Uranium

FNArena Windows (Sectors)

Introduction to FNArena Windows

FNArena Windows offers subscribers the option to investigate ASX-listed stocks against their peers. FNArena developed its own sector methodology which in our view overcomes many flaws and disadvantages connected with GICS sectors. Our system starts with three broad sector labels: COMMODITIES, FINANCIAL SERVICES and INDUSTRIALS. From here onwards subscribers can explore further through gradually narrowing branches. This is not investment advice, but simply another window on the Australian Stock Exchange to provide better insight and to assist FNArena subscribers while conducting their own market analysis.

Latest Stories

As momentum builds into the September World Nuclear Symposium, the U308 spot price continued to firm alongside growing interest in the term markets

10:00 AM

NexGen Energy delivered an upbeat quarterly as Rook 1 advances, while Lotus shorts retreated and the U308 spot price shows signs of breaking higher

Aug 11 2026


ASX CODE COMPANY NAME LAST PRICE 52WK HIGH 52WK LOW P/E CONSENSUS TARGET
AGE ALLIGATOR ENERGY LIMITED $0.04 $0.06 $0.02

$0.08

BMN BANNERMAN ENERGY LIMITED $3.45 $5.25 $2.23

$4.733

BOE BOSS ENERGY LIMITED $1.45 $2.20 $1.00 36.1

$1.557

CXO CORE LITHIUM LIMITED $0.36 $0.39 $0.10

$0.30

DEV $0.23 $0.33 $0.08

$0.41

DYL DEEP YELLOW LIMITED $1.44 $xx.xx $xx.xx xx.x xx.xx
LOT LOTUS RESOURCES LIMITED $0.23 $xx.xx $xx.xx xx.x xx.xx
NXG NEXGEN ENERGY LIMITED $14.51 $xx.xx $xx.xx xx.x xx.xx
PDN PALADIN ENERGY LIMITED $10.13 $xx.xx $xx.xx xx.x xx.xx
Previous Stories
Uranium Week: Steady Rise In Term Requests

Aug 04 2026

As far as activity and pricing in the U308 market were concerned, July was largely a non-event, but investors adopted a risk-off approach to uranium equities, as reflected in the decline of the Global X Uranium ETF (URA)


Uranium Week: New Record, But Sentiment Rules

Jul 28 2026

Paladin Energy delivered another operational ‘beat’ as uranium stocks continue to be seen as undervalued against strengthening U308 prices and long-term supply deficits


Uranium Week: Pricing And Shares Disconnect

Jul 21 2026

Australian uranium stocks have sold off sharply ahead of what is historically the sector’s strongest seasonal contracting period


Uranium Week: India Boosts U308 Demand

Jul 14 2026

Global nuclear investment is accelerating. India opens a new export market for Australian producers


Uranium Week: Boss Energy’s Upside Surprise

Jul 07 2026

Boss Energy’s latest update delivered a pleasant surprise. Meanwhile, structural U308 supply deficits and accelerating nuclear demand should support higher long-term prices


Treasure Chest: Paladin Energy

Jul 01 2026

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is Paladin Energy


Uranium Week: Paladin’s Joy, Lotus In Pain

Jun 30 2026

Uranium equities weakened as commodity markets softened and Lotus Resources’ restart challenges deepened


Uranium Week: Super Cycle Demand For Power

Jun 23 2026

Brookfield sees nuclear energy playing a critical role in powering the AI revolution, while Bell Potter identifies DevEx as a leveraged uranium exploration opportunity in Australia’s underexplored McArthur Basin


Uranium Week: Bannerman’s Etango In Focus

Jun 16 2026

Volatility in the U308 spot market reflects macro geo-political headwinds with the longer term price outlook positive and supportive of Bannerman Energy’s Etango project


Uranium Week: Spot Above US$100/lb Soon?

Jun 09 2026

Citi joins the ranks of brokers calling for an U308 spot price above US$100/lb as producers are hit with supply constraints and elevated sulphuric acid prices