17/06/2025 09:43

Paladin Energy Ltd (PDN) $7.28

We have also covered PDN at length through 2025 although this sector and market laggard hasn’t been listening with the stock down ~4% year-to-date. Again, we can see a huge short squeeze in the offing with well over 15% of PDN held short, to put things into perspective this could take two months to cover.

Read more

27/05/2025 09:40

Paladin Energy (PDN) $6.31

Monday saw the Australian uranium miners latch onto Trumps very bullish rhetoric towards nuclear energy, as he looks to accelerate the construction of nuclear power plants. At MM, we’ve steadfastly stuck with our positive outlook towards the uranium sector, which has paid off with our international holdings, but local names have endured a shocking year.

Read more

13/05/2025 09:24

Paladin Energy Ltd (PDN) $6.50

PDN has struggled operationally over the last year, but it delivered better performance in their Q3 update; we can see the miner beating expectations and producing ~2.8 million lbs of uranium in FY25.

Read more

08/05/2025 09:19

Boss Energy (BOE) or Paladin Energy (PDN)

As subscribers know, we remain bullish on the uranium thematic, but it's been a painful journey for most of the sector in 2025, except BOE, which has bounced strongly.

Read more

01/05/2025 09:28

Paladin Energy Ltd (PDN) $5.85

Market heavyweight PDN has been kinder to the shorts, declining over 20% so far in 2025 as the company has consistently disappointed operationally, including withdrawing guidance last month following heavy rain in Namibia.

Read more

23/04/2025 17:22

Paladin Energy (PDN) $4.96

PDN +24.62%: Released a strong quarterly today highlighting the uranium producer is back on track with production, achieving its highest run-rate of production to date.

Read more

26/03/2025 16:52

Paladin Energy (PDN) $5.65

PDN –11.58%: Released more detail around the extreme weather event impacting operations at their Langer-Heinrich uranium facility. The rains are now being called a 1-in-50 year event and as a result production guidance for FY25 has been withdrawn. 

Read more

21/03/2025 16:52

Paladin Energy (PDN) $6.56

PDN -3.95%: announced today that production has been suspended at their Namibian operation due to heavy unseasonal rain – these weather events occur once in about every 5 years in Namibia – it's typically a very dry climate.

Read more

26/02/2025 17:55

Paladin Energy (PDN) $6.97

PDN –4.39%: Released 1H25 results that were largely in line with market expectations; net neutral as other names in the sector were sold down in a similar fashion amid uranium spot price weakness. 

Read more

28/01/2025 16:54

Energy

To recap, faced with an escalating energy crunch in response to AI energy demand, leading tech companies Microsoft, Amazon and Alphabet made a shift toward nuclear power in October 2024.  

Read more