25/08/2026 09:28

NexGen Energy Ltd (NXG) $15.36

NXG has been a steady performer in 2026 advancing almost +10%. After reaching a high in late January alongside the broader nuclear/AI power rally, the pre-revenue dual-listed developer was caught in the sector-wide correction, while they also pushed first production at its flagship Rook I project to FY31. However, continued drilling success and the commencement of construction have helped NXG hold up better than many uranium developers.

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16/04/2026 09:36

NexGen Energy Ltd (ASX:NXG) $16.73

NexGen is a Canadian uranium developer sitting on what is planned to be the world's largest and lowest-cost uranium mine, the Rook I Project in Saskatchewan's Athabasca Basin, making it one of the most strategically significant pure-play uranium bets available to ASX investors ahead of the looming nuclear fuel demand surge.

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10/03/2026 09:05

NexGen Energy Ltd (NXG) $16.59

NexGen Energy (NXG) has received its Licence to Construct the Rook I Uranium Project from the Canadian Nuclear Safety Commission (CNSC). The licence has been issued just 14 days after the completion of the final commission hearing, which reflects the quality of the NXG submission and the strong support for the project from First Nations and regulatory stakeholders. NexGen will now embark on a 4-year construction process with Rook I producing first uranium early next decade. There's some “good news” built into NXG’s share price, but we see great value if it dips another 5-10%.

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22/01/2026 09:41

NexGen Energy Ltd (NXG) $17.78

As we touched on recently, NXG is still in exploration and development stage, affording investors with greater leverage to growing global uranium demand, an energy thematic we remain bullish towards.

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20/01/2026 09:35

NexGen Energy Limited (NXG) $17.46

It was out with one, Boss Energy (BOE) and in with another, NexGen (NXG) for the uranium sector in December. NXG is still in exploration and development stage, affording investors with greater leverage to growing global uranium demand, an energy thematic MM remains bullish towards.

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26/11/2025 09:44

Trade Alerts – Emerging Companies Portfolio

We are making five changes to the Emerging Companies Portfolio

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26/11/2025 09:29

Emerging Companies Portfolio

The Market Matters Emerging Companies Portfolio targets small & mid capitalisation emerging stocks (ex-100) that show strong underlying growth characteristics –Click here to view

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13/11/2025 09:14

NexGen Energy Ltd-CDI (NXG) $13.20

Uranium, which fuels nuclear power will become an increasingly critical commodity over the coming years. NextGen Energy (NXG), the $8.6bn dual listed exploration and development stage company has one of the largest, highest-grade uranium assets globally, only really overshadowed by a couple of monster Canadian deposits and the mega low-grade systems like Olympic Dam.

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17/05/2024 09:14

NexGen Energy (NXG) $11.51

This week, NXG posted a 1Q24 loss of $34.6m, compared to a loss of $9.1m in 1Q23. A relatively high number for a pre-production company, but it includes a non-cash $17m mark-to-market loss on convertible debentures. Also, in the quarter, NexGen announced a potential new discovery about 3.5km from its existing Arrow deposit. Subsequent to the quarter, NXG purchased 2.7Mlb of uranium for US$250m from MMCap using the issuance of US$250m in convertible debentures at a 9% coupon.

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03/04/2024 06:29

Shaw and Partners Uranium Conference: Key Takeaways

Shaw and Partners hosted its 5th Uranium Conference on 26 March 2024. Presenters included: TradeTech, Sprott Physical Uranium Trust, WMC Energy, NexGen Energy, Peninsula Energy, Paladin Energy, Alligator Energy, Lotus Resources, Bannerman, Silex and Toro Energy.

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