Australia's uranium sector may benefit from Russian President Vladimir Putin telling the Kremlin to "analyze the possibility" of restricting uranium exports, according to a research note by Euroz Hartleys.
Russia holds around 45% of the world's enriched uranium supply, with Silex Systems (ASX:SLX) the "logical outperformer" on the news as uranium enrichment and conversion prices reach all-time highs each month, the note said, adding that Silex's stock has recently been "slaughtered" alongside uranium developers.
Australian uranium plays NexGen Energy (ASX:NXG), Lotus Resources (ASX:LOT), Aura Energy (ASX:AEE) and Bannerman Energy (ASX:BMN) are Euroz Hartley's next picks as the sector's fundamentals improve, and on recent weakness in equities, "providing a second bite at the cherry for the uranium trade," according to the note.
NexGen Energy, Lotus Resources, and Bannerman Energy shares fell marginally, Silex Systems shares fell 3% and Aura Energy shares were flat in Tuesday's trade.
Price (AUD): $3.45, Change: $-0.100, Percent Change: -2.82%
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