Toronto, Ontario--(Newsfile Corp. - September 18, 2025) - IsoEnergy Ltd. (NYSE American: ISOU) (TSX: ISO) ("IsoEnergy") and Purepoint Uranium Group Inc. (TSXV: PTU) (OTCQB: PTUUF) ("Purepoint") today announced the receipt of partial assay results from the summer drill program at the companies' 50/50 joint venture Dorado Project (the "Dorado Project"), located on the southeastern margin of Saskatchewan's Athabasca Basin. The highlight comes from drill hole PG25-07A, which returned 2.1 metres grading 1.6% U₃ ...

Industry Overview - A bull market for uranium is developing, with prices expected to reach $100 per pound by 2026, a level not seen since the mid-2000s [1][2] - Supply remains tight due to years of underinvestment in mining, while demand is increasing from China and new nuclear technologies [2][4] Demand Drivers - Demand from China is significant as the country expands its nuclear fleet, alongside the rise of small modular reactors (SMRs) [2][3] - SMRs could account for up to 20% of total uranium demand by 2040, indicating a structural shift in the market [3] - The current high costs of enrichment lead to increased use of raw uranium, creating additional buying pressure for U₃O₈ [4] Companies to Watch - Global Atomic Corporation is nearing uranium production at its Dasa Project in Niger, with a feasibility study projecting total production of 68.1 million pounds of U₃O₈ over 23.75 years [5] - Standard Uranium Ltd is advancing uranium targets in the Athabasca Basin and is starting a drill program at its Davidson River Project [6] - Cosa Resources is exploring underdeveloped uranium projects in the Athabasca Basin, focusing on drilling at the Murphy Lake North JV [7] - Pure Point Uranium is advancing its Athabasca Basin projects through joint ventures, with recent high-grade assay results from the Nova Discovery [8] - Fortune Bay Corp holds an optioned uranium portfolio in the Athabasca Basin, with drilling underway at The Woods Projects [9] - Baselode Energy Corp is advancing several uranium projects in the Athabasca Basin, including Hook and Aberdeen [10] - GoviEx Uranium Inc plans to change its name to Atomic Eagle and will focus on the Muntanga uranium project in Zambia [11] - Uranium American Resources Inc is acquiring uranium and vanadium assets in the western U.S., including the Marysvale asset [12] - Myriad Uranium holds a 75% interest in the Copper Mountain uranium project in Wyoming, which has known uranium deposits [13] - Mega Uranium is a diversified investment company focused on uranium assets, with a notable project in Australia [14]

TORONTO, Aug. 6, 2025 /PRNewswire/ - IsoEnergy Ltd. (NYSE American: ISOU) (TSX: ISO) ("IsoEnergy") and Purepoint Uranium Group Inc. (TSXV: PTU) (OTC: PTUUF) ("Purepoint") today announced that initial assays from the first two discovery drill holes completed at their joint venture Dorado project's ("Dorado" or the "Project") Nova Discovery in Saskatchewan's Athabasca Basin have confirmed the presence of high-grade uranium mineralization (Figure 1). Strong assay results from PG25-04 and PG25-05, based on sele ...

Investment Rating - The report recommends a "Buy" rating for the industry, predicting that the industry index will outperform the Shanghai Composite Index by 10% or more during the specified period [6]. Core Insights - In Q2 2025, the company produced 993,843 pounds of U₃O₈, a 33% increase quarter-on-quarter, marking the highest quarterly production since the mine's restart [1]. - The average realized price for U₃O₈ in Q2 2025 was $55.6 per pound, a 20% decrease from the previous quarter, primarily due to the contract delivery mix and timing [2][7]. - The company signed an additional uranium sales agreement, bringing the total to 13 agreements with top global customers in the US, Europe, and Asia [2]. Production and Operational Summary - The total production for the fiscal year 2025 reached 3 million pounds of U₃O₈, with total sales amounting to 2,705,693 pounds [4]. - The average realized price for the fiscal year 2025 was $65.7 per pound [5]. - The unit production cost for Q2 2025 was $37.5 per pound, an 8% decrease quarter-on-quarter, benefiting from increased production levels [2][8]. Financial Performance - Capital expenditures for Q2 2025 were $4.9 million, a 32% decrease from the previous quarter [3][9]. - As of June 30, 2025, the company held $89 million in cash and cash equivalents, a decrease of $38.8 million from the previous quarter, mainly due to mining commencement and working capital changes [12]. - The company recorded a reversal of previous stockpile impairment of $8.7 per pound in Q2 2025, a 53% reduction from the previous quarter [2][10]. Mining Activities - Mining activities commenced in April 2025, utilizing two fleets of 100-ton dump trucks, with steady progress in drilling, blasting, and loading operations [11]. - The G2A pit became the primary source of newly mined ore, with infrastructure upgrades ensuring efficient ore transport to the processing plant [11].