin. It's an enormous deposit and it's highly likely it will be developed. Be patient. Believes the price of uranium will rise with Chinese and maybe increased Japanese demand.

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NexGen Energy (NXE-T)
March 5, 2018

Must own this if you're in the urnanium space. Deposit is in an extremely remote part of the Athabasca basin. It's an enormous deposit and it's highly likely it will be developed. Be patient. Believes the price of uranium will rise with Chinese and maybe increased Japanese demand.

COMMENT
COMMENT
November 24, 2017

Uranium market is structurally challenged. The problem at Fukushima changed the story for uranium. Uranium bounced after Cameco (CCO-T) decided to shut down one of their mines. However, they can bring it back on whenever they like.

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NexGen Energy (NXE-T)
November 24, 2017

Uranium market is structurally challenged. The problem at Fukushima changed the story for uranium. Uranium bounced after Cameco (CCO-T) decided to shut down one of their mines. However, they can bring it back on whenever they like.

COMMENT
COMMENT
November 9, 2017

This is a speculation. An absolute world-class ore body in a previously barren part of the Athabascan Basin. You don’t need to worry about the uranium price in the near term, because this is not going to go into production in the near term. If you are patient with regards to uranium and with the production schedule, this stock is a must own for a speculator.

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NexGen Energy (NXE-T)
November 9, 2017

This is a speculation. An absolute world-class ore body in a previously barren part of the Athabascan Basin. You don’t need to worry about the uranium price in the near term, because this is not going to go into production in the near term. If you are patient with regards to uranium and with the production schedule, this stock is a must own for a speculator.

WATCH
WATCH
October 16, 2017

Lows are getting a little higher so there is a potential of a consolidation ending. A consolidation is great because it could mean a change in the outlook. If it breaks, good, otherwise he does not want to own it.

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NexGen Energy (NXE-T)
October 16, 2017

Lows are getting a little higher so there is a potential of a consolidation ending. A consolidation is great because it could mean a change in the outlook. If it breaks, good, otherwise he does not want to own it.

COMMENT
COMMENT
September 6, 2017

Lower priced stocks are not traded by large institutions. They are typically traded by retail investors, and could be thrown around a lot more. As a technical person, it is harder to predict where it might go. You don’t want to see the floor of about $2.90 broken, because that could lead to a violent move down.

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NexGen Energy (NXE-T)
September 6, 2017

Lower priced stocks are not traded by large institutions. They are typically traded by retail investors, and could be thrown around a lot more. As a technical person, it is harder to predict where it might go. You don’t want to see the floor of about $2.90 broken, because that could lead to a violent move down.

BUY
BUY
July 31, 2017

He was attracted to the study they released today. The deposit is economic down to $25 Uranium. Most uranium in the world is not economic below $30.

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NexGen Energy (NXE-T)
July 31, 2017

He was attracted to the study they released today. The deposit is economic down to $25 Uranium. Most uranium in the world is not economic below $30.

WAIT
WAIT
July 31, 2017

Seasonally, you want to look at uranium stocks in November. They have a huge conference that takes place and they tend to set uranium prices and expectations at that time. Right now, this company is still moving down in a band, and it hasn’t broken out to the upside.

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NexGen Energy (NXE-T)
July 31, 2017

Seasonally, you want to look at uranium stocks in November. They have a huge conference that takes place and they tend to set uranium prices and expectations at that time. Right now, this company is still moving down in a band, and it hasn’t broken out to the upside.

BUY
BUY
July 10, 2017

Uranium. It has been an enticing sector for 15 years, but they have chronically disappointed. You can get surprises in the exploring space. This one is one of them. They are well capitalized. This project will take a couple more years. but it will be a world class mine. There may be players interested in taking them out.

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NexGen Energy (NXE-T)
July 10, 2017

Uranium. It has been an enticing sector for 15 years, but they have chronically disappointed. You can get surprises in the exploring space. This one is one of them. They are well capitalized. This project will take a couple more years. but it will be a world class mine. There may be players interested in taking them out.

PAST TOP PICK
PAST TOP PICK
July 6, 2017

(A Top Pick June 6/16. Up 14.67%.) Uranium exploration. Despite uranium prices continuing to be very depressed over the last few years, they continue to find more pounds in the ground, which translates to higher valuations.

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(A Top Pick June 6/16. Up 14.67%.) Uranium exploration. Despite uranium prices continuing to be very depressed over the last few years, they continue to find more pounds in the ground, which translates to higher valuations.

