Podcasts about Cameco

Much of the current discussion about nuclear power focuses on advanced technologies, from the potential for nuclear fusion to the development of various designs for small, modular reactors. But if we ask what new nuclear reactors have been built recently in North America and are up and running? The answer is the two reactors at the Vogtle plant in Georgia, which use Westinghouse Electric's AP1000 design. In this episode, Dan Testa interviews Grant Isaac, president and COO of Cameco Corp., a uranium mining and production company that is co-owner of Westinghouse Electric. Isaac says the global nuclear industry is making significant improvements in cost and execution when it comes to building new projects and refurbishing existing reactors – and that the pieces are lining up in the US for utilities to invest in new, large nuclear reactors using Westinghouse's AP1000 design.

In today's On The Line, host Jen Gerson speaks with Mark Kawar, an amateur historian and journalist whose book America But Bigger explores a surprisingly persistent feature of American history: attempts to expand the United States beyond its current borders.This episode of On The Line is brought to you by BioCanRx, a federally-funded Canadian not-for-profit research network helping Canadian researchers bring treatments from labs to patients in clinical trials –– all in Canada. Cancer can hide from your immune system. So how can we target it? Every day, your immune system finds and destroys different types of threats –– both external invaders like viruses, and internal dangers like pre-cancerous cells in your own body. But no system is perfect — sometimes something evades detection. Researchers are working to identify flags found on cancer cells, called antigens. By training your immune system to recognize these antigens as signals for destruction, some forms of immunotherapy equip your immune system to respond to cancer's asymmetrical threat.   In addition to funding clinical trials, BioCanRx supports research teams who identify cancer antigens, and find new ways to target them with immunotherapies. There's still a lot to figure out. Can we train the immune system to hit these antigens before cancer takes root? Why do some cancers still manage to evade therapies designed to find their antigens? Many other questions remain — and we're working on answering them. You'll hear more over the summer. For now, go to BioCanRx.com to learn more.Kawar walks Gerson through the long history of American expansionist ambitions, from schemes that never got off the ground to serious efforts that came much closer to success than many people realize. Along the way, he notes that not every annexation proposal was unwelcome to the people being annexed, and that the historical record is often more complicated than simple stories of American aggression.This episode is also brought to you by the Forest Products Association of Canada. A stronger forest industry means investing in the mills and facilities that anchor communities across Canada. Companies are ready to modernize with cleaner equipment, better energy efficiency, advanced wood products, biomaterials, and smarter use of every part of the tree. These are productive, lower-emission, export-oriented investments. But good projects need a workable business case. Our economy needs practical tools to unlock private capital and keep investment here. Learn more at fpac.ca.More importantly, Kawar examines why so many of these projects ultimately failed. The United States has often possessed enormous economic, military, and political power, but translating that power into lasting territorial expansion has proven more difficult than many Americans imagined. Again and again, resistance, geography, politics, and simple practicality imposed limits on what even the world's most powerful country could accomplish.The result is a fascinating conversation about ambition, empire, national identity, and the often-overlooked constraints on American power. It's also a discussion that may hold some lessons for Canadians, should they ever find themselves wondering about the limits of U.S. influence. For whatever reason.This episode is also brought to you by Cameco. In nuclear energy, timelines and costs matter. Incomplete designs carry real risk of delays and cost overruns. That's why the AP1000 reactor is the right choice for Canada: it is already operating today and ready now to deliver the power we need, with 100 percent Canadian ownership and strong participation from Canadian suppliers. If we are serious about building Canada and powering it on time and on budget, the choice is clear. The AP1000 reactor is the only option that delivers.To learn more, visit ap1000.cameco.com.Visit our main page at ReadTheLine.ca. Be sure to like and subscribe. We'll be back on Friday with another episode of The Line Podcast.#Canada #Politics #UnitedStates #Greenland #annexation #51 #51State #OnTheLine

