Core Viewpoint - Orano Canada Inc. and Denison Mines Corp. have successfully commenced uranium mining operations at the McClean Lake Joint Venture using the innovative SABRE mining method, marking a significant milestone in the uranium industry [1][3]. Company Overview - Orano Canada holds a 77.5% interest in the McClean Lake Joint Venture and is the operator, while Denison Mines owns a 22.5% interest [1]. - Orano Canada processed 16.9 million pounds of uranium concentrate in 2024 and has over 60 years of experience in uranium exploration, mining, and milling in Canada [9]. - Denison Mines focuses on uranium mining, development, and exploration, with a 95% interest in the Wheeler River Uranium Project, the largest undeveloped uranium project in the Athabasca Basin [11]. SABRE Mining Method - The SABRE method, developed between 2004 and 2021, is a non-entry, surface-based mining technique that utilizes high-pressure water jets to excavate ore, allowing access to high-grade orebodies that are economically challenging to mine using conventional methods [4][5]. - Approximately 250 tonnes of high-grade ore (over 10% U3O8) have been recovered from the first mining cavity, with plans to process this ore at the McClean Lake mill [2][3]. - The SABRE method is designed to be selective and scalable, providing flexibility in production and reducing environmental impact compared to traditional mining methods [5]. Industry Impact - The commencement of SABRE mining at McClean North represents the first active mining operations in the MLJV since 2008, highlighting a return to production in the uranium sector [3]. - The innovation in mining techniques supports the industry's commitment to providing a reliable supply of natural uranium for nuclear power producers, contributing to low-carbon electricity generation [3].

Core Insights - CanAlaska Uranium Ltd. reported high-grade uranium assay results from its Pike Zone at the West McArthur project, with grades reaching up to 85.4% U3O8 [1][2][19] - The winter 2025 drill program significantly expanded the high-grade footprint of the Pike Zone, confirming multiple high-grade intervals [1][4][19] Drill Results - Drillhole WMA079-01 intersected 8.6 metres at 34.59% U3O8, including 5.5 metres at 53.90% U3O8 [1][4] - Drillhole WMA076-01 intersected 14.8 metres at 14.71% U3O8, including 5.4 metres at 39.67% U3O8 [1][4] - The winter program included 29 unconformity tests, with 22 containing uranium mineralization, indicating a strike length of approximately 250 metres [4][19] Expansion and Future Plans - The company is currently conducting a summer drill program aimed at achieving an estimated 15 to 20 additional unconformity target intersections [16][19] - The unconformity target area remains untested for approximately 1,000 metres to the west and 600 metres to the east of the Pike Zone [16][19] Market Context - The uranium market fundamentals are described as strong, with ongoing reserve depletion at current tier-1 producing assets, highlighting the importance of new high-grade discoveries like Pike Zone [5][19] - CanAlaska is focused on Tier 1 uranium deposit discovery and delineation in a secure jurisdiction, with a significant portfolio in the Athabasca Basin [23]

Core Insights - The U.S. Department of Energy has launched a program to revitalize the domestic nuclear fuel supply chain, which could benefit Energy Fuels Inc [1][3] - Energy Fuels is positioned as a leading candidate due to its existing infrastructure and operational expertise [2][3] - The initiative aims to reduce reliance on foreign enriched uranium and support advanced reactor development in the U.S. [1][3] Company Positioning - Energy Fuels operates the White Mesa Mill, the only fully licensed conventional uranium mill in the U.S., aligning with the DOE's program objectives [2] - The company has expressed ambitions to create an integrated domestic fuel cycle, which matches the program's criteria for technological readiness [2] Investment Implications - The DOE's initiative includes a fast-tracked authorization process to attract private investment, potentially enhancing long-term strategic value for participating companies [3] - For investors, this government-backed initiative could serve as a significant catalyst for Energy Fuels, reinforcing its role in the U.S. nuclear sector [3] Stock Performance - Energy Fuels has shown strong price momentum with a score of 87.68, indicating significant outperformance compared to peers [4] - However, the company scores low on fundamental metrics, with a Value score of 25.19 and a Growth score of 23.73, suggesting it may be overvalued relative to its financial performance [5] Recent Trading Activity - As of the latest session, Energy Fuels shares closed at $8.24, reflecting a 6.19% increase, with a 52-week high of $8.29 and a low of $3.20 [6]

