Hi Icebear, I hope you don't mind(Disclaimer:- I think PDN is...

Hi Icebear, I hope you don't mind

(Disclaimer:- I think PDN is great and I hold a lot of shares.)

… Enviable Proven track record [Fantastic at building mines and maximising shareholder return during that time but I wouldn't say enviable after that. Infact, in terms of running a company, they completely messed it up]
……. Funding is already sorted [No. Debt is cleared. Funding for the restart isn't sorted]
….…Customers see it as preferred supplier (scale & past performance) [How do you know? source?]
……. Large exploration assets beyond the LH mine [Myth. Their major assets beyond LH are actually a bit shit. 65% of an asset in Canada and then assets in AU where Uranium Mining is banned QLD/WA.]
…..Institutions want to back it [Want to or have to?. Institutions have to buy it - entering into ASX300 triggers 'x' , share price over $1.00 triggers 'y']
… its already ASX300 and given Mkt Cap surge it will enter ASX200 after the next rebalance in Dec.. [I hope so but that's just a dream]


Again, I think both companies are great. I just think you might be a bit disingenuous with your comparisons.