WallStRider Posted - 8 hours ago

$PALAF on my watch list

PenkeTrading Posted - 1 week ago

I found you an Oversold RSI (Relative Strength Index) on the daily chart of Paladin Energy Ltd. Is that bullish or bearish? $PALAF #RsiOversold #OTCQX

la_po Posted - 10/28/24

$PALAF why such a huge drop today?

Napalm1 Posted - 1 month ago

How the hell are shorters going to get out of those short positions? Volume of Deep Yellow for instance is only 2.19M shares 70 minutes before end of trading day vs 96M shares shorted! Deep Yellow only consumed 10M cash in Q3 2024. Total cash position by end Q3: 247M Short squeeze in ASX listed uranium companies in the making $URA $URNM $PALAF $DYLLF $URG

Napalm1 Posted - 1 month ago

Paladin Energy (PDN / PALAF) aims to get TSX listing in near future, like it had in February2007 Today PDN is significantly cheaper on EV/lb basis than peers listed on TSX & NYSE today & than PDN in February 2007 (uranium price ~75USD/lb) With or without FCU takeover,a TSX listed PDN will rerate higher to join the EV/lb valuations of TSX listed peers PDN & PDN-FCU = good alternative for CCJ Once listed on TSX,a much bigger group of investors will have easier access to PDN We are close to the complete approval of the takeover of FCU Shareholders approved Court approved Investment Canada Act clearance pending New PDN-FCU will be beast, lot of investors from Northern Hemisphere will look at as alternative for CCJ PDN Cash inflows starting in2024 => increasing earnings => Improving P/E (already better than CCJ) With takeover by PDN => FCU (high grade & shallow uranium deposit) fully financed $URA $URNM $URG $PALAF $FCUUF

Napalm1 Posted - 1 month ago

Total shorted vs average daily volume Paladin Energy PDN 41M shares shorted vs ~2.6M shares traded daily Boss Resources BOE 55M shares shorted vs ~2.8M shares traded daily Deep Yellow DYL 95M shares shorted vs ~5.4M shares traded daily Lotus Resources LOT 154M shares shorted vs ~8.4M shares traded daily Short squeeze in the making in ASX listed uranium companies $URA $URNM $DYLLF $PALAF $LTRSF

Napalm1 Posted - 1 month ago

$URNM $PALAF $UEC $CCJ $FSY.TSX

Napalm1 Posted - 1 month ago

1) SPUT has 45M USD cash today => ~14M USD available for uranium buying 14M USD to buy at 83USD/lb = 168,000lb 2) SPUT trades at -0.02% to NAV => with all nuclear news, SPUT will raise add funds on Monday => SPUT will buy couple 100,000lb in spot in coming days => uranium price will increase significantly in coming days and months $URNM $PALAF $UEC $CCJ $BHP

Napalm1 Posted - 1 month ago

Today: Additional big delay in uranium production start After the loss of Imouraren uranium project, now a delay of Zuuvch Ovoo. Orano is in trouble $URNM $PALAF $UEC $CCJ $FSY.TSX

Napalm1 Posted - 1 month ago

ATM of SPUT is activated as we speak I expect uranium spotprice will increase further today. $URNM $PALAF $UEC $CCJ $FSY.TSX

Napalm1 Posted - 1 month ago

John Quakes 10 min ago: “I hear that a large RFP for an uranium supply contract has hit the Uranium market today.” $URNM $PALAF $UEC $CCJ $FSY.TSX

Napalm1 Posted - 1 month ago

Break out higher of uranium price is imminent I would not be surprised to see the uranium spotprice reach 150 USD/lb in this new high season $URNM $PALAF $UEC $CCJ $FSY.TSX

Napalm1 Posted - 1 month ago

After the market closed yesterday, the uranium rose even higher! Inventory X depleted now => lbs in spot not from secondary supply anymore,but from primary supply => squeeze Imo: >83 USD/lb on Monday >90 USD/lb end October $URNM $PALAF $UEC $CCJ $FSY.TSX

Napalm1 Posted - 1 month ago

Finally, more important voices are confirming what some of us calculated in detail Growing uranium deficit is huge,bigger than expected,while old inventory created in2011-2017 is depleted now => lbs in spot not from secondary supply anymore,but from primary supply => Squeeze: First in uranium spotmarket But could even been followed by a general squeeze in the uranium market as a whole $URNM $PALAF $UEC $CCJ $FSY.TSX

Article_AI Posted - 1 month ago

$PALAF JPMorgan Chase Acquires Stake in Paladin Energy Paladin Energy Ltd (AU:PDN) has released an update. JPMorgan Chase & Co. and its affiliates have become a substantial holder in Paladin Energy Ltd,... https://www.stck.pro/news/PALAF/90516557/

