Loading...
Back to narrative

PDN: Completed Equity Offerings Will Drive Future Profitability And Margin Expansion

Update shared on 19 Nov 2025

Fair value Increased 0.57%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
12.6%
7D
5.7%

Analysts have raised their price target for Paladin Energy from $9.45 to $9.50. This change reflects increased expectations for revenue growth and improved profit margins.

What's in the News

  • Paladin Energy has completed a follow-on equity offering, raising AUD 100 million through the sale of 13,793,200 ordinary shares at AUD 7.25 each (Key Developments).
  • The company finalized another follow-on equity offering totaling AUD 261.4 million, including a subsequent direct listing, with shares sold at both AUD 7.25 and AUD 6.66 (Key Developments).
  • Paladin Energy entered into a "bought deal" private placement with Canaccord Genuity, offering 4,504,505 shares at CAD 6.66 per share. This is expected to raise gross proceeds of AUD 33 million and is anticipated to close in September 2025 (Key Developments).
  • A detailed technical review of the Patterson Lake South (PLS) Project reaffirmed production and cost estimates, with the first uranium production targeted for 2031. The project maintains a Net Present Value of USD 1,325 million and a post-tax IRR of 28.2% based on a long-term uranium price assumption of USD 90/lb (Key Developments).

Valuation Changes

  • Consensus analyst price target has risen slightly from A$9.45 to A$9.50.
  • The discount rate has increased moderately from 6.48% to 6.67%.
  • Revenue growth is expected to be higher, up from 43.2% to 45.6%.
  • Net profit margin has improved from 29.9% to 30.7%.
  • The future P/E ratio has risen significantly from 18.9x to 24.8x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.