RCS - Geiger Counter Ltd - Update research from QuotedData

Geiger CounterAnnouncement

28/04/2026 10:15

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RNS Number : 2148C  Geiger Counter Ltd  28 April 2026

 

Geiger Counter Limited - Update from QuotedData

28 April 2026

Mining bottleneck fuels uranium upside

Uranium and nuclear energy have strong long-term prospects, supported by
ongoing supply shortages and increasing demand from both traditional reactors
and new sources such as power for AI data centres. Whilst recent investment
has focused on fuel processing, uranium mining remains the main bottleneck,
giving Geiger Counter's (GCL's) mining-focused portfolio
(https://quoteddata.com/glossary/portfolio/) significant potential.

Geopolitical tensions have made energy security a greater priority, but supply
constraints are expected to continue into the mid-2030s due to few new
projects and challenges for major producers. Rising energy needs from AI
infrastructure add to the positive outlook, and as utilities return to the
market to secure supply, uranium prices are likely to increase.

The resignation of GCL's portfolio managers has created short-term
uncertainty, and we await further updates from the board
(https://quoteddata.com/glossary/board/) . Recent share price weakness could
present a buying opportunity given the strong long-term case for uranium.

Full Research:

https://quoteddata.com/research/geiger-counter-limited-mining-bottleneck-fuels-uranium-upside-qd/
(https://quoteddata.com/research/geiger-counter-limited-mining-bottleneck-fuels-uranium-upside-qd/)

This research is also available free on our website www.quoteddata.com
(http://www.quoteddata.com) where you will also find news, performance data
and factsheets on every London listed Investment Company. QuotedData writes
and distributes research on a number of quoted companies, facilitates meetings
between those companies and existing and potential investors and assists in
raising additional capital where required.

NB: Marten & Co was paid to produce this note Geiger Counter Limited Plc,
and it is for information purposes only. It is not intended to encourage the
reader to deal in the security or securities mentioned in this report. Please
read the important information at the back of this note. QuotedData is a
trading name of Marten & Co Limited which is authorised and regulated by
the Financial Conduct Authority. Marten & Co is not permitted to provide
investment advice to individual investors categorised as Retail Clients under
the rules of the Financial Conduct Authority.

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