Group 1: TTM Technologies, Inc. (TTMI) - TTM Technologies manufactures and sells printed circuit boards and has a Zacks Rank 1 [1] - The Zacks Consensus Estimate for TTM's current year earnings increased by 12.9% over the last 60 days [1] - TTM's shares gained 42.6% over the last three months, outperforming the S&P 500's advance of 2.3% [1] - The company possesses a Momentum Score of A [1] Group 2: Advanced Energy Industries, Inc. (AEIS) - Advanced Energy Industries supplies precision power conversion, measurement, and control solutions for semiconductor manufacturing and has a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Advanced Energy's current year earnings increased by 9.5% over the last 60 days [2] - Advanced Energy's shares gained 58.3% over the last three months, significantly outperforming the S&P 500's advance of 2.3% [2] - The company possesses a Momentum Score of A [2] Group 3: Cameco Corporation (CCJ) - Cameco Corporation produces uranium fuel and provides nuclear energy solutions globally and has a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Cameco's current year earnings increased by 5.4% over the last 60 days [3] - Cameco's shares gained 36% over the last three months, again outperforming the S&P 500's advance of 2.3% [3] - The company possesses a Momentum Score of A [3]

Denison Announces Award of Construction Management Contract to Wood Canada for the Phoenix Uranium Mine [Accessibility Statement] Skip NavigationTORONTO, Feb. 17, 2026 /PRNewswire/ - Denison Mines Corp. ("Denison" or the "Company") (TSX: DML; NYSE American: DNN) is pleased to announce that, following a competitive tender process, it has awarded Wood Canada Limited ("Wood"), a global leader in consulting and engineering, with the construction management contract (the "CM Contract") to oversee the building of ...

Key HighlightsUranium enrichment intersected in every drill hole at Loki, a strong indicator of a large, active mineralizing systemFirst confirmed uranium at the unconformity in the NE Thelon BasinStrong geochemical and isotopic signatures confirm uranium-bearing fluid flow across multiple targetsExtensive alteration, structure, and uranium enrichment consistent with major unconformity-style uranium systemsMultiple large, under-tested targets across Aberdeen support district-scale upside and follow-up dril ...

Kelowna, British Columbia--(Newsfile Corp. - February 17, 2026) - Strathmore Plus Uranium Corporation (CSE: SUU) (OTCQB: SUUFF) ("Strathmore Plus" or "the Company") is pleased to announce the initiation of a non-brokered private placement (the "Offering") to raise gross proceeds up to $1,000,000 from the sale of 6,666,666 units of the Company (each, a "Unit") at a price of C$0.15 per Unit. Each Unit consists of one common share of the Company (each, a "Common Share") and one Common Share purchase warrant ( ...

Core Viewpoint - Terra Clean Energy Corp has successfully acquired 2,068 acres of new uranium exploration claims and three strategic Wyoming State Leases, expanding its uranium exploration portfolio by a total of 3,395 acres [1][2]. Acquisition Details - The company staked 100 unpatented Bureau of Land Management (BLM) claims and acquired three Wyoming State Leases covering 1,327 acres [1][3]. - The total cash payments required for the state leases amount to US$45,000, with specific payment deadlines outlined [3]. Geological Context - The acquired land is situated along the south flank of the Washakie Basin, an area known for its uranium mineralization [4]. - The geological formation underlying the area is the Miocene aged Browns Park Formation, recognized for hosting roll-front style uranium deposits [7]. Historical Significance - The staked ground includes two historical uranium occurrences, with sample grades recorded at 0.375%, 0.083%, and 0.058% U3O8 [8]. - Previous mining activities have occurred approximately 75 km east of the project area, indicating a history of uranium production in the region [7]. Company Profile - Terra Clean Energy Corp is a Canadian-based uranium exploration and development company, currently developing the South Falcon East uranium project, which holds a 6.96 million pound inferred uranium resource [13].

