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Keith Bodnarchuk, President and CEO of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU), joins me to review the news released on May 26th regarding the multiple intercepts of uranium mineralization from the winter drill program, followed by the news on May 28th which announced summer plans for the largest drill program to date at the Company's Murphy Lake North ("MLN") project. Muphy Lake North is a joint venture between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and is located three kilometres east of IsoEnergy's Hurricane deposit, in the eastern Athabasca Basin, Saskatchewan. Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest. Winter Drill Program Assay Highlights Uranium mineralization confirmed in three holes featuring a best intercept in drill hole # MLN26-013 of 5.0 metres averaging 0.55% U3O8 including 0.5 metres 1.7% U3O8 along the Cyclone trend The 5.0 metre uranium intersection in MLN26-013 also contains 4.1% nickel and 1.7% cobalt, consistent with multiple polymetallic eastern Athabasca uranium deposits including Cigar Lake, Key Lake, and Hurricane Uranium mineralization is shallow at 265 metres depth and remains open along strike for 600 metres to the west and 600 metres to the east Summer Drill Program: Multiple intersections of unconformity related uranium mineralization remain open along strike for 600 metres in both directions; drilling to focus on step-out tests of the Cyclone mineralization approximately 265 metres below surface Largest drill program to date at Murphy Lake North will commence in mid-June and comprise approximately 6,000 metres and15 drill holes Denison participating in funding 2026 exploration at MLN to maintain its 30% interest Next Steps Crews are preparing to mobilize, and a rapid start-up is expected as the drill and supporting equipment remains on site at MLN. The Company expects to announce the commencement of drilling in mid-June, which will take approximately two months to complete, and will be followed by drilling at the Company's Darby joint venture. If you have any questions for Keith regarding Cosa Resources, then please email them into me at Shad@kereport.com * In full disclosure, Shad is a shareholder of Cosa Resources at the time of this recording and may choose to buy or sell shares at any time. Click here to follow the latest news from Cosa Resources For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Youth across Alberta are being invited to share their passion for agriculture through public speaking this summer. The Alberta Young Speakers for Agriculture competition is returning for its 11th year in partnership with the Calgary Stampede Youth Agricultural Speaking Championships and Alberta Association of Agricultural Societies. Preliminary competitions will take place in Athabasca, Olds and Calgary ahead of the finals during Stampede. The competition is open to youth between the ages of 11 and 24, with competitors vying for a share of $15,000 in prizes and the chance to advance to the national championships in Toronto. More information can be found at https://ag.calgarystampede.com/events/youth-speaking
Purepoint Uranium Group CEO Chris Frostad joined Steve Darling from Proactive to discuss the company's disciplined and highly technical approach to uranium exploration, emphasizing the importance of detailed geological analysis before committing to expensive drilling campaigns in northern Athabasca Basin. Frostad explained that successful uranium exploration in the Athabasca Basin requires a focus on identifying large-scale structural systems rather than targeting isolated conductors. He noted that Purepoint integrates multiple layers of data—including geophysics, geological mapping, structural interpretation, and advanced MobileMT surveys—to build a comprehensive understanding of subsurface conditions before selecting drill targets. At the company's Dorado Project, this approach is applied through a detailed evaluation of geological complexity, structural deformation, graphitic conductors, and key lithological contacts. These elements are critical in identifying the types of environments capable of hosting significant uranium mineralization. Frostad stressed that drilling is not the starting point, but rather a tool used to test and refine geological models that have already been carefully developed. He underscored that understanding whether a geological setting can support a large mineralized system is a prerequisite to drilling. According to Frostad, the company's strategy is centered on building confidence in its targets through data integration, reducing risk while maximizing the potential for discovery. Frostad also pointed to ongoing work around the Nova discovery area, where additional MobileMT surveys are providing enhanced subsurface imaging. These efforts are helping Purepoint better interpret geological trends that may be connected to the nearby Hurricane Deposit, operated by IsoEnergy Ltd.. Improved resolution from these surveys is expected to support further refinement and prioritization of drill targets across the broader project area. The discussion also highlighted how Purepoint carefully balances exploration spending with technical confidence. By relying on a layered dataset and rigorous geological interpretation, the company aims to focus drilling efforts only on the most prospective targets, increasing efficiency while maintaining exposure to high-impact discovery potential in one of the world's premier uranium districts. #proactiveinvestors #purepointuraniumgroup #tsxv #ptu #otcqb #ptuuf #UraniumExploration #DoradoProject #NorthernSaskatchewan #Uranium #Mining #Exploration #AthabascaBasin #Geophysics #3DModeling #EnergyTransition #ResourceInvesting
Interview with Troy Boisjoli, CEO of ATHA Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-bigger-better-than-athabasca-basin-uranium-8075Recording date: 28th April 2026ATHA Energy is making waves in Canada's Angikuni basin, successfully transitioning from early-stage exploration to a critical resource delineation phase. What sets the company apart is the sheer scale of its recent discoveries. To put this in perspective, world-class uranium deposits in Saskatchewan's famous Athabasca basin typically span less than a single kilometer. In stark contrast, ATHA has uncovered continuous mineralization stretching over 14 kilometers in its RIB corridor. By focusing its efforts on a single, cohesive geological system across its district-scale land package, the company has achieved a rare 100% success rate on tested geophysical targets, essentially eliminating early discovery risk.Backed by $63 million in fresh capital—including support from industry veteran Warren Gilman's QRC—ATHA is fully funded for a multi-year run. The drill results so far have been exceptional. For example, recent tests returned 34 meters of mineralization, featuring a 13-meter continuous stretch at over 0.5% uranium with peak grades topping 8%. To capitalize on these high grades, the company is scaling up its operations in 2026 by deploying three drill rigs simultaneously. This marks their largest exploration program to date, shifting focus from hunting new targets to proving the immense continuity of the systems they have already found.Controlling the entire Angikuni basin in Nunavut gives ATHA a distinct operational advantage, even though operating in Canada's remote north presents logistical hurdles. Fortunately, nearby established projects prove that large-scale mining development in the region is entirely viable. According to CEO Troy Boisjoli, this operational inflection point aligns perfectly with the most favorable uranium market conditions seen in two decades. With a massive, high-grade footprint and aggressive drilling underway, ATHA Energy is positioned as a standout player in the junior uranium sector.View ATHA Energy's company profile: https://www.cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com
Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU) , both join me to review the news released on March 24th and today on April 13th which announced anomalous radioactivity in multiple drill holes and completion of the winter 2026 drilling program at the Company's Murphy Lake North Project (MLN). Both MLN and Darby are joint ventures between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and are located 3kms east of IsoEnergy's Hurricane Deposit, and 10kms west of Cameco's Cigar Lake Mine and respectively, in the eastern Athabasca Basin, Saskatchewan. Cosa is the operator of both projects and holds a 70% interest with Denison holding a 30% interest in each. Highlights Radioactivity intersected in three drill holes Radioactivity remains open in multiple directions including for at least 600 metres along strike to the east and 600 metres to the west within the larger kilometre-scale Cyclone alteration zone MLN26-013 intersected 5.0 metres of anomalous radioactivity up to 13,900 CPS1 in the upper basement approximately 260 metres vertically from surface Depth of the radioactivity is shallow at approximately 260 metres vertically from surface Cyclone trend structural corridor is over 100 metres wide and hosts significant alteration consistent with major eastern Athabasca uranium deposits MLN Winter Drilling Approach Winter drilling at MLN followed up structure and alteration intersected at the Cyclone trend in summer 2025. Five drill holes totaling 2,015 metres were completed during the program with three drill holes intersecting anomalous radioactivity. The first drill hole of the program, MLN26-013, intersected the strongest radioactivity including a 5.0 metre interval of continuously anomalous radioactivity in the upper basement. Two holes were completed to directly follow up radioactivity in MLN26-013. Two additional holes were completed to define underlying geology ahead of summer drilling and follow up another radioactive intersection. All drill holes were completed on Section 3200E. Drilling determined the Cyclone trend is underlain by a package of graphitic and non-graphitic pelitic gneisses and quartzite over 100 metres in width. The full width of the mineralized structural corridor is unknown as additional prospective graphitic rocks may lie north and south of current drilling. Next Steps The Company and its Joint Venture partner, Denison Mines, will be finalizing summer plans in the coming weeks. The drill remains on site for rapid startup when drilling resumes this summer. Assays for all winter drill holes remain outstanding. If you have any questions for Keith or Andy regarding Cosa Resources then please email them into me at Shad@kereport.com * In full disclosure, Shad is a shareholder of Cosa Resources at the time of this recording and may choose to buy or sell shares at any time. Click here to follow the latest news from Cosa Resources For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned, and companies profiled may be sponsors of the KE Report.