In the latest episode of The Line Podcast, recorded on June 12th, 2026, Matt Gurney and Jen Gerson begin with an update from Alberta. Jen reviews Pierre Poilievre's recent speech on why Alberta belongs in Canada. She liked it, with some caveats. Matt was somewhat more encouraged. He also has a few sharp words for Liberals who seem determined to police the boundaries of acceptable federalism. His view is simple: if people are defending Canada, let them defend Canada. Not every argument for national unity needs to come packaged with Liberal talking points. From Toronto, Matt also reflects on a genuine tragedy this week — a police officer killed in the line of duty while confronting a problem that had been allowed to fester for far too long. It's difficult to discuss without emotion. In his view, it never should have ended this way. But, alas, it was always going to: even if the exact tragedy was unforeseen, a tragedy was inevitable. This episode is brought to you by Cameco. In nuclear energy, timelines and costs matter. Incomplete designs carry real risk of delays and cost overruns. That's why the AP1000 reactor is the right choice for Canada: it is already operating today and ready now to deliver the power we need, with 100 percent Canadian ownership and strong participation from Canadian suppliers. If we are serious about building Canada and powering it on time and on budget, the choice is clear. The AP1000 reactor is the only option that delivers.To learn more, visit ap1000.cameco.com.The hosts then take a very different turn. In what may be the strangest segment of the year, Jen reimagines 250 years of Canada-U.S. relations as a raunchy romantic comedy full of love, betrayal, heartbreak, and, yes, sex. Video viewers can watch Matt become increasingly horrified as the bit unfolds — not because he disagrees with the analysis, but because he finds himself unable to refute it.This episode is also brought to you by BioCanRx, a federally funded, not-for-profit Canadian research network that specializes in bringing Canadian cancer immunotherapy research from the lab all the way to patients in clinical trials in Canada. Immunotherapy is about assisting your immune system in identifying unhealthy cells –– especially cancer –– that have found a way to evade detection. One way researchers are doing this is through something called CAR T. They draw your blood, isolate one type of your immune cells –– T-Cells –– and use a virus to inject genetic instructions that cause them to grow new receptors designed specifically to find and destroy your particular cancer. In one of the 16 trials BioCanRx funds based on Canadian technology, CLIC-01, the median number of months remaining for patients with late-stage leukemia and lymphoma tripled. Some have been cancer free for years.You'll hear more over the summer. For now, go to BioCanRx.com to learn moreAfter that, the hosts wrap up with a discussion about children and social media. Both agree that kids probably shouldn't be spending their lives online. Their concern is that any attempt by the government to solve that problem could easily create several new ones. If recent experience is any guide, they aren't especially confident Ottawa can regulate this area without making a mess of it.All that and more in the latest episode of The Line Podcast. Check out our main page at ReadTheLine.ca, and, as ever, like and subscribe. #TheLinePodcast#PierrePoilievre#AlbertaPolitics#CanadianPolitics#CanadaUSRelations#SocialMedia#Parenting#NationalUnity#PoliticalPodcast#CurrentAffairs

