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    Ben Finegold

    Director at Ocean Wall

    Ben Finegold is a Director at Ocean Wall Limited, specializing in uranium equities and the broader natural resources sector. He actively covers key companies such as Paladin Energy, Fission Uranium, Kazatomprom, Global Atomic, and Skyharbour Resources, focusing on M&A activity and valuation strategies across the uranium exploration space. Finegold joined Ocean Wall in or after 2019 and is recognized for his expertise in advising institutional clients and assessing capital dynamics within exploration and mining, although publicly available sources do not provide precise performance metrics or detailed rankings. His credentials and previous roles before Ocean Wall are not explicitly listed in public profiles, and no verified securities licenses or FINRA registrations are disclosed.

    Ben Finegold's questions to NexGen Energy (NXE) leadership

    Ben Finegold's questions to NexGen Energy (NXE) leadership • Q4 2024

    Question

    Ben Finegold, identified as an analyst, questioned if contract discussions with U.S. utilities have changed under the new administration and if Canadian uranium is treated like domestic supply. He also asked if NexGen is seeing price floors around $70 per pound in its contract negotiations, similar to what peers have mentioned.

    Answer

    Chief Commercial Officer Travis McPherson stated that discussions with U.S. utilities have not changed, as the primary driver is the acute need to secure supply from reliable partners like Canada, given risks from Eastern suppliers. CEO Leigh Curyer addressed pricing by clarifying that NexGen's contracts are structured for maximum exposure to future uranium prices at the time of delivery, rather than using fixed price floors, which provides industry-leading leverage to the market.

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