Fully & Completely: redux - We Are the SameThe Hip's most divisive record. The one that feels beige on first listen and breaks your heart on the fifth. jD and Greg LeGros go track by track through "We Are the Same" - and they don't hold back.jD and Greg LeGros return for the 17th anniversary episode of the "We Are the Same" deep dive. The album nobody fully agreed on when it dropped in 2009, and the one that keeps climbing anyway. The production is neutered, Bob Rock wanted to sell records out of Starbucks, and yet - 'Depression Suite' is sitting right there in the middle of it, ten minutes long, and it is a monster.They go track by track. 'Morning Moon.' 'Honey Please.' 'The Last Recluse.' 'Coffee Girl' (controversial, stay with them). 'Now the Struggle Has a Name' - which turns out to be about something much bigger than the melody suggests. And 'The Depression Suite,' which gets called hookless by critics in 2009 and is, in fact, enormously hooky.Greg lands on 'The Last Recluse' as his takeaway song. jD goes with 'Depression Suite' but admits he's going to listen to 'The Struggle Has a Name' twice on the drive home with a different set of ears. There's a Sobeys story. There's a Gandharvas rabbit hole. There's a Honey Watson correction that opens the whole album up.This is Fully & Completely: Redux. It's the same DNA as the original run. Not a sequel - a reunion. Start at the start.What We Get Into'Morning Moon' - The most complete recording on the album. Neil Young-adjacent, not in a bad way. Should have been the first single. Greg connects it to listening out a charter bus window watching Ontario roll by, and it clicks. The plume of smoke across the lake from Bath studio. Labour Day. Makes sense.'Honey Please' - The Springsteen opening that the production keeps from becoming what it should be. Mission statement buried in the first verse: I don't want to look for words, I don't want to work that hard. jD reads it as Gord's note to himself - and maybe Bob Rock's - for this entire record.'The Last Recluse' - Tragically Hip at their most Radiohead-adjacent, which is not a sentence you write about many Hip songs. A Springsteen-y tragic love story. The Radiohead gang vocal at the end earns its place. Who is the last recluse? Greg has a read. It lands.'Coffee Girl' - The most contentious track. Greg calls it the basement for this band. jD goes to bat for it from the barista's point of view - working the early shift, knowing her name, getting off the bus stop north just to walk past. He doesn't fully win the argument. But he makes a run at it.'Now the Struggle Has a Name' - This is where the episode opens up. Residential schools. Reconciliation. The first time Gord openly dedicates a full song to something this specific and this political. The applause can begin for the apology. That is a stinging line. And Honey Watson, it turns out, is Connie Watson - he misheard the name on the news, wrote it down, realized the mistake, and kept it anyway. Of course he did.'The Depression Suite' - Nearly ten minutes. Three movements. Called hookless by people who weren't listening. Are you going through something? Because I am too is one of the great hooks in this catalogue - F sharp minor, Greg can't stretch his hand to play it, it still lands. 2009 was early to be this direct about mental health. The Hip were early, as usual.'The Exact Feeling,' 'Queen of the Furrows,' 'Speed River,' 'Frozen in My Tracks,' 'Love Is a First,' 'Country Day'- The back half of the record gets a harder look. Some of it holds up better than they expected. Some of it still suffers from production that cuts the band off at the knees right when they should be rocking. 'Skeleton Park' - the bonus track, Apple Music Extra only, not on every format - is brought up as the song that should have been the closer. Never heard it? Go find it.The VerdictGreg's takeaway song: 'The Last Recluse' jD's takeaway song: 'The Depression Suite' The song to play someone to introduce them to this album: 'Morning Moon' - impossible not to like Does anything crack jD's personal top 25 Hip songs? No. He says so plainly. Is it still a good album? Yeah. It is. Greg likes 65% of it. He says so plainly too.Coming UpNext time out - a Hipstories episode with a very interesting guest. A Gord solo episode follows that. They'll get it to you as they get it to you. Life happens.Resources & References"We Are the Same" - The Tragically Hip, 2009. Produced by Bob Rock. Recorded at Bath Studios (Ontario) and Hana, Hawaii.'Depression Suite' - Track six on "We Are the Same." Nearly ten minutes. Three movements. The centrepiece.'Now the Struggle Has a Name' - References residential schools and Canadian reconciliation. Among Gord Downie's earliest and most direct political statements on record.The Downie Wenjack Fund - Gord's commitment to reconciliation didn't stop with this song. It became the foundation for everything that followed, including "Secret Path." Learn more at downiewenjack.ca"The Ecstasy of Rita Joe" - Play by George Ryga, referenced in the Athabasca section of 'Depression Suite.' If you know the connection, tell them.The Gandharvas - Canadian band, not on Spotify in original form. Go find Kicking in the Water on YouTube. Start with 'The First Day of Spring.' You're welcome.Hipbase - Primary source for setlists, catalogue data, and discography information used throughout. hipbase.comThis Is Our Life - Michael Barclay's biography of The Tragically Hip. The definitive source.Support the CauseThe TTH Podcast Series has raised over $35,000 for causes including the Downie Wenjack Fund, The Gord Downie Fund for Brain Cancer Research, and CAMH. If this community has given you something, give something back.Learn more and giveStay ConnectedCommunity: community.tthpods.com Subscribe to Yer Letter: subscribe.tthpods.com Instagram: @tthpods YouTube:youtube.com/@tthpods Email: tthpodcastseries@gmail.comTranscript available above. If you have information about the Athabasca / George Ryga connection in 'Depression Suite' - seriously, tell them. The forum is open.#TheTragicallyHip #FullyCompletely #WeAreTheSame #GordDownie #CanadianRock #TragicallyHipPodcastAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The Patterson Lake South project is a high‑grade uranium deposit in northern Saskatchewan's Athabasca Basin. Paladin Energy is moving ahead with permits, construction plans, and partnerships with local communities as they get ready to bring the mine into production. To talk about this project and what it could mean for Saskatchewan Evan chats with Dale Huffman, Paladin Canada, President and Paul Hemburrow, Paladin Energy MD & CEO.
Standard Uranium Vice President of Exploration Sean Hillacre joined Steve Darling from Proactive to announce that drilling has officially commenced at the Company's Rocas Uranium Project, located approximately 75 kilometres southwest of the Key Lake Mine and Mill facilities. The Rocas Project is subject to a three-year earn-in option agreement with Collective Metals, which can earn a 75% interest by funding CAD$4.5 million in exploration expenditures. Under the agreement, the current drill program is fully funded by Collective Metals and operated by Standard Uranium. The exploration team mobilized to site on March 16, with diamond drilling now underway on the first-ever hole at Rocas. The winter/spring 2026 campaign is expected to comprise approximately 1,200 to 1,500 metres of drilling, targeting high-priority zones identified through a 2025 ground gravity survey and integrated geophysical modeling. Rocas covers 4,002 hectares across three mineral claims along Highway 914 in the southeastern Athabasca Basin, a globally significant uranium district. Recent fieldwork has confirmed the presence of both uranium and rare earth element (REE) mineralization across the property. Notably, a newly identified pegmatite outcrop returned assays of up to 9.83% total rare earth oxides (TREO) and 0.016% U₃O₈ from grab samples. Additional uranium assays from outcrop and boulder samples across the project range from 0.007% to 0.409% U₃O₈, highlighting widespread mineralization potential. The inaugural drill program will focus on testing high-priority targets along a 7.5-kilometre magnetic low and electromagnetic conductive corridor. This corridor coincides with gravity lows, cross-cutting structural features, and multiple uranium and REE surface occurrences, making it a compelling exploration target. Management believes the program represents a key milestone in unlocking the project's potential, as Standard Uranium advances exploration efforts within one of the world's premier uranium jurisdictions. #proactiveinvestors #standarduraniumltd #tsxv #stnd #otcqb #sttdf #mining #uranium #SeanHillacre #RocasProject #AthabascaBasin #Uranium #REE #DiamondDrilling #Exploration #MiningNews #ResourceStocks #Geophysics #RareEarthElements #MineralExploration #KeyLakeMine #JuniorMining #DrillProgram #MiningUpdate #RadioactiveRocks #EnergyMetals #NaturalResources
Interview with Dev Randhawa, Chairman & CEO of F3 Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-tetra-zone-discovery-advances-with-20m-financing-8639Recording date: 3rd March 2026F3 Uranium Corp. (TSXV:FUU) is a focused Athabasca Basin uranium explorer with a credible asset base, a fully funded exploration program, and a management team actively working to resolve the structural issue limiting its share price: it is too small to attract the institutional capital its asset quality arguably deserves.The company's JR Zone maiden resource of approximately 11 million pounds of uranium at 12% U₃O₈ is a material achievement. Grades at that level are exceptional by any standard in the Athabasca Basin, which already hosts the world's highest-grade uranium mines. The JR Zone also sits 25 kilometres from established milling infrastructure, meaning any future development pathway would not require construction of standalone processing facilities. A major operator has already approached F3 about applying a selective extraction method to the deposit, which underscores the project's practical viability even at its current modest scale.The 2025 exploration focus has shifted to the Tetra target, a newly identified conductor system on the same property. F3's team identified this system after prior operators walked away, having missed a large conductor obscured by a mudstone flare. Early drilling has confirmed two high-grade uranium intersections 15 metres apart, and the conductor extends at least 1.4 kilometres with room to grow. With 90% of the $12 million drill budget directed at Tetra and only one hole completed to date, investors are essentially looking at an early-stage discovery in progress. The Athabasca-style mineralisation is notoriously difficult to follow, and misses are common but so is the upside if the system proves to be large.F3's financial position reduces one of the more common risks for small-cap exploration companies. With $22 million in cash and no requirement to raise additional capital in 2026, the company can execute its program on its own terms. In a market where junior uranium equities have struggled to attract financing, this is a meaningful competitive advantage.The more pressing strategic challenge is scale. Several uranium-focused ETFs have set minimum market capitalisation thresholds that exclude F3, and the resulting selling pressure was visible in the sector in late 2025. CEO Dev Randhawa acknowledged this directly and is actively pursuing consolidation options, including mergers, acquisitions, joint ventures, and dual-listing in jurisdictions such as Australia, where comparable assets may trade at higher valuations. Three separate M&A discussions were underway at PDAC 2026.The macro environment provides a supportive backdrop. Big technology companies are now direct participants in the nuclear energy market, securing power purchase agreements for reactor output to fuel AI data centre infrastructure. This adds a demand vector for uranium that sits outside traditional utility procurement cycles and is largely insensitive to short-term spot price volatility.For investors, F3 presents a combination of a defined, high-grade asset, an active early-stage discovery drill program, and a management team with both the technical credentials and the strategic intent to grow. The near-term catalysts are Tetra drill results and any announced corporate transaction. Both warrant close attention in 2026.View F3 Uranium's company profile: https://www.cruxinvestor.com/companies/f3-uranium-corpSign up for Crux Investor: https://cruxinvestor.com
Standard Uranium Vice President of Exploration Sean Hillacre joined Steve Darling from Proactive to announce that drilling and mobilization plans have been finalized for the maiden drill campaign at the Corvo Uranium Project, marking a major exploration milestone for the Company. In addition, Standard Uranium has completed an extensive high-resolution ground gravity survey across the project area, further refining priority drill targets ahead of the upcoming program. The Corvo Uranium Project is currently subject to a three-year earn-in option agreement with Aventis Energy, under which Aventis may earn up to a 75% interest in the project by funding C$6 million in exploration expenditures over the earn-in period. The inaugural drill program, scheduled to begin in February 2026, represents the first phase of this commitment and a key step in unlocking the project's exploration potential. Hillacre explained that final planning is now complete for the winter drill program at Corvo, which is located in the highly prospective eastern Athabasca Basin—one of the world's most prolific uranium-producing regions. Field crews are expected to mobilize in early February, with the program designed to complete approximately 2,500 to 3,000 metres of diamond drilling across eight to ten drill holes. The campaign will target shallow, high-grade basement-hosted uranium mineralization, with priority targets located at depths of less than 200 to 300 metres below surface. The drill program will utilize skid-supported diamond drilling and will focus on high-priority targets that have been refined through extensive geophysical surveys completed during 2025. These datasets have significantly improved the Company's understanding of subsurface structures and uranium-bearing corridors across the project area. One diamond drill will be dedicated to testing the highest-priority target along the northern electromagnetic corridor, including the Manhattan Showing. Hillacre noted that this showing has never before been drill tested and is coincident with modeled electromagnetic conductors, making it a compelling initial target for discovery. The Company believes this first-ever drill testing of the Manhattan Showing could provide critical insights into the project's uranium potential and help guide future exploration at Corvo. #proactiveinvestors #standarduraniumltd #tsxv #stnd #otcqb #sttdf #mining #uranium #corvoproject #UraniumExploration #AthabascaBasin #DavidsonRiver #MiningInnovation #Geophysics #AmbientNoiseTomography #ResourceInvesting #FleetSpace #UraniumDiscovery #MiningNews
