Sign In
Last checked at 
28 Apr 2026 10:10
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 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. 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/
This research is also available free on our website 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.
QUOTEDDATA50 Gresham Street | London EC2V 7AYTel: +44 (0) 20 3691 9430
www.quoteddata.com | research@quoteddata.com | www.martenandco.com
Follow the stocks