In this episode of On The Line, host Matt Gurney is joined by two guests for conversations about politics, technology, and trust.This episode of On The Line is brought to you by BioCanRX, a federally funded, not-for-profit Canadian research network that specializes in bringing Canadian cancer immunotherapy research from the lab all the way to patients in clinical trials in Canada. Can science help your immune system detect and destroy cancer? Immunotherapy is about assisting your immune system in identifying unhealthy cells –– especially cancer –– that have found a way to evade detection. One way researchers are doing this is through something called CAR T. They draw your blood, isolate one type of your immune cells –– T-Cells –– and use a virus to inject genetic instructions that cause them to grow new receptors designed specifically to bind with your particular cancer. When those cells are re-infused into your body, they hopefully will be able to find and destroy your cancer.  The results are promising. In one of the 16 trials BioCanRx funds based on Canadian technology, CLIC-01, the median number of months remaining for patients with late-stage leukemia and lymphoma tripled. For some, the response was even bigger: they went from being out of options to cancer free, and have stayed that way for several years.Many questions remain — and we're working on answering them. You'll hear more over the summer. For now, go to BioCanRX.com to learn more.First up is PJ Fournier of 338Canada for a look at the latest political numbers. They discuss the good news for Mark Carney, the bad news for Pierre Poilievre, and why the Liberal numbers may not be quite as strong as they first appear. The conversation then turns to Quebec, where the next provincial election is shaping up to be one of the strangest contests either man can remember. Fournier struggles to find a historical comparison. They also discuss softening support for separation in Quebec, how that compares with developments in Alberta, and a point Matt makes that PJ suspects may not be especially popular with Quebec nationalists — even if he doesn't disagree with it.Then Matt is joined by David Shipley of Beauceron Security for a discussion about artificial intelligence, social media, and the growing gap between technological change and political institutions. How much of the current AI boom is real, and how much is hype fuelled by companies racing toward public offerings? Shipley argues that Canadians deserve greater transparency around the Tumbler Ridge case, while Matt notes that he can't even get straightforward answers about transit delays, leaving him less than optimistic about the prospects for accountability.This episode is also brought to you by the Forest Products Association of Canada. A stronger forest industry starts with predictability. Mill modernization, bioenergy, mass timber, and advanced biomaterials all depend on reliable access to usable Canadian wood fibre, workable timelines, and clear rules. Provinces lead forest management, and the federal role should be coordinated, complementary, and focused on results. Every unnecessary delay makes it harder to keep jobs and attract investment. For a sector rooted in communities, regulatory efficiency is economic policy. Learn more at FPAC.ca.The conversation also examines how major social media platforms are being exploited for fraud and manipulation, an issue Shipley has been testifying about. The core problem, he argues, is that the internet moves at the speed of light while politicians move at the speed of Parliament. That mismatch is creating vulnerabilities that are only getting worse. The episode closes with a warning to Albertans heading into a possible referendum campaign: Shipley isn't telling anyone how to vote, but he is urging people to be extremely careful about what they believe online. Foreign interference efforts are already arriving, and they're unlikely to get less sophisticated from here.This episode is also brought to you by Cameco. In nuclear energy, timelines and costs matter. Incomplete designs carry real risk of delays and cost overruns. That's why the AP1000 reactor is the right choice for Canada: it is already operating today and ready now to deliver the power we need, with 100 percent Canadian ownership and strong participation from Canadian suppliers. If we are serious about building Canada and powering it on time and on budget, the choice is clear. The AP1000 reactor is the only option that delivers.To learn more, visit ap1000.cameco.com.Check out our main page at ReadTheLine.ca and be sure to like and subscribe. We'll be back on Friday with another episode of The Line Podcast.#OnTheLine #CanadaPolitics #338Canada #PJFournier #MarkCarney #PierrePoilievre #QuebecPolitics #AlbertaPolitics #ArtificialIntelligence #CyberSecurity #DavidShipley #ForeignInterference #MattGurney

Purepoint Uranium Group CEO Chris Frostad joined Steve Darling from Proactive to discuss the critical role strategic partnerships play in the uranium exploration sector and why collaborations between junior explorers and major mining companies have become an increasingly important model for advancing high-potential projects. Frostad explained that successful joint ventures begin with high-quality exploration assets capable of attracting industry leaders seeking long-term growth opportunities. According to Frostad, major mining companies are ultimately drawn to projects that offer either significant exploration upside, strategic geographic positioning, or the potential to contribute to future uranium production pipelines. Using Purepoint's partnerships with Cameco, Orano, and IsoEnergy as examples, Frostad outlined how these relationships create a framework that allows projects to advance more efficiently while balancing risk and capital requirements. He noted that large mining companies often manage extensive global portfolios and therefore benefit from working with focused exploration teams that can dedicate significant attention to individual assets. The discussion highlighted Purepoint's Hook Lake and Smart Lake projects, both located in Saskatchewan's prolific Athabasca Basin, one of the world's premier uranium-producing regions. Frostad explained that partnerships on these projects combine the strengths of each participant, with Purepoint contributing specialized exploration expertise, local operational knowledge, and agility, while larger partners provide financial resources, technical capabilities, and extensive industry experience. A key advantage of these strategic relationships is the validation they provide. Frostad emphasized that when major uranium producers and developers commit funding to exploration programs, it sends a strong signal regarding the quality and potential of the underlying assets. As Frostad noted, “If they didn't see a lot of promise in these projects, they would not be writing checks to advance them.” Beyond financial support, major mining companies also contribute sophisticated geological analysis, advanced exploration techniques, and decades of uranium development experience that can significantly enhance project evaluation and decision-making. However, Frostad acknowledged that maintaining momentum within joint ventures requires continuous effort. Because large mining companies often have numerous projects competing for internal funding, exploration teams must consistently demonstrate progress, deliver meaningful results, and highlight the value of ongoing investment opportunities. He explained that securing capital allocation within a major company's portfolio can be highly competitive, making it essential for junior partners to maintain a strong technical case for continued exploration. Successful programs must continually generate data and discoveries that justify further expenditures and advancement. #proactiveinvestors #purepointuraniumgroup #tsxv #ptu #otcqb #ptuuf #UraniumExploration #NuclearEnergy #MiningNews #UraniumExploration #AthabascaBasin #CriticalMinerals #EnergyTransition #Cameco #ResourceDevelopment

