ASX Uranium Stocks
Producers restarting, developers financing, and where the bears sit in the nuclear trade.
12 constituents · short positions as of · ASIC data, T+4 delay
Median short
3.37%
across 12 constituents
Most shorted
LOT
13.97% of issued capital
Biggest 4-week riser
BOE
+3.76pp in 4 weeks
Above 5% short
5
of 12 constituents
Theme short interest over time
Weekly average · shaded band is the constituent rangeConstituents
| Code | Company | Industry | Short % | Δ 4w | Price | Δ 1m | Days to cover |
|---|---|---|---|---|---|---|---|
| LOT | Lotus Resources | Materials | 13.97% | -2.0pp | $0.215 | -6.5% | 9.3 |
| BOE | Boss Energy | Energy | 13.12% | +3.8pp | $1.51 | -1.3% | 7.6 |
| PDN | Paladin Energy | Energy | 11.45% | +0.5pp | $8.71 | -25.4% | 17.7 |
| DYL | Deep Yellow | Energy | 8.76% | -1.1pp | $1.055 | -35.5% | 14.3 |
| SLX | Silex Systems | Capital Goods | 7.85% | -0.4pp | $4.24 | -15.7% | 16.9 |
| BMN | Bannerman Energy | Energy | 4.19% | -2.3pp | $3.39 | -19.9% | 7.6 |
| NXG | Nexgen Energy (Canada) | Energy | 2.55% | +0.1pp | $12.77 | -13.6% | 6.4 |
| PEN | Peninsula Energy | Energy | 1.53% | +0.1pp | $0.23 | -17.9% | 5.2 |
| AGE | Alligator Energy | Energy | 0.58% | +0.2pp | $0.039 | -11.4% | 3.1 |
| EL8 | Elevate Uranium | Energy | 0.09% | -0.1pp | $0.225 | -13.5% | 0.5 |
| AEE | Aura Energy | Energy | 0.00% | -0.1pp | $0.097 | -11.8% | — |
| BKY | Berkeley Energia | Energy | 0.00% | -0.0pp | $0.635 | +29.6% | — |
Membership is curated and verified against company metadata — a wrong member is worse than a missing one. Refine further in the screener.
Latest uranium news
- Why Is Lotus Resources (ASX:LOT) So Heavily Bet Against?
LOT · kalkine · 9 Oct 2026
- Will Boss Energy (ASX:BOE) Win Back Trust After Its Turnaround?
BOE · kalkine · 9 Oct 2026
- Is Deep Yellow (ASX:DYL) Closer to a Tumas Go-Ahead?
DYL · kalkine · 9 Oct 2026
- Boss Energy Shares Downgraded To Sell, In Uranium Shake Up - TheBull.com.au
BOE · googlenews · 8 Oct 2026
- Paladin Energy Down 25% in a Month, Bringing a Valuation Focused Upgrade - TheBull.com.au
PDN · googlenews · 8 Oct 2026
- Bannerman Energy Shares Bounce: What Is Driving The Move? - TheBull.com.au
BMN · googlenews · 7 Oct 2026
- Why Are Analysts Watching Silex Systems (ASX:SLX) After the Cameco Offtake? - Kalkine
SLX · googlenews · 7 Oct 2026
- Inventory Prepayment Facility and Export Permitting
LOT · asx · 7 Oct 2026
About this theme
Uranium equities trade on a contract market almost nobody can see. Utilities buy under long-term contracts at undisclosed terms, the published spot price reflects a thin sliver of volume, and the gap between the two decides whether a restart or a greenfield development is financeable. The ASX names in this theme are mostly restarts and developers rather than steady producers, which makes them a sequence of binary events: a ramp-up rate, a permitting decision, a financing package. Short sellers concentrate around exactly those dates, and around the recurring pattern of ramp guidance being revised. The offsetting risk is that uranium sentiment moves as a bloc — a reactor policy shift, a supply disruption at a major mine, or a single utility contracting round can re-rate every name at once, regardless of where each one sits on its own timeline.
Short positions come from official ASIC short position reports (published with a T+4 trading-day delay) joined with daily price and volume data. The chart averages the constituents reporting in each week and shades the range between the least and most shorted of them; a member with no data that week is absent from the average rather than counted as zero.