Category Archives: GCL
Nuclear Exposure
View the Marten & Co article on the Geiger Counter Limited trust – please click here to view
Uranium Presentation
Rob Crayfourd, portfolio manager at New City Investment Managers, presents on the uranium sector and the Geiger Counter Limited fund…
Kazatomprom is a game changer for the uranium market
Rob Crayfourd & Keith Watson, portfolio manager at New City Investment Managers, discusses the uranium sector with Palisade Research. You…
The scarce metal few people are talking about
FE Trustnet article – Rob Crayfourd and Keith Watson explain why demand for uranium could start to pick-up after a…
Outlook for mining sector investment across 2018
Rob Crayfourd, portfolio manager at New City Investment Managers, discusses mining sector themes at the 121 Mining sector panel event….
Why the background for commodities has improved
Rob Crayfourd, portfolio manager at New City Investment Managers, considers the outlook for commodity markets during the second quarter of…
Uranium’s Nuclear Winter may finally be over
Bloomberg Article on Uranium with reference to Geiger Counter Limited. Click here to read the article.
The country with the biggest impact on commodity prices
Rob Crayfourd, portfolio manager at New City Investment Managers, reflects on impact of Chinese trade and environmental policies on commodity…
Why the outlook for resources stocks is turning positive
Rob Crayfourd, portfolio manager at New City Investment managers, considers the outlook for commodities heading into the fourth quarter of…