A deep dive into 10 Canadian secondary markets worth serious investor attention in 2026. With Toronto condo sales at a 35-year low and Vancouver projects struggling to hit presale thresholds, capital is flowing into cities where the fundamentals actually pencil.The episode covers Moncton (2.9% population growth, $386K avg price), Halifax (#1 nationally for investor interest, lowest office vacancy in Canada), Quebec City (13% YoY price growth), Ottawa (Ontario's highest industrial rents at $17.33/sq ft, 130K+ federal employees), Hamilton ($2.3B in building permits, LRT in final phases), Kitchener-Waterloo (200K+ tech workers, 46% job growth), Winnipeg (6% multifamily cap rates), Regina (2.9 months of supply, $343K benchmark), Saskatoon (100%+ construction growth, HQ to Nutrien and Cameco), Edmonton (most affordable of Canada's six largest cities), Victoria ($3.15B tech sector), and Kelowna (contrarian buyer's market play).Each market analyzed for population, employers, housing prices, rental data, and the investor thesis. EDMONTON MULTIPLEX EVENT Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan Exchange-Traded Funds (ETFs) | BMO Global Asset Management LISTEN AD FREESee omnystudio.com/listener for privacy information.

Weitere Infos zu unseren Werbepartnern finden Sie hier: https://linktr.ee/aktienfuers_leben Das sind unsere Themen: Der Wochen-Rückblick: War's das für die Commerzbank – und was passiert mit dem Bankenstandort Deutschland, wenn UniCredit die Commerzbank nach Italien holt? Und: Das Comeback von Novo Nordisk. (Min 02:05) / Wahre Größe: Zahlungs-„Pionier“ PayPal zeigt sich trotz Kurseinbruch und wachsender Konkurrenz solide – ein Turnaround-Kandidat? (Min 09:35) / Das Ganze sehen: CATL, der Batterie-Produzent und Technologieführer aus China, arbeitet an der Zukunft der Energieversorgung. (Min 16:01) / The trend is your friend: Der kanadische Uran-Lieferant Cameco profitiert vom Comeback der Kernenergie - aber wie lange noch? (Min 25:11) / Um folgende Aktien geht es: Novo Nordisk (WKN: A3EU6F), UniCredit (WKN: A2DJV6), Commerzbank (WKN: CBK100), PayPal (WKN: A14R7U), CATL (WKN: A418NB) und Cameco (WKN: 882017). +++ Keine Anlageberatung oder -empfehlung. Alle Angaben ohne Gewähr, diese stellen keinen Ersatz für eine professionelle und individuelle Beratung dar. Wertentwicklungen der Vergangenheit sind kein Indikator für zukünftige Wertentwicklung. +++ Vermögen aufbauen und Wirtschaft verstehen mit Capital+: https://angebot.capital.de/#digitale-angebote +++ Dieser Podcast wird vermarktet von Julep Media: sales@julep.de Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, melden Sie sich hier: datenschutz@julep.de

Ongwe Minerals, Cameco, Galantas Gold, Empire Metals, Caledonia Mining, Larvotto Resources, Atlantic Lithium

El analista independiente revisa los títulos de Alphabet, Ciena, Rovi, Infineon o Cameco, entre otros

