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)


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John Robertson
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...

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