What you need to know: • Uranium spot prices are up 84% since our last report in late 2022, yet we still expect further momentum in the sector. • The sentiment on nuclear power from governments around the world has begun to shift, with many nations ramping plans for reactors. • While new mines begin production and future mines achieve financing, we continue to believe the current spot price is too low in the short term. Since our initial thematic research report on uranium from November 2022 (...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
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