I'm still sitting tight for a bit. I don't think it has to be an either or thing. Nothing wrong with mitigating some company specific risk by buying a little of both if you are bullish on the sector as a whole.
Can only know with 100% certainty which is the outperformer in hindsight i feel. PDN is bigger and should be 'safer', but is also Africa so take what you will with that. BOE is a bit smaller so should have room to grow a bit more and is in Australia with directors selling stock and during a critical ramp up phase.
I favour Paladin a little bit as while it is in Africa, its ramp up is a bit more de-risked in my mind. Plus it is larger and has some options i can use to help manage the position, which I cannot do with BOE.
I dont think BOE is a bad play however, but am in a 'wait and see' towards it i think.
Uninvestable, page-83
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Last
$2.74 |
Change
-0.040(1.44%) |
Mkt cap ! $1.122B | |||
| Open | High | Low | Value | Volume |
| $2.83 | $2.83 | $2.73 | $897.4K | 324.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 29 | 85006 | $2.73 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.74 | 2029 | 3 |
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| Last trade - 11.00am 17/09/2024 (20 minute delay) ? |
| BOE (ASX) Chart |