Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the surge in demand for electricity driven by AI advancements [4][5] Market Position - The company is noted for its unique position in the energy market, being involved in nuclear energy and capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] - It is described as debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization, providing a strong financial foundation [8][10] Growth Potential - The company also has an equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector without the associated premium costs [9][10] - The stock is considered undervalued, trading at less than seven times earnings, which presents a compelling investment case given its ties to the rapidly growing AI and energy markets [10][11] Industry Trends - The article discusses the broader trends of onshoring and increased U.S. LNG exports, positioning the company to capitalize on these developments under the current political climate [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the long-term growth potential of investments in AI [12]

Market Analysis by covering: Silver Spot US Dollar, Silver Futures, Uranium Energy Corp, Denison Mines Corp. Read 's Market Analysis on Investing.com ...

Editor's note: Seeking Alpha is proud to welcome Dev Shroff as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Dev Shroff is a Computer Science undergraduate student at the University of Texas at Austin, class of 2027. He is involved in the fields of Data Science, Finance, and Business Analytics and hopes to work in these industries upon graduation. He h ...

Core Viewpoint - Skyharbour Resources Ltd. is initiating a significant exploration campaign in 2026, focusing on the newly formed Russell Lake joint ventures with Denison Mines Corp, planning over 15,000 metres of diamond drilling across multiple properties [1][4][35]. Exploration Plans - The 2026 exploration campaign will include over 15,000 metres of diamond drilling across the Wheeler North, RL, and Getty East joint ventures, which were established after a strategic transaction with Denison in December 2025 [1][4][36]. - The company aims to accelerate exploration efforts using systematic methodologies, leveraging Denison's experience in the region [4]. Property Details - The Russell Lake Joint Ventures cover a total of 73,314 hectares in the eastern Athabasca Basin, strategically located near existing and developing uranium mines [35][36]. - The properties benefit from significant regional infrastructure, including access to highways and power grids, enhancing exploration efficiency [2][37]. Specific Target Areas - At the Wheeler North property, 2,500 metres of winter drilling is planned at the Fox Lake Trail target, with an additional 5,000 metres planned for later in the year [6][8]. - The RL property will undergo approximately 4,000 to 5,000 metres of diamond drilling targeting high-priority areas, including Christie Lake and Blue Steel [12][13]. - The Getty East property will see around 3,600 metres of diamond drilling, focusing on the Little Mann Lake uranium zone and the Middle Lake trend [14][15]. Recent Exploration Activities - Skyharbour recently completed 19 drill holes totaling 9,844 metres, focusing on high-priority targets such as the Fork Zone and Sphinx target area [16][18]. - The Fork Zone has shown promising results, including a high-grade intersection of 3.0% U3O8 over 0.5 metres [9][18]. Joint Venture Structure - Following the strategic transaction with Denison, the Russell Lake project was restructured into four joint ventures, with Skyharbour retaining an 80% interest in the RL property [36]. - Denison serves as the operator for Wheeler North and the Wheeler River Inliers, while Skyharbour operates the RL Claims and Getty East [36]. Future Outlook - The company anticipates a consistent news flow throughout 2026, with over 30,000 metres of diamond drilling planned across its project portfolio [4]. - The collaboration with Denison is expected to expedite the discovery process and enhance the potential for significant uranium discoveries in the region [4].

Vancouver, British Columbia--(Newsfile Corp. - January 21, 2026) - Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU) ("Cosa" or the "Company") is pleased to announce drilling plans for the Company's Darby and Murphy Lake North ("MLN") projects (Figure 1). Darby and MLN are joint ventures (the "Joint Venture") between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) ("Denison") and are located 10 kilometres west of Cameco's Cigar Lake Mine and three kilometres east of IsoEnergy's Hurr ...

Industry Overview - U.S. electricity generation is projected to grow by 2.4% in 2025 and 1.7% in 2026, driven by the power needs of AI data centers [1] - The global Small Modular Reactor (SMR) sector is expected to reach $10.3 billion by 2032, influenced by the intersection of the AI boom and national security [2] - The U.S. government is taking steps to secure domestic uranium supply and fast-track nuclear licensing, recognizing the need for a stable energy source [2][6] Company Highlights - Eagle Energy Metals is preparing for a NASDAQ listing under the ticker symbol NUCL and has engaged BBA USA Inc. for a drilling campaign at its Aurora Uranium Project [3] - The Aurora deposit is reported to be the largest open pit-constrained uranium deposit in the U.S., with 32.75 million pounds of indicated uranium [4] - Uranium Energy Corp. reported a total cost per pound of uranium at $34.35, with production of 68,612 pounds of uranium concentrate in Q1 of fiscal 2026 [8] - NexGen Energy announced a high-grade assay at Patterson Corridor East, with drill hole RK-25-256 returning 5.5 meters at 21.4% U₃O₈ [11] - Denison Mines has achieved a significant milestone with grid power now available at the future Phoenix in-situ recovery uranium mine site [13][14] - Energy Fuels Inc. exceeded FY-2025 guidance for uranium production, with over 1.6 million pounds produced, and expects to sell 360,000 pounds of U₃O₈ in Q4-2025 at a weighted average price of approximately $74.93 per pound [15][16]

