PDN Surges Amid Liquidity Push

🟩 Bull Case
Increased liquidity
UBS ‘Buy’ rating.
renewed investor confidence

🟥 Bear Case
JPMorgan downgrade
Operational disruptions
Balance sheet concerns

#PaladinEnergy #PDN #ASX #EconSky #FinSky 📈

Paladin secures uranium sales amid demand surge Chamwe Kaira Paladin Energy, whose only producing mine is the Langer Heinrich Mine, has secured 13 uranium sales agreements with international customers. The contracts cover 24.1 million pounds of uranium oxide through 2030. The agreements, disclosed as of 30 June 2025, include fixed-price, market-related and base-escalated pricing mechanisms, mostly denominated in US dollars. Pricing references published spot and term uranium prices and may include floor and ceiling limits. Paladin said global demand is supported by existing reactors, new construction and life extensions in the United States and other countries.  “Commitments made at COP28 and COP29 to triple nuclear capacity by 2050, along with US policy moves under President Donald Trump to expand the American nuclear fleet fourfold, point to significant incremental uranium demand in the coming decades. The rapid growth of artificial intelligence and data centres is also expected to drive demand for clean and reliable baseload power,” the company stated. The largest consumers of uranium, including the United States, China and France, have limited domestic supplies. European utilities source about half of their uranium from Kazakhstan, Russia and Niger but are shifting to diversify. Paladin noted that Chinese utilities have been more aggressive than Western buyers in securing long-term supply. Global utilities face uncovered uranium requirements of about one billion pounds through 2035. Paladin’s production depends entirely on the Langer Heinrich Mine in southern Namibia. The company said it must replace ore reserves depleted by production to sustain or increase output.  “This will require further exploration, new discoveries, or acquisitions. Paladin cautioned that failure to replenish reserves could limit future production levels.” The company also highlighted risks beyond its control, including macroeconomic conditions, geopolitical events, public opinion on nuclear energy and competition from other energy sources.  It warned that changes in taxes, tariffs or regulations in producing countries such as Kazakhstan, Canada, Namibia and Australia could affect the market. Langer Heinrich recorded revenue of U$177.7 million in the financial year ended 30 June, from sales of 2.7 million pounds of uranium oxide. The cost of sales of U$191.7 million reflected the ramp-up of operations.

#Uranium #NuclearEnergy #PaladinEnergy #EnergyDemand #SustainableEnergy

Langer Heinrich returning to stability Chamwe Kaira The Langer Heinrich Mine recorded revenue of U$177.7 million in the 2025 financial year, Paladin Energy announced this week. The sales represented 2.7 million pounds of uranium oxide. The company said cost of sales stood at U$191.7 million, reflecting the ramp-up of operations. Commercial production at the mine resumed in March 2024, and operations ramped up steadily through 2025. The mine processed more than 3.6 million tonnes of ore during the year, producing 3 million pounds of uranium oxide. “The average plant recovery rate of 84% reflects the steady progress made during the year as the LHM team increase its capability to optimise plant performance. Sales for the year were 2.7 million pounds of uranium oxide and Paladin met all obligations under its contract book with its tier-one customers,” the company said. The fourth quarter delivered the highest production levels since the restart, supported by record crusher throughput, consistent plant performance, and improved feed blend strategies. In March, operations were temporarily halted by a one-in-fifty-year rainfall event that saturated stockpiles. Paladin responded with a rapid recovery programme and began early mining. “This enabled blending of medium-grade stockpiled ore with freshly mined material, improving feed consistency and plant stability throughout the final quarter,” the company said. Paladin continued refining its blending strategies during the year. “The medium-grade stockpile has been a key component of the feed blend during the year, and its integration with freshly mined ore contributed to improved feed consistency and plant stability, along with throughput enhancements and debottlenecking initiatives.” A new fleet of mining equipment has been deployed to support early mining, with additional equipment expected by the end of 2026 to enable full-scale operations. Paladin’s sales were supported by a diversified portfolio of uranium agreements with utilities across the US, Europe, and Asia. In 2025, the company signed new long-term agreements with tier-one customers. It now holds 13 uranium sales contracts securing 24.1 million pounds of uranium oxide through to 2030. “The uranium term market fundamentals remain strong, and Paladin continues to receive firm interest from existing and prospective customers for uranium supply. Global utilities have significant uncovered requirements, contributing to a robust pipeline of utility demand. The Company will continue to layer in industry leading uranium sales agreements as production continues to ramp up at the Langer Heinrich,” Paladin said.

