The share price of IsoEnergy Ltd. (NYSEAMERICAN:ISOU) fell by 11.20% between February 3 and February 10, 2026, putting it among the Energy Stocks that Lost the Most This Week. Here is Why IsoEnergy (ISOU) Slumped This Week IsoEnergy Ltd. (NYSEAMERICAN:ISOU) is a leading, globally diversified uranium company with substantial current and historical mineral resources in top uranium mining jurisdictions in Canada, the United States, and Australia. IsoEnergy Ltd. (NYSEAMERICAN:ISOU) has been under pressure o ...

Net proceeds from the offering will fully fund the Company through its initial exploration plan over the next two yearsThe transaction was anchored by new and existing critical mineral focused investors, including a strategic investment and continued support from IsoEnergy (NYSE: ISOU)Toronto, Ontario--(Newsfile Corp. - February 12, 2026) - Jaguar Uranium Corp. (NYSE American: JAGU) (the "Company"), a South American uranium exploration and development company focused on uranium discoveries in Argentina and ...

Core Viewpoint - IsoEnergy Ltd. has successfully completed a bought deal financing and a non-brokered private placement, raising a total of C$25,000,005 through the issuance of 1,666,667 common shares at C$15.00 per share to NexGen Energy Ltd. [1][2] Group 1: Financing Details - The proceeds from the Concurrent Private Placement will be utilized for the continued development and exploration of the Company's mineral properties, as well as for general corporate purposes [2] - The Concurrent Private Placement allows NexGen to maintain its ownership interest in IsoEnergy at approximately 30% post-offering [3] - The shares issued are subject to a statutory hold period of four months and one day following the closing of the Concurrent Private Placement, with no commissions or fees payable [3] Group 2: Company Overview - IsoEnergy is a globally diversified uranium company with significant mineral resources in Canada, the U.S., and Australia, providing leverage to rising uranium prices [6] - The Company is advancing its Larocque East project in Canada's Athabasca basin, which contains the world's highest-grade indicated uranium mineral resource [6] - IsoEnergy also holds a portfolio of permitted past-producing uranium and vanadium mines in Utah, which are on standby for rapid restart as market conditions improve [6]

Core Viewpoint - IsoEnergy Ltd. has successfully closed a bought deal financing, raising C$57,501,150 through the sale of 3,833,410 common shares at C$15.00 per share, which includes the full exercise of the over-allotment option [1] Group 1: Financing Details - The offering was led by a syndicate of underwriters including Stifel Canada, Canaccord Genuity Corp., and Jett Capital Advisors, LLC [1] - Proceeds from the offering will be utilized for the continued development and exploration of the company's mineral properties, as well as for general corporate purposes [2] Group 2: Company Overview - IsoEnergy is a globally diversified uranium company with significant mineral resources in Canada, the U.S., and Australia, providing leverage to rising uranium prices [4] - The company is advancing its Larocque East project in Canada's Athabasca basin, which contains the world's highest-grade indicated uranium mineral resource [4] - IsoEnergy also holds a portfolio of permitted past-producing uranium and vanadium mines in Utah, which are on standby for rapid restart as market conditions improve [4]

Core Viewpoint - IsoEnergy Ltd. has announced a bought deal offering of 3,333,400 common shares at C$15.00 per share, aiming to raise gross proceeds of C$50,001,000 to fund development and exploration of its mineral properties [1][5]. Group 1: Offering Details - The underwriters have an over-allotment option to purchase an additional 500,010 common shares, which could raise an additional C$7,500,150, bringing total gross proceeds to C$57,501,150 if fully exercised [2]. - The offering will be conducted via a prospectus supplement in Canada (excluding Quebec) and the U.S. on a private placement basis [3]. - The offering is scheduled to close on or about January 27, 2026, subject to necessary approvals [6]. Group 2: Concurrent Private Placement - IsoEnergy plans a non-brokered private placement of up to 1,666,666 common shares at C$15.00 per share with NexGen Energy Ltd., aiming for gross proceeds of approximately C$25,000,000 [4]. - This placement is intended to maintain NexGen's ownership interest in IsoEnergy at approximately 30% post-offering [4]. Group 3: Use of Proceeds - Proceeds from both the offering and the concurrent private placement are expected to fund the continued development and exploration of the company's mineral properties, as well as general corporate purposes [5]. Group 4: Company Overview - IsoEnergy is a leading uranium company with significant mineral resources in Canada, the U.S., and Australia, providing leverage to rising uranium prices [8]. - The company is advancing its Larocque East project in Canada's Athabasca basin, which contains the world's highest-grade indicated uranium mineral resource [8]. - IsoEnergy also holds a portfolio of permitted past-producing uranium and vanadium mines in Utah, ready for rapid restart as market conditions allow [9].

