Uranium prices have cascaded 23% since hitting a high early in the year, now trading at around US$81/lb. However, Argonaut's David Franklyn believes this is a "pretty good long-term price" - arguing that while demand growth will be substantial, supply will eventually kick in. 

Despite that, some of the ASX's uranium darlings have still had a pretty impressive 12 months, with Paladin Energy and Deep Yellow, for instance, up 16% and 27% respectively year to date. That said, other plays, like Boss Energy, have not had a good year - with its share price plummeting 22% in 2024. 

So, where are fundies seeing value and which uranium stocks should investors be avoiding? 

To find out, Money of Mine host Matt Michael was joined by Franklyn and Perennial's Sam Berridge for their analysis of their uranium market, where they believe prices could be headed, as well as some key learnings following the World Nuclear Association symposium.

Plus, they also provide their views on a couple of uranium stocks and name two they would label "buys" today. 

Note: This episode was recorded on Thursday 19 September 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-5-uranium-stocks-as-prices-bottom-out