Analyst Research
Canaccord Genuity
JunQ’24 – sticking to budget and schedulePDF · 1.3 MB · 26 July 2024Updated Lance development planPDF · 1.5 MB · 1 September 2023Lance site visit: primed for production, as Russian sanctions loomPDF · 1.8 MB · 22 May 2023Lance achieves positive FIDPDF · 1.3 MB · 6 December 2022DFS delivered – US uranium leverage being de-riskedPDF · 1.9 MB · 16 August 2022Canaccord Genuity – Initiation of Research ReportPDF · 2.7 MB · 17 December 2020Impairment Knock-On EffectPDF · 1.4 MB · 18 September 2019Low PH Restoration Objective MetPDF · 1.4 MB · 2 September 2019Licence Amendment Approval Received. Now for the Next Low PH StepsPDF · 1.4 MB · 2 August 2019Trading Nuclear FalloutPDF · 1.7 MB · 30 July 2019Section 232 Investigation Outcome: Trump Dumps RecommendationPDF · 1.4 MB · 15 July 2019Media Articles Bode Well for PeninsulaPDF · 1.5 MB · 25 June 2019Mining Phase Acid Demonstration CompletedPDF · 689 KB · 2 April 2019Positioning for Uranium Price RecoveryPDF · 1.4 MB · 14 March 2019Uranium Production Trending UpPDF · 1.9 MB · 2 August 2016Gathering Momentum; Imminent Uranium ProductionPDF · 1.7 MB · 17 August 2015ISR: The Low Cost AdvantagePDF · 1.8 MB · 16 March 2015
Shaw and Partners
PEN compares favourably to enCore and Ur-EnergyPDF · 1.0 MB · 9 October 2025Lance reset produces first yellowcakePDF · 793 KB · 19 September 2025Kendrick mine permit approved, Lance production recommenced, new CEOPDF · 487 KB · 14 January 2025Lance Project – on track for first production late 2024PDF · 669 KB · 31 July 2024Lance construction on track for first production late 2024PDF · 667 KB · 26 July 2024Shaw and Partners – Lance on track for first production late 2024PDF · 669 KB · 2 July 2024Lance Uranium Project fully fundedPDF · 637 KB · 28 May 2024Firming up funding requirements ahead of first productionPDF · 527 KB · 11 April 2024Is this the cheapest ASX uranium stock? Trading at 1/10th the EV of Boss EnergyPDF · 711 KB · 31 January 202410 Top Small Cap Ideas for 2024PDF · 551 KB · 14 December 2023September quarter – revised Lance uranium planPDF · 697 KB · 1 November 2023Dagger uranium – adding growth to LancePDF · 708 KB · 23 October 2023Lance project revamp – Peninsula cheap compared to Uranium Energy CorpPDF · 594 KB · 31 August 2023Lance Projects – the first uranium restart in productionPDF · 736 KB · 27 June 2023On track for first uranium production from Lance in mid-2023PDF · 741 KB · 9 May 2023Approaching FID at Lance UraniumPDF · 765 KB · 27 October 2022Lance Projects DFS completed, FID this halfPDF · 753 KB · 16 August 2022Shaw & Partners – Lance Projects on Track for a Final Investment Decision This HalfPDF · 506 KB · 25 July 2022Shaw and Partners – Update ReportPDF · 437 KB · 5 May 2022Shaw and Partners – Uranium Sector UpgradesPDF · 693 KB · 2 February 2021Shaw & Partners – Initiation of Research ReportPDF · 2.7 MB · 14 December 2020