PENMF Stock: Peninsula Energy (ASX: PEN) Price & Analysis
Peninsula Energy Ltd (PENMF) last close A$0.17 on (A$0.00, 0.00% on the day) · EODHD end-of-day
Peninsula Energy is an Australian-listed uranium producer restarting the Lance in-situ recovery project in Wyoming as an independent end-to-end producer, with its own processing plant and sales contracts with US utilities.
Peninsula Energy Ltd · ASX: PEN · producer · Informational only, not investment advice.
- Last close
- A$0.17
- EODHD, Nov 4, 2026
- Day change
- 0.00%
- A$0.00 vs Nov 3, 2026 close
- 52-week range
- A$0.17 – A$1.01
- EODHD closes, Nov 5, 2025 to Nov 4, 2026
- Market cap
- $78M
- EODHD PEN.AU
- Total U₃O₈ resources
- 57.9 Mlbs
- Peninsula Energy Annual Report for the Year Ended 30 June 2025 (lodged 2025-09-29)
- Cost per lb (FS cost)
- US$42.46/lb
- Peninsula Energy — Ross and Kendrick Areas Life of Mine Plan Update presentation (ASX:PEN, Sep 2023), LOM economics — All-in Sustaining Cost
- In-situ leverage
- 68.1×
- in-situ resource value ÷ market cap, at the current spot
Dividend & analyst view for PENMF
Dividend
Peninsula Energy Ltd (PENMF) does not currently pay a dividend, which is common for uranium developers and explorers that reinvest in their projects.
Total mineral resources 57.9 Mlbs U₃O₈ (measured 3.8, indicated 12.4, inferred 41.7) · Peninsula Energy Annual Report for the Year Ended 30 June 2025
Peninsula Energy Limited (OTC: PENMF, ASX: PEN) is a US-focused uranium producer operating the 100%-owned Lance Project in Wyoming. The Lance Project has a JORC Resource of 58.0 Mlbs U₃O₈. Production restarted in December 2024 using low-pH ISR.
Margin & leverage
resource source Full screener →Margin vs spot (FS cost)
$49/lb
In-situ leverage
68.1×
Jurisdiction
Wyoming
Computed live from the screener's cited resource and cost inputs and the current spot price; margins use FS cost where the company disclosed it.
Mine projects
Cost curve →Full project table →| Project | Location | Status | Resource | Grade | Cost/lb | Source |
|---|---|---|---|---|---|---|
| Lance Projectsrestarted 2024 | WyomingUSA | Operating | 58.0 Mlb | 0.05% U3O8 | $42/lbFS cost | source |
Curated mine & project database, updated 2026-10-30. Deposit type and restart status per the linked disclosures.
Production guidance vs actuals
Sector-wide tracker →| Period | Metric | Guidance | Revised | Actual | Delta | Source |
|---|---|---|---|---|---|---|
| CY2025 | U3O8 production, lb (Lance ramp-up year 1) | 0.7–0.9 Mlbs (700,000–900,000 lb)as of 2024-08 | ~600,000 lb, with all other CY2025 guidance withdrawn | pending | Guidance withdrawn | source |
| CY2026 | U3O8 production, Mlbs (Lance) | 1.4–1.6 Mlbsas of 2024-08 | 1.1–1.3 Mlbs | pending | Guidance withdrawn | source |
Guidance and actuals verbatim from company disclosures, revisions append-only. Updated 2026-09-17.
Quarterly production
Attributable| Period | Dried and drummedMlb U3O8, attributable | Loaded on resinMlb U3O8, attributable | ShippedMlb U3O8, attributable | Sold (may include purchased material)Mlb U3O8, attributable | Source |
|---|---|---|---|---|---|
| Q1 FY2027 | 0.016unverified | 0.018unverified | — | — | source |
| 4Q26 Jun-26 (June Quarter, quarter ended 30 June 2026) | 0.011 | 0.014 | 0.011 | 0.010 | source |
| YTD FY26 (financial year 1 July 2025 to 30 June 2026; full FY26)full year | 0.017 | 0.025 | — | — | source |
| 3Q26 Mar-26 (quarter ended 31 March 2026) | 0.002 | 0.004 | — | — | source |
| 2Q26 Dec-25 (quarter ended 31 December 2025) | 0.003 | 0.007 | — | — | source |
| 1Q26 Sep-25 (quarter ended 30 September 2025) | 0.001revised | 0.000 | — | — | source |
| June 2025 quarter (quarter ended 30 June 2025; company fiscal label 4Q25) | — | 0.000 | — | — | source |
| FY25 (financial year ended 30 June 2025)full year | — | 0.007revised | — | — | source |
| March quarter (quarter ended 31 March 2025; company fiscal label 3Q25) | — | 0.006 | — | — | source |
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.
Mines & facilities
Mines map →- Lance Project - RossOperating · Wyoming, USA
Frequently asked questions about PENMF
What does Peninsula Energy (PENMF) do?
Peninsula Energy is an Australian-listed uranium producer restarting the Lance in-situ recovery project in Wyoming as an independent end-to-end producer, with its own processing plant and sales contracts with US utilities.
How much uranium resources does Peninsula Energy have?
Peninsula Energy has approximately 58.0 million pounds of U₃O₈ in total JORC resources at the Lance Project.
Is PENMF a good uranium investment?
PENMF offers leverage to uranium prices as a recently restarted ISR producer in a Tier-1 US jurisdiction with long-term sales contracts, but carries ramp-up risk.
What is the PENMF stock price today?
Peninsula Energy Ltd (PENMF) last closed at A$0.17 on Nov 4, 2026 on its ASX: PEN 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 PENMF?
URNJ holds PENMF at 0.68% of the fund (Nov 3, 2026), URNM at 0.36% of the fund (Nov 3, 2026), URA at 0.06% of the fund (Nov 3, 2026), per the issuers' published holdings.
Which ETFs hold PENMF?
- URA ETF: holds PENMF at 0.06% of the fund (as of Nov 3, 2026)
- URNM ETF: holds PENMF at 0.36% of the fund (as of Nov 3, 2026)
- URNJ ETF: holds PENMF at 0.68% 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 PENMF 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 PENMF
- Sprott Physical Uranium Trust (SPUT) NAV and discount
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Using our data in an article or report? Please credit Yellowcake Analytics with a link.
Yellowcake Analytics. "Peninsula Energy Ltd (PENMF) Stock Analysis." Yellowcake Analytics, 2026, https://www.yellowcakeanalytics.com/stocks/PENMF.
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