Interview with Sam Hartmann, VP Exploration, and Dev Randhawa, Chairman & CEO, of F3 Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-billion-dollar-discovery-team-strikes-again-in-worlds-best-uranium-district-7874Recording date: 27th November 2025F3 Uranium Corp. (TSXV: FUU) has completed a $20 million financing to fund a year-long drilling campaign at its Tetra Zone discovery in Saskatchewan's Athabasca Basin. The financing, which included $15 million in flow-through funds, brings the company's treasury to $30 million and eliminates near-term dilution pressure as the exploration program advances.CEO Dev Randhawa explained the strategic shift toward Tetra Zone, which has emerged as the company's primary focus after the JR Zone failed to grow as anticipated. Despite JR's promising initial indicators, including peak grades of 4.5 meters at 50% uranium along a large conductor, the system has not delivered the expansion investors expected. Tetra Zone, by contrast, shows significantly greater potential with 60 meters of mineralization-three times what JR produced-sits just 12 kilometers from the Arrow and Triple R deposits along an apparent productive geological trend.Recent drilling results support management's confidence in the discovery. The most recent hole intersected mineralization in a 15-meter step-out, with scintillometer readings exceeding 10,000 counts per second across 30+ meters. Chief Geologist Sam Hartmann estimates a 2.3-meter high-grade interval "will be well over a percent" when laboratory assays are returned. This successful step-out confirms both continuity and the geological model's predictive capability.The technical understanding of Tetra has evolved considerably from initial interpretations. Unlike typical Athabasca deposits controlled by graphitic conductors, Tetra appears to be shear-zone-controlled, with mineralization in micaceous structures that generate weaker geophysical signatures. This realization explains why early drilling repeatedly intersected mineralization at unexpected depths and has enabled more confident targeting going forward.F3's systematic approach involves methodical 25-50-100 meter step-outs to balance resource definition with expansion testing. With an experienced discovery team that previously found Waterbury and contributed to the Triple R discovery (sold for approximately $1 billion), the company is positioned to methodically test whether Tetra can join the ranks of significant Athabasca Basin uranium deposits. Regular drilling results are expected throughout 2026 as the delineation program progresses.View F3 Uranium's company profile: https://www.cruxinvestor.com/companies/f3-uranium-corpSign up for Crux Investor: https://cruxinvestor.com
Standard Uranium Vice President of Exploration Sean Hillacre joined Steve Darling from Proactive to share details of the company's upcoming 2026 exploration programs and to summarize key milestones achieved across its 2025 activities in the Athabasca Basin, Saskatchewan. Hillacre said the company's 2026 plans will include high-resolution geophysical surveys and targeted diamond drilling across multiple uranium projects, highlighted by the fully drill-ready Davidson River property and partner-funded exploration at the Corvo and Rocas projects. Drilling campaigns are scheduled throughout the year as Standard Uranium continues to advance its extensive portfolio across the Basin. At the Davidson River project—Standard Uranium's flagship asset—new high-priority target areas have been delineated along the Warrior, Bronco, and Thunderbird conductor corridors through the first-ever Exosphere Multiphysics survey completed in the southwestern Athabasca. With all required drill permits secured and Exploration Agreements signed with the Clearwater River Dene Nation, the company plans to commence an 8,000-metre drill program in early spring 2026. At the Corvo project, a ground gravity survey spanning more than 29 kilometres of conductive strike is set for December 2025. A 3,000-metre winter 2026 diamond drill program will follow—marking the first drilling on the property in over 40 years—with targets including the Manhattan Showing and newly identified radioactive zones. Meanwhile, at the Rocas project, following a 2024 gravity survey and interpretation work by Convolutions Geoscience, a 1,800-metre drill program is planned for winter 2026 to test high-priority anomalies along a 7.5-kilometre magnetic low and EM conductive corridor that hosts multiple uranium showings. In addition, Standard Uranium will continue advancing its Sun Dog project through 3D modeling and inversion of EM and gravity data collected in 2024 and 2025. These efforts will refine targets ahead of a future partner-funded drill campaign. Hillacre said the company's exploration strategy remains focused on disciplined, data-driven target generation and partnership-supported programs aimed at unlocking new uranium discoveries across Canada's premier uranium district. #proactiveinvestors #standarduraniumltd #tsxv #stnd #otcqb #sttdf #mining #uranium #sundogproject #UraniumExploration #AthabascaBasin #DavidsonRiver #MiningInnovation #Geophysics #AmbientNoiseTomography #ResourceInvesting #FleetSpace #UraniumDiscovery #MiningNews
In this KE Report Company Update, we're joined by Garrett Ainsworth, President & CEO of District Metals (TSX-V:DMX - OTCQB:DMXCF), to discuss new airborne survey results from Sweden and the upcoming uranium vote that could reshape the country's exploration landscape. Key Discussion Highlights: - Airborne discoveries: Drone and mobile MT surveys at the Ardnasvarre and Österkälen Projects outline new priority drill targets. - Historic potential: Multiple uranium showings with high-grade boulder fields, including Athabasca-style unconformity targets never drilled. - Diverse systems: Projects host a mix of basement, unconformity, and intrusive-related uranium mineralization. - Next steps: Ongoing data analysis to define 2026 drill plans and advance the Viken PEA. - Uranium vote: Sweden's Parliament votes Nov. 5, 2025, to lift the exploration and mining ban - approval could unlock uranium exploration by Jan. 1, 2026. If you have any follow up questions for Garrett please email me at Fleck@kereport.com. Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.com/ --------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU), both join me to review the news released on October 14th which announced the identification of multiple high priority follow up drill targets at the Darby Project. Darby is a joint venture (JV) between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and is located 10 kilometres west of Cameco's Cigar Lake Mine in the eastern Athabasca Basin, Saskatchewan. Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest. Keith starts us up highlighting the prospective geology and historic work that made the Darby Project a vital component of the JV transaction with Denison. The recent identification of new drill targets as a results further analysis from the exploration team supports Cosa's thesis that Darby is a mature, discovery-ready project that will receive drilling in the year to come. The identification of highly prospective drill ready targets came as a result of extensive historical drill core and data review at the Delta and Charlie trends by Cosa's Chairman Steve Blower and VP Exploration Andy Carmichael, as they relogged all historical Darby drill holes in June of this year. Their work confirmed desktop interpretations and generated immediate follow up targets. When the team at Cosa reviewed the historic work by prior operators, it interpreted that of 31 drill holes on the Property targeting conductive anomalies only 13 (42%) explained their target and only six (19%) were effective evaluations of the targeted area, leaving over 80% of the Projects' 40 kilometres of conductive strike length untested. Multiple historical drill holes intersected features suggesting proximity to uranium mineralization – warranting direct follow-up drilling in the future. Andy mentioned that with a more experienced scientific understanding and framework today, and by applying the same target identification approach that led them to discover the Hurricane Deposit in 2018, that they are very encouraged by the historical data and drill core. Coincident alteration, illite, and chlorite plus broad zones of anomalous uranium in the lower sandstone are strong indicators of a uranium bearing system in the eastern Athabasca including at the nearby Cigar Lake mine. The Company will begin the approaching 2026 drilling season with highly prospective follow up targets at both Darby and Murphy Lake North. Keith mentioned that they are looking forward to finalizing drilling plans and budgets their joint venture partner and largest shareholder, Denison Mines, and discussed the benefit of their continued guidance and support on these exploration initiatives. If you have any questions for Keith or Andy regarding Cosa Resources, then please email them to me at Shad@kereport.com. Click here to follow the most recent news from Cosa Resources For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Interview with Troy Boisjoli, CEO of Atha Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-ex-cameco-team-makes-2nd-high-grade-discovery-7477Recording date: 22nd September 2025ATHA Energy represents a compelling investment opportunity in the uranium sector, driven by exceptional exploration success and unique district-scale positioning. The company's recent discovery at RIB North delivered 26.3 meters of composite uranium mineralization with high-grade intervals reaching 55,730 counts per second, marking the best exploration hole to date at the Angilak Project. This discovery extends mineralization across a 12-kilometer corridor in the Angikuni Basin, where ATHA maintains sole control of an entire uranium-rich sub-basin adjacent to the world-renowned Athabasca Basin.The investment thesis centers on ATHA's proven exploration methodology and experienced management team. CEO Troy Boisjoli brings direct experience from NexGen Energy's Arrow deposit development, while VP Exploration Cliff Revering previously served as chief geologist at Cameco's Cigar Lake operation. This leadership combination provides credible expertise for advancing discoveries through resource definition toward development. The company has achieved a 100% drilling success rate across four separate discoveries in a single exploration program, demonstrating systematic geological understanding and effective targeting.ATHA's strategic position offers multiple value creation pathways. The company can advance either the established LAC50 deposit, containing a historic resource, or prioritize the emerging RIB corridor discoveries showing Athabasca-style mineralization characteristics. This optionality provides flexibility for capital allocation decisions while reducing single-asset risk common among exploration companies.The uranium market environment supports discovery valuations, with structural supply deficits and growing nuclear energy demand driving sector fundamentals. Leading producers like Cameco continue testing all-time highs while quality exploration opportunities remain limited, creating scarcity value for credible discovery stories. ATHA's planned transition from exploration to resource development in 2026 positions the company to capitalize on favorable market timing while providing clear milestone catalysts for investor evaluation and value recognition in the evolving nuclear energy landscape.—Learn more: https://cruxinvestor.com/companies/atha-energy-corpSign up for Crux Investor: https://cruxinvestor.com
Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU), both join me to review the news released today on August 25th highlighting that the summer exploration drilling has successfully identified two kilometres of highly prospective strike length characterized by strong sandstone alteration and graphitic faulting at the Cyclone Trend on the Murphy Lake North Project (“MLN”). MLN is a joint venture between Cosa and Denison Mines Corp. $DML $DNN.US and is located in the eastern Athabasca Basin, Saskatchewan. Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest. Summer Drilling Highlights: Two kilometres of strong sandstone structure and alteration identified at the Cyclone trend underlain by large scale graphitic faulting Up to 30 metres of unconformity relief identified at Cyclone Alteration and structure at Cyclone remain open in both directions and follow up drill targets exist along multiple trends Cosa has met its sole-fund obligation and now owns an irrevocable 70% interest in Murphy Lake North Keith outlines why these results of the Murphy Lake North summer drill program, specifically those at the Cyclone trend, are the most significant to date for Cosa, and further support their thesis and the follow up drill program slated to begin in early 2026. Andy visually walks us through where the 3,323 metres in eight holes were completed, with one hole being put into the Hurricane trend to follow up winter 2025 drilling results, and then the balance of 7 holes being drilled as the initial reconnaissance of the Cyclone trend. These results identified over two kilometres of highly prospective strike length and potentially identified an additional unexplored parallel trend to the south. The intensity and continuity of sandstone alteration and structure, both vertically and along strike, is an encouraging indicator of the trend's prospectivity. Basement structures intersected two kilometres apart are textbook examples of major graphitic faults critical to the formation of eastern Athabasca uranium deposits. With an average depth to the unconformity of roughly 250 metres, the Cyclone trend is incredibly well situated for the discovery of relatively shallow mineralization. Andy showcased photos of the drill core, and that they'll be awaiting the geochemical results, to then vector into to the future follow up drill targets. Wrapping up we looked ahead to the follow up program for early 2026, where Cosa and Denison elected to leave much of the drill equipment on site to minimize the time and cost to resume early next year. Additionally, Keith mentioned that Darby project, another key property in the Cosa/Denison JV agreement will be getting its first drilling at high-priority targets in 2026. If you have any questions for Keith or Andy regarding Cosa Resources, then please email them in to me at Shad@kereport.com. Click here to follow the most recent news from Cosa Resources
Subtitled: A Story of the Three River Country. James Kent has learned that he is terminally ill with perhaps only days to live, and so decides to confess to a murder and thus save an innocent man. Nobody believes his confession, particularly Marette, a mysterious girl who had shown up at Athabasca Landing only weeks before. Kent's illness takes a turn and his death is postponed, and he sets about to find out more about the girl, who he ends up falling in love with, although she'll not reveal her past to him, nor what she knows about the murder. A story of intrigue, suspense, action, and above all, a story of love in the furthest outreaches of the Great White North where three great rivers flow; the Athabasca, the Slave, and the McKenzie, and where somewhere is hidden The Valley of Silent Men.
