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
4.58%
across 12 constituents
Most shorted
LOT
16.92% of issued capital
Biggest 4-week riser
DYL
+0.59pp in 4 weeks
Above 5% short
6
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 | 16.92% | -5.9pp | $0.28 | -36.4% | 4.1 |
| PDN | Paladin Energy | Energy | 11.53% | +0.1pp | $11.70 | +20.9% | 18.4 |
| BOE | Boss Energy | Energy | 10.21% | -1.7pp | $1.51 | +18.9% | 7.9 |
| DYL | Deep Yellow | Energy | 9.25% | +0.6pp | $1.52 | +16.0% | 16.9 |
| SLX | Silex Systems | Capital Goods | 8.21% | -0.5pp | $5.11 | +7.1% | 24.1 |
| BMN | Bannerman Energy | Energy | 6.80% | -0.6pp | $3.80 | +16.9% | 14.3 |
| NXG | Nexgen Energy (Canada) | Energy | 2.36% | -0.1pp | — | — | — |
| PEN | Peninsula Energy | Energy | 1.83% | -1.0pp | — | — | — |
| AGE | Alligator Energy | Energy | 0.89% | +0.0pp | $0.04 | -20.0% | 2.2 |
| EL8 | Elevate Uranium | Energy | 0.23% | -0.1pp | $0.26 | +13.0% | 1.7 |
| AEE | Aura Energy | Energy | 0.01% | -0.1pp | $0.11 | +10.0% | 0.0 |
| BKY | Berkeley Energia | Energy | 0.01% | -0.2pp | $0.49 | +4.3% | 0.6 |
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) Restart Gaining Focus?
LOT · kalkine
- What Is Driving Lotus Resources (ASX:LOT) Restart Plans?
LOT · kalkine
- Lotus Resources (ASX:LOT) Shares Surge 17% as Kayelekera Processing Operations Resume - Kalkine
LOT · googlenews
- What Could Paladin Energy (ASX:PDN) Signal for Energy Stocks?
PDN · kalkine
- Why Paladin Energy (ASX:PDN) Is Drawing Fresh Attention in Energy Stocks?
PDN · kalkine
- PLS Resources and Reserves Re-reported to JORC Code
PDN · asx
- Could Boss Energy (ASX:BOE) Gain Fresh Attention in Energy Stocks?
BOE · kalkine
- Can Boss Energy (ASX:BOE) Reset Its Energy Stock Outlook?
BOE · kalkine
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.