ASX:PEN

PENINSULA ENERGY LIMITED

Vas Piperoglou

As a long-only value fund, we are drawn to bear markets. As alluded to in last year’s article titled ‘Like buying oil at $20 a barrel’ we have a firm interest in the beaten down uranium sector. Whilst it seems we were one of the first Aussie funds to allude... Show More

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Livewire Exclusive

As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing. Some of the stocks mentioned here have fallen 80% or more from relatively recent highs, and have fallen off the radar of index... Show More

Patrick Poke

There's no cure for low prices like low prices, and if you're looking for low prices, uranium has suffered some of the lowest of any commodity in recent years. Uranium reached a low of US$18/lb at the end of 2016, a far cry from the US$130/lb it fetched in 2007.... Show More

Tim Boreham

The paradox of the current uranium market is that the more the major producers curtail output because of a stubbornly low price for the commodity, the higher the hopes of a recovery. Show More