22/01/2025 16:46

Paladin Energy (PDN) $9.19

PDN +10.06%: Today released its December Quarter ‘24 operations update, well received by the market as lower production estimates in analyst numbers were clearly overdone. 

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15/01/2025 09:54

Active Growth Portfolio – Amendments

We are making two changes to the Active Growth Portfolio today.

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10/12/2024 09:37

Paladin Energy Ltd (PDN) $7.47

This morning’s pick feels like entering the lion’s den and a very different proposition to Catapult (CAT) 3-months ago. PDN is down more than 50% from its 2024 high, but we believe it’s standout value around $7.50.

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21/11/2024 09:52

Paladin Energy Ltd (PDN) $7.81

We have discussed PDN at length in recent days/weeks as the stock has become increasingly disliked; it now has a 14.4% short position, and only Boss Energy (BOE) at 15.2% is larger in the space.

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19/11/2024 09:12

Paladin Energy Ltd (PDN) $7.69

PDN bounced +5.5% on Monday, but it remained significantly below its May peak. The Paladin share price has plunged ~48% in the past month due to commissioning issues at the Langer Heinrich Uranium mine.

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12/11/2024 12:01

Paladin Energy (PDN) $6.88

PDN -24%: The Uranium miner is getting hit today on back of some production issues relating to lower than expected grade from existing stockpiles and a lack of water. While we are at maximum weighting in two portfolio’s (~4%), we view this sell-off as very excessive for what has been announced.

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05/11/2024 09:29

Paladin Energy (PDN) $9.83

PDN has endured a tough few weeks after releasing a very disappointing September quarterly update. Lower production/sales volumes, higher costs, and frustrating rhetoric around the proposed Fission acquisition weighed on the stock.

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28/10/2024 16:40

Paladin Energy (PDN) $10.36

PDN –15.29% sold off heavily today after releasing their September quarter update. The market punished the stock on lower production/sales volumes, higher costs, and some negative language around the proposed Fission acquisition – in our view the extent of the reaction is unjustified.

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18/10/2024 09:50

Paladin Energy Ltd (PDN) $13.03

PDN soared 11% on Thursday, and it's playing catch up after its aggressive pullback from June highs. It's been a rocky ride through 2024, especially with the uncertainty around its proposed purchase of Fission Energy, but we remain bullish on U and PDN.

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03/10/2024 09:21

Paladin Energy Ltd (PDN) $10.64

Paladin updated the market yesterday on its proposed acquisition of Fission Energy. The acquisition is now less likely after the Canadian government ordered a national security review under section 25.3 of the Investment Canada Act. If this deal is blocked, it would have broader implications for Australian investment in the Canadian critical minerals sector.

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