{"id":13116,"date":"2024-08-26T15:56:24","date_gmt":"2024-08-26T05:56:24","guid":{"rendered":"https:\/\/staging.paradice.com\/au\/au\/?p=13116"},"modified":"2025-03-17T16:49:57","modified_gmt":"2025-03-17T05:49:57","slug":"paradices-sam-theodore-sees-riches-in-these-uranium-stocks","status":"publish","type":"post","link":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/","title":{"rendered":"Paradice\u2019s Sam Theodore sees riches in these uranium stocks"},"content":{"rendered":"\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

\u00a026th August, 2024<\/p>

AFR: <\/strong>Paradice\u2019s Sam Theodore sees riches in these uranium stocks<\/h1>

The former Blackrock hedge fund manager\u2019s recent trip to Paladin\u2019s flagship Namibia mine has made him more bullish on the controversial energy source.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Published in the Australian Financial Review on 26 August 2024. See the original article here<\/a><\/em>.<\/p><\/div><\/div><\/div><\/div>

Paradice Investment Management\u2019s Sam Theodore is visibly excited when he talks about his first trip to Africa a few months ago.<\/p>

The crux of his journey was to visit ASX-listed Paladin Energy\u2019s\u00a0flagship uranium project in Namibia, where the miner flagged its first commercial production of the commodity in early April.<\/p>

It was here that he got to know the management team over several days, sitting next to them on long bus trips to understand the business better.<\/p>

\u201cSpending time with Paladin\u2019s management team was crucial,\u201d Theodore says. \u201cIt\u2019s a very important part of our investment process to have judgment on the management team and their ability to execute.<\/p>

\u201cNothing beats kicking the tyres and seeing the site and meeting the people in person.\u201d<\/p>

It is this focus on management (and governance) that Theodore\u00a0credits in part for his strategy\u2019s outperformance. The Australian Small-Cap Opportunities Fund, which launched only in July last year, has returned almost 30 per cent, more than tripling the benchmark S&P\/ASX Small Ordinaries Total Return Index\u2019s 9.29 per cent return.<\/p>

Paladin is not the only uranium developer Theodore is bullish on. He also owns Deep Yellow and NexGen Energy in a portfolio of 50-odd stocks.<\/p>

He says uranium is the perfect example of a commodity with growing demand and limited supply.<\/p>

\u201cWe\u2019re seeing demand grow despite supply not being able to respond,\u201d he says. \u201cWe\u2019ve seen the long-term contracting price continue to increase month on month. I think the fundamentals are showing through, and they will become more acute over the next two years.\u201d<\/p>

Those supply issues sent the price of uranium to its highest levels in more than a decade last year, as Western governments \u2013 including Australia \u2013 renewed their push to develop sovereign nuclear energy generation. This also triggered\u00a0a wave of capital raising from ASX uranium developers.<\/p>

NexGen, a Canadian uranium hopeful that has a secondary listing on the ASX, is awaiting final environmental approvals and is poised to be a top-quality, low-cost producer, according to Theodore.<\/p><\/div>

Gyms and pokies<\/h2>

The Paradice fund manager is more bearish about the broader economic environment. He is underweight the consumer sectors given disposable income still looks \u201crelatively challenged\u201d despite economic conditions appearing \u201cincrementally better\u201d.<\/p>

\u201cI\u2019ve got to say the consumers have probably been even more resilient than we expected in reality,\u201d he admits. \u201cBut it\u2019s definitely been a quite tough environment for a lot of the consumer names.\u201d<\/p>

That doesn\u2019t mean Theodore has not been investing in the space. He says some consumer-facing businesses are bucking the trend, such as gym operator Viva Leisure and poker machine maker Light\u00a0&\u00a0Wonder.<\/p>

Regarding the former, Theodore says investors have been concerned about the impact of poor consumer confidence on the business, which has weighed on the share price (it is down 6.4 per cent year to date).<\/p>

Instead, he says, the low-cost gym operations have increased earnings and revenue \u201cstrongly\u201d in the past two years, thanks to consistent member growth.<\/p>

He says the business is expected to increase earnings at a compound annual growth rate of 30 per cent over the next three years, and is currently trading at a price-to-earnings ratio of less than 10.<\/p>

