Core Insights - IsoEnergy Ltd. and Purepoint Uranium Group Inc. announced partial assay results from their joint venture Dorado Project, highlighting significant uranium grades from drill hole PG25-07A, which returned 2.1 metres grading 1.6% UO, including 0.4 metres at 8.1% UO [1][5][4] Summary by Sections Assay Results - Drill hole PG25-07A intersected 2.1 metres grading 1.6% UO, with notable intervals of 0.4 metres at 8.1% UO and an additional 4.9 metres at 0.52% UO [4][5] - A total of 5,030 metres were drilled across 11 holes before wildfires curtailed the planned 5,400-metre summer drill program [5][4] Project Overview - The Dorado Project is a 50/50 joint venture between IsoEnergy and Purepoint, covering over 98,000 hectares in the Athabasca Basin, known for its favorable geology for uranium deposition [10][21] - The project includes several former properties, such as Turnor Lake and Geiger, which are underlain by graphite-bearing lithologies [10] Future Plans - Follow-up drilling programs are planned for early 2026, pending final assays and geological interpretations, focusing on expanding the Nova discovery and testing priority corridors across the Dorado Project [9][5] - Additional drilling at the Serin and Turaco targets has provided valuable data for the project's geophysical calibration [5][8] Challenges - The summer drill program was cut short due to regional wildfires, which limited access and created hazardous conditions, deferring drilling at the nearby Celeste project [4][5]

Core Viewpoint - Generation Uranium Inc. has initiated a three-day European road show to present its Yath Uranium Project to over 75 high-net-worth investors and institutional funds, aiming to enhance shareholder awareness and visibility in global capital markets [1][2]. Company Overview - Generation Uranium Inc. is focused on the exploration and development of mineral properties, holding a 100% interest in the Yath Uranium Project located in Nunavut, Canada [9]. Yath Uranium Project - The Yath Uranium Project is strategically situated in Nunavut, an emerging uranium jurisdiction, and is believed to cover the western extension of the Lac 50 trend, which has a historical resource of 43 million pounds U₃O₈ [3]. - The Lac 50 deposit was acquired by Atha Energy Corp. for $64.7 million in an all-share transaction, highlighting the area's value potential [3]. - Previous exploration phases at Yath have consistently returned high uranium grades, with notable results including 1.0 m at 0.224% U₃O₈ and chip samples showing up to 6.7% U₃O₈ [4][6]. Market Context - There is a growing international interest in uranium, driven by the recognition of nuclear power's role in the clean energy transition, which has led to increased investor appetite [7].

Core Viewpoint - Paladin Energy Ltd has provided guidance for FY2026 regarding the Langer Heinrich Mine (LHM), highlighting operational ramp-up, production expectations, and uranium price sensitivities based on its sales contract portfolio [1][2]. Production Guidance - The LHM is expected to produce between 4.0 million pounds (Mlb) and 4.4 Mlb of U3O8 in FY2026, with sales projected between 3.8 Mlb and 4.2 Mlb [3]. - The cost of production is estimated to be between $44 and $48 per pound [3]. - Capital and exploration expenditure is forecasted to be between $26 million and $32 million [3]. Mining Operations - The LHM commenced FY2026 with approximately 2.2 million tonnes (Mt) of stockpiled medium-grade ore and 49% of its planned mining fleet capacity operational [4]. - The remaining mining fleet is expected to be delivered in late 2025 and operational in the second half of FY2026 [4]. - Mining activities will focus on the G-pit area, with minor activities in the F and J pits towards the end of the financial year [4]. Ore Processing - Production volumes are anticipated to vary throughout FY2026, primarily due to limited access to primary mined ore in the first half [6]. - A higher level of primary ore feed is expected in the second half, leading to increased production [6]. - Improvements in processing plant performance from FY2025 are expected to be maintained in FY2026 [7]. Sales and Pricing - Paladin plans to continue uranium deliveries to customers in the US, Europe, and Asia, while seeking new contracts with high-quality counterparties [8]. - Sales volumes and pricing are expected to fluctuate quarterly based on shipment timing and contract terms [8]. - Forecasted realised uranium prices for FY2026 under various spot price assumptions are as follows: - At a $40 spot price, the realised price is expected to be $54 per pound - At a $60 spot price, the realised price is expected to be $62 per pound - At a $80 spot price, the realised price is expected to be $71 per pound - At a $100 spot price, the realised price is expected to be $79 per pound - At a $120 spot price, the realised price is expected to be $87 per pound - At a $140 spot price, the realised price is expected to be $94 per pound [10].