GreenWood Investors LLC on NexGen Energy Ltd.
Thesis
GreenWood views NexGen Energy's uranium mine as an industry-changing project and highlights that it is now federally approved and under construction. The position forms part of a portfolio of transformations where the fund believes the market is underestimating the timing and magnitude of fundamental change. GreenWood emphasizes the conservative balance sheets of these positions and their extremely high upside leverage to ongoing initiatives that can improve the quality and drivers of the underlying businesses.
“NexGen Energy with its industry-changing uranium mine now federally approved and under construction”