GoviEx Uranium and the Republic of Niger Agree to Extend Arbitration PauseSeptember 11, 2025 6:00 AM EDT | Source: GoviEx Uranium Inc.Vancouver, British Columbia--(Newsfile Corp. - September 11, 2025) - GoviEx Uranium Inc. (TSXV: GXU) (OTCQB: GVXXF) ("GoviEx") and its wholly-owned subsidiary GoviEx Niger Holdings Ltd. (together, the "Companies") are pleased to announce that they have agreed with the Republic of Niger (together, the "Parties"), to extend the pause in the ongoing arbitration pro ...

Market Overview - The Australian market has diverged from Wall Street trends, with local indices retreating in early September [1] - A roughly 50/50 split was observed among sectors, with real estate leading and healthcare lagging [2] Company Performances - 4D Medical saw a significant increase of 20%, reaching approximately $1.90 per share, maintaining its status as a favored biotech stock despite a lack of major catalysts [2] - Service Stream experienced a 15% jump to $2.30 per share after securing an eight-figure contract with the Australian Defence [3] - Resolute Mining benefited from strong gold prices, contributing to its position among the top gainers [3] Competitive Landscape - Afterpay's parent company Block faced a decline following the successful listing of US competitor Klarna, which poses a significant threat to Afterpay's market position in the US [3] - Boss Energy's stock fell after the company indicated it would provide more clarity on uranium production in the December quarter, which did not satisfy investor expectations [3] Market Activity - Top End Energy, involved in hydrogen and gas, saw its stock decline on low volumes as it announced plans to trade on the US OTC markets, despite not being in the rare earths sector [4]

F3 Announces Bought Deal LIFE Private Placement for Gross Proceeds of C$15 MillionSeptember 10, 2025 4:54 PM EDT | Source: F3 Uranium Corp.Kelowna, British Columbia--(Newsfile Corp. - September 10, 2025) - F3 Uranium Corp. (TSXV: FUU) (OTCQB: FUUFF) (FSE: GL7) ("F3" or the "Company") is pleased to announce that it has entered into an agreement with Red Cloud Securities Inc. ("Red Cloud"), as lead underwriter and sole bookrunner, on behalf of a syndicate of underwriters (collectively, the "Unde ...

Core Viewpoint - enCore Energy Corp. has appointed Mr. Kevin Kremke as Chief Financial Officer, effective October 1, 2025, to support its growth strategy as America's Clean Energy Company [1][2]. Company Overview - enCore Energy Corp. is focused on providing clean, reliable, and affordable fuel for nuclear energy, being the only U.S. uranium company with multiple Central Processing Plants in operation [7]. - The company utilizes In-Situ Recovery (ISR) for uranium extraction, a proven technology co-developed by its leadership [7]. Leadership Appointment - Mr. Kevin Kremke brings extensive financial expertise and leadership experience in energy and natural resources, which will enhance the company's strategic goals [2][3]. - His background includes roles in corporate finance, M&A, capital markets, and operational leadership, making him well-suited to drive growth and transformation [3][4]. Compensation Details - Mr. Kremke has been granted 250,000 options and 250,000 restricted stock units, with options exercisable at a price of US$2.30 for four years, vesting at 25% every 12 months [6]. Future Projects - enCore's project pipeline includes the Dewey Burdock project in South Dakota and the Gas Hills project in Wyoming, following its success in South Texas [8]. - The company is committed to collaborating with local communities and indigenous governments to create positive impacts from its developments [8].

Core Viewpoint - Vanguard Mining Corp. has entered into a share exchange agreement to acquire 100% of Nucleon Uranium Ltd., enhancing its uranium portfolio and positioning itself strategically in the growing nuclear energy market [1][2][4]. Company Overview - Vanguard Mining Corp. is focused on the discovery and development of high-value strategic minerals, particularly uranium, to support the global energy transition [16]. - Nucleon Uranium holds seven mineral claims totaling 23,424.90 hectares in Saskatchewan's Athabasca Basin, a premier uranium district known for its high-grade deposits [3][4]. Acquisition Details - The acquisition involves Vanguard issuing 7,000,000 common shares and making cash payments of C$200,000 to Nucleon Uranium's shareholders [7][8]. - The transaction is expected to close in Q4 2025, subject to customary conditions and regulatory approvals [12]. Strategic Importance - The acquisition is seen as a transformational step for Vanguard, allowing it to strengthen its footprint in the Athabasca Basin alongside industry leaders [4][5]. - The claims are strategically located near significant uranium deposits and established infrastructure, providing a compelling exploration opportunity [5][6]. Future Plans - Post-acquisition, Vanguard intends to integrate Nucleon Uranium's claims into its exploration portfolio and initiate a staged exploration program, focusing on geological reviews and permitting [11]. - The company aims to capitalize on the increasing global demand for secure, high-grade uranium as part of the nuclear renaissance [12].