#LangerHeinrich #UraniumMining #PaladinEnergy #MiningIndustry #SustainableMining

Uranium output rises 33% at Langer Heinrich mine Chamwe Kaira  Paladin Energy says its Langer Heinrich Mine produced 993,843 pounds of uranium oxide during the quarter ending 30 June, a 33% increase from the previous quarter.  This marks the highest quarterly output since the mine restarted operations, bringing total production for the financial year to 3 million pounds. During the same quarter, the mine sold 710,051 pounds of uranium oxide, with total sales for the year reaching 2,705,693 pounds.  Paladin also signed one new uranium sales agreement in the quarter, bringing its total to 13 agreements with tier-one customers in the US, Europe, and Asia. The company achieved an average realised price of US$55.6 per pound for the quarter. It noted the lower price was due to the mix and timing of contract deliveries.  “Quarterly sales and average realised prices depend on the mix of contract pricing mechanisms, payment terms and the timing of individual deliveries based on customer requirements from quarter to quarter,” the company said. The average realised price for the full financial year was US$65.7 per pound. This figure reflects a balanced portfolio made up of base-escalated, fixed-price, and market-related contracts. Paladin said its mine plan prioritises medium- and high-grade ore delivery to the processing plant, while low-grade ore is being stockpiled for future use. Costs related to the stockpiled ore will be disclosed separately in future reports. As of 30 June 2025, Paladin held US$89 million in cash and cash equivalents, excluding restricted cash of US$4.4 million.  The total unrestricted cash and short-term investments fell by US$38.8 million from the previous quarter.  The decrease was attributed to the start of mining operations and timing-related working capital movements, including revenue recognised in the quarter but only received in July, when the company collected US$29.2 million. Paladin noted that sales volumes, revenue, and cash flows may vary each quarter due to shipping and customer delivery schedules.  These quarterly results do not necessarily represent annual performance. The company made its second scheduled debt repayment of US$6.7 million during the quarter, leaving a closing debt balance of US$86.5 million.  Paladin also maintains an undrawn revolving facility of US$50 million.

#Uranium #MiningNews #PaladinEnergy #LangerHeinrich #NaturalResources

PDN had a significant pullback today, falling 11.26% following the release of its Q4 FY 2025 results and moving red on a YTD basis.

This came despite a strong production quarter from the firm.

buff.ly/aVdUylK

#ASX #PDN #PaladinEnergy #EconSky #FinSky 📈

Paladin sets uranium production guidance for Namibia mine - Mining Weekly Paladin sets uranium production guidance for Namibia mine  Mining Weekly

#UraniumMining #Namibia #MiningNews #PaladinEnergy #SustainableMining

PDN experienced a notable surge today, climbing 7.15% to close at A$7.64.

This positive movement follows a volatile period for the stock, marked by both significant gains and recent pullbacks.

thebull.com.au/news/paladin...

#paladinenergy #PDN #ASX #EconSky #FinSky 📈

@JadeAnnByrne

Timed out like a legend.

Snapchat said take a break, but I was just warming up.
Too many broke dick broken hearts, too much heat 🥵, too little chill🥶 — classic me 💋

#JadeAnnByrneWasHere #SnapchatTimeOut #TooHotToCache #eGirlRateLimited #PaladinEnergy #DigitalDisobedience #MirrorPicsAndMisdemeanors

Second class action suit looms for Paladin Energy over Langer Heinrich downgrade Banton Group is considering initiating a class action lawsuit against Paladin Energy for potentially misleading representations relating to production guidance, which would make it the second-class action against Paladin on this claim. In an announcement to the ASX late on Thursday afternoon, Paladin said it is aware of another class