Core Viewpoint - Terra Clean Energy Corp has successfully acquired 2,068 acres of new uranium exploration claims and three strategic Wyoming State Leases, expanding its uranium exploration portfolio by a total of 3,395 acres [1][2]. Acquisition Details - The company staked 100 unpatented Bureau of Land Management (BLM) claims and acquired three Wyoming State Leases covering 1,327 acres [1][3]. - The total cash payments required for the state leases amount to US$45,000, with specific payment deadlines outlined [3]. Geological Context - The acquired land is situated along the south flank of the Washakie Basin, an area known for its uranium mineralization [4]. - The geological formation underlying the area is the Miocene-aged Browns Park Formation, recognized for hosting roll-front style uranium deposits [6][11]. Historical Significance - The staked ground includes two historical uranium occurrences, with sample grades recorded at 0.375%, 0.083%, and 0.058% U3O8 [7]. - Previous mining activities have occurred approximately 75 km east of the project area, indicating a history of uranium production in the region [6]. Company Profile - Terra Clean Energy Corp is a Canadian-based uranium exploration and development company, currently developing the South Falcon East uranium project, which holds a 6.96 million pound inferred uranium resource [12].

Core Insights - Alligator Energy has completed both dry and wet commissioning at its Samphire Uranium Project pilot plant, marking a significant de-risking event for the company [1][3] - The company is preparing to transition into live operations, with a field recovery trial (FRT) set to commence next week [3][5] Group 1: Project Milestones - The successful commissioning aligns with the previously provided schedule, indicating strong internal capabilities and team quality [4] - The immediate next steps include energizing the plant and final technical preparations by on-site engineers [4] Group 2: Future Operations - The first test pattern pre-conditioning is expected to begin next week, serving as a preliminary stage for uranium extraction [5] - The upcoming months will be characterized by high activity, including the FRT, resource upgrades, and expanded drilling programs [5][6] Group 3: Operational Expansion - Alligator has recruited a full operations team to support the FRT [6] - Aggressive drilling is scheduled to start this quarter at both Samphire and Big Lake, contingent on weather conditions [6] - The company is also working on mining lease permits and a bankable feasibility study, which are crucial for future operational activities [6]

Core Viewpoint - The article suggests that uranium is the metal to invest in for 2026, highlighting significant price increases and strong performance of uranium stocks over the past year, particularly due to rising demand for energy from data centers and geopolitical factors [1]. Group 1: Uranium Market Overview - Uranium stocks have surged between 115% to 125% over the past year, driven by increased demand for power, particularly from data centers [1]. - The precious metals sector, including gold and silver, has seen substantial returns, but uranium is positioned as a potentially safer investment moving forward [1]. Group 2: Company Analysis - **Cameco (CCJ)**: - Shares have increased over 125% in the past year, supported by strong commodity price growth and production output [1]. - The company reported over $300 million in adjusted EBITDA on approximately $615 million in revenue, indicating strong financial health [1]. - Cameco has a forward price-earnings ratio exceeding 100, reflecting investor confidence in uranium as a clean energy source [1]. - **Energy Fuels (UUUU)**: - Stock price has risen more than 115% in the last year, benefiting from similar factors as Cameco [1]. - The company has achieved gross margins of 40%-50% through low-cost ISR mining operations [1]. - Energy Fuels is seen as a speculative investment but trades at a relative discount to NAV, with additional potential from its rare earths operations [1]. - **Uranium Energy Corp. (UEC)**: - UEC stock has shown similar returns to its peers, with a forward cash flow multiple of around 10, making it one of the cheaper uranium investments [1]. - The company is positioned for potential profitability in 2027, with a narrowing loss expected in 2026 [1].

