TSE:DML

Denison Mines Corp (DML.TO)

4.21
-0.52 (10.99%)
as of Jun 5, 2026, 7:59:35 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Denison Mines Corp. is viewed positively by several experts due to its positioning within the uranium sector, which is considered integral to the future of energy transition. There is a general anticipation of volatility in the commodity markets over the next few weeks, with advice to capitalize on potential weaknesses for long-term gains. The company's assets are appreciated, particularly its permitted mill and second-best position in the Athabasca Basin. However, concerns arise regarding the adoption of underground in situ recovery technology, which remains untested. Overall, while the prospects for uranium are promising, particularly in light of the growing demand for energy, investors should remain cautious due to potential speculative nature and current market pressures.

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Consensus
Positive
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Valuation
Fair Value
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UUUU
BUY
There are only a handful of uranium producers around the world. As a diversity of locations.
TOP PICK
Uranium. They are an operator of 7 mines and 2 mills and are showing decent growth. Valuations are looking fairly decent.
BUY
Currently producing uranium. Has exposure to infrastructure as it has some ownership of the White Mesa mill in the US as well as the McLean Lake mill in Canada. Production disappointment in the last 12 to 24 months. Under $9 would be around NAV. could be an acquisition target by a major or a utility.
BUY
Cominco (CCO-T) is his choice of a uranium producer, simply because of its scale and size, which dwarfs this company. However, it does have ore in the ground and the ability to produce it. Not a bad Buy but there will be more volatility because it is a smaller company.
BUY
More dependable uranium play where production is more involved with North America.
PAST TOP PICK
Then $15.23 One of the small group of companies that he calls the top tier. Well managed. He's still holding, and will be for the next 5 or 6 years.
BUY
Feels the sell-off of uranium is now over. Stocks have started to move up. Would own larger companies that are more liquid such as Denison (DML-T) and Uranium One (UUU-T) Both have a very open hedge policy and realize close to spot prices. Production is expected to double over the next 1 to 2 years.
HOLD
You want to own a large company in this space. The commodity is fine. Quality company. $20 in 4-5 years
BUY ON WEAKNESS
Has been negative on this company for most of this year as he felt the commodity has gone too far and too fast. With the pullback, it is an interesting entry point now. Would consider on further pullback.
PAST TOP PICK
(A Top Pick Sept 21/06. Up 26.6%.) The #2 domestic producer in Canada. Still a Buy.
BUY
Whole uranium sector has been battered. Supply/demand fundamentals still remain very strong, but commodity price of $130 does not favour the company. He uses $100 uranium for his estimates giving it a very favourable price of $15.
SELL
Definitely in a downtrend. He does see some buying going on now, as the volume is a little bit higher. Would exit or reduce this stock.
WAIT
In the short term, there is a little overhang in uranium. Spot price dropped from $138 to $110 and analysts are expecting some additional weakness. Some companies have long-term contracts, so spot price may not be an issue. Some earnings reports have been disappointing.
DON'T BUY
Uranium dropped $10 today and he expects it will drop further in the short term. Would only buy producing companies with low multiples. This company does not fit that.
COMMENT
Likes uranium. Has been under some short-term pressure, but going forward nuclear energy will be an alternate source of energy.
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