#PaladinEnergy #ClassAction #LangerHeinrich #LegalNews #InvestorAlert

Langer Heinrich hits high production output Chamwe Kaira The Langer Heinrich Mine (LHM) processed more than 900 000 tonnes of ore during the March 2025 quarter. This marked the highest throughput since the mine restarted operations. The plant achieved an average recovery rate of 88%, which is within the company’s target. Paladin Energy, the mine’s operator, said it produced 745,484 pounds of uranium oxide in the March quarter. This was a 17% increase from the previous quarter and the highest quarterly output since the restart. Total uranium oxide production for the nine months ending 31 March stood at two million pounds. During the March quarter, the company sold 872,435 pounds of uranium oxide, and it sold a total of two million pounds over the nine-month period. Paladin earned an average price of US$69.9 per pound. The cost of production was US$40.6 per pound during the March quarter. Paladin recorded revenue of US$61 million from the sale of uranium oxide for the quarter. The cost of sales was US$63.6 million. As of March 31, 2025, the company held US$117.3 million in cash and cash equivalents, excluding restricted cash worth US$4.4 million. It also had US$10.5 million in short-term investments. Initial mining activities at LHM began during the quarter. The company mobilised equipment, completed its first blast, and fed mined ore to the processing plant after the end of the quarter. Paladin reversed a previously recognised impairment in 2016. This related to a 6.3 million tonne ore stockpile valued at US$92.1 million. The reversal was due to improved uranium prices, progress at the LHM restart project, and key contract negotiations. “As of March 31, 2025, the group had conducted a review of its inventory items. The assessment considered several factors, including the production to date, the carrying value of the current inventory, the grade performance of the ore stockpile compared to expected performance, the accessibility of part of the stockpile, and the delivery into sales contracts along with the expected contract prices for uranium oxide,” the company said. Following the review, Paladin recorded a US$19.9 million impairment charge. This was due to a decline in the net realisable value of the ore stockpile and finished goods. “Management will continue to monitor price movements, production forecasts, and inventory turnover, and it will reassess inventory valuations as required in subsequent periods,” the company said.

#LangerHeinrich #UraniumProduction #MiningNews #PaladinEnergy #MineralResources

Paladin hit with class action CHAMWE KAIRA Paladin Energy, the owner of the Langer Heinrich uranium mine in the Erongo Region, confirmed this week that it been served with a class action proceeding in the Supreme Court of Victoria in Australia. The class action alleges that Paladin made misleading representations and contravened its Australian Stock Exchange (ASX) continuous disclosure obligations between 27 June 2024 and 11 November 2024. Paladin said it intends to strongly defend this claim. Paladin is also dual listed on the Namibian Stock Exchange. “The statement is in order. They have to respond to the allegations in normal course of business and legal process,” said NSX CEO, Tiaan Bazuin in a comment to Observer Money. According to law firm, Slater and Gordon, Paladin advised the ASX on 27 June 2024 that its Langer Heinrich mine was likely to produce 4.0-4.5 million pounds of uranium concentrate in the 2025, financial year at a cost of US$28 to US$31 per pound. It reaffirmed this guidance to the ASX on 22 July 2024, and reaffirmed the guidance again on 5 August 2024. However, on 12 November 2024 the company announced that it now expected its Langer Heinrich mine to produce only 3.0-3.6 million pounds of uranium concentrate in the 2025 financial and withdrew all previous 2025 guidance. It cited disruptions to the mine’s water supply and variability in the quality of its stockpiled ore as reasons for the downgrade. Following the announcement, the price of Paladin shares fell by 22% (US$2.21) over two days, after having already fallen by 15% (US$1.87) on 28 October 2024 when Paladin reported quarterly production results that were below expectations. The claim alleges that Paladin knew or ought to have known that its June guidance was unreasonably optimistic and there was a material risk it would not be met. “We allege that the plaintiff and group members paid more for shares in Paladin than would have been the case had the company revealed the true situation and alternatively, that some group members would not have purchased shares at all,” court papers said. Slater and Gordon, as instructed by the lead plaintiff, Ian Weatherlake on behalf of the Weatherlake Family Trust, commenced a group proceeding (class action) against Paladin Energy on 16 April 2025. The class action alleges that Paladin made misleading representations and contravened its continuous disclosure obligations as an ASX-listed company between 27 June 2024 and 11 November 2024, breaching relevant provisions of the Corporations Act 2001 and the ASIC Act 2001.

#PaladinEnergy #LangerHeinrich #UraniumMining #ClassAction #ASX

Another great day for the #Uranium sector today! One of my favourite #Uraniumstocks #PaladinEnergy, $PDN is up another O.68 cents to $5.03 (CDN) or 15.65% today to $5.03(CDN). I am continuing to add to my present position in this stock. IMO,I am expecting this stock to double from here in 2025! GLTA