Subtitled: A Story of the Three River Country. James Kent has learned that he is terminally ill with perhaps only days to live, and so decides to confess to a murder and thus save an innocent man. Nobody believes his confession, particularly Marette, a mysterious girl who had shown up at Athabasca Landing only weeks before. Kent's illness takes a turn and his death is postponed, and he sets about to find out more about the girl, who he ends up falling in love with, although she'll not reveal her past to him, nor what she knows about the murder. A story of intrigue, suspense, action, and above all, a story of love in the furthest outreaches of the Great White North where three great rivers flow; the Athabasca, the Slave, and the McKenzie, and where somewhere is hidden The Valley of Silent Men.
Subtitled: A Story of the Three River Country. James Kent has learned that he is terminally ill with perhaps only days to live, and so decides to confess to a murder and thus save an innocent man. Nobody believes his confession, particularly Marette, a mysterious girl who had shown up at Athabasca Landing only weeks before. Kent's illness takes a turn and his death is postponed, and he sets about to find out more about the girl, who he ends up falling in love with, although she'll not reveal her past to him, nor what she knows about the murder. A story of intrigue, suspense, action, and above all, a story of love in the furthest outreaches of the Great White North where three great rivers flow; the Athabasca, the Slave, and the McKenzie, and where somewhere is hidden The Valley of Silent Men.
Subtitled: A Story of the Three River Country. James Kent has learned that he is terminally ill with perhaps only days to live, and so decides to confess to a murder and thus save an innocent man. Nobody believes his confession, particularly Marette, a mysterious girl who had shown up at Athabasca Landing only weeks before. Kent's illness takes a turn and his death is postponed, and he sets about to find out more about the girl, who he ends up falling in love with, although she'll not reveal her past to him, nor what she knows about the murder. A story of intrigue, suspense, action, and above all, a story of love in the furthest outreaches of the Great White North where three great rivers flow; the Athabasca, the Slave, and the McKenzie, and where somewhere is hidden The Valley of Silent Men.
Subtitled: A Story of the Three River Country. James Kent has learned that he is terminally ill with perhaps only days to live, and so decides to confess to a murder and thus save an innocent man. Nobody believes his confession, particularly Marette, a mysterious girl who had shown up at Athabasca Landing only weeks before. Kent's illness takes a turn and his death is postponed, and he sets about to find out more about the girl, who he ends up falling in love with, although she'll not reveal her past to him, nor what she knows about the murder. A story of intrigue, suspense, action, and above all, a story of love in the furthest outreaches of the Great White North where three great rivers flow; the Athabasca, the Slave, and the McKenzie, and where somewhere is hidden The Valley of Silent Men.
Subtitled: A Story of the Three River Country. James Kent has learned that he is terminally ill with perhaps only days to live, and so decides to confess to a murder and thus save an innocent man. Nobody believes his confession, particularly Marette, a mysterious girl who had shown up at Athabasca Landing only weeks before. Kent's illness takes a turn and his death is postponed, and he sets about to find out more about the girl, who he ends up falling in love with, although she'll not reveal her past to him, nor what she knows about the murder. A story of intrigue, suspense, action, and above all, a story of love in the furthest outreaches of the Great White North where three great rivers flow; the Athabasca, the Slave, and the McKenzie, and where somewhere is hidden The Valley of Silent Men.
In this episode of the Exploring Mining Podcast, we dive deep into the exciting journey of Terra Balcanica Resources Corp., a polymetallic and energy explorer making waves in the mining industry. Alex Mišković, P.Geo. and CEO, shares the company's evolution from a private venture started in 2020 to a publicly listed entity on the CSE (TERA) in 2022, raising over $9.5 million to fuel its ambitious exploration programs including advanced geophysics, soil sampling, and diamond drilling . Alex highlights the strategic importance of antimony, a critical metal for Europe's defense and energy transition sectors, and Silver, a cornerstone of the project, continues to deliver intercepts that rival global leaders, With a strategic foothold in Bosnia and Herzegovina's mining-friendly jurisdiction, Terra is capitalizing Phase III drilling campaign, silver-antimony intercepts, and more!About the CompanyTerra Balcanica is a polymetallic and energy metals exploration company targeting large-scale mineral systems in the Balkans of southeastern Europe and northern Saskatchewan, Canada. The Company has 90% interest in the Viogor-Zanik Project in eastern Bosnia and Herzegovina. The Canadian assets comprise a 100% optioned portfolio of uranium-prospective licences at the outskirts of the world-renowned Athabasca basin: Charlot-Neely Lake, Fontaine Lake, Snowbird, and South Pendleton. The Company emphasizes responsible engagement with local communities and stakeholders. It is committed to proactively implementing Good International Industry Practice (GIIP) and sustainable health, safety, and environmental management. https://terrabresources.com/en/ Follow on X @terrabalcanicaDisclaimer/Disclosure: This podcast featuring are paid for content at Investorideas.com, (payment disclosure). Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ Global investors must adhere to regulations of each country. Please read Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.aspFollow us on X @investorideas @Exploringmining Follow us on Facebook https://www.facebook.com/Investorideas #CommodityInvesting #MiningStocks #SilverMining #PreciousMetals #SilverPrice #ExplorationStocks #InvestInSilver #MiningInvestments #Antimony #ResourceStocks
Interview with Troy Boisjoli, CEO of ATHA Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-maiden-drill-hole-success-validates-district-scale-uranium-potential-7358Recording date: 18th July 2025ATHA Energy's technical team has demonstrated exceptional discovery capabilities with consecutive high-grade uranium intersections at the Angilak project, validating their systematic exploration approach in Canada's previously untested Angikuni basin. The company's proven ability to translate geological theory into drill bit success positions it as a standout performer in the uranium exploration sector.*Proven Track Record of Discovery Excellence*The exploration team's methodical approach has yielded remarkable results, achieving mineralization in all three initial drill holes along the Rib 9 Iron trend over 400 meters of strike length. This 100% success rate demonstrates the team's ability to accurately target high-probability areas within a previously unexplored basin, a skill that distinguishes experienced explorers from speculative ventures.Led by CEO Troy Bojlet and supported by former Cameco personnel who brought the Cigar Lake mine into production, the team combines decades of Athabasca basin experience with cutting-edge exploration techniques. Their integrated approach utilizing structural geology, geochemistry, and advanced geophysics has compressed typical exploration timelines from years into months while maintaining discovery success.The team's expertise extends beyond individual discoveries to systematic regional understanding. Their comprehensive 12-month generative exploration program acquired extensive geophysical and geochemical data, creating three-dimensional models that accurately predicted drill hole intersections. This predictive capability reduces exploration risk while maximizing discovery potential across the expansive land package.*Technical Innovation Drives Results*ATHA Energy's technical team employs sophisticated modelling techniques, including Maxwell plate modelling of electromagnetic data, to create three-dimensional representations of conductive structures. This advanced approach enables precise targeting of graphitic fault zones that host uranium mineralization, significantly improving drilling efficiency and success rates.The team's ability to rapidly integrate real-time drilling observations with existing geological models allows for dynamic exploration decision-making. As CEO Bojlet explains: "Our understanding of the controls on mineralization here is evolving very rapidly. What would take years typically is being condensed into weeks and months." This accelerated learning curve translates directly into faster discovery timelines and reduced exploration costs.Their systematic de-risking methodology involves ground gravity and electromagnetic surveys before drilling, ensuring high-confidence targets before committing drill budgets. This disciplined approach has produced consistent results, with the recent Lac 50 expansion achieving mineralization in all 25 drill holes during the previous year's program.*Strategic Advantage Through Team Expertise*The team's deep understanding of uranium systems enables the identification of district-scale opportunities often missed by less experienced operators. Their recognition of structural controls across multiple target areas within the Angikuni basin demonstrates the ability to think beyond individual prospects toward comprehensive resource development.Former Cameco personnel bring practical mine development experience rarely found in exploration companies. This operational knowledge provides critical insight into what geological characteristics translate into economic deposits, ensuring exploration efforts focus on commercially viable targets rather than purely academic intersections.The team's proven ability to execute large-scale drilling programs efficiently positions ATHA Energy for accelerated exploration of the extensive Angikuni basin. With only five holes completed from a planned 10,000-meter program, the demonstrated discovery success creates compelling potential for continued value creation as drilling advances across multiple high-priority targets.ATHA Energy's technical team has established itself as a premier uranium exploration group through consistent discovery success, innovative targeting methodologies, and systematic approach to regional exploration. Their proven ability to deliver results in challenging exploration environments provides investors with confidence in continued value creation potential.—View ATHA Energy's company profile: https://www.cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com
Keith Bodnarchuk, CEO of Cosa Resources, discusses the current state of uranium exploration in the Athabasca Basin, highlighting their drilling activities and the geological potential of their projects. He also addresses market dynamics, including price trends and investor sentiment, emphasizing the importance of long-term uranium prices and the growing interest in the sector. The discussion concludes with insights into future prospects and the overall excitement surrounding uranium investments.
Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU), both join me to review the news released on June 17th, announcing a 3,000-meter summer drilling program targeting the Hurricane and Cyclone trends on the Murphy Lake North, which contains up to 2 kilometers strike length of the extension of geology underpinning the Hurricane deposit. Murphy Lake North is a joint venture between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and is located in the eastern Athabasca Basin, Saskatchewan. Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest, and Denison will fund its portion of this upcoming program to retain a 30% interest in the Murphy Lake North Joint Venture.. Highlights of summer exploration program: Largest drill program to date on the Project with a planned 3,000m in 7-8 drill holes Drilling at the Hurricane trend will follow up significant sandstone alteration and structure intersected during the winter 2025 drill program. The final drill hole from that program intersected a significant zone of sandstone-hosted alteration and structure, overshooting optimal target by 25 metres; zone is open along strike in both directions. Drilling at the sub-parallel Cyclone trend to the south will follow up sandstone alteration and continue evaluation of the eastern extension of over 5 kilometres of untested conductive strike Andy walks us through the extension of the Hurricane Trend, where the historic exploration holes were drilled, and where the 4 drill holes from the winter drill program were located. Not only did they find the right faulting and geological structure, but they also found the alteration zone in the sandstone that tells them they are vectoring in on the right areas. He went on to highlight that with the increase in exploration along the Larocque Lake corridor post-2018, the parallel Cyclone trend has quickly become one of the most prospective and underexplored conductive trends in the eastern Athabasca. The Company is also pleased to provide an update on its 70% owned Darby project, also in a JV with Denison, located 10 kilometres west of Cameco's Cigar Lake uranium mine. Cosa's reinterpretation of historical data has flagged the 95B, 96D, and 4A conductive trends as initial high-priority exploration targets within the Darby Project. Relogging historical core at Darby to confirm and identify compelling drill ready targets developed from desktop interpretations of historical work We also had Andy touch upon the recent news from May 28th which reported results from the ambient noise tomography (“ANT”) surveys at the Company's 100% owned Ursa and Orion uranium projects in the Athabasca Basin, Saskatchewan. Target areas characterized by kilometre-scale ANT velocity anomalies that span the unconformity have been identified at Ursa and Orion and may reflect significant uranium bearing hydrothermal systems. Drilling on trend with all target areas has intersected weak uranium mineralization, altered and geochemically enriched structural zones, and graphitic basement rocks; features consistently found near all tier-1 deposits in the eastern Athabasca Basin Keith wraps us up covering the fundamental strength of their larger portfolio of projects, along with the financial strength of the company, which is well-funded to proceed with their summer drill program and initiatives on other properties. If you have any questions for Keith or Andy regarding Cosa Resources, then please email them in to me at Shad@kereport.com. Click here to follow the most recent news from Cosa Resources
Interview with Troy Boisjoli, CEO, ATHA EnergyOur previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-up-to-47-grades-defining-mineralized-potential-6890Recording date: 4 May 2025ATHA Energy emerges as a compelling uranium investment opportunity amid unprecedented nuclear expansion policies and shifting global supply dynamics. The Canadian exploration company controls significant uranium assets positioned to benefit from US executive orders targeting a quadrupling of nuclear power capacity from 50 million to 200 million pounds per annum.The company's flagship Angilak project holds a 43 million pound historic resource at an exceptional 0.69% U3O8 grade, comparable to world-class deposits. ATHA's 2024 drilling program achieved a remarkable 100% success rate across 25 drill holes, demonstrating the scale and continuity of mineralization. CEO Troy Boisjoli notes this success rate is "uncommon" in uranium exploration, indicating substantial metal endowment potential.Beyond the established historic resource, ATHA controls the entire unexplored Angikuni basin, spanning 31 kilometers of mineralized structural trend comparable to the Athabasca basin. This district-scale opportunity presents discovery potential analogous to early Athabasca exploration in the 1960s, with surface mineralization up to 30% uranium and historical drilling results showing grades up to 5.6%.The company's exploration program is led by Cliff Revering, former chief geologist responsible for bringing Cigar Lake into production. The concurrent drill programs target both additional work at established projects, as well as new discoveries.Market fundamentals support uranium price appreciation, with current conditions mirroring the 2006-2007 period that saw prices rise from the mid-$30s to $135-138 per pound. Boisjoli describes market tension as "a spring that's being coiled very very tight," driven by constrained global supply chains and accelerating demand from both traditional utilities and technology companies requiring nuclear power for data centers.Canada's strategic position as a stable uranium supplier becomes increasingly valuable as global supply chains fragment, with significant Kazakhstani production committed to China and Russia, creating what Boisjoli terms a "bifurcated uranium market."Learn More: https://www.cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com
Witness to Yesterday (The Champlain Society Podcast on Canadian History)
Larry Ostola speaks with William E. Moreau about his book, The Writings of David Thompson, Volume 1. Between 1784 and 1812, David Thompson explored and traded across much of western North America, from Athabasca to the Missouri and from Lake Superior to the Columbia River's mouth. In his later years, he recounted these experiences in his autobiographical work Travels. More than just a personal narrative, Travels blends geographic exploration with intellectual reflection, offering insights into the land and Indigenous peoples he encountered. This distinguished work combines scientific observation with vivid storytelling, capturing Thompson's curiosity and deep sense of wonder. It stands as a foundational text in Canadian literature and history. The boxed set referenced includes the two companion volumes of Travels published in 2009 and 2015. It features a new transcription of Thompson's complete manuscript, critical annotations, historical and textual introductions, biographical appendices, and maps—both historical and modern. With an updated edition and a new preface by geographer John Warkentin, it remains the definitive scholarly reference for Thompson's legacy and continues to introduce his work to new generations. William E. Moreau is a teacher with the Toronto District School Board and a sessional lecturer with the University of Toronto at Scarborough. Image Credit: The Champlain Society If you like our work, please consider supporting it: bit.ly/support_WTY. Your support contributes to the Champlain Society's mission of opening new windows to directly explore and experience Canada's past.
Interview with Dev Randhawa, Chairman & CEO of F3 Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-high-grade-jr-zone-exploration-continues-with-5m-program-in-2025-6716Recording date: 16th April 2025F3 Uranium has announced a significant new uranium discovery in Canada's Athabasca Basin, featuring 33 meters of mineralization with radiation counts exceeding 37,000 CPS (counts per second). This discovery represents the company's fourth major find in the region and is approximately 50% larger than their previous JR zone discovery, which spans 22 meters.CEO Dev Randhawa explained the significance of the find: "We found 23 meters of highly radioactive material and in it there were parts over 37,000 counts per second. So we know we've hit something. The mineralization is over 33 meters and JR zone is only 22 meters."Located at a depth of approximately 400 meters, the new discovery is situated about 56 miles from the Triple R and Arrow deposits being developed by Paladin Energy and NexGen Energy. This positioning is considered favorable compared to competitors' projects at 800 meters or deeper.Randhawa highlighted the unique aspects of uranium exploration, noting that unlike gold or copper, uranium discoveries can be immediately identified through physical characteristics. "The unique thing about uranium drilling is you don't need assays to know if you've hit something. When you first look at it, you can smell it. It's a bad smell. It's black pitch blend."Despite the significance of the discovery, market reaction has been muted, which Randhawa attributes to broader uncertainties around uranium tariffs and geopolitical factors. "I just think the time we're in right now... the bigger issue is that the tariffs, people have this idea first of all overall market is spooked."F3 Uranium is financially well-positioned with approximately $17 million in cash and is considering additional fundraising to support exploration through the summer. The company plans to drill additional holes to confirm findings before the seasonal "breakup" period when thawing conditions temporarily halt exploration.The company operates on a clear business model of discovering uranium deposits, developing them to a certain stage, and then selling them to larger mining companies. This strategy has proven successful multiple times, with Randhawa noting: "We're not in the business of mining. We find it and sell it."Amid growing demand for nuclear power from traditional utilities and tech companies like Microsoft and Amazon, Randhawa emphasized the fundamental supply-demand imbalance in the uranium market, making this discovery particularly timely. "We need lots of power, and there's nothing cleaner than nuclear power."View F3 Uranium's company profile: https://www.cruxinvestor.com/companies/f3-uranium-corpSign up for Crux Investor: https://cruxinvestor.com
Interview with Troy Boisjoli, CEO of ATHA Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/long-term-uranium-investors-find-value-in-volatility-6766Recording date: 24th March 2025ATHA Energy Corp. is making substantial progress on its Angilak uranium project in Nunavut, Canada, which shows promising signs of becoming a major uranium resource. CEO Troy Boisjoli, formerly Cameco's chief geologist, recently outlined the company's exploration success and future plans.The Angilak project, acquired just over a year ago, already boasts a historic resource of 43.3 million pounds at 0.69% U308. Last year's 10,000-meter drill program expanded the mineralization zones, with all 25 drill holes successfully intersecting uranium. This work helped establish an exploration target range of 62-98 million pounds.A recently completed structural study has confirmed a 31-kilometer trend across the Angikuni Basin, showing high-grade uranium samples up to 47.6% U308 on surface at multiple locations. This extensive surface mineralization is something Boisjoli claims he has "never seen" in the Athabasca Basin, where he previously worked.The project shares geological similarities with Saskatchewan's uranium-rich Athabasca Basin but appears to have significantly more surface mineralization. Even sandstone samples within the basin show uranium values of 10-20%, compared to typical Athabasca alteration halos that might show only 10-20 parts per million.ATHA is focusing most of its resources on Angilak exploration in 2025, with crews already mobilized. The company's strategy includes expanding known mineralization around the Lac 50 trend, testing the previously undrilled "Mushroom Lake" outcrop, and exploring the newly identified structural corridor.While Angilak is in a remote area, Boisjoli sees Nunavut as a mining-friendly jurisdiction, noting that approximately 50% of its GDP comes from mining activities. The company has secured agreements with local communities and multi-year exploration permits.In terms of scale, Boisjoli noted that overlaying the Angilak project area on the northeast Athabasca Basin would cover an area stretching from Rabbit Lake to Cigar Lake, encompassing multiple mines. He suggested that a resource in the 80-100 million pound range would make the project "very attractive."Boisjoli believes the current uranium market fundamentals are strong, describing it as "a generational period" comparable to the 1970s in terms of demand growth. With supply constraints expected as major mines approach the end of their productive lives, he sees a significant opportunity for large-scale projects in favorable jurisdictions like Canada.View ATHA Energy's company profile: https://www.cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com
Interview with Philip Williams, Director & CEO of IsoEnergy Ltd.Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-us-expansion-and-advancing-high-grade-uranium-assets-on-growing-global-demand-6263Recording date: 2nd March 2025IsoEnergy (ISO) is positioning itself as a diversified uranium company with operations spanning Canada, the United States, and Australia. Following its merger with Consolidated Uranium in December 2023, the company has implemented a portfolio approach that balances near-term production potential with long-term development and exploration upside.CEO Philip Williams emphasizes geographical and asset-stage diversification as central to IsoEnergy's strategy: "In the uranium space, single asset, single jurisdiction companies are inherently more risky and very hard to navigate." This approach provides insulation against market volatility while positioning the company to capitalize on future uranium price spikes.IsoEnergy recently closed a $26 million financing round, with $20 million earmarked specifically for Canadian exploration. NextGen Energy, which owns 32% of IsoEnergy, participated to maintain its interest, demonstrating continued support from a major player in the uranium sector.The Hurricane deposit in Saskatchewan's Athabasca Basin remains IsoEnergy's flagship exploration asset, described by Williams as "the jewel in the company." Current drilling focuses on expanding the known resource, with the company taking a methodical approach to fully understand Hurricane's potential before conducting economic assessments.In the United States, IsoEnergy's portfolio is anchored by the Tony M mine in Utah, a past-producing operation described as "ready to go." The company is updating the project economics to inform future production decisions based on uranium market conditions.Perhaps the most intriguing asset is the Coles Hill project in Virginia, which Williams identified as "the largest resource in America at just over 160 million pounds of uranium." Development has been hindered by a decades-old moratorium on uranium mining in Virginia, but IsoEnergy is pursuing a dual approach of lobbying efforts and updated technical studies to advance the project.IsoEnergy is also actively pursuing a New York Stock Exchange listing, which Williams confirmed is a top priority directed by the company's board.Despite current uranium market weakness, Williams describes the situation as a "coiled spring," noting that "inventories are being drawn down" and "there is this deficit coming." He cautions about the rush to production among uranium companies, pointing out that historically, uranium mines rarely deliver on time, on budget, or at projected production levels.With its diversified portfolio, strong financial backing, and experienced management team, IsoEnergy appears well-positioned to navigate current market challenges while advancing its key projects for future growth.View IsoEnergy's company profile: https://www.cruxinvestor.com/companies/isoenergySign up for Crux Investor: https://cruxinvestor.com
