Core Insights - NexGen Energy Ltd. has reported significant expansion of mineralization at the PCE site, with a vertical extent increase of 23% from 335 m to 412 m and a strike length of 210 m [1][3]. - The overall mineralized footprint has expanded to 700 m in vertical extent and 620 m in strike length, indicating ongoing growth potential [1][4]. - The 2026 drilling program will involve 42,000 meters of diamond drilling, marking the largest program to date at the PCE discovery [1][12]. PCE Expansion - The vertical extent of the high-grade subdomain has increased by 23% from 335 m to 412 m, with a strike length of 210 m [1][3]. - The mineralized footprint has expanded to 700 m vertical extent (up from 600 m) and 620 m strike length (up from 600 m) [1][4]. - Additional high-grade subdomain development is noted at 850 m below the surface, indicating further growth potential [1]. 2025 Drilling Program Results - The final drill holes of the 2025 PCE program showed continued expansion of mineralization, with the primary high-grade subdomain growing to 412 m in vertical extent and a strike length of 210 m [3][6]. - A total of 35,366.2 m of drilling was completed in 2025, the largest reported in the Athabasca Basin for that year [6]. - Of the 102 drill holes completed since discovery, 67 are mineralized, with 45 intersecting high-grade (>10,000 cps) and 17 intersecting off-scale (>61,000 cps) [6]. 2026 Exploration Program - The 2026 program will focus on high-grade growth and the continued expansion of the mineralized footprint, with at least eight 200 m spaced tests planned [12]. - Inaugural drilling at NexGen's 100% owned SW3 property will involve 3,500 m to advance high-priority targets [2][14]. - The 2026 program aims to systematically advance PCE while also exploring for repetition of mineralization within the same hydrothermal system [17][18]. Management Commentary - The CEO of NexGen expressed satisfaction with the 2025 outcomes, highlighting the systematic outline of mineralization and the growth potential of the PCE discovery [17]. - The Vice President of Exploration noted that the successful 2025 program positions NexGen to enter 2026 with a deeper understanding of the high-grade system and numerous targets remaining to be tested [18].

Core Insights - Future Fuels Inc. has announced the successful completion of a 2025 ground gravity survey at its Hornby Basin Uranium Project, which is the most detailed gravity dataset ever acquired in the region [1][2] - The survey identified several high-priority gravity anomalies associated with structural corridors and known uranium mineralization, enhancing the understanding of subsurface density architecture [2][10] Survey Details - The gravity survey was conducted by EarthEx Geophysical Solutions Inc. and involved advanced techniques, including the use of multiple Scintrex CG-5 gravimeters and a dual-frequency Emlid Reach RS2/RS2+ RTK GNSS system [4] - The program more than doubled the size of the historical IsoEnergy gravity dataset, merging new data with datasets from previous years [3][4] Findings and Implications - The survey revealed a pronounced northeast-southwest trending gravity fabric, with significant anomalies identified in the central structural block, particularly around the Mountain Lake area [6][8] - Notably, a strong positive gravity anomaly was detected over the known uranium system, suggesting a measurable density signature at depth, validating gravity as an effective exploration tool [8][10] Future Plans - EarthEx has recommended several next steps, including high-resolution 3D inversion of the gravity dataset and advanced modeling to refine exploration targets [9] - Future Fuels is evaluating these recommendations as part of its 2026 exploration planning, which includes a proposed 10,000-meter drill program and additional geophysical work [9][10] Marketing Update - Future Fuels has entered into a 60-day marketing services agreement with MCS Market Communication Service GmbH to enhance visibility in European and North American markets, with a total budget of 155,000 euros [11][12]

Industry Overview - U.S. electricity generation is projected to grow by 2.4% in 2025 and 1.7% in 2026, driven by the power needs of AI data centers [1] - The global Small Modular Reactor (SMR) sector is expected to reach $10.3 billion by 2032, influenced by the intersection of the AI boom and national security [2] - The U.S. government is taking steps to secure domestic uranium supply and fast-track nuclear licensing, recognizing the need for a stable energy source [2][6] Company Highlights - Eagle Energy Metals is preparing for a NASDAQ listing under the ticker symbol NUCL and has engaged BBA USA Inc. for a drilling campaign at its Aurora Uranium Project [3] - The Aurora deposit is reported to be the largest open pit-constrained uranium deposit in the U.S., with 32.75 million pounds of indicated uranium [4] - Uranium Energy Corp. reported a total cost per pound of uranium at $34.35, with production of 68,612 pounds of uranium concentrate in Q1 of fiscal 2026 [8] - NexGen Energy announced a high-grade assay at Patterson Corridor East, with drill hole RK-25-256 returning 5.5 meters at 21.4% U₃O₈ [11] - Denison Mines has achieved a significant milestone with grid power now available at the future Phoenix in-situ recovery uranium mine site [13][14] - Energy Fuels Inc. exceeded FY-2025 guidance for uranium production, with over 1.6 million pounds produced, and expects to sell 360,000 pounds of U₃O₈ in Q4-2025 at a weighted average price of approximately $74.93 per pound [15][16]