Core Viewpoint - IsoEnergy Ltd. is initiating a bulk sample program at its Tony M uranium mine in Utah to gather essential data for a potential production restart, capitalizing on the increasing demand for domestic uranium supply in the U.S. [1][3] Group 1: Bulk Sample Program Details - The bulk sample program will extract up to 2,000 tons of mineralized material over a 12-14 week period, starting in late December 2025, using contract mining services from GenX Mining Contractors, LLC [2][3] - The extracted material will be processed at the White Mesa Mill in Utah, owned by Energy Fuels Inc., which eliminates the need for new mill construction and reduces capital intensity [8][9] Group 2: Strategic Importance - IsoEnergy views the Tony M mine as a unique opportunity to advance a fully permitted uranium mine towards restart without extensive new construction or permitting, aligning with U.S. federal initiatives to enhance energy security [3][6] - The bulk sample is a critical step in defining the scope and economics of a future production plan, which may include detailed mine planning and assessing the timing of a potential production decision [4][6] Group 3: Recent Initiatives and Economic Profile - In 2025, IsoEnergy reduced the uranium production royalty on the Utah Trust Lands Administration lease from 8% to 3%, and conducted tests that demonstrated over 90% recovery of uranium from mineralized material [9] - Enhanced evaporation studies have shown that Landshark evaporators can eliminate the need for evaporation-pond expansion, thus reducing permitting timelines and capital requirements [9] Group 4: Mineral Resource Estimates - The current mineral resource estimate for the Tony M mine includes 1,185,000 short tons of indicated resources at a grade of 0.28% eU3O8, containing approximately 6,606,000 pounds of eU3O8 [11]

Core Viewpoint - IsoEnergy Ltd. has acquired a significant stake in Premier American Uranium Inc. (PUR) through the purchase of 2,135,760 common shares and warrants, reflecting a strategic move to enhance its equity exposure in a favorable uranium market environment [1][2]. Group 1: Transaction Details - IsoEnergy issued 100,000 common shares at a deemed price of $11.58 per share, totaling an aggregate consideration of $1,158,000 for the acquisition of PUR shares and warrants [1]. - Prior to the transaction, IsoEnergy held 4,245,841 PUR common shares and warrants, representing approximately 6.27% of PUR's outstanding shares on a non-diluted basis [2]. - After the transaction, IsoEnergy's ownership increased to 6,381,601 PUR common shares and warrants, equating to approximately 9.42% of PUR's outstanding shares on a non-diluted basis [3]. Group 2: Strategic Rationale - The CEO of IsoEnergy highlighted the company's strong track record in value creation through disciplined mergers and acquisitions, particularly in the context of a strengthening uranium price environment and favorable conditions in the nuclear sector, especially in the U.S. [2]. - IsoEnergy's investment in PUR is viewed as timely, given the current market dynamics and the potential for growth in the nuclear energy sector [2]. Group 3: Company Overview - IsoEnergy is a globally diversified uranium company with substantial mineral resources in key mining jurisdictions, including Canada, the U.S., and Australia, providing leverage to rising uranium prices [6]. - The company is advancing its Larocque East project in Canada's Athabasca basin, which contains the world's highest-grade indicated uranium mineral resource [6]. - IsoEnergy also possesses a portfolio of permitted past-producing uranium and vanadium mines in Utah, which are positioned for rapid restart as market conditions improve [7].

Company Performance - IsoEnergy has significantly underperformed the broader market and its peers over the last 12 months, with a stock gain of only 4% compared to an 11% rally in the S&P 500 and Cameco [1] Market Context - The performance of IsoEnergy is contrasted with the overall market trends, highlighting a lack of competitiveness in the current investment landscape [1]

Core Insights - IsoEnergy Ltd. has provided an update on its summer drill programs at the Larocque East and Hawk projects, reporting significant uranium geochemistry results from both winter and summer drilling campaigns [1][2][3] Larocque East Project - Summer drilling at Larocque East totaled 9,561 meters in 22 holes, bringing the year-to-date total to 15,597 meters in 39 drill holes [1] - Drilling successfully tested potential resource expansion areas and greenfield exploration targets along the Larocque Trend, returning strongly anomalous radioactivity and uranium geochemistry [1][2] - Notable intersections include LE25-194, which intersected 0.872% U3O8 over 0.5 meters, and LE25-207, which returned 1.61% U3O8 over 0.5 meters [1][2][3] - The winter drill hole LE25-202, located 2.8 km east of the Hurricane deposit, returned the strongest uranium intersection to date outside the Hurricane area, with 1.05% U3O8 over 0.5 meters [2][3] Hawk Project - The Hawk project involved four drill holes totaling 3,593 meters, with encouraging geological features intersected, including graphitic gneisses and faults [1][2][3] - HK25-13 and HK25-16 intersected prospective geological elements, while HK25-14 encountered significant structural disruption [2][3] - The project is still in early-stage exploration, with further geochemical data pending [2][3] Upcoming Plans - The company plans to conduct winter drilling at Larocque East, anticipating 5,200 meters in 13 holes, integrating summer exploration results to finalize 2026 drill targets [2][3] - Additional work is planned for 2026, including geophysical surveys at the Evergreen, East Rim, Ranger, Trident, and Hawk projects [2][3] Management Update - IsoEnergy has strengthened its management team with the appointment of Ms. Misty Urbatsch as Vice President, Strategy and Commercial, who brings extensive uranium exploration and marketing experience [2][3]

