PALAF Stock: Paladin Energy (ASX: PDN) Price & Analysis
Paladin Energy Ltd (PALAF) last close A$7.15 on (−A$0.25, −3.38% on the day) · EODHD end-of-day
Paladin Energy is an Australian uranium producer that owns 75% of the Langer Heinrich mine in Namibia and is advancing the Patterson Lake South (Triple R) project in Saskatchewan through permitting, with exploration assets in Canada and Australia.
Paladin Energy Ltd · ASX: PDN · producer · Informational only, not investment advice.
- Last close
- A$7.15
- EODHD, Nov 4, 2026
- Day change
- −3.38%
- −A$0.25 vs Nov 3, 2026 close
- 52-week range
- A$6.88 – A$14.54
- EODHD closes, Nov 5, 2025 to Nov 4, 2026
- Market cap
- $2.4B
- EODHD PDN.AU
- Total U₃O₈ resources
- 560.6 Mlbs
- Paladin Energy Ltd Annual Report 2026 (year ended 30 June 2026); Mineral Resources and Ore Reserves, printed pp. 35-38 (Tables 1-6)
- Cost per lb (Cash cost)
- US$43.30/lb
- Paladin Energy Annual Report 2026 (Appendix 4E, year ended 30 June 2026), Non-IFRS Measures — Langer Heinrich Cost of Production US$/lb reconciliation
- In-situ leverage
- 21.6×
- in-situ resource value ÷ market cap, at the current spot
Dividend & analyst view for PALAF
Dividend
Paladin Energy Ltd (PALAF) does not currently pay a dividend, which is common for uranium developers and explorers that reinvest in their projects.
Total mineral resources 560.6 Mlbs U₃O₈ (measured 152.8, indicated 303.4, inferred 104.4), plus 164.1 Mlbs of reserves · Paladin Energy Ltd Annual Report 2026
Paladin Energy Ltd (ASX: PDN, TSX: PDN, OTCQX: PALAF) is an independent uranium producer. It holds a 75% interest in the Langer Heinrich Mine in Namibia (CNNC Overseas Limited holds 25%), which returned to production in 2024, completed its ramp-up in the year to June 2026 and produced 4.82 Mlb U₃O₈ that year on a 100% basis. In Canada, Paladin is advancing the 100%-owned Patterson Lake South (Triple R) project in the Athabasca Basin through permitting, holds exploration ground across the basin, and owns the Michelin project in Newfoundland and Labrador. In Australia it holds uranium exploration assets in Queensland (Mount Isa) and Western Australia (Manyingee, Carley Bore). Group Mineral Resources at 30 June 2026 were 560.6 Mlbs U₃O₈ on a 100% project basis, inclusive of 164.1 Mlbs of Ore Reserves.
Margin & leverage
resource source Full screener →Margin vs spot (C1 cash cost)
$49/lb
In-situ leverage
21.6×
Jurisdictions
Erongo · Saskatchewan (Athabasca)
Computed live from the screener's cited resource and cost inputs and the current spot price; margins use C1 cash cost where the company disclosed it.
Mine projects
Cost curve →Full project table →Curated mine & project database, updated 2026-10-30. Deposit type and restart status per the linked disclosures. Resource figures are the project's own (100% basis); the company's interest is shown under the name where it is below 100%.
Production guidance vs actuals
Sector-wide tracker →Guidance ranges and actuals by company
Wide bar: the original guided range. Narrow bar: the revised range. Tick: point guidance. Dot: the reported actual, gray inside the range, red below it, green above it. Hatched: guidance withdrawn (never scored). Each panel keeps the company's own unit and ownership basis; nothing is converted.
Paladin Energy
Mlb U₃O₈ · 100%
| Period | Metric | Guidance | Revised | Actual | Delta | Source |
|---|---|---|---|---|---|---|
| FY2025 (ended 30 Jun 2025) | U3O8 production, Mlb (Langer Heinrich) | 4.0–4.5 Mlbas of 2024-06 | 3.0–3.6 Mlb; guidance then fully withdrawn 26 Mar 2025 | 3.02 Mlb (Q4 FY25: 993,843 lb) | Guidance withdrawn | source |
| FY2026 (ending 30 Jun 2026) | U3O8 production, Mlb (Langer Heinrich) | 4.0–4.4 Mlbas of 2025-07 | 4.5–4.8 Mlb (raised) | 4.82 Mlb (Q4 FY26: 1.23 Mlb)FY drummed 4.82 of 4.5–4.8 Mlb, 104% of midpoint | Above range+3.7% vs midpoint | source |
Guidance and actuals verbatim from company disclosures, revisions append-only. Updated 2026-09-17.