BUY WEAKNESS
BUY WEAKNESS
March 8, 2017

A pretty volatile stock, so make sure you don’t put too much into it and that it is a reasonable percentage of your portfolio. The chart indicates the stock is in an overbought position earlier this year, and he thinks it will correct to close to its previous high at around $3. Look for $3.10 or $3.20.

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NexGen Energy (NXE-T)
March 8, 2017

A pretty volatile stock, so make sure you don’t put too much into it and that it is a reasonable percentage of your portfolio. The chart indicates the stock is in an overbought position earlier this year, and he thinks it will correct to close to its previous high at around $3. Look for $3.10 or $3.20.

TOP PICK
TOP PICK
March 7, 2017

This just put out a resource upgrade, so are now at just over 300 million pounds of uranium, the single, largest, uranium play in Canada. The stock sold off on Monday because people were expecting even more. They were focused on the infill drilling, converting indicated to inferred. A great project. (Analysts’ price target is $4.75.)

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NexGen Energy (NXE-T)
March 7, 2017

This just put out a resource upgrade, so are now at just over 300 million pounds of uranium, the single, largest, uranium play in Canada. The stock sold off on Monday because people were expecting even more. They were focused on the infill drilling, converting indicated to inferred. A great project. (Analysts’ price target is $4.75.)

BUY
BUY
March 2, 2017

He is a large shareholder. It is a tier-one asset. All of these stocks are ahead of the uranium price. You have to be a patient investor with a 3 year time horizon. He thinks it will go lower after PDAC and then will go higher.

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NexGen Energy (NXE-T)
March 2, 2017

He is a large shareholder. It is a tier-one asset. All of these stocks are ahead of the uranium price. You have to be a patient investor with a 3 year time horizon. He thinks it will go lower after PDAC and then will go higher.

COMMENT
COMMENT
February 17, 2017

A uranium project in Saskatchewan. It has strong seasonality right now. It is hard to know, if we get an exhaustion in the market, where will it go. Probably the $3.80 and then the $2.60 levels. It is tough to call. There are safer names in Uranium.

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NexGen Energy (NXE-T)
February 17, 2017

A uranium project in Saskatchewan. It has strong seasonality right now. It is hard to know, if we get an exhaustion in the market, where will it go. Probably the $3.80 and then the $2.60 levels. It is tough to call. There are safer names in Uranium.

SPECULATIVE BUY
SPECULATIVE BUY
February 7, 2017

This could be sitting on an immense, very valuable uranium deposit, which they will continue to develop over the next couple of years. He has seen situations like this before, where they get taken over quite quickly. Thinks uranium is coming back to life. This could be a nice fit for Cameco (CCO-T).

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NexGen Energy (NXE-T)
February 7, 2017

This could be sitting on an immense, very valuable uranium deposit, which they will continue to develop over the next couple of years. He has seen situations like this before, where they get taken over quite quickly. Thinks uranium is coming back to life. This could be a nice fit for Cameco (CCO-T).

COMMENT
COMMENT
February 6, 2017

A fairly volatile looking chart. The chart shows a breakout in early 2016, followed by a consolidation, followed by a breakdown at around $2, found a base again and has gone parabolic up. Probably a little overbought now. If it bases for a while and breaks to the upside, that could be bullish.

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NexGen Energy (NXE-T)
February 6, 2017

A fairly volatile looking chart. The chart shows a breakout in early 2016, followed by a consolidation, followed by a breakdown at around $2, found a base again and has gone parabolic up. Probably a little overbought now. If it bases for a while and breaks to the upside, that could be bullish.

COMMENT
COMMENT
January 11, 2017

A uranium exploration play. They are sitting on about 200-220 million pounds of uranium. It is very likely this is an asset that will get developed. A world-class deposit, which may attract the attention of some major developers. Uranium has been a dark cloud for a long time, and prices have been trading below the cash cost of production until very recently. At higher uranium prices, this is a stock that is likely going to be a take out. He likes the company.

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NexGen Energy (NXE-T)
January 11, 2017

A uranium exploration play. They are sitting on about 200-220 million pounds of uranium. It is very likely this is an asset that will get developed. A world-class deposit, which may attract the attention of some major developers. Uranium has been a dark cloud for a long time, and prices have been trading below the cash cost of production until very recently. At higher uranium prices, this is a stock that is likely going to be a take out. He likes the company.