Scorpio Gold drills 10.40 grams per tonne gold over 5.67 metres. Cameco reported their first quarter financial results. We have corporate updates from Brixton Metals, Snowline Gold, Rua Gold and Gold X2 Mining. This episode of Mining Stock Daily is brought to you by... ⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠Integra Resources

Grant Isaac, President and COO of Cameco, joins Decouple to explain why uranium behaves unlike any other commodity. With essentially zero fundamental in-year demand, a spot market that reports prices rather than discovering them, and a long-term contracting structure that ties producers directly to the utilities using the fuel, uranium operates by rules that confound anyone who approaches it through the lens of oil, gas, or base metals. Grant walks through Cameco's history as an integrated nuclear fuel company spanning mining, milling, conversion, and now fuel fabrication and reactor services through its Westinghouse partnership, explaining why that vertical integration reflects genuine customer intimacy rather than financial engineering.The conversation covers the full sweep of uranium market cycles from the post-Atoms for Peace inventory buildup through the post-Fukushima bear market, Cameco's decision to curtail 70% of its production rather than sell into a floor, and what is structurally different about the current cycle. The historic secondary supply buffer that held prices down for 30 years is gone, Kazakhstan has learned the lesson that producing more into a weak market destroys national asset value, and geopolitical fragmentation is bifurcating what was once a seamlessly globalized commodity into distinct western and non-western supply chains. Grant argues that the long-term price signal, steady rather than saw-toothing, reflects a more durable demand base than any previous cycle.Listen to Decouple on:• Spotify: https://open.spotify.com/show/6PNr3ml8nEQotWWavE9kQz• Apple Podcasts: https://podcasts.apple.com/us/podcast/decouple/id1516526694?uo=4• Overcast: https://overcast.fm/itunes1516526694/decouple• Pocket Casts: https://pca.st/ehbfrn44• RSS: https://anchor.fm/s/23775178/podcast/rssWebsite: https://www.decouple.media

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.

Purepoint Uranium Group CEO Chris Frostad joined Steve Darling from Proactive to discuss the company's latest uranium exploration progress at its Dorado project in northern Saskatchewan, as well as the broader process of making and advancing a discovery. Frostad explained that Purepoint Uranium Group operates in one of the world's most prolific uranium regions, collaborating with major partners including Cameco, Orano, and ISOEnergy. The discussion focused on the company's recent discovery at the Dorado project, particularly within the Nova zone, where initial drilling intersected high-grade uranium mineralization. Highlighting that discovery is only the first step, Frostad noted: “The real work happens after the fact,” emphasizing the importance of follow-up drilling to confirm whether mineralization is repeatable and to better understand the structure and controls of the deposit. The company is now conducting additional drilling to expand on the initial findings and determine the direction and continuity of the uranium system. Frostad also outlined how modern exploration relies heavily on geophysics and geological modelling. He explained that uranium itself is not directly detectable through geophysical surveys; instead, the company analyzes surrounding rock types, structures, and alteration patterns to guide drilling decisions and refine its exploration model. With ongoing work at Dorado, Purepoint Uranium Group aims to define the scale and orientation of the mineralized system and determine the next steps for continued exploration. #proactiveinvestors #purepointuraniumgroup #tsxv #ptu #otcqb #ptuuf #UraniumExploration #DoradoProject #NorthernSaskatchewan #HighGradeUranium #MiningDiscovery #Geophysics #MineralExploration #Cameco #Orano #ISOEnergy #ResourceDevelopment #SustainableEnergy #NuclearFuel #ExplorationUpdate

The Power Hour is a weekly podcast that discusses the day's most interesting energy and environmental  policy issues with top national experts.  Jack sits down this week for a fascinating discission with long-time Washington policy practitioner and guru Jarrett Blanc.  Jarrett works for one of the world's leading nuclear companies, Cameco, which, alone, is impressive. But […]

The Power Hour is a weekly podcast that discusses the day's most interesting energy and environmental  policy issues with top national experts.  Jack sits down this week for a fascinating discission with long-time Washington policy practitioner and guru Jarrett Blanc.  Jarrett works for one of the world's leading nuclear companies, Cameco, which, alone, is impressive. But what makes his perspective unique is the career that led him to this point.  Jarrett has held senior positions in the Departments of Energy and State, which have taken him to some of the world's most interesting hotspots at some of the most interesting times.   You can learn more about Cameco here.  As always, you can join the conversation at  thepowerhour@heritage.org!  Get Jack's book, Nuclear Revolution, and you can see some of the facilities Jack and Jarrett discussed in our documentary, Powering America.  Thank you for listening and please don't forget to subscribe and help us to spread the word.

