TSE:DML

Denison Mines Corp (DML.TO)

4.69
+0.24 (5.39%)
as of Sep 3, 2026, 8:00:01 pm Market Open.
141 watching
0
Investor Insights
star iconSep 3, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Denison Mines Corp (DML-T) has garnered a range of insights from experts, with a general positivity towards the uranium narrative in the context of the energy transition. Despite recognizing potential short-term volatility in material prices, there is a consensus on the long-term necessity for more uranium due to escalating energy demands. Some experts appreciate the company's diverse asset portfolio, while others express caution regarding its reliance on unproven underground in situ recovery technology. Overall, the technical performance of the stock has drawn favorable remarks, as it recently broke out above key resistance levels, reflecting solid market reception. This dichotomy of optimism for the industry, tempered by concerns over specific technological aspects, indicates a complex outlook for the company’s future prospects.

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Consensus
Positive
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Valuation
Fair Value
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Similar
Cameco, CCO
DON'T BUY
Uranium as a commodity could very well be the first to bottom. Uranium is probably a good place to start, but she has a problem with this company. They disappoint quarter after quarter and they need more financing.
DON'T BUY
Uranium stocks had a big boost about 1 1/2 years ago out of the idea that we would see a lot of nuclear plants built. Speculators got in, which doubled uranium prices. There will be nuclear plants built but will take a long time. Would prefer Cameco (CCO-T).
PAST TOP PICK

(Top Short Mar 26/08. Up 39%.) Just covered his position. Uranium is very much out of favour.

HOLD
Affected by indiscriminate selling. Trading at about 10X next year's earnings. Producing just under 2 million pounds of uranium and supposed to go to 4 through global expansions in the next 3 or 4 years. Very positive on uranium long-term.
PAST TOP PICK

(Top Short March 26/08. Down 6%.) No longer Short this one.

TOP PICK
Very strong company in uranium. Have 2 of the 4 operating mills that are licensed to deal with uranium. Currently going through a basing period. Outlook for uranium is improving.
DON'T BUY
In uranium, he would prefer Uranium Participation (U-T) because he prefers to play the commodities directly and not get hung up with corporate pricing or production problems, etc. Likes uranium looking out 2 to 3 years.
BUY
Looks like the uranium price has bottomed. This one, being an emerging producer, will have production growth.
TOP PICK
Thinks they price of uranium is bottoming. Have 7 mines and 2 operating mills. Good, growing production. Interesting exploration.
COMMENT
You should have some commodities, but uranium is riskier. You could hold this one is a small portion of the aggressive portion of your portfolio, but don't bet heavily on it. Prefers Cominco (CCO-T).
BUY
Uranium is a low cost alternative to higher oil prices. An excellent long term price point.
DON'T BUY
One of the bigger uranium stocks being traded. Uranium has dropped another $1. Not an exciting sector at the moment. Until that turns around, he wouldn't go into it.
TOP PICK
Great way to play Uranium, 7 mines and two of the licensed mills out of 4 in North America. Well run operation. A lot of Uranium purchase are long term.
PARTIAL BUY
Uranium spot price has been weak of late. Still expects this company to recover as the economy starts to drive forward. That may take a little bit of time. Would buy some now and add along the way.
COMMENT
Price has come down because spot price for uranium dropped to about $70. Also, a lot of uranium companies were getting valued at a premium to their NAV. Probably near a bottom, so it should turn around soon.
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