Here’s Why You Should Try Investing in Nexgen Energy (NXE)

Core Insights - L1 Long Short Fund's portfolio achieved a return of 12.2% in Q2 2025, outperforming the ASX200 Accumulation Index's 9.5% [1] - Over the past five years, the fund has delivered a compound annual return of 21.0%, significantly exceeding the ASX200AI's 11.8% [1] Company Overview: Nexgen Energy Ltd. - Nexgen Energy Ltd. (NYSE:NXE) focuses on the acquisition, exploration, evaluation, and development of uranium properties in Canada [3] - The company's shares increased by 24.69% in the past month and gained 37.69% over the last 12 months, closing at $8.93 with a market capitalization of $5.22 billion on September 22, 2025 [3] Investment Thesis on Nexgen Energy Ltd. - Nexgen Energy Ltd. saw a 47% increase in value as spot uranium prices rose by 16% during the June quarter, closing at US$74/lb [4] - The increase in uranium prices recovered losses from Q1 2025, which were attributed to low volumes and uncertainty regarding U.S. tariff policy [4] - The company is preparing to develop the Arrow deposit, the world's largest undeveloped uranium deposit, located in Saskatchewan, Canada [4] - Arrow is expected to generate over C$2 billion in annual cash flow, assuming conservative uranium prices, with the company nearing final federal approval for project construction [4]