Core Viewpoint - Cosa Resources Corp. has promoted Justin Rodko to Vice President of Corporate Development and issued common shares to Denison Mines Corp. as part of an acquisition agreement [1][4] Group 1: Management Changes - Justin Rodko, a Professional Geoscientist with over a decade of experience in uranium exploration, has been appointed as Vice President of Corporate Development [2] - Rodko previously held a senior role at IsoEnergy, contributing to the discovery of the Hurricane deposit, for which he received the AME 2022 Colin Spence Award [2][3] Group 2: Share Issuance and Financial Details - Cosa has issued 1,960,000 common shares to Denison at a deemed price of $0.3891 per share, as part of the deferred consideration under the acquisition agreement [4] - After this issuance, approximately C$1,487,364 remains payable to Denison, to be satisfied through future share issuances [4] Group 3: Denison's Stake in Cosa - Following the issuance of shares, Denison's ownership in Cosa increased from 16.85% to 18.26% of the issued and outstanding shares [5] - Denison intends to continuously review its investment in Cosa and may acquire or dispose of additional securities as circumstances dictate [5] Group 4: Company Overview and Strategic Focus - Cosa Resources is a Canadian uranium exploration company with a portfolio of approximately 237,000 hectares in the Athabasca Basin [7] - The company is focused on drilling at the Darby and Murphy Lake North projects in 2026, which are joint ventures with Denison [10]

Core Insights - Denison Mines Corp. is gaining attention from hedge funds, with Canaccord raising its price target to C$5 from C$4.40 while maintaining a Speculative Buy rating [1] Group 1: Strategic Partnerships and Transactions - Denison Mines successfully closed a transaction with Skyharbour Resources, forming four exploration joint ventures (JVs) using claims from Skyharbour's Russell Lake Uranium Project, adjacent to Denison's Wheeler River Project [2] - The partnership leverages the technical expertise of both companies, with Denison acting as the operator for Wheeler River Inliers (70% ownership) and Wheeler North (49% ownership) JVs, while Skyharbour leads operations for Getty East (30% Denison interest) and Russell Lake/RL (20% Denison interest) JVs [3] Group 2: Regulatory and Operational Milestones - Denison's expansion aligns with significant regulatory milestones, including the approval of the Environmental Assessment for the Phoenix deposit by the Province of Saskatchewan in July 2025, and the conclusion of public hearings by the Canadian Nuclear Safety Commission for federal approval and construction licenses in December 2025 [4] - Denison holds a 22.5% interest in the McClean Lake JV, which commenced mining at the McClean North deposit in July 2025 using the innovative SABRE mining method [4] Group 3: Investment Potential - Denison Mines focuses on acquiring, exploring, and developing uranium-bearing properties in Canada, although there are opinions suggesting that certain AI stocks may offer greater upside potential with less downside risk [5]

Core Viewpoint - Denison Mines Corp. has achieved a significant milestone with the installation of a new 138kV transmission line, providing grid power supply to the future Phoenix in-situ recovery uranium mine, which is crucial for the project's construction and operation [1][2][3] Group 1: Project Development - The availability of grid power at the Phoenix site is a major step in de-risking the project, as it supports the establishment of the freeze wall around the initial mining area [1][3] - The new transmission line is approximately 6 kilometers long and connects the Phoenix site to the existing grid, enhancing the project's infrastructure [2][4] - Denison has secured access to up to 8.8 MW of power from SaskPower under a power supply agreement, committing to purchase a minimum amount of power for five years [4] Group 2: Construction and Infrastructure - The electrification of the Phoenix site will now only require the installation of on-site electrical distribution infrastructure, which includes long-lead items that are on schedule for delivery [3] - The commencement of construction activities is contingent upon receiving final regulatory approvals and a final investment decision by Denison [5] Group 3: Company Background - Denison is a leading uranium mining, development, and exploration company with a 90% interest in the Wheeler River Project, which hosts high-grade uranium deposits [7] - The Wheeler River Project is the largest undeveloped uranium project in the eastern Athabasca Basin, with permitting efforts for the planned Phoenix ISR operation having started in 2019 [5][6] - Denison also holds interests in various uranium project joint ventures in Canada, enhancing its position in the uranium market [8]

Core Insights - Denison Mines Corp. (NYSEAMERICAN:DNN) experienced a significant share price increase of 24.71% from December 30, 2025, to January 6, 2026, making it one of the top-performing energy stocks during that week [1]. Company Developments - Denison Mines is a uranium exploration and development company focused on the Athabasca Basin region in northern Saskatchewan, Canada [2]. - On January 2, Denison Mines announced readiness to make a positive final investment decision (FID) and commence construction of the Phoenix in-situ recovery uranium mine, pending final regulatory approvals, with first production targeted for mid-2028 [3]. - David Cates, President and CEO, highlighted the company's readiness to start construction on the Phoenix ISR mine, following significant investment and progress, and the conclusion of the CNSC public hearing [4]. Market Support - On January 5, Denison Mines received a boost when Canaccord raised its price target from C$4.4 to C$5 while maintaining a 'Speculative Buy' rating [5]. - The company benefited from a surge in uranium prices, with US uranium futures reaching a two-month high on January 6, driven by US government awards for domestic uranium providers and increased buying by physical uranium funds [6].