Group 1 - The two largest uranium producers, Kazatomprom and Cameco, have made announcements that have impacted the market, with Kazatomprom lowering their 2026 production numbers and Cameco reporting issues at one of their facilities [1] - The market reaction to these announcements indicates a potential shift in uranium supply dynamics, which could affect pricing and investment opportunities in the sector [1] Group 2 - The article mentions the author's investment focus on commodities, particularly uranium, and highlights a few companies of interest in the sector, suggesting a positive outlook on uranium investments [1]

Core Viewpoint - Baselode Energy Corp has reported significant drilling results at the Aberdeen Project in Nunavut, particularly at the Loki target, marking the first uranium mineralization at the unconformity within the Thelon Basin [1][6]. Group 1: Drilling Results - The company drilled five holes at the Loki target, with four showing strong alteration and one intersecting weak uranium mineralization at the unconformity [1][6]. - This discovery is notable as it represents the first time uranium mineralization has been found at the unconformity in the Northeast Thelon project, contrasting with previous basement-hosted discoveries in the region [2][6]. Group 2: Geological Significance - The Loki target is characterized by a large gravity anomaly, approximately four kilometers by one kilometer, which is being explored for its potential to host unconformity-style uranium deposits [5][6]. - The alteration observed in the sandstone column, which is bleached white and full of faults, is unprecedented in this area, indicating a potentially larger mineralization system [8]. Group 3: Future Plans - The company plans to continue its drill program at Loki to further investigate the mineralization and explore additional trends [8]. - There is a strategic focus on establishing the Thelon Basin as a new uranium district, which could enhance market opportunities both domestically and internationally [9].

Core Insights - The global economy is experiencing a shift towards reliable, carbon-free renewable energy and a geopolitical race for raw materials essential for modern technology [1] - Energy Fuels Inc. is positioned at the intersection of these trends, being a leading uranium producer and a key player in the rare earth element supply chain [2][3] Company Overview - Energy Fuels is America's leading uranium producer, with its primary asset being the White Mesa Mill in Utah, the only fully licensed and operational conventional uranium mill in the U.S. [4] - The company is focused on profitable production, with a projected cost of goods sold between $23-$30 per pound due to the high-grade ore from its Pinyon Plain mine [5] - Energy Fuels holds an inventory of approximately 1.875 million pounds of U3O8, allowing it to fulfill contracts and potentially sell at higher future prices [6] Market Position and Strategy - The growing demand for nuclear energy positions Energy Fuels to capture higher margins and increase profitability [7] - The company's expansion into rare earth elements (REE) addresses supply chain vulnerabilities, particularly against China's dominance in this market [8] - Energy Fuels has achieved a technical milestone by producing 99.9% purity dysprosium oxide, critical for high-performance applications [9] Future Growth Potential - The company plans to produce its next critical REE, terbium, by Q4 2025, and aims for commercial-scale production of heavy REEs by Q4 2026 [10][11] - Energy Fuels has signed a Memorandum of Understanding with Vulcan Elements to establish a mine-to-magnet supply chain in the U.S. [10][11] Financial Strength - Energy Fuels has a market capitalization of over $2.5 billion and a debt-free balance sheet with over $250 million in working capital [12][13] - Institutional investors own over 48% of the company, indicating strong market confidence [14] Investment Opportunity - Energy Fuels offers exposure to two durable growth trends: the clean energy transition through nuclear power and the onshoring of vital technology supply chains through REEs [15] - The company is evolving from a uranium producer to a diversified critical minerals company, enhancing its strategic importance in America's energy and industrial security [16]

Core Viewpoint - Purepoint Uranium Group Inc. has successfully closed the final tranche of its private placement, raising a total of $6,000,137.79 to support uranium exploration in the Athabasca Basin, Saskatchewan [1][3]. Financing Details - The final tranche of the private placement included a combination of traditional flow-through units and SK and NT flow-through units, with a total issuance of 772,946 traditional units, 5,768,824 SK units, and 3,041,295 NT units [1][6]. - Each flow-through unit consists of one common share and one common share purchase warrant, with an exercise price of $0.50 per share for a period of 24 months [1]. Use of Proceeds - Proceeds from the private placement will be allocated for the exploration and advancement of the company's projects in the Athabasca Basin [3]. Related Party Transaction - IsoEnergy Ltd. acquired 2,531,646 SK flow-through units, which is classified as a related party transaction as IsoEnergy holds 10.6% of Purepoint's common shares prior to this acquisition [4]. - Following the private placement, IsoEnergy owns approximately 12.57% of Purepoint's issued and outstanding common shares on a non-diluted basis and approximately 18.65% on a partially diluted basis [5]. Finder's Fees - The company paid finders' fees totaling $106,662.14 in cash and issued 264,111 non-transferable compensation warrants to Ventum Financial Corp., Stephen Avenue Securities Inc., and Canaccord Genuity Corp. [2].

Core Viewpoint - GoviEx Uranium Inc. is progressing towards a reverse takeover transaction with Tombador Iron Limited, which is expected to create a new entity named "Atomic Eagle Ltd" focused on uranium development [1][2]. Transaction Details - The Arrangement Agreement was announced on August 18, 2025, and aims to simplify corporate structure and strengthen the balance sheet for the new entity [2]. - Upon completion, GoviEx shareholders will own 75% of Atomic Eagle, while Tombador shareholders will hold 25% [3]. - Tombador plans to raise between A$5.0 million and A$10.0 million at a minimum issue price of A$0.28 per share, representing a 28% premium to GoviEx's share price, which will enhance the combined company's cash reserves to between A$19.4 million and A$24.4 million [3]. Shareholder Support and Approvals - Over 40% of GoviEx securityholders have signed binding support agreements for the transaction [4][9]. - Tombador has initiated the formal approval process by filing its Meeting Circular with the Australian Securities Exchange, with a shareholder vote scheduled for October 8, 2025 [4]. - GoviEx's securityholder meeting is set for October 24, 2025, to approve the amended Arrangement Agreement [5]. Future Plans - The company intends to secure an OTC listing for Atomic Eagle alongside its ASX listing, aligning with other ASX-listed uranium peers [6]. - The transaction is expected to close in early November 2025, pending necessary approvals [6].