Langer Heinrich production increases by 17% CHAMWE KAIRA  The Langer Heinrich Mine produced 745 484 pounds of uranium oxide during the quarter ending 31 March, a 17% increase on the previous quarter’s production, totalling over two million pounds’ production for the financial year to date. The mine is owned by Paladin Energy. Paladin Energy CEO Ian Purdy said the one-in-fifty-year rainfall event at the mine and surrounding areas in March caused the suspension of operations, saturation of the stockpiles and impacts on the processing plant chemistry.  Additionally, flooding in the pit identified for early commencement of mining, along with delays in the delivery and mobilisation of mining equipment, caused disruptions to the start of the planned mining ramp-up. Local access roads and civil infrastructure were also damaged by the widespread rainfall. However, there was no significant damage to the processing plant, and operations have now safely resumed. DDespite these interruptions, Purdy reported that Paladin achieved the highest quarterly production volumes since the mine’s restart during the quarter. He said the focus at Langer Heinrich during the quarter has been on optimising the feed blend and increasing throughput. An average plant recovery rate of 88% was achieved. The stockpile remains the primary ore source for the crusher feed, he said. He added that NamWater average inflows were received at contract levels during the quarter, and rainwater flows were captured for use to supplement process water within the operations. Sales of 872 435 pounds of uranium oxide exceeded production of 745 484 pounds during the quarter due to the timing of deliveries under our contract portfolio. Paladin achieved an average realised price of US$69.9 per pound for the quarter. Paladin said it now has 12 offtake contracts with tier-one global customers in its offtake contract book, with 22.3 million pounds contracted to 2030. The company said it met all delivery obligations in the quarter. Namibia is regarded as one of the world’s premier uranium mining jurisdictions. The mine recommenced commercial production in March 2024, following an extensive refurbishment program, with the first shipments of U3O8 at the start of the 2025 financial year. The mine is a proven, low-risk, conventional alkaline leach processing circuit and is currently processing medium-grade stockpiled ore while transitioning to open-pit mining and blending of stockpiles with the mined ore. “While we saw global economic uncertainty and market turbulence from United States tariffs increase at the end of the quarter, we have not seen any direct impact on Paladin’s operations or sales from the United States presidential decisions at this time,” said Purdy.

#LangerHeinrich #UraniumMining #PaladinEnergy #MiningNews #SustainableMining

Paladin achieves highest quarterly production since restart of Langer Heinrich mine Western Australia-based uranium producer Paladin Energy has produced 745 484 lb of yellowcake, or triuranium octoxide (U3O8), in the quarter ended March 31, despite weather disruptions at its Langer Heinrich mine, in Namibia. The quarter’s production increased by 17% compared with the prior quarter after Paladin undertook a planned shutdown

#PaladinEnergy #UraniumProduction #MiningIndustry #LangerHeinrich #Yellowcake

I expect more to follow in the next few weeks for #PaladinEnergy.

PDN | Weekly Chart | 23 APR 2025 Target HIT ("... seeks pivot validation at 4.249 min.") #PDN #PaladinEnergy #Uranium #Nuclear #FinSky #TargetHIT 4xForecaster

PDN | Weekly Chart | 23 APR 2025

Target HIT
("... seeks pivot validation at 4.249 min.")

#PDN #PaladinEnergy #Uranium #Nuclear #FinSky #TargetHIT

Paladin hit with class action over ‘misleading’ uranium guidance ASX- and TSX-listed Paladin Energy has been served with a class action lawsuit in the Supreme Court of Victoria, with the plaintiffs alleging the uranium producer misled investors and breached its continuous disclosure obligations ahead of a major production downgrade last year. Filed on April 16 by law firm Slater

#PaladinEnergy #Uranium #ClassAction #InvestorRights #LegalNews

#PDN #PaladinEnergy #Uranium #Nuclear #FinSky 4xForecaster

#PDN #PaladinEnergy #Uranium #Nuclear #FinSky 4xForecaster

#PDN #PaladinEnergy #Uranium #Nuclear #FinSky 4xForecaster

PDN | Weekly Chart | 02 APR 2025

Scales
- II.c completed: imposes a strong support at 4.745
- X seeks pivot validation at 4.249 (min.), 1.618 (max.)
- IV.e remains inactive, but highly probable

FORECAST
- High-prob reversal from 3.470
- If not: 1.618

#PDN #PaladinEnergy #Uranium #Nuclear #FinSky

#Uranium #Nuclear #TargetHit #CROWCode #EconSky #FinSky 4xForecaster

#Uranium #Nuclear #TargetHit #CROWCode #EconSky #FinSky 4xForecaster

#Uranium #Nuclear #TargetHit #CROWCode #EconSky #FinSky 4xForecaster

PDN (Paladin Energy, LTD):

… following up from X/Twitter …

#PDN - Target HIT

(Original forecast released in FEB 2024 before 1:10 split)

#PaladinEnergy #Uranium #Nuclear #TargetHit #CROWCode #EconSky #FinSky

Paladin shares plummet after Langer Heinrich water debacle Shares in Australian uranium miner Paladin Energy took a dramatic tumble last week after the company was forced to withdraw its full-year production guidance following extreme weather disruptions at its Langer Heinrich mine in Namibia. The Perth-based company saw its stock plunge nearly 8% in early trading on Wednesday, dropping