COMMENT
COMMENT
January 3, 2017

The energy sector is a volatile sector. This stock looks great. The volume looks great. In a crazy market like this, you need to see volume. Right now the market is hot, but so was the volume. The sector is good and this kind of junior could reap the rewards.

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NexGen Energy (NXE-T)
January 3, 2017

The energy sector is a volatile sector. This stock looks great. The volume looks great. In a crazy market like this, you need to see volume. Right now the market is hot, but so was the volume. The sector is good and this kind of junior could reap the rewards.

COMMENT
COMMENT
December 2, 2016

Uranium explorer. One of the most successful stocks in the junior mining space. It did very, very well. They have a fantastic deposit that they are proving out. It has a good chance of being sold to a bigger player, but these things take time.

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NexGen Energy (NXE-T)
December 2, 2016

Uranium explorer. One of the most successful stocks in the junior mining space. It did very, very well. They have a fantastic deposit that they are proving out. It has a good chance of being sold to a bigger player, but these things take time.

HOLD
HOLD
November 21, 2016

He likes this stock. They have a good balance sheet that will carry them through next year. Uranium is a commodity that has been in a decline for the last 10 years, because of the disasters, where Japan shut down all their reactors. It is a clean burning fuel. What he likes about this stock is that it has the best discovery right now. It has the highest grade. They are going to put out a big resource calculation in the 1st half of next year. This company is going to be acquired by one of the larger players, for a future project.

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NexGen Energy (NXE-T)
November 21, 2016

He likes this stock. They have a good balance sheet that will carry them through next year. Uranium is a commodity that has been in a decline for the last 10 years, because of the disasters, where Japan shut down all their reactors. It is a clean burning fuel. What he likes about this stock is that it has the best discovery right now. It has the highest grade. They are going to put out a big resource calculation in the 1st half of next year. This company is going to be acquired by one of the larger players, for a future project.

DON'T BUY
DON'T BUY
October 5, 2016

You had a consolidation that was a kind of triangle through the middle of this year. He does not like the stock. There is a support at $1.50.

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NexGen Energy (NXE-T)
October 5, 2016

You had a consolidation that was a kind of triangle through the middle of this year. He does not like the stock. There is a support at $1.50.

COMMENT
COMMENT
September 16, 2016

Support is at around $1.50. Chart shows this was definitely overbought earlier this year, and now we are seeing some selling here. For the time being, he thinks we will correct between $2 to maybe $1.50. Look at the volume, and from the volume you should be able to see where the selling pressure is, and at what prices supply is waiting. This is going sideways for now.

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NexGen Energy (NXE-T)
September 16, 2016

Support is at around $1.50. Chart shows this was definitely overbought earlier this year, and now we are seeing some selling here. For the time being, he thinks we will correct between $2 to maybe $1.50. Look at the volume, and from the volume you should be able to see where the selling pressure is, and at what prices supply is waiting. This is going sideways for now.

BUY WEAKNESS
BUY WEAKNESS
September 14, 2016

They seem to be coming out with good drilling news every other week, and continue to expand their properties and resources. The fundamentals are very good. The issue is more to do with the uranium market. He continues to be bullish on uranium. This market is dominated by utilities and governments, so it takes a long time to turn. He can see $45-$50 in the next couple of years, and it is a name to accumulate on the downside.

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NexGen Energy (NXE-T)
September 14, 2016

They seem to be coming out with good drilling news every other week, and continue to expand their properties and resources. The fundamentals are very good. The issue is more to do with the uranium market. He continues to be bullish on uranium. This market is dominated by utilities and governments, so it takes a long time to turn. He can see $45-$50 in the next couple of years, and it is a name to accumulate on the downside.

COMMENT
COMMENT
August 11, 2016

He likes the uranium business, but doesn’t think the uranium price moves for at least 18-24 months. If you own this, it is not because they are in the uranium business, but because they have made a spectacularly great discovery. It is in the Western part of the Athabascan Basin. He likes the deposit and its proximity near the Vision (?) deposit. Those 2 high grade deposits together will justify the infrastructure to build them out. Don’t own this if you are impatient, and don’t buy it looking for leverage to uranium, because he doesn’t see the uranium market happening for 18-24 months. Own it because of the discovery.

