Letters by company
NexGen Energy Ltd.
5 letters discussing NXE. Everything written about it on this site is on its ticker page.
- Packer & Co Investigator Trust June 2026 Report Investigator Trust retained nearly half the portfolio in short-dated government bonds and sold its gold position amid expensive global markets and concern over an AI-driven speculative cycle. It added to offshore drillers and backed oil, gas and uranium assets including CNOOC, Petrobras and NexGen Energy, arguing that power demand and energy-security concerns support their valuations. financial year 2026 AMZN $2.9TDEPW META $1.6T
- GreenWood Investors Fundamental Momentum GreenWood centers its activist portfolio on owner-minded management at Leonardo, CTT and MEI Pharma, arguing that governance work can improve capital allocation and operating execution. It added PDD and Rentokil after market dislocations, while backing NexGen Energy and Bolloré’s indirect exposure to Universal Music Group. 2023 BOIVF $12BCTTOF $686MFINMF $32B
- Capicraft Investment Partners Capicraft Newsletter Capicraft maintains a cautious stance on AI infrastructure, arguing that capital intensity, competition and circular demand could prevent technological usefulness from translating into shareholder returns. It increased energy exposure after the Hormuz disruption, retained uranium and precious-metals positions, and argues that depleted oil inventories and central-bank gold demand support the long-term thesis. Second Quarter / First Half 2026 —
- GreenWood Investors First Half 2026 Letter to Investors GreenWood Investors avoided the late-stage AI investment cycle while recycling capital from Leonardo after its valuation rose beyond the expected earnings outlook. It added materially to Jack in the Box following its refinancing and leadership change, and is pressing Swatch Group through Swiss court actions over board accountability. CTT remains a core transformation case, centered on a potential BancoCTT monetization and redeployment into logistics or buybacks. First Half 2026 CTTOF $686MJACK $283MUHR $12B
- GreenWood Investors Builders with a Sense of Urgency GreenWood Investors backs owner-managed businesses using aggressive repurchases and long-term investment to compound per-share value, focusing on RH, Bolloré and CTT. The firm added to CTT and International Petroleum, won four Leonardo board seats, and added index hedges while avoiding large-cap technology fads. First Half 2023 BOIVF $12BCTTOF $686MFINMF $32B
