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.

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Core Viewpoint - Myriad Uranium Corp. is actively advancing its uranium exploration projects, particularly the Copper Mountain Uranium Project in Wyoming and the Red Basin Project in New Mexico, with significant upcoming catalysts that could enhance resource estimates and project economics [1][4][6]. Company Overview - Myriad Uranium Corp. holds a 75% interest in the Copper Mountain Uranium Project and a 100% interest in the Red Basin Project [1][5]. - The Copper Mountain project has historical significance, with past production from the Arrowhead Mine totaling 500,000 lbs of U₃O₈ during the 1950s and 60s [5]. - Approximately 2,000 boreholes have been drilled at Copper Mountain, with Union Pacific having invested an estimated US$78 million in exploration and development [6]. Upcoming Catalysts - An important upcoming catalyst is the assay of around 1,500 additional samples from late 2024 drilling at Copper Mountain, which could confirm new mineralization and enhance resource estimates [4]. - Positive assay results could significantly improve grades and interval thicknesses, potentially positioning Copper Mountain as one of the largest uranium projects in the U.S. [6]. Project Details - The Red Basin Project contains shallow historical uranium resources and offers strong potential for resource expansion, with a planned geophysical survey in 2025 [6]. - Myriad has also expanded its acreage to encompass approximately 800 of 1,050 historical boreholes in the Red Basin [6]. Investor Engagement - Myriad's CEO, Thomas Lamb, will present at the Metals & Mining Virtual Investor Conference on July 24, 2025, providing an opportunity for real-time investor engagement [1][2].

VANCOUVER, British Columbia, July 23, 2025 (GLOBE NEWSWIRE) -- Aventis Energy ("Aventis" or the "Company") (CSE: AVE | FRA: C0O0 | OTC: VBAMF) is pleased to provide a summary of results from an airborne Time Domain Electromagnetic ("TDEM") survey (the "Program") completed on its 12,265-hectare Corvo Uranium Project ("Corvo", or the "Project") earlier this year. The helicopter-assisted survey was flown using the 30Hz Xcite™ TDEM system that simultaneously collects time domain electromagnetic, and magnetic da ...

Core Viewpoint - Standard Uranium Ltd. has announced positive results from a high-resolution airborne Time Domain Electromagnetic (TDEM) survey at its Corvo Uranium Project, confirming 29 kilometers of prospective conductor strike length and multiple radioactive occurrences at the surface [1][3]. Group 1: Survey Results - The TDEM survey confirmed and improved previously defined electromagnetic conductors, outlining 29 kilometers of prospective exploration strike length across the project [4][9]. - High-priority target areas have been identified based on overlapping historical geochemical surveys, sampling, and existing drill hole uranium intercepts [4]. - The survey was completed on schedule and on budget, successfully gathering high-resolution data to depth, which will aid in identifying exploration targets under glacial cover [7]. Group 2: Future Plans - The company is planning a diamond drill program for Q1 2026 to test targets developed from the recent exploration and geophysical programs [4]. - Further digital processing and modeling of the TDEM survey results are underway to prioritize target areas for the inaugural drilling [4][10]. - A high-resolution ground gravity survey is also planned to refine drill targets and identify potential hydrothermal alteration halos related to uranium mineralization [10]. Group 3: Project Background - The Corvo Project spans 12,265 hectares and is located in Northern Saskatchewan, under a three-year earn-in option agreement with Aventis Energy Inc. [1]. - The project is considered highly prospective for shallow, high-grade basement-hosted uranium mineralization, with historical sample results showing up to 59,800 ppm U at surface [12]. - The project is strategically located near significant uranium mining areas, including Atha Energy's Gemini Mineralized Zone and Cameco's McArthur River mine [8].

Core Insights - IsoEnergy Ltd. and Purepoint Uranium Group Inc. report strong drilling results from their Dorado joint venture project in Saskatchewan's Athabasca Basin, particularly from the recent drill hole PG25-07A, which shows significant mineralization with an average of 11,100 counts per second (CPS) over 14.0 meters, including a peak of 110,800 CPS [1][4][5] Drilling Results - The PG25-07A drill hole extended the Nova Discovery zone by 70 meters northeast and provided the strongest intercept to date in terms of intensity and thickness based on radioactivity [4][5] - The mineralized structure at the Q48 target area is characterized as a steeply dipping, uranium-bearing structure within basement rocks, indicating the potential scale and strength of the system [2][4] - All assays from the current drilling program are pending and will be disclosed once available [2] Project Overview - The Dorado project encompasses over 98,000 hectares of prime uranium exploration ground, including former properties known for favorable conditions for uranium deposition [16] - The Q48 target area has been identified as highly prospective but underexplored, with previous drilling revealing altered and disrupted rocks at the unconformity [12][13] - The Turaco target area, located approximately 8 km northeast of Q48, is characterized by high conductivity and will see drilling commence based on recent geophysical surveys [15] Future Plans - Follow-up drilling at the Q48 target is expected to resume in winter when ground conditions improve, allowing for more efficient access [5][4] - The joint venture partners have approved a 5,400-meter drill program for 2025, which includes up to four holes at the Turaco target [5]

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.

Company Overview - DevEx Resources is positioned as a rare ASX-listed uranium opportunity, focusing on underexplored uranium projects in the Northern Territory [12] - The company has a market capitalization of approximately $36.6 million (at 8.3c) and cash reserves of $7.8 million as of March 31, 2025 [19] - Major shareholders include Tim Goyder (Chairman) with 19.58% ownership and Paradice Investment Management Pty Ltd with 7.36% [20] Uranium Market and Strategy - The uranium market is experiencing a resurgence due to increased AI and nuclear energy demand versus shrinking supply [12] - A growing supply shortfall is forecast to increase by 200% by 2040, driving strong uranium market fundamentals [25] - DevEx's exploration strategy aims to replicate the success of the Athabasca Basin by focusing on the McArthur Basin [31] Project Highlights - The Nabarlek Uranium Project, 100% owned, is located in the Alligator Rivers Uranium Province, NT, with historical production of 24 Mlbs @ 1.84% U3O8 [39] - Multiple high-grade uranium intercepts have been identified from DevEx's 2023-2024 drilling campaigns at Nabarlek [39] - The Murphy West Uranium Project is an emerging uranium asset where DevEx is earning-in, with multiple large-scale uranium anomalies identified [56, 58] Kennedy Rare Earth Element Project - The Kennedy Project has a maiden Inferred Mineral Resource Estimate of 150Mt @ 1,000ppm TREO (470ppm TREO-CeO2) [71]

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].