Core Insights - Premier American Uranium Inc. has initiated its 2025 exploration drill program at the Cyclone ISR Uranium Project in Wyoming, following a successful inaugural drill campaign in 2024 that confirmed uranium mineralization in multiple areas [1][3] - The 2025 drill program aims to build on historic drilling and 2024 results by infilling and testing priority areas of known mineralization, with a focus on the Cyclone Rim target [1][3][7] Company Overview - Premier American Uranium is focused on the consolidation, exploration, and development of uranium projects in the United States, with significant land holdings in three prominent uranium-producing regions: Grants Mineral Belt in New Mexico, Great Divide Basin in Wyoming, and Uravan Mineral Belt in Colorado [12][13] - The company holds 1,161 unpatented mining claims and 9 State leases, covering approximately 26,180 acres in the Cyclone Project area [4] Industry Context - Wyoming has been a leader in uranium mining in the U.S. since 1995, producing over 238 million pounds of uranium concentrate since the first mines began operating in 1951 [5] - The state contains the largest known economic uranium ore reserves in the U.S., located in regions such as the Powder River Basin and Great Divide Basin [5] Exploration Details - The 2025 drill program includes 25 mud rotary drillholes planned for the Cyclone Rim target, targeting an average depth of 800 feet, totaling approximately 20,000 feet of drilling [7] - Results from the 2024 program identified uranium mineralization along a ½-mile-long trend at the Cyclone Rim target, with notable intercepts such as 0.088% eU₃O₈ over 10.5 feet [7]

Nexus Uranium Intersects Uranium Mineralization at Cree East in Unconformity Test from Winter Drill Program July 16, 2025 7:00 AM EDT | Source: Nexus Uranium Corp. Vancouver, British Columbia--(Newsfile Corp. - July 16, 2025) - Nexus Uranium Corp. (CSE: NEXU) (OTCQB: GIDMF) (FSE: 3H1) ("Nexus" or the "Company") is pleased to report assay results from its 2025 winter drill program at the Cree East Project in the Athabasca Basin, Saskatchewan. The program comprised five unconformity drill tests, one of which ...

Core Insights - Denison Mines Corp. announced the discovery of additional high-grade mineralization at the Gryphon uranium deposit, with drill hole WR-837AD2 intersecting 2.3 metres at 1.69% eU3O8, including 0.5 metres at 5.48% eU3O8, approximately 40 metres outside the previously estimated mineralized domain [1][2][4] Group 1: Discovery and Drilling Results - The delineation drill program at Gryphon was highly successful, confirming the geological interpretation and intersecting uranium grades in line with expectations [2][3] - Drill hole WR-837AD2 indicates potential expansion of the D1 zone by approximately 40 metres in the down-plunge direction, justifying further follow-up drilling [10] - A total of approximately 12,500 metres of diamond drilling was completed in the 2025 delineation program, confirming the current geological interpretation and supporting the grade-thickness assumptions in the resource block model [12][13] Group 2: Resource Estimates and Economic Potential - Gryphon is estimated to contain Indicated Mineral Resources of 61.9 million pounds U3O8 at an average grade of 1.7% U3O8, with additional resources of 1.9 million pounds U3O8 at an average grade of 1.2% U3O8 [5][6] - The 2018 Pre-Feasibility Study (PFS) assessed Gryphon's potential for underground mining, highlighting robust economics with an estimated after-tax base-case Net Present Value (NPV) of $864.2 million and an internal rate of return (IRR) of 37.6% [7] Group 3: Future Development Plans - The company is developing plans to follow up on the high-grade mineralization results and test other expansion targets [4][10] - Approximately 250 kg of whole-core samples were collected for metallurgical test work to assess uranium recoveries, supporting future project evaluation efforts [18][20] - Geotechnical and hydrogeological data collected from the drilling program will enhance understanding for future mine-design planning [19][20]

Core Viewpoint - Laramide Resources Ltd. has amended its Annual Information Form (AIF) for the year ended December 31, 2024, to enhance disclosure regarding the Westmoreland Uranium Project, specifically removing references to the 2016 Preliminary Economic Assessment [1][2]. Group 1: Amended Filing Details - The amended AIF was filed in accordance with CSA Staff Notice 51-711 and includes enhanced disclosure related to the Westmoreland Uranium Project [2]. - The 2016 Preliminary Economic Assessment, previously referenced, is no longer considered the Current Technical Report for the project as per National Instrument 43-101 standards [3]. - The amended AIF retains current mineral resource estimates supported by the latest NI 43-101 compliant technical report [4]. Group 2: Corporate Presentation and Financial Impact - Corrections have also been made to the Company's corporate presentation and the offering document filed under the Listed Issuer Financing Exemption [5]. - The Company confirms that the amendments are not material to its financial position or operating results, and no changes have been made to previously disclosed mineral resource estimates for the Westmoreland Project [5]. Group 3: Company Overview - Laramide is focused on exploring and developing high-quality uranium assets in Tier-1 jurisdictions, with a portfolio of advanced uranium projects in historically productive areas [8]. - The Company is also exploring over 5,500 km² in Kazakhstan's Chu-Sarysu Basin for world-class roll-front deposits suitable for in-situ recovery [8].