Financial Performance - The company reported a comprehensive income of CAD 17.13 million for the three months ended September 30, 2025, compared to CAD 3.65 million for the same period in 2024, an increase of 369.5%[3] - Loss from operations for the nine months ended September 30, 2025, was CAD 286,207, a significant improvement from a loss of CAD 5.38 million in the same period of 2024[3] - For the nine months ended September 30, 2025, the company recorded a loss of CAD 6,629,986, while for the same period in 2024, the loss was CAD 3,506,221[8] - The company recognized a deferred tax recovery of CAD 4,131,951 for the three months ended September 30, 2025, compared to a deferred tax expense of CAD 1,607,555 for the same period in 2024[101] Assets and Liabilities - Total assets increased to CAD 430.55 million as of September 30, 2025, up from CAD 340.84 million at December 31, 2024, representing a growth of 26.3%[2] - Total liabilities decreased to CAD 18.38 million from CAD 37.67 million, a reduction of 51.2%[2] - The company reported a total equity of CAD 412.17 million, up from CAD 303.16 million, representing a growth of 36.0%[2] - Current assets in Canada increased to CAD 132,417,462 from CAD 59,282,638, reflecting a growth of approximately 123.5%[145] Cash and Cash Equivalents - Cash and cash equivalents rose significantly to CAD 72.16 million, compared to CAD 21.29 million at the end of 2024, marking an increase of 238.5%[2] - IsoEnergy's cash and cash equivalents at the end of the period were CAD 72,158,305, a decrease from CAD 35,755,245 at the end of the previous year[8] Share Capital and Financing - Share capital increased to CAD 458.80 million as of September 30, 2025, up from CAD 362.94 million at the end of 2024, an increase of 26.4%[2] - The company issued 1,333,825 shares in flow-through share financing, raising CAD 20,007,375[8] - The company issued 5,121,500 common shares at a price of $10.00 per share for gross proceeds of $51,215,000 in a bought deal financing[108] - The company issued 1,333,825 flow-through common shares at a price of $15.00 per share for gross proceeds of $20,007,375 on February 28, 2025[108] Exploration and Evaluation Assets - Exploration and evaluation assets increased to CAD 277.59 million, up from CAD 262.29 million, reflecting a growth of 5.8%[2] - IsoEnergy's exploration and evaluation asset additions totaled CAD 18,051,751 for the nine months ended September 30, 2025[8] - The acquisition costs for exploration and evaluation assets decreased to CAD 193,507,650 as of September 30, 2025, from CAD 197,635,680 at the end of 2024[67] Marketable Securities and Investments - The company recorded a fair value gain on marketable securities of CAD 14.79 million for the three months ended September 30, 2025[3] - As of September 30, 2025, the carrying value of marketable securities was CAD 57,377,568, consisting of various common shares and warrants[50] - The company received CAD 1,060,000 in common shares of Purepoint Uranium in exchange for 10% of its interest in the Purepoint Joint Venture during the nine months ended September 30, 2025[148] Operational Expenditures - For the three months ended September 30, 2025, total general and administrative expenditure was CAD 4,365,905, compared to CAD 4,827,239 for the same period in 2024, indicating a decrease of approximately 9.6%[146] - Share-based compensation for the nine months ended September 30, 2025, was CAD 5,190,658, up from CAD 4,234,813 in the same period of 2024, representing an increase of approximately 22.6%[146] Joint Ventures and Acquisitions - The Company holds a 50% interest in a joint venture with Purepoint Uranium, which includes a portfolio of exploration and evaluation assets in Saskatchewan[18] - The Company has proposed to acquire Toro Energy Limited, which owns 100% of the Wiluna uranium project in Australia[45] - Under the acquisition terms, Toro Energy shareholders will receive 0.036 of an IsoEnergy common share for each Toro Energy share[46] Debt and Interest Expenses - IsoEnergy entered into an agreement for a US$6 million private placement of unsecured convertible debentures with a coupon of 8.5% per annum[77] - IsoEnergy incurred interest expense of CAD 30,357 and CAD 238,297 on the 2020 Debentures for the three and nine months ended September 30, 2025, respectively[80] - The fair value of the 2020 Debentures decreased by CAD 1,284,998 during the nine months ended September 30, 2025[90] Environmental and Retirement Obligations - Environmental bonds posted increased to CAD 3,078,221 as of September 30, 2025, from CAD 2,725,220 at the end of 2024[74] - The estimated undiscounted amount of asset retirement obligations as of September 30, 2025, is CAD 2,460,092, up from CAD 2,369,440 at the end of 2024[75] Foreign Exchange and Risk Management - The Company is exposed to foreign exchange risk, with a 5% change in the Australian dollar potentially impacting financial results by CAD 115,967[141] - A 5% change in the US dollar exchange rate could result in a net increase or decrease of CAD 527,586 in the Company's US dollar-based financial instruments[139]