Paladin Energy
PALAF
Paladin Energy Ltd (PALAF) is an Australian uranium mining company operating the Langer Heinrich mine in Namibia.
Restarted production in 2024 after a 2018 suspension, targeting 5.4 million pounds U3O8 annually at full capacity. Holds exploration assets in Australia and Canada. Market cap around $1.5B as of mid-2024.
Why it matters now
Key supplier amid 2025 uranium supply shortages driving spot prices above $80/lb, critical for HALEU production ramps needed for SMR deployments.
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PALAF