Core Viewpoint - Skyharbour Resources Ltd. has announced that its partner UraEx Resources Inc. has initiated a 2,600-metre diamond drilling program at the South Dufferin Uranium Project, aiming to explore high-potential uranium targets in the Athabasca Basin [1][2][4]. Company Overview - Skyharbour Resources Ltd. holds a diverse portfolio of uranium exploration projects in the Athabasca Basin, covering over 614,000 hectares [11]. - The company has established partnerships with various firms, including UraEx Resources, to advance its exploration projects [12]. - Skyharbour's strategic goal is to maximize shareholder value through new mineral discoveries and long-term partnerships [13]. Project Details - The South Dufferin project spans 13,204 hectares and is located south of the Athabasca Basin, near Cameco's high-grade uranium deposits [5]. - UraEx can earn an initial 51% interest in the South Dufferin property through CAD $4.6 million in project consideration, with the potential to increase to 100% through a total of CAD $9.8 million over five years [1]. - The current drilling program is fully funded with a budget of approximately CAD $1.5 million and is the first drilling activity at the site in over six years [2][3]. Exploration Potential - The drilling will focus on areas with historical geochemical anomalies and structural complexities, which are believed to indicate pathways for uranium-bearing fluids [3]. - Historical drill results from nearby projects have shown significant uranium mineralization, with results of 1.73% U3O8 over 6.5 metres and up to 8.78% U3O8 over 33.9 metres [5]. - The project is considered drill-ready, with several prospective targets identified for follow-up exploration [7]. Industry Context - The Athabasca Basin is recognized as the world's leading uranium district, contributing approximately 20% of global uranium production [4]. - The region has attracted substantial investment due to its rich mineralization and potential for new discoveries [4].

Core Insights - Standard Uranium has successfully completed the first ExoSphere Multiphysics survey in the southwest Athabasca Basin at the Davidson River Project, unlocking new high-grade uranium targets [1][4][6] - The company plans to utilize the new data to refine drill targets for a summer drilling program, marking a significant step towards potential uranium discoveries [3][11] Group 1: Survey Details - The ExoSphere Multiphysics survey included three types of geophysical data: Ambient Noise Tomography (ANT), Horizontal-to-Vertical Spectral Ratio (HVSR), and ground gravity surveys [4][6] - The surveys were conducted over three major conductive corridors: Warrior, Bronco, and Thunderbird, providing critical 3D imaging of basement structures and alteration zones [4][6][11] - The survey results are expected to significantly enhance target areas by identifying density anomalies in the basement rock, which are often indicative of potential uranium mineralization zones [7][8][10] Group 2: Project Overview - The Davidson River Project covers 30,737 hectares and is located in a highly prospective area for basement-hosted uranium deposits, situated along trend from significant high-grade uranium discoveries [5][12][19] - The project consists of four main conductive corridors associated with graphitic-sulphidic structures, which are commonly linked to high-grade uranium systems [14][15] - Historical drilling has shown potential for significant uranium mineralization, with several priority targets identified across the four trends [16][19] Group 3: Future Plans - Following the analysis of the survey data, the company plans to execute a diamond drill program to test the highest priority targets, with drilling scheduled for August-September 2025 [11][12] - The upcoming drilling program will be the first since 2022 and aims to integrate positive results from previous campaigns with the newly acquired Multiphysics data [11][19] - The company is optimistic about the transformative potential of 2025 for the Davidson River Project, as it continues to develop its exploration strategy [3][11]

Core Viewpoint - IsoEnergy Ltd. has released its inaugural Sustainability Report for the year ended December 31, 2024, highlighting its commitment to environmental stewardship, Indigenous partnerships, and responsible governance in advancing its global uranium portfolio [1][2]. Company Overview - IsoEnergy is a leading, globally diversified uranium company with significant mineral resources in top uranium mining jurisdictions, including Canada, the U.S., and Australia [5]. - The company is advancing its Larocque East project in Canada's Athabasca basin, which contains the world's highest-grade indicated uranium mineral resource [5]. - IsoEnergy also holds a portfolio of permitted past-producing uranium and vanadium mines in Utah, ready for rapid restart as market conditions allow [5]. Sustainability Initiatives - The report emphasizes strengthened governance with new policies aimed at sustainable growth [4]. - The company achieved zero significant environmental incidents across all projects in 2024 and initiated baseline environmental studies at Larocque East to minimize ecological impacts [6]. - IsoEnergy has reclaimed all active exploration sites and improved waste management practices to reduce material waste [6]. - Water efficiency improvements and emission reductions were noted at Tony M Mine through targeted infrastructure upgrades [6]. Community Engagement - IsoEnergy has maintained strong Indigenous representation in its workforce, with 63% at Matoush and 36% at Larocque East [6]. - The company supports community well-being initiatives, including scholarships and funds for local communities [6]. Future Plans - Looking ahead to 2025, IsoEnergy plans to formalize its sustainability approach by developing a robust ESG framework and conducting a materiality assessment [4].