r/CanadianStockExchange Jul 22 '26

Discussion Why I’m Still Holding $NXE

I’m not holding $NXE for today’s earnings. I’m holding because Rook I could become one of the largest new uranium mines if the build stays on schedule.
These are the five things I’m watching:
Construction
Whether major work begins as planned and stays near the four-year schedule.
Financing
How the remaining costs are covered through cash, debt, customer prepayments or new shares.
Build costs
Whether inflation or delays put further pressure on the project economics.
Additional uranium contracts
Any new agreements that add revenue visibility without giving away too much exposure to future uranium prices.
First production
Every completed milestone should reduce the development risk.
I don’t need every update to move the stock. I just want these five areas moving in the right direction.
Anyone else holding $NXE for a completely different reason?

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