The Globe and Mail reports in its Saturday, Sept. 5, edition that PenderFund manager Greg Taylor has recently been buying more NexGen Energy, a Vancouver-based uranium company. The Globe's Brenda Bouw writes that NexGen is a stock Mr. Taylor has owned for the past four years. He says: "Uranium looks really interesting here because capacity is limited and few projects are coming on-line. Canada is in a great position, with several companies in the development stage that should benefit from this growing demand." Mr. Taylor adds: "I'm bullish on uranium. I think we're setting up for a multiyear run in nuclear power as the world adds more supply to the grid to meet AI demand." NexGen's flagship property in Saskatchewan is the Arrow project, which got its permits in the spring and construction is under way. Mr. Taylor says NexGen is setting up to be one of the more exciting mining projects across all commodities. He notes that NexGen also has strong exploration projects that could add upside for the company in the future. The Globe reported on Aug. 18 that National Bank Financial analyst Mohamed Sidibe had reiterated his "outperform" recommendation for NexGen when it could be had for $14.26.