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  5. NXE: Hi. [NexGen Energy Ltd.]
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Investment Q&A

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Q: Hi. NXE has been on a tear the last 6 months (also recovering from a spring sell off). Can you speak to the reasons?

Thanks vm
Asked by Dave on October 15, 2025
5i Research Answer:

NXE has raised $600M and signed some offtake agreements in the past couple of months (it is still pre revenue). It has reported good mineralization in its drilling program. This is all positive, but the main reason is the big move in uranium and the energy sectors, with demand from AI causing investors to seek 'energy' plays wherever they are. In addition, the US administration has made positive comments towards the positive future for the uranium energy industry.