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Increasing Global Uranium Demand And Canadian Assets Will Fuel Production

Published
22 Apr 25
Updated
29 Aug 25
AnalystConsensusTarget's Fair Value
AU$8.45
6.4% undervalued intrinsic discount
04 Sep
AU$7.91
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1Y
-5.0%
7D
0.8%

Author's Valuation

AU$8.4

6.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Aug 25
Fair value Decreased 0.27%

Paladin Energy’s consensus price target saw a slight reduction as analysts downwardly revised revenue growth forecasts and projected a much higher future P/E, indicating lower future earnings expectations and increasing valuation risk, resulting in a modest fair value decrease from A$8.47 to A$8.35. What's in the News Paladin Energy updated Patterson Lake South (PLS) Project feasibility following a technical review, with unchanged LOM production of 90.9Mlb U3O8, revised all-in sustaining costs of USD 15.2/lb, and updated capital costs of USD 1,226 million; project NPV estimated at USD 1,325 million (post-tax, 8% discount), IRR at 28.2%, payback 2.4 years at USD 90/lb U3O8; targeted first production in 2031.

Shared on01 May 25
Fair value Increased 3.91%