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NexGen Energy (NXE-T)
August 11, 2016

He likes the uranium business, but doesn’t think the uranium price moves for at least 18-24 months. If you own this, it is not because they are in the uranium business, but because they have made a spectacularly great discovery. It is in the Western part of the Athabascan Basin. He likes the deposit and its proximity near the Vision (?) deposit. Those 2 high grade deposits together will justify the infrastructure to build them out. Don’t own this if you are impatient, and don’t buy it looking for leverage to uranium, because he doesn’t see the uranium market happening for 18-24 months. Own it because of the discovery.

COMMENT
COMMENT
August 2, 2016

Besides Cameco (CCO-T), the 4 main names to own in uranium would be Fission (FCU-T), UEX Corp (UEX-T), Denison (DML-T) and this company, Nexgen. They are in the relevant exploration plays. Fission for the longest time was the “go ahead” name with its Patterson Lake South project of over 100 million pounds and continues to grow. Nexgen has sort of taken the mantle on the West Athabascan side of the basin, which could become a $300-$400 million pound deposit, which brings you to a threshold that starts to possibly make sense.

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NexGen Energy (NXE-T)
August 2, 2016

Besides Cameco (CCO-T), the 4 main names to own in uranium would be Fission (FCU-T), UEX Corp (UEX-T), Denison (DML-T) and this company, Nexgen. They are in the relevant exploration plays. Fission for the longest time was the “go ahead” name with its Patterson Lake South project of over 100 million pounds and continues to grow. Nexgen has sort of taken the mantle on the West Athabascan side of the basin, which could become a $300-$400 million pound deposit, which brings you to a threshold that starts to possibly make sense.

BUY
BUY
July 14, 2016

He tends to buy larger cap names in this area, so it wouldn’t be a name he would own. However, fundamentals look attractive so he is bullish on the name.

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NexGen Energy (NXE-T)
July 14, 2016

He tends to buy larger cap names in this area, so it wouldn’t be a name he would own. However, fundamentals look attractive so he is bullish on the name.

COMMENT
COMMENT
June 30, 2016

Stock had formed a long base from July to February, followed by a nice upward trend. There were some pretty big swings in this, and you really needed the stomach to handle them, so that you didn’t get flushed out. There is also a little top, and if it gets above that, it is probably going to be a pretty good sign, at right around the $3 level.

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NexGen Energy (NXE-T)
June 30, 2016

Stock had formed a long base from July to February, followed by a nice upward trend. There were some pretty big swings in this, and you really needed the stomach to handle them, so that you didn’t get flushed out. There is also a little top, and if it gets above that, it is probably going to be a pretty good sign, at right around the $3 level.

BUY
BUY
June 9, 2016

He has been doing very well on it. It is clearly a good hold for a turn, whenever it comes.

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He has been doing very well on it. It is clearly a good hold for a turn, whenever it comes.

TOP PICK
TOP PICK
June 6, 2016

Uranium will come back because longer-term it is needed in nuclear power. It is clean with no CO2 emissions. In the short term, it is still coming back from the huge nuclear accident in Japan, but it is just a matter of time before China, Japan and Korea will be building nuclear reactors. The company has a huge discovery, one of the best, highest grade and biggest resources. Sees a lot of upside here.

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Uranium will come back because longer-term it is needed in nuclear power. It is clean with no CO2 emissions. In the short term, it is still coming back from the huge nuclear accident in Japan, but it is just a matter of time before China, Japan and Korea will be building nuclear reactors. The company has a huge discovery, one of the best, highest grade and biggest resources. Sees a lot of upside here.

HOLD
HOLD
June 3, 2016

(Market Call Minute.) A uranium exploration company, and scores as one of the top momentum plays in his universe. The problem is, there is really no hard valuation to go off of yet. If you own, have a Stop Loss on it.

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(Market Call Minute.) A uranium exploration company, and scores as one of the top momentum plays in his universe. The problem is, there is really no hard valuation to go off of yet. If you own, have a Stop Loss on it.

COMMENT
COMMENT
May 17, 2016

Uranium grades are kind of through the roof. Every time they come out with new drill results, the numbers just keep getting better and better. There is lots of speculation that it will get taken out at some time. It seems a little expensive to him. Without them actually being in production, and without a lot of outlook on the future of any earnings or cash flow, he has stayed away from this. As a speculative play, this is one you probably want to trade around. As they come out with great numbers you would probably Sell some stock, and on a pullback you would probably Buy some. Always hold a core position, because if they do get taken out, you can take advantage of that.

