Sign in

    Julio Mondragon

    Senior Equity Research Associate at BMO Capital Markets

    Julio Mondragon is a Senior Equity Research Associate at BMO Capital Markets, specializing in diversified metals and mining, with a particular focus on uranium sector analysis. He actively covers major mining companies such as NexGen Energy, frequently participating in earnings calls and industry Q&A sessions. Mondragon began his current role at BMO in 2021 and has contributed to key sector research and analytical reports, though detailed performance metrics and prior professional experience remain limited in the public record. He holds the title of Senior Associate in BMO's London office, is not currently a registered FINRA research analyst, and his professional credentials align with UK regulatory standards under the Financial Conduct Authority.

    Julio Mondragon's questions to NexGen Energy (NXE) leadership

    Julio Mondragon's questions to NexGen Energy (NXE) leadership • Q1 2025

    Question

    Julio Mondragon of BMO Capital Markets asked about the development plans and budget for the Rook I project in 2025 while awaiting regulatory hearings. He also sought an update on the progress of offtake contracting discussions with utilities.

    Answer

    CEO Leigh Curyer confirmed the company's 2025 focus is on exploration, with the site maintained in readiness for construction, which will commence immediately upon approval in early 2026. He noted the company is well-funded with over CAD 435 million in cash. Chief Commercial Officer Travis McPherson added that contracting discussions are very robust, with more agreements expected this year, driven by strong utility concern over the future supply deficit and the value of NexGen's new, diversified supply.

    Ask Fintool Equity Research AI