Professional
Added to YB: 2026-02-10
Pitch date: 2026-01-29
PDN.AX [neutral]
Paladin Energy Ltd
-4.48%
current return
Author Info
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Company Info
Paladin Energy Ltd, through its subsidiaries, engages in the development and exploration of mineral properties in Australia, Canada, and Namibia.
Market Cap
AUD 3.5B
Pitch Price
AUD 13.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
264.10
P/E
-62.75
EV/Sales
19.60
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Show full summary:
Collins St Asset Management Portfolio Holding: Paladin Energy Ltd
PDN.AX (exited): Uranium contrarian play bought at ~$1 avg cost, sold at $5.50 (fair value based on $75-85/lb long-term uranium price). Stock hit $10 peak, now trades near Sept 2021 levels. Thesis: spot price had to rise from $18 to $45+ breakeven or world accepts 12% less electricity.
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