#PaladinEnergy #UraniumMining #StockMarket #MiningNews #Namibia

Floods Disrupt Paladin’s Uranium Targets for 2025 CHAMWE KAIRA  Paladin Energy expects production at its Langer Heinrich mine to improve in the second half of 2025 through blending ore from open-pit mines. However, floods in the Erongo Region have delayed the start of mining and damaged parts of the site. As a result, the company no longer expects to reach its target of six million pounds of uranium production by the end of 2025. “The acceleration of mining was a key initiative in offsetting the underperformance of stockpile ore and achieving nameplate production. The LHM team continues to drive operational improvements and progress in mining. Improved water supply outcomes and strong levels of plant recoveries have provided a platform for improving plant production.” The company said despite the delays and disruptions, the preferred mining contractor, Trollope Mining, has commenced mining equipment mobilisation and the recruitment and training of operators.  All mining permits are in place and the blasting contractor has completed mobilisation, it added. Paladin announced that unseasonal heavy rainfall has occurred in Namibia, with the Langer Heinrich experiencing a one-in-fifty-year rainfall event.  This impacted the company’s plans to accelerate the commencement of mining and resulted in short-term disruptions to operations.  These included the transport of people to the site, restricted feed for the crushers due to the saturation of stockpiled ore, and excess surface water restricting safe access to the processing plant, the company announced.  It said whilst there appears to be no significant damage to the processing plant and the workers are safe, there was damage to the access roads and minor civil infrastructure on the LHM site and to the haul roads to the mine.  “Access to the mine has now been re-established, and processing plant operations have resumed. Paladin expects the processing plant to return to normal operation as the in-circuit inventory and chemistry stabilise and stockpiled ore saturation levels decrease,” the company said. The company was advancing the early commencement of mining to access higher-grade ore. The rain across Namibia has delayed the mobilisation of key mining equipment and personnel to site and has resulted in water ingress into the open mining pits.  “Whilst onsite pumping infrastructure is adequate to de-water the pits, access to the pits to commence mining is likely to be delayed. The disruption to early commencement of mining, together with the short-term impact of the suspension of operations and the difficulties associated with processing saturated stockpiled ore, has resulted in Paladin withdrawing production guidance for the 2025 financial year,” the company said.

#UraniumProduction #Floods #MiningIndustry #PaladinEnergy #Namibia

Paladin pulls uranium target after Namibia mine flooded - Miningmx Paladin pulls uranium target after Namibia mine flooded  Miningmx

#Mining #Uranium #Namibia #PaladinEnergy #MiningNews

Paladin Energy retracts 2025 forecast due to Namibia mine disruption - MINING.com Paladin Energy retracts 2025 forecast due to Namibia mine disruption  MINING.com

#MiningNews #PaladinEnergy #NamibiaMining #ForecastUpdate #MineDisruption

Australia’s Paladin Energy shares drop on retracting production guidance PDN hereremove ads Latest comments Install Our AppScan QR code to install app Google Play App Store Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

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Australia's Paladin Energy retracts 2025 forecast due to Namibia mine disruption - Reuters.com Australia's Paladin Energy retracts 2025 forecast due to Namibia mine disruption  Reuters.com

#PaladinEnergy #Namibia #MiningNews #EnergyForecast #MarketUpdate

Australia's Paladin Energy retracts 2025 forecast due to Namibia mine disruption - MSN Australia's Paladin Energy retracts 2025 forecast due to Namibia mine disruption  MSN

#PaladinEnergy #NamibiaMine #MiningNews #EnergySector #MarketForecast

Australia's Paladin Energy retracts 2025 forecast due to Namibia mine disruption - TradingView Australia's Paladin Energy retracts 2025 forecast due to Namibia mine disruption  TradingView

#PaladinEnergy #MiningNews #Namibia #EnergySector #MarketForecast

Jefferies cuts Paladin Energy's production forecast after Namibia mine flooding - TradingView Jefferies cuts Paladin Energy's production forecast after Namibia mine flooding  TradingView

#PaladinEnergy #NamibiaMining #MiningNews #EnergyProduction #FloodingImpact

Paladin Energy halts uranium mining in Namibia due to heavy rainfall - Kitco NEWS Paladin Energy halts uranium mining in Namibia due to heavy rainfall  Kitco NEWS

#UraniumMining #Namibia #PaladinEnergy #HeavyRainfall #MiningNews

Paladin Energy halts uranium mining in Namibia due to heavy rainfall, shares slip - MINING.com Paladin Energy halts uranium mining in Namibia due to heavy rainfall, shares slip  MINING.com

#UraniumMining #PaladinEnergy #Namibia #MiningNews #HeavyRainfall