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    Uranium

    What are your latest thoughts and direction of uranium stocks?BOE & PDN lately have been dropping ~ are they worth holding or time to get out? Kind regards Mark

    Answer

    Hi Mark,

    We have definitely underestimated how deep PDN and BOE would correct but we remain bullish the uranium sector moving forward and intend to hold our PDN positions in both our Active Growth and Emerging Companies Portfolios. If we did not hold, we would be happy buyers of both at current levels, though we do have a preference for PDN and CCJ in the US.

     

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    Paladin Energy Ltd (PDN)
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