Summary of Ur-Energy (URG) Conference Call - July 23, 2025 Company Overview - **Company**: Ur-Energy (URG) - **Industry**: Uranium Mining Key Points Production and Resources - **Lost Creek Mine**: - In production for over 11 years, with approximately 3,000,000 pounds of uranium produced through 2024 and significant production in 2025 disclosed [1] - Projected production capacity of 1,200,000 pounds per year with low operating costs estimated below $17 per pound and all-in costs around $45 per pound [5][10] - Recovery rate of about 90% for under-pattern resources [28] - **Shirley Basin**: - Projected to produce 1,000,000 pounds per year, with construction well underway and expected production by early 2026 [7][10] - Contains approximately 8,800,000 pounds of measured and indicated resources [8] - Operating costs estimated at over $24 per pound, with all-in costs around $50 per pound [9] Market Dynamics - Current spot market price for uranium is approximately $71.72 per pound, while term market prices are around $80 per pound, indicating favorable pricing for Ur-Energy's contracts [10] - Anticipated increase in uranium demand from 171,000,000 pounds in 2023 to approximately 338,000,000 pounds by 2040, driven by global nuclear power growth [16][17] - Geopolitical factors, particularly the impact of Russia's actions in Ukraine, have led to increased demand for U.S. uranium supply as countries seek alternatives to Russian uranium [19][20][22] Legislative and Public Support - Strong bipartisan support for nuclear energy in the U.S., with significant legislation passed to enhance uranium production and funding of $2.7 billion for HALEU and LEU production [24][26] - Public support for nuclear power has risen to 61% according to recent polls [27] Environmental Impact - In situ mining method employed by Ur-Energy has a low environmental footprint, with minimal surface disturbance and high reclamation efficiency [11][54] - The company aims to recycle over 99% of the water used in operations [36] Financial Position - Market capitalization around $500 million with a cash position of $66 million and no financial debt [38] - Long-term contracts in place to secure revenue, with expected sales of approximately $27 million for the current calendar year [61] Future Outlook - Continued focus on ramping up production at Lost Creek and building out Shirley Basin [39] - Monitoring of uranium prices and geopolitical developments as potential catalysts for growth [60] - Plans to participate in upcoming RFPs for enrichment under the LEU and HALEU programs [59] Additional Insights - The company has a strong institutional ownership, with over 80% held by institutional investors [37] - Exploration opportunities remain abundant in Wyoming, where the company is primarily focused [46] This summary encapsulates the key insights and data points from the Ur-Energy conference call, highlighting the company's production capabilities, market dynamics, legislative support, environmental considerations, financial health, and future outlook.

Standard Uranium Announces Results of High-Resolution TDEM Survey at the Corvo Uranium Project, Northern SaskatchewanTwenty-Nine Kilometres of Prospective Conductor Strike Length ConfirmedJuly 23, 2025 7:30 AM EDT | Source: Standard Uranium Ltd.Vancouver, British Columbia--(Newsfile Corp. - July 23, 2025) - Standard Uranium Ltd. (TSXV: STND) (OTCQB: STTDF) (FSE: 9SU0) ("Standard Uranium" or the "Company") is pleased to provide a summary of positive results from an airborne Time Domain Electrom ...

Figure 1: Location of the Q48 and Turaco Target areas, the initial focus of the 2025 drill program, highlighted. (CNW Group/IsoEnergy Ltd.) Figure 2: Location Map of 2025 Drill Program at Q48 Target Area and the new Nova Discovery. (CNW Group/IsoEnergy Ltd.) Figure 3: IsoEnergy and Purepoint Uranium Joint Venture including, Dorado Project, Aurora Project and Celeste Block (CNW Group/IsoEnergy Ltd.) TORONTO, July 23, 2025 /CNW/ - IsoEnergy Ltd. (NYSE American: ISOU) (TSX: ISO) ("IsoEnergy") and Pur ...