Light\u00a0&\u00a0Wonder, which\u00a0boasts Aristocrat Leisure\u2019s former chief executive\u00a0Jamie Odell and former\u00a0chief financial officer\u00a0Toni Korsanos\u00a0as its executive chairman and vice chairman, respectively, is another company to have bucked the trend.<\/p>

Products gaining traction<\/h2>

Theodore says the pokies manufacturer\u2019s consistent earnings, dominant market position, and signs that its products are gaining traction in the US mean it is likely to beat its $1.4 billion EBITDA guidance by FY25.<\/p>

Commenting on its rivalry with Aristocrat Leisure, the fund manager says both are leaders in the industry from a product perspective but Light\u00a0&\u00a0Wonder is trading on a much lower multiple.<\/p>

\u201cLight\u00a0&\u00a0Wonder is growing at probably twice the rate that Aristocrat is growing earnings,\u201d Theodore says. \u201cIt\u2019s also trading at a 50 per cent discount on a PE basis.\u201d<\/p>

Year to date, the shares are up 35 per cent.<\/p>

Before Theodore joined fund management, he spent more than a decade on the sell side working at UBS as an analyst covering gaming, engineering and contractors stocks. He was also head of emerging companies research.<\/p>

It was there that he met Perpetual\u2019s stockpicker Anthony Aboud, who was his then boss and had a big influence on Theodore as a young analyst when \u201canalysing stocks and assessing risk\u201d.<\/p>

(Also, working there at the same time was hedge fund Totus Capital founder Ben McGarry.)<\/p>

\u2018Tomorrow\u2019s winners are all small caps\u2019<\/h2>

Theodore then switched to the buy side, joining US investment giant BlackRock\u00a0in 2015\u00a0from Sydney where he would become\u00a0lead portfolio manager of its industrial long-short fund\u00a0in 2020. However, a restructuring of the Australian equities business early last year led to the high-conviction equities team being wound up.<\/p>

Eager to venture back into small caps, Theodore was handpicked to launch a second small-cap strategy for Paradice that targeted high-net-worth individuals, retail investors and smaller institutions. The firm\u2019s first fund has been closed to new money for almost two decades.<\/p>

\u201cTomorrow\u2019s winners are all small caps, typically,\u201d Theodore says.
\u201cIf you look at some of Australia\u2019s biggest and best companies, they\u2019ve started as small caps. Being able to find those that graduate from small caps and ride the wave through is always the most rewarding and interesting.\u201d<\/p>

Investing in the smaller end of the sharemarket means Theodore is no stranger to grappling with volatility or when company founders sell down their stakes \u2013 the \u201cred flags\u201d to look for when investing in the space.<\/p>

\u201cOne of the things we\u2019re looking for is when insiders are selling stock because it\u2019s a reality these businesses have a lot more information than we do,\u201d he says.<\/p>

\u201cIf they are seeing there\u2019s value to be found elsewhere … then that should be a signal for all investors.\u201d<\/p>

He points to the family-tracking device Life360 as a good example of a founder-led business that has \u201cexecuted very strongly\u201d.<\/p>

\u201cWhen we launched this fund, we looked at the company that had a top 15 app in the US, which is quite amazing,\u201d he says. \u201cIt\u2019s an Australian-listed company and the market capitalisation was around $2 billion, whereas every other company around that position were these giants of tech.\u201d<\/p>

Its shares have rocketed more than 150 per cent so far this year to trade at around $19 apiece, with a market value of $4.4 billion.<\/p>

\u201cIt has all the things we look for in an investment \u2013 a good balance sheet, founder-led, a large addressable market, and a product that has a lot of consumer appeal.\u201d<\/p>

Having now spent more than two decades in the finance industry, Theodore says being passionate and thinking more long-term is critical to being a successful stockpicker.<\/p>

\u201cThis isn\u2019t just a job; it\u2019s all-encompassing \u2013 markets are always on and it\u2019s very dynamic,\u201d he says.<\/p>

\u201cBoth the world and the industry, with the amount of brokers and news not to mention social media, has increasingly become shorter and shorter in terms of thinking.<\/p>

