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    Graham Yoshio Tanaka

    Research Analyst at Tanaka Capital Management

    Graham Yoshio Tanaka is President, Chief Investment Officer, and Chief Economist at Tanaka Capital Management, where he also co-manages the TANAKA Growth Fund and specializes in identifying undervalued companies with strong growth potential. With over 45 years of experience as an analyst and portfolio manager, Tanaka has covered individual companies across varied industries and led portfolios with competitive returns over three decades, though precise performance metrics are not publicly disclosed. He began his investment career in the 1970s at Morgan Guaranty Trust and Fiduciary Trust Co., moved to Milbank Tanaka & Associates as Chairman, and has been leading Tanaka Capital Management since its founding in 1986, also serving as President of the TANAKA Growth Fund since 1998. Tanaka holds the Chartered Financial Analyst (CFA) designation since 1976, an MBA from Stanford University, and FINRA registration as a broker, and he is frequently recognized in top industry publications and has made prominent media appearances.

    Graham Yoshio Tanaka's questions to NexGen Energy (NXE) leadership

    Graham Yoshio Tanaka's questions to NexGen Energy (NXE) leadership • Q4 2024

    Question

    Graham Tanaka of Tanaka Capital Management asked about potential delays to NexGen's approval process due to a peer's hearing, the construction timeline post-approval, and the potential to accelerate Patterson Corridor East (PCE) production. He also questioned the logic of contracting any uranium at current prices given the bullish long-term supply deficit.

    Answer

    CEO Leigh Curyer viewed the peer's hearing date as a positive sign that NexGen's is imminent. He reiterated a 42-month construction timeline post-approval. On PCE, he confirmed it's 'absolutely possible' to accelerate development to meet market demand, subject to regulatory processes. Critically, Mr. Curyer clarified that NexGen is not contracting at current prices but at future market prices at the time of delivery, thereby preserving full upside exposure for shareholders, which is a key differentiator.

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