Rick Mazur, President and CEO of Forum Energy Metals (TSX.V:FMC – OTCQB:FDCFF), joins us to provide an update on the drilling set to commence and the Global Uranium option to earn-in to the Northwest Athabasca Joint Venture; partnered with NexGen, Cameco, and Orano in the Athabasca Basin of Saskatchewan. We also dig into the value proposition at the Company's 8 other uranium exploration projects around the Athabasca Basin. On February 4th the Company announced that the exploration permit has been received and exploration is underway on the Northwest Athabasca (NWA) Project, located along the northwest shore of Lake Athabasca in Saskatchewan, Canada. Global Uranium Corp. (CSE: GURN) (OTCQB: GURFF) entered into an option agreement with Forum, acquiring the right to purchase up to 75% of Forum's interest in the Forum / NexGen Joint Venture with NexGen Energy Ltd. by spending $20 million in exploration. This joint venture is part of the Northwest Athabasca Joint Venture with Forum, Cameco Corporation, and Orano Canada Inc. to explore and develop the NWA Project. Camp construction will begin shortly and diamond drilling will commence by March. Forum Energy Metals is the Operator of the Northwest Athabasca Project. Rick outlines that about 2,000 meters of diamond drilling is anticipated to commence by March and the objective is to at Andy, Zone 2A, and Opie, following up on some of the success from prior exploration work in 2013, and if time allows testing additional high-priority targets at Gomer and Spring Bay. Additional geophysical surveys such as gravity, resistivity and detailed magnetics will be initiated once the camp is in place. In addition to the work that will be going on at this project, we zoom out and give Rick the opportunity to unpack the opportunities and other JVs going on with a number of their other 8 projects around the Athabasca Basin. He highlights their option potential their 100% owned projects and highlights the potential at a couple of their JV projects like the Grease River, Fir Island Project, and Henday Projects. If you have questions for Rick on Forum Energy Metals, then please email them into us at either Fleck@kereport.com or Shad@kereport.com. Click here to follow the latest news from Forum Energy Metals
Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp (TSX-V: COSA) (OTCQB: COSAF), both join me to review the news released on January 20th, which announced the core drilling plans for the Murphy Lake North Project for the winter exploration program. Murphy Lake North is a joint venture between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and is located in the eastern Athabasca Basin, Saskatchewan. Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest. Keith walks us through the history that their experienced team has previously working for Denison Mines, as well as IsoEnergy, and their familiarity with this area of the eastern Athabasca Basin. In conjunction with this exploration campaign several other team members from Denison have joined the team at Cosa Resources, and they will be helping to support these exploration efforts. Andy then walks us through the 1,600 meters of drilling planned for the first campaign on Murphy Lake North since 2005, and how the Larocque Lake Trend has been significantly revitalized since the 2018 discovery of the Hurricane Deposit – the world's highest-grade Indicated Mineral Resource for uranium. He walks us through the 2 main target areas, which include the interpreted strike extension of Hurricane Deposit geology of the CH1 and CH2 conductive trends proximal to favorable historical drill results and intersections of uranium mineralization, within Murphy Lake North and following up on historical. Keith the wraps up providing the projected timelines where the mobilization of drill and crew has already started and will continue into early February, and once everything is in place the drilling should take about 4 weeks to complete. There is the potential to have radioactivity readings from the drill core following that, and then an anticipated quick turnaround for the drill assays. If you have any questions for Keith or Andy regarding Cosa Resources, then please email them in to me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Cosa Resources at the time of this recording. Click here to see the YouTube video with accompanying graphics Click here to follow the most recent news from Cosa Resources
Greetings, and welcome back to the podcast.This episode we are joined by Mr. Rob Broen - President & CEO of Athabasca Oil - a Calgary based energy company listed on the TSX, with a market cap of ~$3 billion. Mr. Broen Joined Athabasca in November 2012 as Senior Vice President Light Oil, and was Promoted to Chief Operating Officer in 2013, and CEO in 2015.Mr. Broen has over 25 years of exploration and production experience including 18 years with Talisman Energy in various technical and management capacities (President, Talisman Energy USA Inc. and Senior Vice President, North American Shale). At Talisman, Mr. Broen managed capital budgets over $1 billion and a 120,000 boe/d North American shale portfolio (Montney, Duvernay, Marcellus and Eagle Ford).Mr. Broen earned a Bachelor of Science in chemical engineering from the University of Alberta, and is a graduate of the Ivey Executive Program at the Richard Ivey School of Business.Among other things we disused Stock Buybacks, 80 Years of Reserves & Why Return of Free Cash Flow is Good for Investors.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsCanada ActionSupport the show
Interview with Troy Boisjoli, CEO, ATHA Energy CorpOur previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-advanced-north-american-uranium-project-6308Recording date: 17th of January, 2025ATHA Energy Corporation has emerged as a significant player in Canada's uranium sector, controlling the largest uranium exploration land package in the country with 8.5 million acres across the Athabasca and Thelon Basins. The company's flagship Angilak project in Nunavut Territory hosts a high-grade inferred resource of 43 million pounds U3O8 at 0.69% grade, comparable to Cameco's former Eagle Point mine.In 2024, ATHA completed a transformative year, executing a three-way merger with 92 Energy and Latitude Uranium while conducting an extensive exploration program at Angilak. The company drilled 10,000 meters across 25 holes, with each hole intersecting uranium mineralization and expanding the existing resource. Recent geophysical surveys have identified a 25-kilometer-long conductor trend, suggesting significant exploration potential.ATHA has outlined an exploration target of up to 98 million pounds at Angilak, positioning it potentially among the top five uranium projects in Canada. The company plans to focus 70% of its 2025 efforts on advancing Angilak while exploring its broader land package.According to CEO Troy Boisjoli, ATHA sees significant opportunity in the current market environment. The company's peer analysis shows uranium companies in the Canadian landscape trading at $6-12 per pound on an enterprise value basis, suggesting potential upside as ATHA advances its resource development.The broader uranium market context appears favorable, with growing nuclear energy adoption globally as countries pursue decarbonization goals. Supply constraints, following years of underinvestment, combined with increasing demand from major producers and new market participants like the Sprott Physical Uranium Trust, are creating bullish market conditions.The geopolitical landscape adds another dimension to ATHA's strategic position. With Russia and Kazakhstan controlling over half of global uranium supply, Western utilities are seeking alternative sources, enhancing the value of projects in stable jurisdictions like Canada.Looking ahead, ATHA's investment thesis rests on several pillars: its large, high-grade resource with expansion potential, tier-one asset potential at Angilak, extensive exploration upside across its land package, and exposure to rising uranium prices. The company's 2025 plans include resource expansion and development studies, which could serve as major catalysts for growth as the uranium market continues to strengthen.Learn more: https://www.cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com
Interview with Dev Randhawa, Chairman & CEO of F3 Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-high-grade-discovery-strategic-spin-out-fuel-athabasca-basin-exploration-5715Recording date: 4th December 2024F3 Uranium (TSXV:FUU) announced a major milestone at its flagship JR Zone uranium project in Saskatchewan's Athabasca Basin, with recent drilling hitting 50% U3O8 grades over 4 meters. CEO Dev Randhawa called it "one of the best holes we've heard in a long time."The JR Zone discovery is 12 km from NextGen Energy's Arrow deposit and Fission Uranium's Triple R. Initial estimates suggest 20-25 million pounds of high-grade uranium. Randhawa believes JR Zone is part of a larger system, with high boron values indicating additional mineralization at depth. Proving up multiple pods could spark M&A interest.F3 is well-funded to explore this expansion potential, with $8 million to drill through spring and $18 million cash beyond that. The project's location provides key advantages. Nearby mills being considered by NextGen and Paladin Energy as well as a year-round access road make JR Zone's pounds more valuable in Randhawa's view.He sees high-grade deposits like JR Zone as critical to fill a projected supply deficit as nuclear power grows. Global uranium output has been stagnant since the 1970s as grades declined. With China alone expecting to need 100 million pounds per year by 2035, Randhawa believes "grade is king" and the Athabasca Basin is the world's premier uranium jurisdiction.While uranium markets have been depressed, Randhawa sees a perfect storm ahead. He argues the renewables game is up and nuclear offers an attractive baseload alternative. However, supply remains uncertain with political risks around major producers like Kazakhstan. "The industry could never handle a true sanction," he warned, noting 40% of global processing is done there.Randhawa expects uranium prices to react like a rubber band as catalysts emerge, creating opportunities for F3 Uranium. The company's strong financial position, high-grade discovery, strategic location, and experienced technical team make it well positioned to create value in an improving market.View F3 Uranium's company profile: https://www.cruxinvestor.com/companies/f3-uranium-corpSign up for Crux Investor: https://cruxinvestor.com
Keith Bodnarchuk, President and CEO of Cosa Resources Corp. (TSX-V: COSA) (OTCQB: COSAF), joins us to review the transformative Company news announced on December 2nd, that the TSX Venture Exchange has conditionally approved Cosa's acquisition of a 70% interest in a portfolio of prospective uranium projects from Denison Mines Corp. (TSX: DML) (NYSE American: DNN) in a new Joint Venture transaction. The Projects consist of (a) the Murphy Lake North Project, located within four kilometres of IsoEnergy's Hurricane Deposit, (b) the Darby Project, located ten kilometres west of Cameco's Cigar Lake Mine, and (c) the Packrat Project, located 19 kilometres southwest of the Rabbit Lake Mill. Transaction Summary: Cosa will initially be the operator for all Joint Ventures. In addition, Denison has agreed to participate in subsequent equity financings of Cosa for aggregate total proceeds of a minimum of C$1,000,000. As consideration for the Transaction, Cosa will issue 14,195,506 common shares (the "Consideration Shares"), equivalent to 19.95% of the outstanding Common Shares of Cosa upon completion of the Transaction. Additionally, Cosa will be required to: issue Denison a further C$2,250,000 in deferred consideration shares within a five-year period beginning at the closing date of the Transaction; fund 100% of the first C$1,500,000 in exploration expenditures on the Murphy Lake North Project by December 31, 2027. Failure to do so will result in Denison's ownership in the Murphy Lake North Project reverting to 51% and Denison will assume operatorship; and fund 100% of the first C$5,000,000 in exploration expenditures on the Darby Project by June 30, 2029. Failure to do so will result in Denison's ownership in the Darby Project reverting to 51% and Denison will assume operatorship. The Darby Project is subject to a buydown which permits Denison to reclaim up to 60% of the Darby Project and is to be the greater of: (i) C$50,000,000 or (ii) 450% of Cosa's exploration expenditures to date (excluding the initial C$5,000,000 in Cosa funded expenditures) incurred on the Darby claim(s) for the proportion of the property interest subject to the Buydown. We have Keith outline these key transaction details, walk us through the prospectivity and exploration strategy around each of these 3 JV projects, along with highlighting that that company is still very interested in doing follow up work at their 100% owned Ursa, Orion, Aurora, and Orbit Projects. The first project up for drilling this winter in early 2025 will be the Murphy Lake North Project, and the Darby Project and Ursa Project will get more exploration work later next year. If you have any questions for Keith regarding Cosa Resources, then please email them in to us at Shad@kereport.com or Fleck@kereport.com. In full disclosure, Shad is a shareholder of Cosa Resources at the time of this recording. Click here to follow the most recent news from Cosa Resources
Interview with Troy Boisjoli, CEO of Atha Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-north-americas-largest-uranium-exploration-portfolio-6037Recording date: 25th November 2024ATHA Energy, a uranium exploration company with an extensive land portfolio, is making strategic advancements in a market poised for significant growth. With over 8.5 million acres across Canada's premier uranium jurisdictions, including the Athabasca and Thelon Basins, ATHA's flagship Angilak project in Nunavut is at the forefront of its development strategy. The project has a historical resource of 43 million pounds (Mlbs) of uranium at an average grade of 0.69% U₃O₈, with exploration indicating the potential to expand that resource to an upper target of 98 Mlbs.The Angilak project is a standout asset, offering both scalability and development advantages. Located in Nunavut, a mining-friendly jurisdiction where 47% of GDP is mining-related, the project benefits from existing supply chains and infrastructure established by neighboring operators like Agnico Eagle. Unlike many deeper uranium deposits, Angilak's mineralization begins at or near the surface, reducing development complexity and costs. “At Angilak, [the resource] comes right to surface—it's sub-cropping,” noted ATHA CEO Troy Boisjoli, highlighting this key advantage.ATHA's leadership team brings extensive uranium experience, including expertise from Cameco and NexGen. Boisjoli, who served as Chief Geologist at Cameco's Eagle Point Mine, sees parallels between Angilak and his previous operations. He emphasized, “Eagle Point had a very similar profile to Angilak—70 million pounds remaining at 0.7%.” The team's capability spans early-stage exploration through to operational development, positioning ATHA to efficiently de-risk and scale its assets.The company employs a disciplined capital allocation strategy, directing 70% of its resources toward Angilak while investing the remaining 30% in discovery-stage projects like the Gemini property in Saskatchewan and other generative opportunities. This approach ensures near-term growth and a robust pipeline of future prospects, mitigating risks associated with reliance on a single project. Assay results from Gemini are expected in Q1 2025, adding another layer of potential upside.ATHA's timing aligns with a favorable uranium market. The industry is experiencing a resurgence, driven by long-term contracting cycles, growing nuclear energy adoption, and limited supply. As Boisjoli observed, “We're entering a long-term contracting cycle similar to 2006, when demand significantly outpaced supply and created upward pressure on uranium prices.” Recent production challenges from competitors like Paladin and Peninsula highlight the market's tightness and underscore the need for scalable, high-quality assets like Angilak.Angilak's exploration results further enhance its appeal. A 10,000-meter drill program conducted in 2023 demonstrated mineralization across all 25 holes, validating the resource's growth potential. Boisjoli emphasized ATHA's rigorous approach, which relies on hard data rather than speculative geophysical targets, ensuring confidence in the project's scalability.For investors, ATHA Energy presents a compelling case. With a flagship asset primed for resource expansion, a seasoned leadership team, and a disciplined approach to exploration and development, ATHA is well-positioned to capitalize on the growing uranium market. The combination of timing, expertise, and a diversified asset base offers a unique opportunity for those seeking exposure to this generational uranium opportunity.—Learn more: https://cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com
