Ocean Wall Ltd

@oceanwall2

London’s market-leading, independent Investment House and Merchant Bank

73 New Bond St, W1S 1RS thehoot731.substack.com Joined May 2019

98 Following 3.8K Followers 328 Posts

Latest posts 5

Ocean Wall’s Ben Finegold moderating a panel at The Arnova Nuclear Energy Summit 2026. He is joined by Scott Melbye, Seth Grae, Per Jander, Andre Liebenberg and Crispin Clarke.

The WNA Symposium in London may be over but the conversation continues on #nuclear and #uranium in Zurich!

Ocean Wall Ltd @oceanwall2 Aug 10

The uranium squeeze: Utility coverage, demand and changing dynamics

open.substack.com/pub/thehoot731…

thehoot731.substack.com The uranium squeeze: utility coverage, demand & the companies positioned to benefit Coverage ratios point to a fifteen-year low in forward contracting even as inventories hit records, and the resulting pricing power is already showing up in producer language and term prices.

Ocean Wall Ltd @oceanwall2 Jul 30

Ocean Wall's Chairman & Founder Nick Lawson writes the Opinion piece in this week's MoneyWeek that Cornwall has finally got a growth story after 25 years of EU-funded stagnation, and it’s built on real rock: lithium, tin, the West’s biggest tungsten resource, plus Britain’s first deep geothermal plant.

China’s tungsten export squeeze (APT price up 10x since early 2025) just made Redmoor and Hemerdon strategically vital, not just geologically interesting. But Imerys shelving St Austell after France threw €50m at a rival project is the real lesson: geology never wins funding battles, state cheques do.

The National Wealth Fund has backed the right projects (Cornish Lithium, Cornish Metals) but its remit is too broad to act like an anchor investor.

Britain needs one properly scaled processing hub and a tungsten stockpile, framed as national security, not regional aid. Otherwise Kazakhstan or France gets there first.

reader.moneyweek.com/2026/07/27/opi…

reader.moneyweek.com Boom times for Cornwall

Ocean Wall Ltd @oceanwall2 Jul 29

Uranium: Positioned for the biggest rally on record. Ocean Wall's Nick Lawson diving in to the current opportunity in Uranium. Read it below on the @masterinvestor Substack.

open.substack.com/pub/masterinve…

masterinvestoruk.substack.com Uranium: Positioned for the biggest rally on record A guest post from Ocean Wall's Nick Lawson diving in to the currect opportunity in Uranium.

Ocean Wall Ltd @oceanwall2 Apr 27

In the hoot this week we cover: Steppe change in Kazakhstan, the lost art of building nuclear, and a new SMR name on the market

open.substack.com/pub/thehoot731…

thehoot731.substack.com Steppe Change in Kazakhstan, the lost art of building nuclear, and a new SMR name on the market A curated weekly briefing on the uranium and nuclear sectors, delivering clear, factual insights into the market, policy, and corporate developments influencing the space.