\u201cIn all the noise, be careful not to lose the bigger picture.\u201d<\/p><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Joanne Tran<\/a><\/strong>\u00a0is a markets reporter for The Australian Financial Review in the Sydney newsroom.\u00a0<\/span><\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Disclaimer:<\/em><\/p>

This material (or any contribution to it) is not intended to constitute advertising or advice (including legal, tax or investment advice or security recommendation) of any kind. \u00a0It is of a general nature only and was current only at the time of initial publication. The information and opinions contained herein are not necessarily all-inclusive and, as such, no representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained herein and no responsibility arising for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Paradice, its officers, employees or agents. \u00a0It may contain certain forward looking statements, opinions and projections that are based on the assumptions and judgments of Paradice with respect to, among other things, future economic, competitive and market conditions and future business decisions, all of which are difficult or impossible to predict accurately and many of which are beyond the control of Paradice. Because of the significant uncertainties inherent in these assumptions, opinions and judgments, you should not place undue reliance on these forward looking statements. You should consider your own needs and objectives and consult with a licensed financial adviser. For the avoidance of doubt, any such forward looking statements, opinions, assumptions and\/or judgments made by Paradice may not prove to be accurate or correct.\u00a0 References to securities may or may not represent the holdings of the Paradice Funds. It does not reflect any events or changes in circumstances occurring after the date of publication.<\/em><\/p>

Past performance of the Fund is not a reliable indicator of future performance. The value of an investment in the Fund may rise or fall. Returns are not guaranteed by any person.\u00a0 In deciding whether to acquire, or to continue to hold, units in the Fund please read the current product disclosure statement<\/u><\/a> and The Target Market Determination (TMD) for the Fund is available here<\/a><\/u>.<\/em><\/p>

The information may contain confidential, proprietary, privileged or copyright material belonging to us, related entities or third parties and may not be copied, reproduced, published, disclosed or redistributed in any format without the prior approval of Paradice.<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t
\n\t\t\t
<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Contributors:<\/strong><\/p>

Sam Theodore<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t
\n\t\t\t
<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Further Information<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Learn more about the Paradice Australian Small Cap Opportunities Fund<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

