Group 1: Uranium Market - Uranium Mining ETFs have shown impressive performance, with the Sprott Junior Uranium Miners ETF (URNJ) up 38.81% YTD, Sprott Uranium Miners ETF (URNM) up 35.47%, and Global X Uranium ETF (URA) up 28.69% [1] - The Direxion Daily Uranium Bull 2X ETF (URAA) has delivered a 56.19% YTD return, designed to provide 200% of the daily performance of URA's underlying index [1] Group 2: Critical Materials - The Trump Administration plans to create a strategic critical-minerals stockpile with $12 billion in funding to protect domestic manufacturers from supply shocks and reduce reliance on Chinese rare earths [1] - Project Vault will combine $1.67 billion in private capital with a $10 billion loan from the U.S. Export-Import Bank to procure and store critical minerals [1] - The Sprott Critical Materials ETF (SETM) is up 19.97% YTD, with $487 million in assets and only 1.88% exposure to China [1] - The VanEck Rare Earth and Strategic Metals ETF (REMX) is up 15.84% YTD but has a 27.5% exposure to China [1] Group 3: Space Industry - Space stocks are gaining traction, driven by investor interest in a potential SpaceX IPO in 2026 and a White House Executive Order on Space [1] - The Procure Space ETF (UFO) has $360 million in assets and a YTD return of 17.57%, while the ARK Space & Defense Innovation ETF (ARKX) has $815 million in AUM and a return of 10.39% [1] - The concept of orbital computing and reusable rockets is expected to lower costs and accelerate satellite deployment, creating opportunities for space-based infrastructure [1]

Core Viewpoint - Premier American Uranium Inc. has successfully closed a private placement offering, raising approximately C$15,000,000 to advance its uranium projects and for general corporate purposes [1][4]. Group 1: Offering Details - The offering consisted of 16,666,666 units sold at a price of C$0.90 per unit, which includes the full exercise of the underwriter's option [1]. - Each unit comprises one common share and one-half of a common share purchase warrant, with each whole warrant allowing the purchase of one common share at C$1.26 until February 3, 2029 [2]. - The lead underwriter, Red Cloud Securities Inc., along with Haywood Securities Inc. and Beacon Securities Limited, received cash fees of C$823,468.46 and 914,964 non-transferable broker warrants [3]. Group 2: Use of Proceeds - The net proceeds from the offering will be utilized for exploration and advancement of uranium projects in New Mexico and Wyoming, as well as for working capital and general corporate purposes [4]. Group 3: Insider Participation - Insiders, including IsoEnergy Ltd. and Sachem Cove Special Opportunities Fund, are participating in the offering, purchasing an aggregate of 2,556,500 units for C$2,300,850 [7]. - This insider participation is classified as a related party transaction but is exempt from formal valuation and minority shareholder approval requirements [7]. Group 4: Stock Options - The company has granted 2,115,000 incentive stock options to directors, officers, consultants, and advisors, each exercisable at C$0.90 per common share for five years, with vesting over three years [8]. Group 5: Company Overview - Premier American Uranium focuses on consolidating, exploring, and developing uranium projects across the U.S., aiming to enhance domestic energy security and support the transition to clean energy [10]. - The company holds extensive land in five major uranium districts, with active programs in New Mexico and Wyoming [10][11].

