We looked at Paladin (PDN) earlier in the week, targeting 25-30% upside in the coming months. As subscribers know, we remain bullish on the uranium thematic, with Boss Energy (BOE) the only local name which has delivered for investors through 2025. However, after we discussed BOE or PDN earlier this month it was interesting to see the two companies move in opposing directions on Wednesday, as money seemed to flow into PDN – there’s likely to be ongoing inter-sector rotation into the EOFY.
So far in 2025, BOE is up 70%, whereas PDN is down almost 15%, leaving plenty of room for further performance catch-up by PDN.
- We believe PDN will outperform BOE in the 2H of 2025.
MM likes BOE in the $3.50 area
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