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Paladin Energy (ASX:PDN), operator of the Langer Heinrich uranium mine in Namibia, is attractive to some fund managers for its uranium exposure but doubted by others on execution. In July 2026, Alphinity and Maple-Brown Abbott both rated Paladin a sell, with Alphinity liking uranium as a commodity but citing repeated operational downgrades and FY27 expectations it considers too high. Acorn Capital noted a strong December quarter, with production up 16%, and environmental approvals, while Oracle Advisory Group sees rising power demand from data centres supporting uranium demand. Paladin Energy operates in the Energy sector within the Oil, Gas and Consumable Fuels industry, and Thesis Tracker has captured 21 comments from 8 fund managers, including Alphinity, Maple-Brown Abbott, Acorn and Yarra. Founded in 1993 by John Borshoff and headquartered in Perth, Paladin operates Langer Heinrich in Namibia and is developing projects in Canada.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Blackwattle Investment Partners, Monash Investors, Yarra Capital Management, Oracle Advisory Group, Acorn Capital, Quest Asset Partners, Alphinity Investment Management and Maple-Brown Abbott have invested in Paladin Energy Ltd (ASX:PDN).
Acorn highlights improving operational performance at Langer Heinrich and project approvals, while Oracle and Yarra point to structural uranium demand from data centres and nuclear power, with spot uranium prices rising to around US$100 per pound.
Alphinity and Maple-Brown Abbott highlight a history of operational downgrades at Langer Heinrich and believe FY27 production expectations remain too high. Yarra held an underweight position despite higher uranium prices.
Paladin Energy Ltd. is a Perth-based uranium mining company founded in 1993 by John Borshoff. The company focuses on the development and operation of uranium projects across three primary segments: Namibia, Canada, and Australia. Its Namibian operations center on production and sales from the Langer Heinrich Mine (LHM). The Australian segment is dedicated to exploration and evaluation activities. As a global uranium producer, Paladin Energy manages a portfolio spanning mine production and resource development.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.