NexGen Energy: Playing Out The Scenarios

Nov. 20, 2022 3:09 AM ETNexGen Energy Ltd. (NXE), NXE:CA4 Comments
Shri Upadhyaya profile picture
Shri Upadhyaya


  • NexGen Energy is a Canadian pre-revenue, Uranium exploration, and development stage company.
  • NexGen's proven deposits would allow us to profit from the shares of the company under any scenario.
  • At its base case, this could be a long-term duration investment with the returns tied to its production timeline.
  • At a moderately optimistic scenario, macro conditions could push this higher much before production and/or get acquired by a bigger rival.
  • At a highly optimistic scenario, changing sentiment and speculative opportunities could lead to multi-bagger returns.
uranium nitrate called uranyl, with uranium ore, radioactive material on isolated white background


NexGen Energy (NYSE:NXE) is a company that started off with the exploration and development of Uranium properties in Canada but currently focused on turning one of their discoveries into the largest low cost producing mine globally. They also have a

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Shri Upadhyaya profile picture
I have a deep seated passion for investing and I am always on the lookout for opportunities that are under appreciated and most over looked. Most of the popular adages of investing sound good to the ears but are not practical. The only thing that matters is drawdown and CAGR. As such I design my portfolio to have minimal drawdown and protect investment at the base case scenario but maximize CAGR on the most optimistic scenario. In my hunt for opportunities I give no regard to the popularity of the stock and instead rely on my own intelligence and analysis to make my decisions. This has served me well throughout my investing journey of the last 8 years and I hope my work benefits my readers as well!

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NXE over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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