Summary of Alligator Energy (AGE) Conference Call - July 23, 2025 Company Overview - **Company**: Alligator Energy (AGE) - **Industry**: Uranium mining - **Key Projects**: Sandfire uranium project, Big Lake uranium project Core Points and Arguments 1. **Project Development**: Alligator Energy is focused on derisking the Sandfire uranium project near Whyalla, South Australia, utilizing in situ recovery (ISR) methods similar to oil and gas extraction [2][4] 2. **Financial Position**: The company recently raised approximately $17 million, bringing total cash reserves to around $30 million, which will support necessary studies over the next 6 to 12 months [4] 3. **Resource Estimates**: The Blackbush deposit has delineated 18 million pounds of uranium, supporting a projected mine life of 12 years at an annual production rate of 1.2 million pounds [6][7] 4. **Market Conditions**: Current long-term uranium prices are around $78 per pound, making the project economically viable [10] 5. **Exploration Potential**: The company estimates a total potential range of 15 to 75 million pounds of uranium in the system, with only 30% of the area drill-tested so far [12] 6. **Field Recovery Trial**: A field recovery trial is planned for Q4 to Q1 next year to validate the ISR process, with construction of the trial plant expected to begin soon [14][18] 7. **Regulatory Pathway**: The mining lease approval process for uranium mines typically takes 4 to 5 years, but the company has streamlined many technical approvals, potentially expediting this timeline [19][20] Additional Important Information 1. **Community Impact**: The mining operation is expected to benefit the local community in Whyalla, which is a steel town with existing infrastructure to support mining activities [5] 2. **Geological Insights**: The uranium is located in paleo channels, which are ancient riverbeds, and the extraction process involves drilling wells into these channels [8][9] 3. **Future Plans**: The company plans to continue exploration at the Big Lake project, which has shown promising initial drilling results, although recent floods have delayed further exploration [16][17] This summary encapsulates the key aspects of Alligator Energy's current status, project developments, financial health, and future plans as discussed in the conference call.

Positioned for discovery in the resurging uranium sector 23rd July 2025 ASX: DEV Noosa Mining Investor Conference Presentation WE SHOULD USE A NEW PHOTO HEREES THIS SLIDE NEED TO BE UPDATED? Important Information Forward Looking Statements This Presentation contains forward-looking statements which are identified by words such as 'may', 'could', 'believes', 'estimates', 'targets', 'expects', or 'intends' and other similar words that involve risks and uncertainties. These statements are based on an assessmen ...

Company Overview - Alligator Energy Limited has a market capitalization of A$128.5 million as of June 30, 2025 [5] - The company's cash reserves stood at A$30.1 million as of June 30, 2025, which includes A$16.2 million from a June share placement [5] - Retail investors hold 35.9% of the company's shares, institutions hold 37.6%, brokers and banks hold 22.4%, and directors and executives hold 4.1% [6] Samphire Uranium Project - The Blackbush Mineral Resource is located at a depth of 80m (260ft) [22] - The project has a resource of 18 Mlbs, including 14.2 Mlbs Indicated and 3.8 Mlbs Inferred, to support a startup mining operation with staged expansion [26] - A December 2023 scoping study indicates a 12-year mine life at a production rate of 1.2 Mlbs per annum [26] - At a uranium price of US$75/lb, the project has a post-tax, real, ungeared IRR of 42%, a payback period of 2.45 years, and a post-tax, real, ungeared NPV8 of A$257 million [28] - At a uranium price of US$90/lb, the project has a post-tax, real, ungeared IRR of 55%, a payback period of 1.93 years, and a post-tax, real, ungeared NPV8 of A$371 million [30] - The Exploration Target Range estimates an additional 14 to 75 Mlbs of uranium [35] Field Recovery Trial - A Field Recovery Trial (FRT) is planned for October to December 2025, involving three producing well patterns and a containerized pilot plant [38] Big Lake Uranium Project - Initial drilling program intersected significant thicknesses of anomalous uranium mineralization, including 20m (65ft) @ 110 ppm U from 347ft (106m) in AC24-021 and 35m (114ft) @ 117 ppm U from 305ft (93m) in AC24-022 [47]