Core Viewpoint - Cosa Resources Corp. has promoted Justin Rodko to Vice President of Corporate Development and issued common shares to Denison Mines Corp. as part of an acquisition agreement [1][4] Group 1: Management Changes - Justin Rodko, a Professional Geoscientist with over a decade of experience in uranium exploration, has been appointed as Vice President of Corporate Development [2] - Rodko previously held a senior role at IsoEnergy, contributing to the discovery of the Hurricane deposit, for which he received the AME 2022 Colin Spence Award [2][3] Group 2: Share Issuance and Financial Details - Cosa has issued 1,960,000 common shares to Denison at a deemed price of $0.3891 per share, as part of the deferred consideration under the acquisition agreement [4] - After this issuance, approximately C$1,487,364 remains payable to Denison, to be satisfied through future share issuances [4] Group 3: Denison's Stake in Cosa - Following the issuance of shares, Denison's ownership in Cosa increased from 16.85% to 18.26% of the issued and outstanding shares [5] - Denison intends to continuously review its investment in Cosa and may acquire or dispose of additional securities as circumstances dictate [5] Group 4: Company Overview and Strategic Focus - Cosa Resources is a Canadian uranium exploration company with a portfolio of approximately 237,000 hectares in the Athabasca Basin [7] - The company is focused on drilling at the Darby and Murphy Lake North projects in 2026, which are joint ventures with Denison [10]

Core Insights - Skyharbour Resources Ltd. has reported significant results from its 2025 drilling campaign at the Moore Uranium Project, highlighting high-grade uranium mineralization and the discovery of a new target area called the Nomad Zone [1][3][20] Drilling Results - A total of 21 drill holes were completed, totaling 7,884 metres, with notable intersections including hole ML25-15 at the Main Maverick Zone returning 4.84% U3O8 over 4.4 metres, including a higher grade of 11.77% U3O8 over 1.6 metres [1][5][7] - The Nomad Zone, located approximately 1.7 kilometres southwest of the Main Maverick Zone, showed extensive sandstone and basement faulting with intense hydrothermal alteration, indicating a fertile environment for further uranium discoveries [1][10][21] Future Plans - The company is preparing for a winter drill program to commence shortly, planning to drill an additional 8,000 to 10,000 metres in 15 to 25 drill holes throughout 2026 [2][26][27] - The upcoming drilling will focus on expanding the Maverick zones and further exploring the Nomad and Esker target areas [26][27] Project Overview - The Moore Uranium Project spans 35,705 hectares and is strategically located near other significant uranium projects in the Athabasca Basin, including Denison Mines' Wheeler River project and Cameco's McArthur River mine [28][33] - Historical drill highlights at the Moore Project include results of up to 6.0% U3O8 over 5.9 metres, showcasing the project's potential for high-grade uranium mineralization [28][33]

Core Insights - Premier American Uranium Inc. has completed its 2025 exploration drilling program at the Cyclone Rim target area, aiming to further define uranium mineralization in the Great Divide Basin of Wyoming [1][3][5] Company Developments - The 2025 drilling program has successfully extended a previously identified ½-mile mineralized trend and discovered a new 1.5-mile mineralized trend, indicating significant potential for future exploration [3][5] - A total of 25 conventional mud rotary holes were drilled, totaling 17,160 feet, with 13 holes intersecting uranium mineralization at grades of 0.01% eU₃O₈ or higher [5][10] - Notable results include hole CR25-001, which returned 15.5 feet grading 0.09% eU₃O₈, with a three-foot zone averaging 0.229% eU₃O₈ [5][7] Industry Context - Wyoming has been a leader in uranium production in the U.S. since 1995, with over 238 million pounds of uranium concentrate produced since 1951 [11] - The state hosts the largest known economic uranium ore reserves in the U.S., particularly in the Powder River Basin, Great Divide Basin, Shirley Basin, and Gas Hills [11]

