A catchy title for a sector report released over the weekend from Michael Clark at Shaw, he’s called the sector very well and has again re-cut his numbers upgrading his universe as a result. Below looks at his calls in order of preference. We hold Paladin (PDN) in our Emerging Companies Portfolio & for those that want more insight here, I did a ‘Deep Dive’ podcast on PDN a few months back with Clarky – Click Here to Listen to the Podcast . PDN put on ~4% today and is up ~60% in the last week.
Michael’s calls…
- Paladin Energy (Buy, A$1.00 PT from 0.56ps)
- Vimy Resources (Buy A$0.27ps PT from A$0.25ps PT)
- Peninsula Energy (Buy A$0.30ps PT from A$0.17ps)
- Boss Energy (Buy from Hold, A$0.30ps PT from A$0.17ps)
- Lotus Resources (Hold, A$0.29ps PT from A$0.16ps)
- Bannerman Resources (Hold, A$0.28ps PT from 0.14ps)
MM remains bullish (PDN)
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