EPISODE · Jul 22, 2026
GEIGER COUNTER LIMITED - Investor Presentation
from Investor Meet Podcast - AI · host Investor Meet Company
This podcast is based off the recent investor presentation by Geiger Counter Limited, an investment trust primarily focused on uranium equities. Managed by a specialized natural resources team from Manulife, the fund targets small to mid-cap companies positioned to benefit from a looming global supply deficit. The podcast highlights energy security and the rapid expansion of nuclear power in China and North America as primary drivers for future growth. By investing in developers and producers within the Athabasca Basin, the trust seeks to leverage high-grade deposits and increasing electrification demands. Ultimately, the podcast outlines a strategic bullish case for uranium based on shifting geopolitical policies and the transition toward cleaner energy sources.
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GEIGER COUNTER LIMITED - Investor Presentation
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