26th August, 2024 AFR: Paradice\u2019s Sam Theodore sees riches in these uranium stocks The former Blackrock hedge fund manager\u2019s recent trip to Paladin\u2019s flagship Namibia mine has made him more bullish on the controversial energy source. Published in the Australian Financial Review on 26 August …<\/span> Read More<\/span><\/a><\/span><\/p>\n","protected":false},"author":5,"featured_media":13117,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_mo_disable_npp":"","footnotes":""},"categories":[79],"tags":[],"class_list":["post-13116","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-interview"],"acf":[],"yoast_head":"\nParadice\u2019s Sam Theodore sees riches in these uranium stocks - Paradice Investment Management AU<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Paradice\u2019s Sam Theodore sees riches in these uranium stocks - Paradice Investment Management AU\" \/>\n<meta property=\"og:description\" content=\"26th August, 2024 AFR: Paradice\u2019s Sam Theodore sees riches in these uranium stocks The former Blackrock hedge fund manager\u2019s recent trip to Paladin\u2019s flagship Namibia mine has made him more bullish on the controversial energy source. Published in the Australian Financial Review on 26 August … Read More\" \/>\n<meta property=\"og:url\" content=\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/\" \/>\n<meta property=\"og:site_name\" content=\"Paradice Investment Management AU\" \/>\n<meta property=\"article:published_time\" content=\"2024-08-26T05:56:24+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-17T05:49:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/ST-AFR.png\" \/>\n\t<meta property=\"og:image:width\" content=\"622\" \/>\n\t<meta property=\"og:image:height\" content=\"344\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Kathryn Wenborn\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kathryn Wenborn\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/\"},\"author\":{\"name\":\"Kathryn Wenborn\",\"@id\":\"https:\/\/staging.paradice.com\/au\/#\/schema\/person\/32358b2b3fa9f1f683a457fcc69a8425\"},\"headline\":\"Paradice\u2019s Sam Theodore sees riches in these uranium stocks\",\"datePublished\":\"2024-08-26T05:56:24+00:00\",\"dateModified\":\"2025-03-17T05:49:57+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/\"},\"wordCount\":1653,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/staging.paradice.com\/au\/#organization\"},\"image\":{\"@id\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/ST-AFR.png\",\"articleSection\":[\"Interview\"],\"inLanguage\":\"en-AU\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/\",\"url\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/\",\"name\":\"Paradice\u2019s Sam Theodore sees riches in these uranium stocks - Paradice Investment Management AU\",\"isPartOf\":{\"@id\":\"https:\/\/staging.paradice.com\/au\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/ST-AFR.png\",\"datePublished\":\"2024-08-26T05:56:24+00:00\",\"dateModified\":\"2025-03-17T05:49:57+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#breadcrumb\"},\"inLanguage\":\"en-AU\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-AU\",\"@id\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#primaryimage\",\"url\":\"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/ST-AFR.png\",\"contentUrl\":\"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/ST-AFR.png\",\"width\":622,\"height\":344},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/staging.paradice.com\/au\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Paradice\u2019s Sam Theodore sees riches in these uranium stocks\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/staging.paradice.com\/au\/#website\",\"url\":\"https:\/\/staging.paradice.com\/au\/\",\"name\":\"Paradice Investment Management AU\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/staging.paradice.com\/au\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/staging.paradice.com\/au\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-AU\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/staging.paradice.com\/au\/#organization\",\"name\":\"Paradice Investment Management AU\",\"url\":\"https:\/\/staging.paradice.com\/au\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-AU\",\"@id\":\"https:\/\/staging.paradice.com\/au\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/2022\/08\/paradice-logo-black.svg\",\"contentUrl\":\"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/2022\/08\/paradice-logo-black.svg\",\"width\":146,\"height\":36,\"caption\":\"Paradice Investment Management AU\"},\"image\":{\"@id\":\"https:\/\/staging.paradice.com\/au\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.linkedin.com\/company\/paradice-investment-management-pty-ltd\/?originalSubdomain=au\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/staging.paradice.com\/au\/#\/schema\/person\/32358b2b3fa9f1f683a457fcc69a8425\",\"name\":\"Kathryn Wenborn\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-AU\",\"@id\":\"https:\/\/staging.paradice.com\/au\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/bfb38ef550b7adf070a47852f08a56fb6a89a665fcf74300b300b6080f73583e?