PDN 3.74% $11.34 paladin energy ltd

Cash flow positive now is not 2050 :) It is hard to see...

  1. 4,379 Posts.
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    Cash flow positive now is not 2050 It is hard to see excluding a major stuff up (Tragedy) like fukushima occurring for any reduction occurring for the commodity PDN is supplying. There seems a lot of reasons to think the supply/demand equation warrants a rerating of both the company and the price of U308.

    I missed another one starting up " South Korea’s Nuclear Safety and Security Commission giving operational approval to the twenty-fifth reactor" see link

    That said it is shutting old ones down which is great IMO Link

    This shows 8 new planned and 4 in construction in Korea

    The are risks but I cannot see how the price of U can reduce give the significant extra demand much of which is coming on stream this year or in the next few years not 2050
 
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