Update shared on29 Aug 2025
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.
- Paul Hemburrow appointed CEO effective September 2025 after a structured succession process; a search for a new COO is underway.
- Successfully completed winter exploration drilling at the PLS Project, identifying significant zones of elevated radioactivity at Saloon East, with all 2025 drillholes intersecting mineralization over substantial core lengths, supporting further resource potential.
- Added to the S&P/ASX Small Ordinaries Index.
- Removed from the S&P/ASX 100 Index.
Valuation Changes
Summary of Valuation Changes for Paladin Energy
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$8.47 to A$8.35.
- The Future P/E for Paladin Energy has significantly risen from 15.45x to 214.90x.
- The Consensus Revenue Growth forecasts for Paladin Energy has significantly fallen from 56.5% per annum to 46.8% per annum.
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