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GCL is a specialist investment trust providing diversified exposure to the uranium sector, holding stakes in established producers like Cameco and Paladin Energy alongside high-growth developers such as NexGen Energy. As the AI-driven boom accelerates global energy consumption, the demand for clean baseload power is rising, reinforcing uranium's critical role in the future energy mix. Unlike many uranium funds heavily reliant on Kazakh production, GCL focuses on a broader range of companies and jurisdictions, reducing geopolitical risk and offering a more balanced way to capitalize on the structural uranium supply deficit.

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GCL provides exposure to a wide range of uranium mining companies, from established producers like Cameco and Paladin Energy to high-growth developers like NexGen Energy which are poised to lead the market. This mix allows investors to benefit from the stability of established miners while capturing the upside potential of emerging uranium projects. By holding both production-stage and development-stage companies, GCL offers a balanced way to invest in the uranium sector without the risk of relying on a single company’s success.

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With nuclear power increasingly recognized as a critical component of clean energy policies given its status as a baseload resource, demand for uranium is expected to rise significantly. Countries are committing to net-zero targets and corporations (like Microsoft and Meta) are looking for reliable green energy to drive power-intensive systems like data centres. Moreover, the development of Small Moular Reactors (SMRs) create potential for a demand boom in the long-run. These trends further support uranium’s long-term investment case, directly benefiting GCL’s portfolio.

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GCL invests heavily in uranium miners outside the industry-leading region of Kazakhstan, reducing reliance on the world’s largest yet geopolitically uncertain producer. With holdings in Canada (NexGen Energy, Denison Mines), Australia (Paladin Energy), and the U.S. (Ur-Energy, Energy Fuels), GCL benefits from politically stable, high-grade uranium assets. As Western utilities shift away from Kazakh and Russian supply, miners in these regions are well-positioned to secure long-term contracts, strengthening GCL’s investment case.

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Utility Contracting Increase

Nuclear utilities are expected to increase long-term uranium contracting as fuel security concerns grow, especially with geopolitical risks affecting traditional resource supply. Higher contracting volumes would support uranium prices, directly benefiting GCL’s producers like Cameco and Ur-Energy.

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Portfolio Project Completion

Key uranium projects, including Rook 1 (NexGen), Langer Heinrich (Paladin) and Wheeler River (Denison), are advancing toward production. Successful mine restarts would boost supply, drive stock re-ratings, and enhance GCL’s portfolio growth potential.

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Global Nuclear Expansion

Given the increasing investment into SMR R&D, the widespread adoption of the technology by companies and countries could significantly increase uranium demand by the 2030s. As nations aim to triple nuclear capacity by 2050, GCL’s holdings in high-quality uranium miners stand to benefit from sustained long-term growth.

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GCL has significant investments in pre-production or early-stage uranium companies, which could face significant hurdles such as permitting delays, construction setbacks, and uncertain financing conditions. These companies require large capital investments before generating revenue, and if funding dries up, uranium prices fall or if there are logistical challenges, projects could be delayed or abandoned. Such risks could lead to stock underperformance, increased dilution, or financial distress, negatively impacting GCL’s overall returns.

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Uranium mining is heavily regulated due to environmental, safety, and geopolitical concerns. GCL’s portfolio companies must secure multiple government approvals, permits, and licenses to expand, which can cause delays or restrictions on production. Stricter environmental policies, bans on uranium mining in certain regions, or sudden regulatory shifts like changes in subsidies could halt projects, increase compliance costs, or force operational shutdowns, directly impacting the growth prospects of GCL’s holdings.

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The U.S. creates a sense of uncertainty in the nuclear market. Despite being a huge uranium importer, rising protectionist attitudes could disrupt the uranium market by increasing costs for utilities or by restricting imports. Tariffs on foreign uranium, particularly from Canada, may lead to higher domestic uranium prices, reducing affordability for nuclear operators. The new administration’s reluctance to embrace environmental agreements could also impact long-term nuclear adoption. Lower American demand could thus weaken long-term contracting, impacting uranium miners and causing price volatility.

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Unlike passive uranium ETFs or physical uranium trusts, GCL provides active stock selection with exposure to uranium miners that may outperform the commodity itself in a bull market. Miners benefit from operational leverage, meaning rising uranium prices significantly improve profit margins. Additionally, GCL can invest in pre-production companies, offering the potential for higher growth compared to ETFs that track broader uranium indices, which tend to only favour large, established producers.

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GCL often trades below its net asset value due to its concentration in high-risk, early-stage uranium stocks, which investors perceive as more speculative. Liquidity concerns and uranium price volatility can widen the discount further. However, if uranium markets strengthen and GCL’s portfolio companies advance toward production, investor sentiment could improve, leading to a narrowing of the discount and potential upside for shareholders.

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Since GCL primarily holds uranium mining equities rather than physical uranium, its short-term performance is more volatile than the commodity itself. Mining stocks tend to react strongly to uranium price fluctuations, with junior miners often experiencing exaggerated price moves. This makes GCL highly responsive to market sentiment, meaning investors must be prepared for sharp NAV fluctuations in response to uranium price news. However, given the indirect barrier between GCL and the commodity market, price fluctuations depend greatly on the fundamentals of the underlying miner, which could deaden movements

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GCL does not prioritise dividend payments, as most of its holdings are growth-focused uranium miners rather than income-generating assets. The trust reinvests capital into new opportunities, making it better suited for investors seeking capital appreciation rather than dividend yield. However, this does not stop the directors from declaring a dividend in the future if they consider it appropriate.

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As the nuclear industry evolves, increased focus on uranium enrichment and advanced fuel cycles could reshape demand dynamics. However, strong uranium supply is still essential, and GCL’s miners are well-positioned to benefit from heightened security of supply concerns. Countries prioritising domestic enrichment will still require reliable uranium sources, ensuring that GCL’s holdings in high-grade, geopolitically stable mining projects remain critical to the global fuel cycle.

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Utility Contracting Increase

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Portfolio Project Completion

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Global Nuclear Expansion

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Keith Watson is a co-Fund Manager for CQS Natural Resources Growth and Income plc, Geiger Counter and Golden Prospect Precious Metals. He joined CQS in July 2013 from Mirabaud Securities where he was a Senior Natural Resource Analyst. Prior to Mirabaud, Keith was Director of Mining Research at Evolution Securities. Previous to this, he was a top-ranked business services analyst at Dresdner Kleinwort Wasserstein, Commerzbank and Credit Suisse/BZW. Keith began his career in 1992 as a portfolio manager and research analyst at Scottish Amicable Investment Managers. Keith holds a BSc (Hons) in Applied Physics from Durham University.

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Robert is a co-Fund Manager for CQS Natural Resources Growth and Income plc, Geiger Counter and Golden Prospect Precious Metals. Prior to joining CQS in 2011, Rob was an analyst at the Universities Superannuation Scheme and HSBC Global Asset Management where he focussed on the resource sector. Rob is a CFA charter holder and holds a BSc in Geological Sciences from the University of Leeds.

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