Interview with Chris Frostad, President & CEO of Purepoint UraniumOur previous interview: https://www.cruxinvestor.com/posts/purepoint-uranium-tsxvptu-aggressive-exploration-for-high-grade-uranium-5484Recording date: 21st October 2024Purepoint Uranium (TSXV:PTU) has announced a strategic partnership with ISO Energy that fundamentally transforms its exploration capabilities in Saskatchewan's Athabasca Basin. The deal combines ten premium projects from both companies into a 50/50 joint venture, with Purepoint serving as the exploration operator.The partnership structure is notable for its focus on premium assets rather than non-core properties. Purepoint will manage exploration activities across the combined portfolio, with ISO Energy taking operational control once specific resources are identified. This arrangement allows Purepoint to maintain strategic direction during the critical exploration phase while leveraging ISO Energy's development expertise and financial strength.Financially, the deal includes a $2 million financing, with ISO Energy contributing $1 million for approximately 12% ownership in Purepoint. The company is also implementing a 10:1 share consolidation to improve trading dynamics and attract institutional investors. Post-consolidation, Purepoint will have approximately 60 million shares outstanding.The combined property package strategically reassembles what was historically part of Cameco's Dawn Lake Project, creating a district-scale exploration opportunity. Notably, the properties share geological trends with ISO Energy's Hurricane deposit, enhancing exploration potential. The Larocque Corridor, which hosts the Hurricane deposit, continues through the joint venture's property package.Purepoint's broader portfolio strategy demonstrates capital efficiency. For example, a $9-10 million exploration program across all projects would require less than $3 million from Purepoint, thanks to various partnership arrangements. The company has structured the ISO Energy joint venture with both minimum and maximum annual expenditure requirements, ensuring consistent project advancement while protecting against potential dilution.CEO Chris Frostad emphasizes the strategic timing: "From our side of the fence, you start to feel that momentum really building from an investment standpoint and from money really wanting to get into this particular market." This momentum is supported by major producers like Cameco and Orano returning to exploration activities after years of reduced spending.The investment case for Purepoint centers on several compelling factors. The company now controls district-scale exploration potential in proven uranium territory, backed by ISO Energy's financial strength and technical expertise. Through its strategic partnerships, Purepoint has established an efficient capital structure that maximizes exploration impact while minimizing dilution. Investors can look forward to multiple exploration catalysts across the project portfolio, while the improved trading dynamics post-consolidation should attract broader institutional interest. This positioning comes at an opportune time, as the uranium sector demonstrates growing momentum with major producers returning to exploration activities and increasing institutional capital flows.The partnership represents a strategic approach to uranium exploration, combining premium assets, operational expertise, and financial efficiency. With renewed interest in uranium exploration from major producers and increasing institutional investment in the sector, Purepoint has positioned itself to capitalize on improving market conditions while maintaining operational control of its exploration programs.Risk factors include exploration success rates, uranium market dynamics, and potential delays in program execution. However, the structured nature of the partnership, including minimum exploration commitments and clear operational responsibilities, helps mitigate these risks while maintaining upside exposure to discovery potential.Learn more: https://www.cruxinvestor.com/companies/purepoint-uranium-group-incSign up for Crux Investor: https://cruxinvestor.com
Interview with James Sykes, President & CEO of Baselode Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/baselode-energy-tsxvfind-pioneering-the-athabasca-20-uranium-exploration-strategy-5039Recording date: 5th September 2024Baselode Energy Corp. is positioning itself as a key player in the uranium exploration sector, focusing on near-surface deposits in Saskatchewan's prolific Athabasca Basin. Led by CEO James Sykes, the company is executing a strategic exploration program across multiple projects, with its flagship ACKIO discovery at the forefront.The company recently completed a substantial $12 million exploration program, demonstrating its commitment to advancing its project portfolio. This financial strength sets Baselode apart in a challenging market, allowing for continued exploration without immediate dilution concerns. As Sykes notes, "Having this opportunity with Baselode and having the cash to do so, it's a great honor and I think that we will reward our shareholders with returns of that capital in the days to come."ACKIO, Baselode's primary discovery, has shown consistent progress over the past three years. The company reports growth in mineralized zones, particularly in thickness, and is aiming to complete a mineral resource estimate by year-end. This milestone could serve as a significant catalyst for the company's valuation.A key aspect of Baselode's strategy is its focus on near-surface mineralization. Sykes emphasizes the potential economic viability of these deposits: "We started thinking about economics because that was the whole thesis behind what we wanted to do was make a near-surface discovery that would be economical." This approach could lead to lower capital and operating costs compared to deeper deposits, potentially offering a faster path to production.However, the company faces challenges in market perception, particularly regarding uranium grades. Sykes addresses this concern directly: "Grade doesn't matter really. It does to a degree, and yes, people equate the Athabasca with ultra-high grades... but it is what it is, and those grades are comparable to other grades that have been mined globally." This highlights the need for continued market education about the potential of near-surface, lower-grade deposits.Beyond ACKIO, Baselode has several other promising projects in its portfolio, including Catharsis and Bear. These offer additional exploration upside and the potential for new discoveries.Looking ahead, investors should watch for several potential catalysts. The ACKIO resource estimate, expected by year-end, could provide a concrete valuation basis for the company's flagship project. Ongoing exploration results across the project portfolio may reveal new discoveries or expand known mineralized zones. Developments at the Catharsis project, slated for winter exploration, could yield promising results. Additionally, potential strategic partnerships or joint ventures may emerge, potentially accelerating project development or providing additional funding.Baselode's well-funded position allows it to continue exploration into next year, with plans to allocate flow-through funds efficiently. This financial stability provides a buffer against current market volatility.In the broader context of the uranium market, Baselode's focus on near-surface deposits in a stable jurisdiction like Canada could prove advantageous. As global interest in nuclear energy grows, driven by clean energy initiatives, companies with advanced exploration projects may be well-positioned to meet future demand.While risks inherent to mineral exploration remain, Baselode Energy offers an intriguing opportunity for investors interested in the uranium sector. Its strategic approach to near-surface exploration, strong financial position, and potential near-term catalysts make it a company worth watching in this space.View Baselode Energy's company profile: https://www.cruxinvestor.com/companies/baselode-energySign up for Crux Investor: https://cruxinvestor.com
Interview with Jon Bey, CEO of Standard Uranium Ltd.Our previous interview: https://www.cruxinvestor.com/posts/standard-uranium-tsxvstnd-3m-raise-for-major-2024-drill-program-on-davidson-river-project-5386Recording date: 5th September 2024Standard Uranium, a Canadian junior uranium exploration company, is positioning itself to capitalize on the growing global demand for clean energy sources. With 11 projects in Saskatchewan's uranium-rich Athabasca Basin, the company employs a strategic project generator model to maximize exploration potential while minimizing financial risk.The global energy landscape is shifting towards cleaner, more sustainable power sources, and nuclear energy is experiencing a renaissance. Countries worldwide are expanding their nuclear capacities or considering new programs to meet growing energy demands and reduce carbon emissions. This trend is driving long-term demand for uranium, the fuel that powers nuclear reactors.Standard Uranium's approach focuses on three key strategies:Project Generator Model: The company acquires and develops multiple projects simultaneously, conducting initial work to enhance their value before seeking joint venture partners.Joint Venture Partnerships: By bringing in partners to fund exploration, Standard Uranium preserves capital, shares risk, and gains external validation of its projects' potential. Currently, three projects are under joint venture agreements, with plans to add more partners in 2025.Athabasca Basin Focus: The company's projects are located in one of the world's premier uranium mining regions, known for high-grade deposits.The uranium market has experienced significant volatility recently, with prices fluctuating between $55 and $105 per pound. This volatility reflects the complex dynamics at play, including production cutbacks, limited new mine development, and geopolitical factors affecting supply. On the demand side, nuclear power expansion, climate change mitigation efforts, and energy security concerns are driving growth.While the long-term outlook for uranium appears positive, the market faces near-term challenges. CEO Jon Bey acknowledges current market difficulties but emphasizes the company's long-term vision: "We're seeing this through. We're going to continue to drive forward. We're going to keep our projects moving."Key investment considerations for Standard Uranium include:Diversified project portfolio in a prime uranium exploration regionRisk mitigation through joint ventures and the project generator modelExperienced management team with regional expertiseSignificant leverage to potential increases in uranium pricesLong-term vision aligned with the nature of mineral exploration and developmentThe future of uranium exploration companies like Standard Uranium is closely tied to broader trends in nuclear energy adoption and uranium demand. As the world grapples with climate change and energy security challenges, uranium may play an increasingly important role in the global energy mix.Investors considering Standard Uranium should view it as a high-risk, high-reward component of a diversified portfolio with a long-term investment horizon. The company's strategic approach to uranium exploration in the Athabasca Basin, combined with the potential for a sustained uranium market upswing, presents an intriguing opportunity for those looking to gain exposure to the clean energy sector.View Standard Uranium's company profile: https://www.cruxinvestor.com/companies/standard-uraniumSign up for Crux Investor: https://cruxinvestor.com
Renewables like wind and solar don't produce electricity around the clock, so there's often a mismatch between when the power is being generated and when it's being used. “Virtual power plants” can tap home and electric vehicle batteries and shift the timing of HVAC and appliance demand to help close this gap. Also, if you combine hydrogen from carbon-free sources and oxygen in a fuel cell, you get water and electricity. This chemical reaction is fueling visions of future, carbon free flights to change voyages of fantasy into reality. And the Athabasca oil sands in Alberta, Canada ranks as one of the world's most destructive crude oil operations. People laboring in the Athabasca oil sands often live in austere work camps, with long 12-hour shifts and female workers imperiled by sexual harassment and violence. That painful reality is captured in the 2022 graphic memoir Ducks: Two Years in the Oil Sands. -- What issues are you most interested in having Living on Earth cover in the 2024 election season? Let us know by sending us a written or audio message at comments@loe.org. Learn more about your ad choices. Visit megaphone.fm/adchoices
Join me as I explore the engaging book "Ranching Like a 12-Year-Old" by Tom Kravitz, which offers a refreshing approach to ranching that's simple, easy, and fun. I share my thoughts on its concise 183 pages packed with valuable insights and practical advice, perfect for both novice and experienced ranchers. Plus, hear about an exciting giveaway—Tom has generously provided two copies of his book for our top contributors in the Grazing Grass community. I also encourage you to support Tom by purchasing the book directly from his website. Also, I highlight the upcoming Regenerative Legacy Summit, featuring renowned speakers and invaluable learning opportunities.In another segment, I delve into improving grazing management practices with a focus on adaptive multi-paddock grazing, particularly beneficial for those balancing off-farm work. We discuss the importance of frequent animal movement in ultra-high-density grazing systems and how to adjust schedules to prevent overgrazing and promote pasture health. Learn about the critical balance of graze and rest periods, optimal graze times, and the benefits of using a grazing chart.Links Mentioned in the Episode:Regenerative Legacy Summit Simply RanchingVisit our Sponsors:Noble Research InstituteKencove Farm Fence
Sky Harbor Resources is a uranium exploration and prospect generator company with a unique dual-pronged hybrid business model. They have a portfolio of 29 properties in the Athabasca Basin, the highest grade depository of uranium in the world. The company has two co-flagship projects, Russell Lake and Moore. They also have several other more advanced stage exploration projects and grassroots exploration properties. Sky Harbor operates as a prospect generator, acquiring projects and finding partner companies to invest in and explore the projects.