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Uranium grades are kind of through the roof. Every time they come out with new drill results, the numbers just keep getting better and better. There is lots of speculation that it will get taken out at some time. It seems a little expensive to him. Without them actually being in production, and without a lot of outlook on the future of any earnings or cash flow, he has stayed away from this. As a speculative play, this is one you probably want to trade around. As they come out with great numbers you would probably Sell some stock, and on a pullback you would probably Buy some. Always hold a core position, because if they do get taken out, you can take advantage of that.

DON'T BUY
DON'T BUY
May 10, 2016

On uranium, once you get to a $100 million market cap, you had better have a mine. As a speculator in exploration plays, you’d like it to have a $10-$20 million market cap. To take on that amount of risk, you have to double or triple your money.

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On uranium, once you get to a $100 million market cap, you had better have a mine. As a speculator in exploration plays, you’d like it to have a $10-$20 million market cap. To take on that amount of risk, you have to double or triple your money.

HOLD
HOLD
April 28, 2016

It has been brilliant. Its discoveries of Uranium below the water have been quite phenomenal. The price is justified and they keep reporting brilliant results. It will keep going.

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NexGen Energy (NXE-T)
April 28, 2016

It has been brilliant. Its discoveries of Uranium below the water have been quite phenomenal. The price is justified and they keep reporting brilliant results. It will keep going.

HOLD
HOLD
April 18, 2016

It blew through the 50 and 200 day moving averages. It went parabolic. Sooner or later those movements tend to have some give back and perhaps that is happening now. It went up too far too quickly. He would hold it, but not take a new position. It will carry on after it pulls back.

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NexGen Energy (NXE-T)
April 18, 2016

It blew through the 50 and 200 day moving averages. It went parabolic. Sooner or later those movements tend to have some give back and perhaps that is happening now. It went up too far too quickly. He would hold it, but not take a new position. It will carry on after it pulls back.

COMMENT
COMMENT
April 13, 2016

Technically it looks great. Probably a little early for him to be looking at this from a fundamental basis. They’ve done some drilling and have had fantastic numbers, numbers that blow away most of the competition who are producing in Canada. Thinks this will get taken out at some point in time. As the drilling comes, you will probably continue to see the stock move higher.

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NexGen Energy (NXE-T)
April 13, 2016

Technically it looks great. Probably a little early for him to be looking at this from a fundamental basis. They’ve done some drilling and have had fantastic numbers, numbers that blow away most of the competition who are producing in Canada. Thinks this will get taken out at some point in time. As the drilling comes, you will probably continue to see the stock move higher.

HOLD
HOLD
April 12, 2016

Uranium stocks in general in the last few weeks are starting to show some signs of outperformance. This stock should pretty well track what Global X Uranium (URA-N) does. Chart shows a very strong upward trend and is outperforming the market.

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NexGen Energy (NXE-T)
April 12, 2016

Uranium stocks in general in the last few weeks are starting to show some signs of outperformance. This stock should pretty well track what Global X Uranium (URA-N) does. Chart shows a very strong upward trend and is outperforming the market.

COMMENT
COMMENT
April 7, 2016

Energy tends to have a period of seasonal strength from January all the way through to May, benefiting from the run-up to the summer driving season. He has been speculating that you should see the peak in oil inventories within the next month. The chart shows a parabolic run from December at about $.56 to about $2. This is a substantial run in a short period of time. You now want to see this consolidate a little.

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NexGen Energy (NXE-T)
April 7, 2016

Energy tends to have a period of seasonal strength from January all the way through to May, benefiting from the run-up to the summer driving season. He has been speculating that you should see the peak in oil inventories within the next month. The chart shows a parabolic run from December at about $.56 to about $2. This is a substantial run in a short period of time. You now want to see this consolidate a little.

COMMENT
COMMENT
March 10, 2016

This thing has gone absolutely parabolic. There was consolidation in the middle of last year, followed by a major uptick. Because the chart shows the stock has gone up at a very extreme angle, he can assure you that the stock has been overbought. Expects the stock is ready for a bit of a pullback.

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NexGen Energy (NXE-T)
March 10, 2016

This thing has gone absolutely parabolic. There was consolidation in the middle of last year, followed by a major uptick. Because the chart shows the stock has gone up at a very extreme angle, he can assure you that the stock has been overbought. Expects