PDN 5.94% $8.20 paladin energy ltd

Ann: Investor Presentation, page-10

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  1. 42 Posts.
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    Thanks for your great insights @JID

    Regarding company presentation estimations and their forward supply and demand I wouldn't trust them that much, all the companies in the uranium space have clear incentives in order to skew these in their favour for obvious reasons.

    3. Could you provide a source or further detail into this?
    4. Yet another manager whose best interest consist of being overly promotional and whose reckless actions led to a 98% dilution of past long term $PDN shareholders. Has he provided a source or a rationale for his claims?

    On the other hand these midterm catalysts and mine closures are all positives however in Paladin's case anything further than 2020-2021 gets a bit problematic as the company might have already run out of cash and is due to redeem their notes by 2023.

    Once again thanks for your great insights, just wanted to point out that listening to the wrong voices could be rather misleading and the uranium space is full of perverse incentives in order for managements to be promotional.
    Last edited by asiacasino: 29/08/18
 
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