Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Equity Bottom-Up

<ul><li>Paladin Energy faces water supply disruptions from NAM Water in Namibia, leading to a drop in guidance for Langer Heinrich uranium mine.</li><li>The company has adjusted its FY25 uranium production guidance from 4-4.2 million pounds to 3-3.6 million pounds.</li><li>Despite the challenges, Paladin Energy remains confident in meeting customer delivery obligations and has flexibility in contracts to manage the situation.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paladin Energy faces water supply disruptions from NAM Water in Namibia, leading to a drop in guidance for Langer Heinrich uranium mine.The company has adjusted its FY25 uranium production guidance from 4-4.2 million pounds to 3-3.6 million pounds.Despite the challenges, Paladin Energy remains confident in meeting customer delivery obligations and has flexibility in contracts to manage the situation.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paladin Pummelled 29% on Production Downgrade

<ul><li>Paladin and Fission uranium corp are in the process of trying to lock in a script merger</li><li>The date of the Paladin Fission scheme vote has been extended to September 9</li><li>Two thirds of votes cast in favor are needed for the merger to proceed</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paladin and Fission uranium corp are in the process of trying to lock in a script mergerThe date of the Paladin Fission scheme vote has been extended to September 9Two thirds of votes cast in favor are needed for the merger to proceedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Nov 15th (reported today) which has an aggregated short interest worth USD24.6bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in ANZ, James Hardie Industries, Endeavour, Goodman.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Nov 15th (reported today) which has an aggregated short interest worth USD24.6bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in ANZ, James Hardie Industries, Endeavour, Goodman.


ASX Short Interest Weekly (Nov 15th): ANZ, James Hardie Industries, Endeavour, Goodman

Commodities

<ul><li>Announcement about attending the Indaba mining conference in South Africa in 2025</li><li>Discussion on the Russian uranium enrichment ban and its implications</li><li>Explanation of the uranium conversion and enrichment process for nuclear reactors</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Announcement about attending the Indaba mining conference in South Africa in 2025Discussion on the Russian uranium enrichment ban and its implicationsExplanation of the uranium conversion and enrichment process for nuclear reactorsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Event-Driven

<ul>
<li>Solactive has announced the constituent changes for the Global Uranium &amp; Nuclear Components Index. There are 8 adds and 1 delete with implementation at the close on 4 February.</li>
<li>Prior to the rebalance, <a href="https://www.smartkarma.com/entities/bhp-billiton-plc" target="_blank" data-smartkarma-citation="entities:21840:1" rel="noopener">BHP Billiton (BLT LN)</a> will be deleted at the close on 28 January following Unification with <a href="https://www.smartkarma.com/entities/bhp-group-ltd" target="_blank" data-smartkarma-citation="entities:147:1" rel="noopener">BHP Group (BHP AU)</a>.</li>
<li>The flows on the stocks are small, but there is a big impact on the inclusions in Australia. <a href="https://www.smartkarma.com/entities/global-x-uranium-etf" target="_blank" data-smartkarma-citation="entities:32107:1" rel="noopener">Global X Uranium ETF (URA US)</a> will buy around 5.5% of float.</li>
</ul>


Solactive has announced the constituent changes for the Global Uranium &amp; Nuclear Components Index. There are 8 adds and 1 delete with implementation at the close on 4 February.
Prior to the rebalance, BHP Billiton (BLT LN) will be deleted at the close on 28 January following Unification with BHP Group (BHP AU).
The flows on the stocks are small, but there is a big impact on the inclusions in Australia. Global X Uranium ETF (URA US) will buy around 5.5% of float.


Solactive Global Uranium & Nuclear Components Index Rebalance: Most Adds in Oz

Australia

Paladin Energy Ltd operates as a mining company. The Company explores and mines uranium. Paladin Energy serves customers worldwide.

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Paladin Energy (PDN AU)

Paladin Pummelled 29% on Production Downgrade

Paladin Energy is facing challenges with lower stockpile grades and recovery issues at Langer Heinrich mine, leading to revised guidance for FY25...

Money of Mine

Will the Paladin-Fission deal blowout?

Paladin and Fission Uranium Corp are working towards a merger, with a vote now scheduled for September 9, as they aim to combine their assets in...

Money of Mine

ASX Short Interest Weekly (Nov 15th): ANZ, James Hardie Industries, Endeavour, Goodman

We analyzed ASX short interest report for the past week and highlight short interest changes in ANZ, James Hardie Industries, Endeavour, Goodman.

Ke Yan, CFA, FRM

Russian sends uranium stocks flying

Excitement for attending Indaba mining conference in Africa, seeking suggestions for site visits and content creation, explanation of Russian...

Money of Mine

Solactive Global Uranium & Nuclear Components Index Rebalance: Most Adds in Oz

There are 8 adds and 1 delete for the Solactive Global Uranium & Nuclear Components Index to be implemented at the close on 4 February. There isn't...

Brian Freitas

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