Uranium producer Paladin Energy is one of the stocks included in this week's PortfolioDirect investment report
John Robertson
PortfolioDirect
Uranium producer Paladin Energy is one of the stocks included in this week's PortfolioDirect investment report. Regis Resources and Challenger Energy have also been rated. All rating reports are available through Bloomberg. The Paladin Energy analysis points to the company still being heavily overvalued. After a 36% fall in the Regis Resources share price since the beginning of February, the stock is just fairly priced and in line with the sector average, as measured by the PortfolioDirect valuation model. Challenger Energy is a pioneer in the South African oil shale business. It still needs some additional permitting and must line up a joint venture partner. Buying now would be a trade around those events. In the longer term, it is very well located geologically and thematically to supply much needed energy resources to a developing South African economy. For more on PortfolioDirect, see (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra. Since being Australia's top-rated commodities analyst and chief economist at one of Australia' leading stockbroking firms, he has advised companies across the mining, consumer products, IT and biotech sectors on their equity market relations. He leads the firm's investment evaluation and security structuring activities on behalf of the Australian Small Scale Offerings Board (ASSOB), the world's first equity 'crowdfunding' investment platform. John Robertson discusses the interaction of mining and investment markets in his weekly 'From the Capital' column in Mining Journal.
2 topics
John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
Comments
Comments
Sign In or Join Free to comment