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❧ ΕΚΔΟΣΙΣ Α´ ❧
AGORA
μελέτη τὸ πᾶν — ponder the whole
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| Edition No. I |
A Modern Public Forum |
July 2026 |
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Welcome to the first edition of the Agora newsletter. Each month we bring you our
sharpest essays, one carefully argued stock pitch, and nothing else — no noise,
no algorithm, just the work. Thank you for being here from the start.
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✦ The Monthly Stock Pitch ✦
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NexGen Energy (NYSE: NXE)
BUY: the West's largest undeveloped uranium asset enters construction.
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Current Price
US$9.25
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Our Target
US$13
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Horizon
12–18 mo
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The business got stronger in 2026. The stock fell 30% anyway. In March, NexGen received the
final licence for Rook I in Saskatchewan — ending twelve years of permitting risk on ore
20 to 30 times richer than the global average — while uranium contract prices sit at
18-year highs near US$93 a pound.
Cash costs near US$10 a pound, payback in roughly a year, and first production timed into the
widest projected supply deficit on record. The market is still trading the spot chart. We think
that gap is the entry point — the financing package due by early 2027 is the catalyst to watch.
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Not financial advice. The authors may hold positions in securities discussed. Do your own research.
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I · Politics
Inside The Most Expensive Primary in US History
A 14-year incumbent, unseated in his own party's primary — after more money poured
into one House race than most Senate campaigns see in a cycle. Joven follows the
spending sector by sector to show exactly whose dollars did the talking, and what the
hidden machinery of American democracy looks like when it decides a seat is worth buying.
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II · Business
Why AI Will Not Replace Accountants
The Big Four are pouring billions into AI — and none of it is designed to remove
the accountant. Sidhant looks inside platforms like KPMG Clara and Deloitte Omnia to
make the contrarian case: the profession everyone says automation will kill is quietly
becoming the one it can't function without.
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IV · Politics
Ottawa's $1.45 Billion Condo Gambit
The federal government wants to buy 2,200 BC condos at a discount developers have little
reason to offer. Kasra traces how BC housing starts collapsed nearly 80% from their peak,
why a population whiplash left sellers and buyers in a standoff, and whether "let the
prices drop" is a housing policy or just a good one-liner.
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VI · Business
How Rising Prices Are Changing One of the World's Most Accessible Hobbies
$80 games, $1,999 graphics cards, and subscriptions that never stop stacking. Gurkaran
runs the numbers on gaming's quiet affordability crisis, including the twist almost nobody
mentions: adjusted for inflation, an $80 game today is still cheaper than a $60 game was
in 2006. The squeeze is everything around it.
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❧ ❦
gathered in the agora, once a month
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Agora — a student publication. Finance, politics, philosophy and business, examined without deference.
Our mailing address is:
Agora · Western University
1151 Richmond Street, London, Ontario N6A 3K7, Canada
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