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/bfb38ef550b7adf070a47852f08a56fb6a89a665fcf74300b300b6080f73583e?s=96&d=mm&r=g\",\"caption\":\"Kathryn Wenborn\"},\"url\":\"https:\/\/staging.paradice.com\/au\/author\/kathryn-wenborn\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Paradice\u2019s Sam Theodore sees riches in these uranium stocks - Paradice Investment Management AU","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/","og_locale":"en_US","og_type":"article","og_title":"Paradice\u2019s Sam Theodore sees riches in these uranium stocks - Paradice Investment Management AU","og_description":"26th August, 2024 AFR: Paradice\u2019s Sam Theodore sees riches in these uranium stocks The former Blackrock hedge fund manager\u2019s recent trip to Paladin\u2019s flagship Namibia mine has made him more bullish on the controversial energy source. Published in the Australian Financial Review on 26 August … Read More","og_url":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/","og_site_name":"Paradice Investment Management AU","article_published_time":"2024-08-26T05:56:24+00:00","article_modified_time":"2025-03-17T05:49:57+00:00","og_image":[{"width":622,"height":344,"url":"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/ST-AFR.png","type":"image\/png"}],"author":"Kathryn Wenborn","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Kathryn Wenborn","Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#article","isPartOf":{"@id":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/"},"author":{"name":"Kathryn Wenborn","@id":"https:\/\/staging.paradice.com\/au\/#\/schema\/person\/32358b2b3fa9f1f683a457fcc69a8425"},"headline":"Paradice\u2019s Sam Theodore sees riches in these uranium stocks","datePublished":"2024-08-26T05:56:24+00:00","dateModified":"2025-03-17T05:49:57+00:00","mainEntityOfPage":{"@id":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/"},"wordCount":1653,"commentCount":0,"publisher":{"@id":"https:\/\/staging.paradice.com\/au\/#organization"},"image":{"@id":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#primaryimage"},"thumbnailUrl":"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/ST-AFR.png","articleSection":["Interview"],"inLanguage":"en-AU","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/","url":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/","name":"Paradice\u2019s Sam Theodore sees riches in these uranium stocks - Paradice Investment Management AU","isPartOf":{"@id":"https:\/\/staging.paradice.com\/au\/#website"},"primaryImageOfPage":{"@id":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#primaryimage"},"image":{"@id":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#primaryimage"},"thumbnailUrl":"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/ST-AFR.png","datePublished":"2024-08-26T05:56:24+00:00","dateModified":"2025-03-17T05:49:57+00:00","breadcrumb":{"@id":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#breadcrumb"},"inLanguage":"en-AU","potentialAction":[{"@type":"ReadAction","target":["https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/"]}]},{"@type":"ImageObject","inLanguage":"en-AU","@id":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#primaryimage","url":"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/ST-AFR.png","contentUrl":"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/ST-AFR.png","width":622,"height":344},{"@type":"BreadcrumbList","@id":"https:\/\/staging.paradice.com\/au\/paradices-sam-theodore-sees-riches-in-these-uranium-stocks\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/staging.paradice.com\/au\/"},{"@type":"ListItem","position":2,"name":"Paradice\u2019s Sam Theodore sees riches in these uranium stocks"}]},{"@type":"WebSite","@id":"https:\/\/staging.paradice.com\/au\/#website","url":"https:\/\/staging.paradice.com\/au\/","name":"Paradice Investment Management AU","description":"","publisher":{"@id":"https:\/\/staging.paradice.com\/au\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/staging.paradice.com\/au\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-AU"},{"@type":"Organization","@id":"https:\/\/staging.paradice.com\/au\/#organization","name":"Paradice Investment Management AU","url":"https:\/\/staging.paradice.com\/au\/","logo":{"@type":"ImageObject","inLanguage":"en-AU","@id":"https:\/\/staging.paradice.com\/au\/#\/schema\/logo\/image\/","url":"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/2022\/08\/paradice-logo-black.svg","contentUrl":"https:\/\/staging.paradice.com\/au\/wp-content\/uploads\/2022\/08\/paradice-logo-black.svg","width":146,"height":36,"caption":"Paradice Investment Management AU"},"image":{"@id":"https:\/\/staging.paradice.com\/au\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/paradice-investment-management-pty-ltd\/?originalSubdomain=au"]},{"@type":"Person","@id":"https:\/\/staging.paradice.com\/au\/#\/schema\/person\/32358b2b3fa9f1f683a457fcc69a8425","name":"Kathryn Wenborn","image":{"@type":"ImageObject","inLanguage":"en-AU","@id":"https:\/\/staging.paradice.com\/au\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/bfb38ef550b7adf070a47852f08a56fb6a89a665fcf74300b300b6080f73583e?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/bfb38ef550b7adf070a47852f08a56fb6a89a665fcf74300b300b6080f73583e?s=96&d=mm&r=g","caption":"Kathryn Wenborn"},"url":"https:\/\/staging.paradice.com\/au\/author\/kathryn-wenborn\/"}]}},"_links":{"self":[{"href":"https:\/\/staging.paradice.com\/au\/wp-json\/wp\/v2\/posts\/13116","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.paradice.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/staging.paradice.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/staging.paradice.com\/au\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.paradice.com\/au\/wp-json\/wp\/v2\/comments?post=13116"}],"version-history":[{"count":0,"href":"https:\/\/staging.paradice.com\/au\/wp-json\/wp\/v2\/posts\/13116\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/staging.paradice.com\/au\/wp-json\/wp\/v2\/media\/13117"}],"wp:attachment":[{"href":"https:\/\/staging.paradice.com\/au\/wp-json\/wp\/v2\/media?parent=13116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.paradice.com\/au\/wp-json\/wp\/v2\/categories?post=13116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.paradice.com\/au\/wp-json\/wp\/v2\/tags?post=13116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}