Segra Capital Management
@SegraCapital
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Institutional investment framework applied to nuclear power, infrastructure & the energy transition. General market commentary only. Not investment advice.
Palm Beach, FL
Joined September 2018
RT @xenergynuclear: X-energy raises $700M in Series C-1 to advance small modular nuclear tech. Investors include Segra Capital Management,…
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RT @xenergynuclear: X-energy’s collaboration with @amazon reflects the bold vision of the Advanced Reactor Demonstration Program, accelerat…
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RT @JekyllCapital: $KAP Headlines starting to roll... Revised 2025 production guidance of 25,000 to 26,500 tons (equating to 65-68.9mmlbs)…
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RT @JekyllCapital: Bloomberg with a quote from AR... "Investors Rush Into Uranium Miners on Kazakh Production Outlook" - @SegraCapital se…
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RT @SStapczynski: Singapore, US Sign Nuclear Power Pact 🇸🇬🤝🇺🇸 ☢️ The nations inked a 123 Agreement, which is critical for investment by US…
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RT @JekyllCapital: @business: “Record Payouts on Biggest U.S. Grid Signal Costs of Reliable Power” PJM Capacity Pricing jumps 9x YoY from…
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RT @JekyllCapital: Anyone seriously going to tell me today's deal didn't get leaked by @cantorfitzgerld or a @Ur_Energy insider? Over 6mm…
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RT @markets: President Biden signed legislation banning the import of Russian enriched uranium, starting a 90-day countdown until limits on…
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RT @JekyllCapital: @AlexMiningGuy - All the more impressive when you realize that @NAC_Kazatomprom #uranium sales for 2023 were heavily wei…
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RT @JekyllCapital: @WSJ - Kazatomprom’s Profit Surges on High Uranium Prices "Demand for uranium—which is used to power nuclear reactors—h…
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RT @cameconews: February 24, 2022 is a day the world changed for the people of Ukraine. Two years later, Cameco is still proud to #StandWit…
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RT @JekyllCapital: @CG_Driven launches coverage on @NAC_Kazatomprom this morning. “Center of the (U)niverse” Good report - worth a read…
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RT @JekyllCapital: Incredibly proud that @SegraCapital was a signatory to this historic pledge. The world needs new #nuclear and these com…
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RT @NexGenEnergy_: $NXE’s 2023 Site Infrastructure Program includes a 200-bed camp expansion to support increased activities at the Rook I…
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RT @NexGenEnergy_: It’s a historic day at $NXE as we’ve received Provincial Environmental Assessment approval for the Rook I Project – mark…
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RT @Hedgeye: Why wasn't everybody doing this ⁉️ "People always look back, and assume that it was an easy trade," @JekyllCapital said to @K…
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RT @cameconews: Today, #Cameco is celebrating its 35th anniversary. Cameco’s vision is to energize a clean-air world. This video shows ou…
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Thank you to @cameconews for hosting us at the McArthur River Mine & Key Lake Mill in northern Saskatchewan this week. It’s difficult to imagine the scale and complexity of these operations if you’ve never been to site. Great trip! #nuclear #uranium $CCJ $CCO.CN
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