Core Viewpoint - Myriad Uranium Corp. has entered into a merger agreement with Rush Rare Metals Corp., where Myriad will acquire 100% of Rush's common shares through a statutory plan of arrangement, enhancing its ownership of the Copper Mountain Uranium Project in Wyoming [1][2]. Acquisition Details - Myriad will issue one common share for every 1.85 Rush shares, resulting in an exchange ratio of 0.5405 Myriad shares for each Rush share [2]. - All convertible securities of Rush will be replaced with Myriad's convertible securities, adjusted according to the exchange ratio [2]. Strategic Importance - The merger aims to unify ownership of the Copper Mountain Uranium Project, which is seen as a significant value catalyst for Myriad, simplifying decision-making and improving capital efficiency [3][8]. - Copper Mountain is regarded as a strategic domestic source of uranium, with historical investments supporting its potential [4][5]. Project Development - Myriad has made significant progress in rebuilding the project's data archive and conducting drilling and surveys, with results expected soon [5]. - The project has re-emerged as a key uranium asset in the U.S., particularly in favorable jurisdictions like Wyoming [5]. Shareholder Benefits - The exchange ratio offers an 18% premium to Rush shareholders based on the closing prices prior to the merger announcement, and a 22% premium based on a 20-day volume-weighted average price [6]. Spin-off Details - Rush will create a subsidiary, Rush Spinco, to which it will transfer its Boxi Property in Quebec, with shareholders receiving shares in Rush Spinco in addition to Myriad shares [7]. Approval Process - The merger requires approval from Rush shareholders, the British Columbia Supreme Court, and the Canadian Securities Exchange, with a special meeting expected by May 2026 [9][10]. Fairness Opinions - Both companies have engaged financial advisors to provide fairness opinions regarding the merger, which are conditions for closing [11].

Bannerman Energy Conference Call Summary Company Overview - **Company**: Bannerman Energy (OTCPK: BNNL.F) - **Project**: Etango Project located in Namibia, Erongo Region - **Significance**: The company is undergoing a transformational phase with a strategic financing partnership with CNNC (China National Nuclear Corporation) [2][12] Key Transaction Details - **Investment**: CNNC Overseas Limited will invest $294.5 million for a 45% interest in the joint venture that owns 95% of the Etango Project [4] - **Reimbursement**: CNNC will reimburse Bannerman up to $60 million for their share from July 1, 2025, capped at $25 million [4] - **Offtake Agreement**: CNNC is obligated to take 60% of the product from Etango over its life, with market-related pricing and no price floors or ceilings [5][11] Financial Implications - **Funding**: The transaction provides construction funding, significantly lowering financial and execution risks [10][11] - **Cash Flow**: The favorable payment terms will reduce working capital requirements, allowing quicker cash flow from production [6][55] - **Valuation**: The deal is seen as transformational despite a current 10% discount to the three-month volume-weighted average price (VWA) of Bannerman's trading price [7] Strategic Partnership with CNNC - **CNNC's Profile**: Operates 27,000 gigawatts of commercial nuclear reactors and is constructing 18 new units, positioning them as a leading global nuclear utility [13][14] - **Partnership Benefits**: The partnership is expected to provide long-term stability and strategic alignment in uranium supply, benefiting both parties [12][31] Production and Expansion Plans - **Initial Production**: Expected to start in 2028, with full ramp-up to production capacity in 2029 [20] - **Expansion Potential**: The financing increases the likelihood of expanding production capacity from 3.5 million pounds to 7 million pounds [26][27] - **Control Over Production**: Bannerman retains control over 40% of the production not committed to CNNC, allowing for independent customer relationships [39] Market Position and Future Outlook - **Market Leadership**: The transaction positions Bannerman as a premier uranium exposure on the ASX, with a focus on becoming a leading greenfields developer in the sector [21][65] - **Future Cooperation**: There is potential for further collaboration with CNNC beyond the Etango Project, leveraging both companies' strengths [46] Additional Considerations - **Risk Management**: The deal mitigates operational and financial risks associated with transitioning from a developer to a production business [11][30] - **Market Dynamics**: The partnership is expected to influence Western utilities' strategies regarding uranium sourcing, given the significant share of Etango's production now committed to CNNC [36][40] This summary encapsulates the key points from the Bannerman Energy conference call, highlighting the strategic partnership with CNNC, financial implications, production plans, and the company's future outlook in the uranium sector.