Core Insights - Skyharbour Resources Ltd. has reported significant results from its 2025 drilling campaign at the Moore Uranium Project, highlighting high-grade uranium mineralization and the discovery of a new target area called the Nomad Zone [1][3][20] Drilling Results - A total of 21 drill holes were completed, totaling 7,884 metres, with notable intersections including hole ML25-15 at the Main Maverick Zone, which returned 4.84% U3O8 over 4.4 metres, including a higher grade of 11.77% U3O8 over 1.6 metres [1][5][8] - The Nomad Zone, located approximately 1.7 kilometres southwest of the Main Maverick Zone, showed extensive sandstone and basement faulting with intense hydrothermal alteration, indicating a fertile environment for further uranium discoveries [1][21] Future Plans - The company is preparing for a winter drill program to commence shortly, planning to drill an additional 8,000 to 10,000 metres in 15 to 25 drill holes throughout 2026 [2][26] - The upcoming drilling will focus on expanding the Maverick zones and further exploring the Nomad Zone, with additional geophysical surveys currently underway [27][26] Project Overview - The Moore Uranium Project spans 35,705 hectares and is strategically located near other significant uranium projects in the Athabasca Basin, including Denison Mines' Wheeler River project and Cameco's McArthur River mine [28][33] - Historical drill highlights from the project include results of up to 6.0% U3O8 over 5.9 metres, showcasing the project's potential for high-grade uranium mineralization [28][33] Exploration Strategy - Skyharbour's exploration strategy includes a multi-phased drilling approach, with a focus on both the Maverick and Nomad zones, as well as the Esker target area, which has shown promising geological indicators [26][27] - The company aims to maximize shareholder value through new mineral discoveries and partnerships, leveraging its extensive portfolio of uranium exploration projects [33][35]

Precious and industrial metals prices surged in 2025, carrying mining stocks with them. The White House's push for more domestic production of key materials is a tailwind for the sector. Bank of America analysts are bullish on three under-the-radar mining stocks. Metal and mining stocks are in the spotlight amid a blistering rally in precious and industrial metals in the last year, and Bank of America has three stock picks for investors looking to ride the wave. President Donald Trump's return to ...

Core Viewpoint - Global Atomic Corporation has announced a bought deal offering to raise approximately C$25 million through the sale of 28,409,091 units at a price of C$0.88 per unit, which includes common shares and warrants [1][2]. Group 1: Offering Details - Each unit consists of one common share and one warrant, with each warrant allowing the purchase of one common share at C$1.15 within 36 months of the closing date [2]. - An over-allotment option has been granted to Red Cloud Securities, allowing for the purchase of additional units up to 15% of the offering to cover over-allotments [3]. - The offering will be conducted via a short-form prospectus in Canada and through private placements in the U.S. and other jurisdictions [4]. Group 2: Use of Proceeds - The net proceeds from the offering are intended for advancing the Dasa Project and for general working capital purposes [5]. Group 3: Company Overview - Global Atomic Corporation is involved in high-grade uranium mine development and zinc concentrate production [7]. - The company is developing the Dasa Deposit, which is fully permitted and expected to commence commissioning in the second half of 2027 [8]. - The Base Metals Division holds a 49% interest in a joint venture that operates a zinc recycling plant in Turkey, recovering zinc from Electric Arc Furnace Dust [9][10].

Core Viewpoint - Gamma Resources Ltd. is advancing its Mesa Arc Project with the filing of an independent NI 43-101 Technical Report, which outlines a phased exploration program aimed at efficiently developing the asset and validating historical exploration results [1][5]. Technical Report Highlights - The Technical Report recommends a phased exploration program, pending necessary permits and regulatory approvals, to advance the Mesa Arc Project [1]. - The report was prepared by Hogrelius Geological Consultants and evaluates the project's geology, mineralization, historical exploration, and future potential [3]. - Historical exploration has confirmed uranium mineralization through over 900 drill holes by previous operators, providing a strong foundation for modern exploration [4]. - The targeted mineralized horizon is expected at depths of approximately 300 to 350 feet, allowing for cost-effective reverse-circulation drilling methods [4]. - The exploration strategy includes two phases: - Phase 1 involves validating historical drilling results with approximately 10 RC drill holes, with an estimated budget of US$300,000 [4]. - Phase 2 will include a passive seismic geophysical survey and follow-up drilling of approximately 20 holes, with an estimated budget of US$1.2 million [4]. Corporate Update - The company has amended the payment terms of its lease agreement with C Bar B Properties Corporation, deferring a payment of US$50,000 until April 14, 2026, and agreeing to pay US$300,000 at that time [6]. About the Mesa Arc Uranium Project - The Mesa Arc Project consists of 41 lode mining claims in northern New Mexico, recently expanded by 185 new federal claims, covering approximately 4,520 acres [8]. - Previous drilling has outlined a non-NI 43-101 historical estimate of 2.5–3.0 million lbs U₃O₈ [8]. About Uranium Industry - The U.S. uranium industry is experiencing strong tailwinds due to recent policy changes, including the designation of uranium as a critical mineral and federal initiatives to boost domestic uranium production [9][10]. - The uranium market is facing a structural supply-demand deficit, with spot prices recovering from US$63/lb to US$82.00/lb, driven by increased demand and reduced inventories [9]. - Nuclear energy is increasingly recognized as a reliable, carbon-free energy source, prompting investments in domestic fuel chains and advanced reactor technologies [9][10]. About Gamma Resources Ltd. - Gamma Resources Ltd. focuses on uranium exploration and development in the Mountain West region, with a portfolio that includes the Mesa Arc Project and the Green River Project in Utah [11]. - The company is positioned to benefit from favorable policy and market conditions in the U.S. nuclear landscape [11].