Quarterly production
100% basis| Period | Dried and drummedMlb U3O8, 100% basis | Sold (may include purchased material)Mlb U3O8, 100% basis | Source |
|---|---|---|---|
| Q1 FY2027 | 1.00 | 1.16 | source |
| Q4 FY2026 (quarter ended 30 June 2026) | 1.23 | 1.35 | source |
| FY2026 (year ended 30 June 2026)full year | 4.82 | 4.35 | source |
| Q3 FY2026 (quarter ended 31 March 2026) | 1.29 | 1.03 | source |
| Q2 FY2026 (quarter ended 31 December 2025) | 1.23 | 1.43 | source |
| Q1 FY2026 (quarter ended 30 September 2025) | 1.07 | 0.534 | source |
| Q4 FY2025 (quarter ended 30 June 2025) | 0.994 | 0.710 | source |
| FY2025 (year ended 30 June 2025)full year | 3.02 | 2.71 | source |
| Q3 FY2025 (quarter ended 31 March 2025) | 0.745 | 0.872 | source |
Langer Heinrich figures are shown on a 100% basis, as Paladin reports them. Paladin holds a 75% interest in the mine (CNNC Overseas Limited 25%). The sector-wide tracker and all cross-company totals use Paladin's 75% attributable share.
Figures copied from company disclosures and normalised to lb U3O8; the company's wording and unit are on hover. Revisions append-only. Updated 2026-10-22.
Term contracts announced
Full contract database →| Buyer | Volume | Delivery | Pricing | Announced | Source |
|---|---|---|---|---|---|
| CNNC (China)Restored Langer Heinrich legacy offtake; market-related. | undisc. | 2024–2030 | market-related | 2024-03 | source |
Announced term contracts where this company is a seller, from the curated contract database. The long-term market is reported only in fragments — absence of a row is not absence of a contract.
Catalysts to watch
All sector catalysts →by end of Q4 2027Paladin PLS construction-licence hearingsneutralPaladin Energy quarterly activities report (ASX, October 14, 2026)
Paladin and the Canadian Nuclear Safety Commission have an administrative protocol aimed at completing hearings on the Patterson Lake South construction-licence application at the end of calendar 2027, the regulatory gate before a PLS investment decision. Paladin's FY2027 Langer Heinrich guidance of 5.1 to 5.6 Mlb was reaffirmed in the same quarterly report.
Mines & facilities
Mines map →- Langer Heinrich MineOperating · Erongo, Namibia
- Patterson Lake South / Triple RDevelopment · Saskatchewan, Canada
- Michelin ProjectExploration · Labrador, Canada
Frequently asked questions about PALAF
What does Paladin Energy (PALAF) do?
Paladin Energy is an Australian uranium producer that owns 75% of the Langer Heinrich mine in Namibia and is advancing the Patterson Lake South (Triple R) project in Saskatchewan through permitting, with exploration assets in Canada and Australia.
Is PALAF stock a good investment?
Paladin offers geographic diversification from North American uranium miners: a producing mine in Namibia (figures shown on a 100% basis; Paladin's share is 75%), a development project in Canada and exploration in Australia, with 561 Mlbs of resources in total. Langer Heinrich output is sold to nuclear utilities under term contracts, including the restored CNNC offtake listed in the contracts panel. The primary listing is on the ASX (PDN); the shares also trade on the TSX (PDN), and the OTC PALAF line is less liquid than either.
What is the PALAF stock price today?
Paladin Energy Ltd (PALAF) last closed at A$7.15 on Nov 4, 2026 on its ASX: PDN listing, per EODHD end-of-day data. The quote in the page header refreshes with the live market price when markets are open.
Which uranium ETFs hold PALAF?
URNJ holds PALAF at 11.53% of the fund (Nov 3, 2026), URNM at 3.94% of the fund (Nov 3, 2026), URA at 2.92% of the fund (Nov 3, 2026), per the issuers' published holdings.
Which ETFs hold PALAF?
- URA ETF: holds PALAF at 2.92% of the fund (as of Nov 3, 2026)
- URNM ETF: holds PALAF at 3.94% of the fund (as of Nov 3, 2026)
- URNJ ETF: holds PALAF at 11.53% of the fund (as of Nov 3, 2026)
Weights are each issuer's published fund holdings (Global X for URA; Sprott for URNM and URNJ), refreshed daily.
The weekly uranium brief
Spot moves, SPUT flows, filings, and contract news, once a week. Plus a free daily CSV of our uranium equity screener snapshot.
Compare and go deeper
- Compare PALAF against every uranium mining stock by price, resources & cost
- How to read analyst price targets
- Today's uranium spot price (U₃O₈)
- Latest SEC filings for PALAF
- Sprott Physical Uranium Trust (SPUT) NAV and discount
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