25/08/2026 09:27

Paladin Energy Ltd (PDN) $11.70

It hasn’t felt like it at times, but PDN has outperformed the uranium miner cohort YTD (+22% vs. URNM +3%), with gains driven by solid operational execution. While much of the volatility has tracked uranium sentiment, PDN has benefited from company-specific catalysts, particularly the ramp-up of its Langer Heinrich mine. A strong January production update, where output beat expectations by ~22%, helped kick-start the rally, while higher uranium prices and an upgrade to FY26 production guidance subsequently drove PDN to a YTD high in April.

Read more

22/07/2026 17:30

Paladin Energy (ASX: PDN) $9.13

PDN +6.66%:  completed the ramp-up of the Langer Heinrich uranium mine during FY26, with production reaching the upper end of revised guidance and sales accelerating strongly through the June quarter.

Read more

26/05/2026 09:25

Paladin Energy Ltd (ASX: PDN) $11.48

Read more

17/04/2026 16:53

Paladin Energy (PDN) $14.54

PDN +2.76%: Provided a solid update today, upgrading FY26 production guidance, with the company flagging stronger output from the Langer Heinrich mine as operations continue to ramp up.

Read more

16/04/2026 09:35

Paladin Energy Ltd (ASX:PDN) $13.79

At MM we are very bullish the “Uranium Trade” over the coming years as AI sends energy demands soaring higher and although nuclear is not on the menu in Australia, it's coming to the fore around the world with Small Modular Reactors (SMR) the focal point.

Read more

31/03/2026 09:38

Paladin Energy Ltd (PDN) $11.20

PDN recently delivered a solid result discussed in detail Here. The uranium sector is not for the faint hearted but we are bullish and believe investors can continue to adopt a buy the dip, trim the strength approach towards PDN. This week we heard that PDN is optimistic that its Langer Heinrich uranium mine in Namibia will reach full capacity by June, just as a supply gap opens.

Read more

10/03/2026 09:06

Paladin Energy Ltd (PDN) $11.20

PDN recently delivered a solid result discussed in detail Here. The uranium sector is not for the faint hearted but we are bullish and believe investors can adopt a buy the dip, trim the strength approach towards PDN.

Read more

05/03/2026 09:30

Are the “short sellers” right to focus on consumer stocks?

Hedge funds have shifted their short positions away from ASX resource names that benefited from the recent commodities boom, targeting consumer-facing stocks such as Treasury Wine Estates, Domino’s Pizza and Guzman y Gomez amid concerns around weakening household spending.

Read more

04/03/2026 09:26

Paladin Energy (PDN) $13.61

Uranium producer Paladin Energy (PDN) operates in Namibia and boasts a growth pipeline in Canada, offering clear leverage to strengthening global nuclear demand. It’s the last position in our Active Growth position whose report we need to cover, primarily as most things came in line, and the share price reaction was relatively small.

Read more

29/01/2026 09:38

Paladin Energy (PDN) $13.88

Last week, Paladin Energy (PDN) reported an impressive second-quarter trading update, with fiscal 2026 production forecast to come in toward the upper end of its outlook range of 4 million to 4.4 million pounds of uranium oxide.

Read more