Napalm1 Posted - 1 month ago

Due to several factors impacting supply & demand in spot right now, probability of commodity squeeze in spot increased significantly & LT price continues to⬆️ Future: everyone will want to buy Sprott Physical Uranium Trust (U.UN SRUUF) John Ciampaglia: U.UN gets calls from utilities and PRODUCERS asking to sell or lend them lbs. He tells them: NO,trust rules don’t allow that, go look for lbs elsewhere Why do producers ask? Bc they are short lbs & looking everywhere +Beyond2025 supply even more uncertain The only way to get lbs from U.UN is through change of Trust rules through shareholders voting But 1st those wanting lbs of Trust will need to get majority of U.UN 2 ways: a) buying U.UN in open market, which will significantly ⬆️ upward pressure on U.UN b) takeover that shareholders need to vote for. Current shareholders will never approve takeover at 120 USD/lb (~40CAD/sh). They will ask at least 2x from current shareprice A run on SRUUF U.UN $URNM $PALAF $UEC $CCJ $FSY.TSX

Article_AI Posted - 1 month ago

$PALAF Paladin Energy Awaits Acquisition Approval Amid Challenges Paladin Energy Ltd (AU:PDN) has released an update. Paladin Energy Ltd is in the process of acquiring Fission Uranium Corp, awaiting the final cour... https://www.stck.pro/news/PALAF/90451320/

Napalm1 Posted - 09/30/24

Investors underestimate the impact of 🇷🇺 threat alone. The threat alone (without effectively going through with it) is sufficient for utilities to go from supply security to supply insecurity. Utilities trade uranium between each other. But with supply uncertainties, utilities typically increase their inventory and decrease sale to others The last commercially available lbs will become unavailable before even being sold! (Marked in red) => consequence: soon potential squeeze in spot Break out higher of the uranium price is inevitable And if Putin goes through with this, than the squeeze will be very big, knowing that uranium demand is price inelastic. $URNM $DNN $UEC $CCJ $PALAF

Article_AI Posted - 09/30/24

$PALAF Paladin Energy Announces New Share Issuance Paladin Energy Ltd (AU:PDN) has released an update. Paladin Energy Ltd has announced a new issuance of securities for quotation on the ASX under th... https://www.stck.pro/news/PALAF/90332339/

Napalm1 Posted - 09/27/24

The uranium spotprice just increased again. Now at 82 USD/lb! $URNJ $SRUUF $UEC $UUUU $PALAF

Article_AI Posted - 09/27/24

$PALAF Paladin Energy Awaits Key Court Decision on Fission Acquisition Paladin Energy Ltd (AU:PDN) has released an update. Paladin Energy Ltd is awaiting a final court decision after a hearing concluded regarding the a... https://www.stck.pro/news/PALAF/90089142/

Napalm1 Posted - 09/26/24

Up up goes the uranium price $CCJ $SRUUF $UEC $UUUU $PALAF

Napalm1 Posted - 09/26/24

Fyi. The uranium price just started to increase today! $CCJ $SRUUF $UEC $UUUU $PALAF

Napalm1 Posted - 09/26/24

This export restriction aren’t needed to justify the bull trend in the uranium sector. But they are big bonus! $CCJ $SRUUF $UEC $UUUU $PALAF

Napalm1 Posted - 09/26/24

Already russian uranium export restrictions towards the West? $CCJ $SRUUF $UEC $UUUU $PALAF

Napalm1 Posted - 09/25/24

LT uranium price of August 2024 was 81USD/lb, while mid-term uranium price is even higher LT contracts being signed now are with floor of 80-85 & ceiling of 125-130 Uranium spot & LT price are about to go significantly higher Source picture: Cantor Fitzgerald, posted by John Quakes on X (twitter) $CCJ $SRUUF $UEC $UUUU $PALAF

Napalm1 Posted - 09/25/24

uranium spotprice is already showing signs of going higher again today But I’m more interested in how much the LT uranium price will increase end September LT contracts signed at 80-85 floor & 125-130 ceiling now => ~105 USD/lb LT uranium price to jump higher soon too? 🚂 is leaving station $CCJ $SRUUF $UEC $UUUU $PALAF

Article_AI Posted - 09/25/24

$PALAF Canaccord Genuity Sticks to Their Buy Rating for Paladin Energy Ltd (PALAF) Canaccord Genuity analyst James Bullen maintained a Buy rating on Paladin Energy Ltd (PALAF – Research Report) today and set a price target of A$16... https://www.stck.pro/news/PALAF/89952072/

Napalm1 Posted - 09/24/24

Fyi. The uranium price is jumping higher just now $CCJ $SRUUF $UEC $UUUU $PALAF

Napalm1 Posted - 09/24/24

1) Next week new #uranium purchase budgets of US utilities will be released With all latest announcements (big prod cuts, uranium supply warnings, Putin’s threat, UxC confirms Inventory X now depleted,…), those budgets will be significantly bigger than previous ones imo 2) Last ~6 months LT contracting was largely postponed by utilities (only 40Mlb contracted) due to uncertainties they first wanted to have clarity on. More clarity now. They will now accelerate LT contracting & #uranium buying Upward pressure on uranium is about to increase significantly $CCJ $SRUUF $UEC $UUUU $PALAF