Interview with Sam Hartmann, VP Exploration of F3 Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-high-grade-potential-in-the-athabasca-basin-5574Recording date: 18th July 2024F3 Uranium Corp is emerging as a promising player in the uranium exploration sector, focusing on its Patterson Lake North (PLN) project in Saskatchewan's prolific Athabasca Basin. The company's recent discovery of the high-grade JR Zone has positioned it at the forefront of uranium exploration, attracting investor attention amid growing global demand for clean energy sources.Led by an experienced management team with a track record of successful uranium discoveries, F3 Uranium is capitalizing on its expertise in the Athabasca Basin. The company's Vice President of Exploration, Sam Hartmann, brings valuable experience from previous ventures, including the discovery of the Triple R deposit at Patterson Lake South.The JR Zone discovery at PLN represents a significant milestone for F3 Uranium. With intercepts as high as 31% uranium over two meters, the zone demonstrates the potential for a substantial high-grade uranium resource. The company is actively exploring the PLN project, with approximately 160 drill holes completed to date, focusing on both delineating the JR Zone and identifying additional mineralized areas within the property.F3 Uranium's exploration strategy involves a systematic approach to drilling and geophysical surveys. The company is targeting areas along strike from the JR Zone and parallel conductive trends with similar geological characteristics. This methodical approach aims to maximize the chances of making new discoveries while managing exploration costs effectively.In a strategic move to unlock shareholder value, F3 Uranium is spinning out 17 exploration properties into a new company called F4 Uranium. This transaction, expected to be completed by mid-August 2024, will allow F3 to focus its resources on developing the PLN project while providing shareholders with exposure to a diverse portfolio of uranium exploration properties through F4 Uranium.Financially, F3 Uranium is well-positioned to continue its aggressive exploration program. The company recently closed a $10 million flow-through financing and has a total of about $30 million in cash. This strong financial position enables F3 to maintain a steady exploration pace without the immediate need for additional financing.The uranium sector has seen increased interest in recent years, driven by growing recognition of nuclear energy's role in achieving global clean energy goals. While uranium prices have shown volatility, the long-term outlook remains positive due to increasing demand and constrained supply.Key potential catalysts for F3 Uranium include expansion of the JR Zone, discovery of new mineralized zones at PLN, release of an initial resource estimate for the JR Zone, completion of the F4 Uranium spin-out, and potential strategic partnerships or investments from major uranium players.However, investors should be aware of the risks associated with uranium exploration, including exploration uncertainty, uranium price volatility, regulatory and environmental concerns, capital intensity, and market sentiment fluctuations.F3 Uranium represents an opportunity for investors seeking exposure to the uranium exploration sector, particularly those with a higher risk tolerance. The company's high-grade discovery, strong cash position, and experienced management team position it favorably to capitalize on the growing demand for uranium. As the global push for clean energy intensifies, F3 Uranium could play a crucial role in securing the fuel supply for future nuclear power generation.View F3 Uranium's company profile: https://www.cruxinvestor.com/companies/f3-uranium-corpSign up for Crux Investor: https://cruxinvestor.com
Interview with Dev Randhawa, Chairman & CEO of F3 Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-high-grade-discoveries-40m-treasury-5539Recording date: 17th June 2024F3 Uranium (TSXV:FUU) is emerging as a compelling investment opportunity in the uranium exploration space. The company's flagship asset is the Patterson Lake North (PLN) property in the Athabasca Basin, where they have made a significant high-grade uranium discovery at the JR Zone. Recent drilling has intersected intervals over 2% U3O8, which is considered exceptionally high-grade for the region.F3 is now focused on expanding the JR Zone through additional drilling to delineate the size and grade of the uranium mineralization. The company is well-funded to advance this work, with around $35 million in cash. This strong treasury position was recently bolstered by a $10 million raise at a premium to market, minimizing any near-term financing risk.F3 is led by a technically accomplished team with a proven track record of uranium discoveries in the Athabasca Basin. CEO Dev Randhawa highlighted this in a recent interview, noting "It's a good technical leadership from us – the technical is being run by a group who's found three discoveries in the Basin and nobody's done that before." This experienced team is employing cutting-edge exploration methods, including artificial intelligence, to optimize drill targeting and increase discovery odds.Importantly, F3 offers investors additional upside beyond the JR Zone through its broader portfolio of earlier-stage Athabasca properties. The company is spinning out these non-core assets into a new publicly-traded vehicle in partnership with Canadian GoldCamps. This transaction will allow F3 to focus resources on the PLN property while maintaining exposure to the spun-out assets, creating a second way for shareholders to benefit from exploration success.The investment case for F3 is further strengthened by the positive long-term outlook for the uranium market. The global push toward carbon-free energy is driving a resurgence in nuclear power, with strong reactor growth planned in markets like China and India. At the same time, uranium supplies have tightened due to mine disruptions and geopolitical uncertainties. This is expected to create a structural supply deficit, providing a rising tide for uranium equities.As a leading Athabasca Basin explorer with a significant discovery, strong cash position, and proven management team, F3 Uranium is well-positioned to capitalize on the robust fundamentals of the uranium space. Ongoing drilling success at the JR Zone and the potential for new discoveries on the company's earlier-stage properties provide multiple avenues to create value for shareholders. With a compelling valuation and exposure to strengthening uranium prices, F3 stands out as an attractive opportunity in the junior uranium space.View F3 Uranium's company profile: https://www.cruxinvestor.com/companies/f3-uranium-corpSign up for Crux Investor: https://cruxinvestor.com
Interview with Dev Randhawa, Chairman & CEO of F3 Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-fuu-10m-inflow-high-grades-keep-coming-3100Recording date: 21st May 2024F3 Uranium (TSXV:FUU) is an exploration company focused on making the next world-class uranium discovery in Saskatchewan's prolific Athabasca Basin. With a management team that has already delivered three significant discoveries - the J Zone, Triple R, and JR Zone - F3 is well-positioned to create value through the drill bit.The company's flagship Patterson Lake North (PLN) project is located on the western side of the Basin, an area that has seen less historical exploration than the eastern side but is now attracting attention from major players like Denison Mines. F3's initial discovery at PLN, the JR Zone, has returned impressive uranium grades over hits 42.4%, 55.4% and 66.8% uranium oxide U3O8. While the JR Zone is a promising start, F3 is focused on finding additional mineralized pods in close proximity to build out a larger deposit footprint. Management believes the JR Zone has the potential to be part of a multi-pod system, similar to other large Athabasca deposits like Denison's Wheeler River.To fund this exploration, F3 has a strong treasury of approximately $40 million. Notably, $15 million of this came from a strategic investment by Denison Mines, which was attracted to F3's dominant land position and discovery potential on the western side of the Basin. This investment provides capital and serves as a vote of confidence from a knowledgeable industry player.F3 also plans to spin out its non-core assets into a new vehicle (F4) while retaining a significant ownership stake. This transaction will allow F3 to focus entirely on its key projects around Patterson Lake North without the distraction of managing non-core properties.The company is also well-positioned to benefit from a rising uranium price environment. With the world increasingly focused on decarbonization and energy security, nuclear power is experiencing a resurgence. At the same time, uranium supply remains constrained after years of low prices. This has created a structural deficit that should support higher uranium prices going forward.For investors, F3 Uranium offers a compelling mix of exploration upside and uranium market exposure. With a proven management team, prospective geology, a strong treasury, and supportive market fundamentals, the company has the key ingredients for success. While exploration is always a risky endeavor, F3's track record and potential make it a company to watch in the Athabasca Basin.View F3 Uranium's company profile: https://www.cruxinvestor.com/companies/f3-uranium-corpSign up for Crux Investor: https://cruxinvestor.com
Another big day in uranium today so its fitting we welcome in a new company for an introduction. Cosa Resources is a group of individuals with a great track record of uranium exploration in the Athabasca Basin. The company spent much of 2023 generating new projects and completed some geophysics, which will help lead drill programs in the coming months.
Finding more Uranium sources is paramount to meet the rising demand for nuclear energy. Purepoint Uranium (TSXV: PTU | OTCQB: PTUUF) is an exploration company that aims to explore these new sources in the world's richest uranium region: the Canadian Athabasca Basin.President and CEO Chris Frostad gives updates on the company's progress in its mission, most notably its recent $4 million non-brokered private placement and the current status of the drilling in its Hook Lake Project. He also delves into the details of a recently signed options agreement with Foran Mining. Lastly, he talks about the company's prospects coming into 2024 and why investors should keep an eye on Purepoint Uranium. Learn more at: https://purepoint.caWatch the full YouTube interview here: https://www.youtube.com/watch?v=trUChSMtVXUAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
Finding more Uranium sources is paramount to meet the rising demand for nuclear energy. Purepoint Uranium (TSXV: PTU | OTCQB: PTUUF) is an exploration company that aims to explore these new sources in the world's richest uranium region: the Canadian Athabasca Basin.President and CEO Chris Frostad gives updates on the company's progress in its mission, most notably its recent $4 million non-brokered private placement and the current status of the drilling in its Hook Lake Project. He also delves into the details of a recently signed options agreement with Foran Mining. Lastly, he talks about the company's prospects coming into 2024 and why investors should keep an eye on Purepoint Uranium. Learn more at: https://purepoint.caWatch the full YouTube interview here: https://www.youtube.com/watch?v=trUChSMtVXUAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
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