Core Viewpoint - Paladin Energy Ltd has released its quarterly activities and cashflow reports for the period ended June 30, 2025, along with an accompanying presentation [1][2]. Company Overview - Paladin Energy Ltd is a significant independent uranium producer, holding a 75% ownership stake in the Langer Heinrich Mine in Namibia, which is recognized for its long life and world-class status [4]. - The company expanded its portfolio by acquiring Fission Uranium Corp. in late 2024, leading to a dual-listing on both the ASX and TSX [4]. - Paladin operates a diverse range of uranium development and exploration assets in Canada, including the Patterson Lake South project in Saskatchewan and the Michelin project in Newfoundland and Labrador, as well as exploration assets in Australia [4]. - Through its operations, Paladin is positioned as a reliable supplier of uranium to major nuclear utilities globally, contributing to baseload energy provision and supporting global decarbonization efforts [4].

Core Viewpoint - Paladin Energy Ltd has provided guidance for FY2026 regarding the Langer Heinrich Mine (LHM), highlighting operational ramp-up, production expectations, and uranium price sensitivities based on its sales contract portfolio [1][2]. Production Guidance - The LHM is expected to produce between 4.0 million pounds (Mlb) and 4.4 Mlb of U3O8 in FY2026, with sales projected between 3.8 Mlb and 4.2 Mlb [3]. - The cost of production is estimated to be between $44 and $48 per pound [3]. - Capital and exploration expenditure is forecasted to be between $26 million and $32 million [3]. Mining Operations - The LHM commenced FY2026 with approximately 2.2 million tonnes (Mt) of stockpiled medium-grade ore and 49% of its planned mining fleet capacity operational [4]. - The remaining mining fleet is expected to be delivered in late 2025 and operational in the second half of FY2026 [4]. - Mining activities will focus on the G-pit area, with minor activities in the F and J pits towards the end of the financial year [4]. Ore Processing - Production volumes are anticipated to vary throughout FY2026, primarily due to limited access to primary mined ore in the first half [6]. - A higher level of primary ore feed is expected in the second half, leading to increased production [6]. - Improvements in processing plant performance from FY2025 are expected to be maintained in FY2026 [7]. Sales and Pricing - Paladin plans to continue uranium deliveries to customers in the US, Europe, and Asia, while seeking new contracts with high-quality counterparties [8]. - Sales volumes and pricing are expected to fluctuate quarterly based on shipment timing and contract terms [8]. - Forecasted realised uranium prices for FY2026 under various spot price assumptions are as follows: - At a $40 spot price, the realised price is expected to be $54 per pound - At a $60 spot price, the realised price is expected to be $62 per pound - At a $80 spot price, the realised price is expected to be $71 per pound - At a $100 spot price, the realised price is expected to be $79 per pound - At a $120 spot price, the realised price is expected to be $87 per pound - At a $140 spot price, the realised price is expected to be $94 per pound [10].

Kelowna, British Columbia--(Newsfile Corp. - July 22, 2025) - Strathmore Plus Uranium Corporation (CSE: SUU) (OTCQB: SUUFF) ("Strathmore" or "the Company") is pleased to announce the 2025 Exploration Plan for the Agate Project is to begin in early August. The Agate Property is in the Shirley Basin Uranium District, of central Wyoming and borders both Cameco and UEC projects and is in proximity to UR-Energy's satellite in-situ operation that is currently under construction.In 2024, Strathmore discovered a n ...

VANCOUVER, British Columbia, July 21, 2025 (GLOBE NEWSWIRE) -- Stallion Uranium Corp. (the “Company” or “Stallion”) (TSX-V: STUD; OTCQB: STLNF; FSE: FE0) is pleased to announce the results from a Stepwise Moving Loop, Time Domain Electromagnetic (“SWML-TDEM”) survey completed over the high-priority Coyote Target on its Moonlite Project (Figure 1). The Coyote Target, located within the Southwestern Athabasca Basin spans claims held in partnership with Atha Energy Corp. (“Atha Energy”) (TSX-V: SASK) as well a ...