Core Viewpoint - Noble Plains Uranium Corp. has successfully completed a data acquisition agreement with Pathfinder Mines Corporation to obtain a historical database of 1,211 drill holes from the Shirley Central Project in Wyoming, which is expected to significantly enhance the company's exploration efforts and resource estimation capabilities [1][2][3]. Data Acquisition and Economic Value - The acquired dataset includes lithologic logs, geophysical results, and historical interpretations, which would cost over US$6 million to replicate today, highlighting the economic and time-saving benefits of this transaction [2]. - The company will pay US$125,000 in cash and issue C$650,000 in common shares, totaling 4,786,451 shares, to complete the acquisition [6]. Strategic Importance of Shirley Central Project - Shirley Central consists of 30 unpatented mineral claims covering 665 acres, strategically located adjacent to Ur-Energy's Shirley Basin ISR Project, which has a compliant resource of 8.816 million pounds of U₃O₈ at 0.23% and is set to begin production in 2026 [5]. - The project is positioned between two active U.S. uranium developers, enhancing its strategic significance [5]. Immediate Application of Data - The historical dataset will be utilized to refine geological modeling and guide the company's 22-hole drill program, which is already permitted [3]. - The company aims to validate historical results and establish a resource estimate in accordance with National Instrument 43-101 standards [3]. Shareholder Dynamics - Ur-Energy has become a new shareholder of Noble Plains, aligning both companies in advancing the Shirley Central Project [6][4].

VANCOUVER, British Columbia, Feb. 03, 2026 (GLOBE NEWSWIRE) -- American Lithium Corp. (“American Lithium” or the “Company”) (TSX-V:LI | OTCQX:AMLIF | Frankfurt:5LA1) is pleased to announce that Mr. Alex Tsakumis has been appointed Chief Executive Officer (“CEO”) effective January 29, 2026. Mr. Tsakumis was the Interim CEO of the Company since September 1, 2024, and a member of the board of directors (the “Board”) since 2021. Mr. Tsakumis is a public markets specialist with over 30 years of experience in the ...

Stocks our strategists feel are poised to deliver positive returns are featured now in their top stock picks of the week. Welcome to this week's top stock picks of the week. I'm Tracy Reinick and I'm joined by Ben Reigns this week and we're kicking off February with two hot stocks.Both are Zach's number one ranks, of course, that's why you're here, but they're in very different industries. Um, but both are areas you should not be surprised. I brought you an AI infrastructure stock and Ben is bringing you a ...

Group 1: Company Overview - Cameco is closely linked to the nuclear power industry as a supplier, primarily involved in mining and processing uranium, and has recently acquired half of Westinghouse, which provides services to the nuclear sector [2] - The company operates in a volatile uranium market, where prices fluctuate based on supply and demand dynamics, although it uses long-term contracts to stabilize cash flows [4] Group 2: Market Demand and Supply Dynamics - There is currently high demand for nuclear power driven by increasing electricity needs from technologies like artificial intelligence and electric vehicles, which has generated investor interest in the uranium sector [5] - Cameco anticipates a supply-demand gap by 2030, which could widen over time, potentially leading to significant increases in uranium prices if demand trends continue [7] Group 3: Stock Performance and Valuation - Over the past five years, Cameco's stock price has surged by more than 800%, with current price-to-sales and price-to-book ratios indicating that the stock may be overvalued compared to historical averages [8]

As filed with the Securities and Exchange Commission on January 30, 2026. Registration No. 333-292006 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ AMENDMENT NO. 4 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _____________________________________ JAGUAR URANIUM CORP. (Exact name of registrant as specified in its charter) _____________________________________ | British Columbia | 1000 | Not applicable | | --- | --- | --- | ...

FORM S-1 REGISTRATION STATEMENT UNDER UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ AMENDMENT NO. 3 TO THE SECURITIES ACT OF 1933 _____________________________________ JAGUAR URANIUM CORP. (Exact name of registrant as specified in its charter) _____________________________________ As filed with the Securities and Exchange Commission on January 30, 2026. Registration No. 333-292006 Rob Condon Dentons US LLP 1221 Avenue of the Americas New York, ...

Core Insights - The uranium sector has transitioned into a "long-duration structural bull market" due to significant supply constraints, moving beyond its previous status as a cyclical commodity [1][2][7] Supply and Demand Dynamics - The report highlights a critical disconnect between supply and demand, projecting that uranium prices could increase threefold or fourfold in the coming years [2][3] - The world aims to triple its nuclear capacity by 2050, while mine production is unable to keep pace with the rising demand driven by factors such as AI data centers [3][4] Supply Constraints - A supply deficit is anticipated in the 2030s, which cannot be resolved through political decisions or investments due to the time required to develop new uranium deposits, estimated at 10 to 15 years [4] - Kazatomprom, controlling approximately 40% of global production and over 65% of global reserves suitable for In-Situ Recovery (ISR), is positioned uniquely in the market [2][5] Competitive Landscape - Other major projects in Canada and Africa are deemed insufficient to match Kazatomprom's scale, with the report asserting that "an alternative – in the literal sense – does not exist" [6][7] - Cameco, a Canadian market leader, holds significant deposits in Kazakhstan, particularly through its 40% interest in the Inkai joint venture [6] Market Perception - Despite the physical realities of depleted commercial stockpiles and insufficient primary mine production to meet reactor demand, the market continues to treat uranium as a cyclical asset [7]

Core Insights - Energy Fuels Inc. and Cameco Corporation are positioned to benefit from the strengthening global nuclear energy supply chain, with uranium futures reaching $89 per pound, a 31.7% year-over-year increase, marking the highest level in nearly 20 months [2]. Group 1: Energy Fuels Inc. - Energy Fuels has been the leading U.S. producer of natural uranium concentrate, accounting for roughly two-thirds of domestic production since 2017, with its White Mesa Mill being the only fully licensed conventional uranium processing facility in the U.S. [4]. - In 2025, Energy Fuels' Pinyon Plain Mine and La Sal Complex produced over 1.6 million pounds of uranium, exceeding guidance by approximately 11%, with current operations running at an annualized rate of about 2 million pounds [5]. - The company has secured two uranium supply contracts with U.S. nuclear utilities for deliveries from 2027 through 2032, expecting to sell 780,000–880,000 pounds of uranium under long-term contracts in 2026 [6]. - Energy Fuels is diversifying into rare earth elements (REEs), expecting to commence commercial-scale production of heavy rare earths this year, and plans to expand REE processing capacity significantly [7][8]. - The feasibility study for the Vara Mada project in Madagascar confirms strong project economics and an initial mine life of 38 years, with a planned capital cost of $410 million [8]. Group 2: Cameco Corporation - Cameco accounts for around 16% of global uranium output and operates across the entire nuclear fuel cycle, holding significant stakes in major mines like McArthur River and Cigar Lake [9][10]. - Cameco revised its 2025 production outlook due to development delays, projecting a share of production from McArthur River at 9.8-10.5 million pounds [11]. - The company expects to offset production shortfalls with strong performance from Cigar Lake and is working to extend its mine life to 2036 [12]. - Cameco has entered a strategic partnership with the U.S. government to accelerate nuclear reactor technology deployment, backed by an investment of at least $80 billion [13]. Group 3: Financial Estimates and Performance - The Zacks Consensus Estimate for Energy Fuels indicates a revenue drop of 28.3% in 2026, with expected losses narrowing to 34 cents per share in 2025 [14]. - In contrast, Cameco's 2025 revenue is expected to grow by 4%, with earnings projected to surge by 100% to 98 cents per share [16]. - Year-to-date, Energy Fuels stock has appreciated 358.5%, outperforming Cameco's 159.2% gain, but Energy Fuels trades at a significantly higher forward price-to-sales multiple of 58.11X compared to Cameco's 21.95X [19][20]. Group 4: Conclusion - Both companies are well-positioned to benefit from favorable long-term trends in uranium demand, with Energy Fuels standing out for its strategic importance to U.S. uranium supply and diversification into REEs [21]. - However, Energy Fuels faces expected losses and a significantly expensive valuation, while Cameco offers stronger earnings visibility and a more reasonable valuation [24]. - Cameco appears better positioned for investors seeking exposure to uranium with a more balanced risk-reward profile, supported by its Zacks Rank 1 (Strong Buy) compared to Energy Fuels' Zacks Rank 3 (Hold) [25].