Pepe Baynat, Director De Bolsas Y Futuros.com, analiza el momento de las bolsas. El experto financiero asegura que, “estamos en tendencia bajista que empezó con la guerra”, pero aún así ve indicadores positivos y considera que hay señales de fortaleza. “Si entre hoy y mañana se acaba bien habría una señal positiva” dice. En cuanto a valores concretos, Baynat destaca a Cameco, la compañía de uranio. Según el analista “es uno de los valores que vale la pena vigilar”. Ve al valor muy fuerte y considera que cuando tiene correcciones, puede seguir subiendo. Por otro lado, también ha analizado una empresa protagonista esta semana. Puig ha copado los titulares debido a su posible fusión con Estee Lauder. Sobre esta situación, Baynat comenta que la multinacional española de moda y belleza premium “ha querido superar una resistencia pero no ha podido”, sin embargo, apunta que “la fusión puede ser muy positiva para Puig.

Recently, Saskatoon-based Cameco signed a $2.6-billion, nine-year deal to supply India with 22 million pounds of uranium. This move is expected to stabilize jobs and provide long-term certainty for northern Saskatchewan's uranium mines. To talk about this, Evan is joined by Tim Gitzel, CEO of Cameco.

Auch diese Woche begrüßen wir euch unter dem Motto „3 Mikrofone, 3 Meinungen“ zu den folgenden Themen in dieser Ausgabe:
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 ► Der Öl-Schock und die stillen Gewinner
 ► Gold & Silber: Ist die Bodenbildung vollendet?
 ► Hörerfrage von Annika: Was halten wir vom neuen Deal von Novo Nordisk und Hims & Hers?
 ► BioNTech: Wie geht es jetzt weiter?
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Cameco, Exxon Mobil, Royal Dutch Shell, Gold (physisch), SIlber (physisch), Novo Nordisk

Die Preise für Rohöl schießen durch die Decke und führen an den Börsen zu großen Verlusten. Rüdiger und Robert analysieren die Lage.Erwähnte Titel: Oracle, Cameco, Vernova, BWX, VIG, VW, Porsche, BMW, RheinmetallAlle Folgen finden Sie auch auf KURIER.at und kronehit.at.Weitere Podcasts finden Sie unter KURIER.at/podcasts Hosted on Acast. See acast.com/privacy for more information.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Amazon, Disney, Rheinmetall, Wacker Chemie, Atlassian, Bumble, Match Group, Constellation Energy, Energy Fuels, NextEra, Cameco, NexGen Energy, Uranium Energy, Oklo, NuScale, Rolls Royce Holdings, UBS Nuclear Economies UCITS ETF (WKN: A41F41), WisdomTree Uranium and Nuclear Energy UCITS ETF (WKN: A40Y9J), VanEck Uranium and Nuclear Technologies UCITS ETF (WKN: A3D47K), YieldMax Semiconductor Option Income ETF (WKN:A417E0 ), Yieldmax Big Tech Option Income ETF (WKN: A410XV), YieldMax Future of Defence Option Income ETF (WKN: A41SP2), Yieldmax MSTR Option Income Strategy ETC (WKN: A4A5J2), YieldMax ULTY Ultra Option Income Strategy ETC (WKN: A4AQSE). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The province's uranium industry is seeing a major upswing. Saskatchewan company Cameco signed a $2.6-billion trade deal with India to provide 22 million pounds of uranium to fuel its nuclear reactors over the next nine years. Meanwhile, Denison Mines Corp. and NexGen Energy Ltd. just received approvals from the Canadian Nuclear Safety Commission to start construction on the province's first two new uranium mines in a generation. What's driving this boom and will it benefit the province?

Alissa Coram and Ed Carson walk through Tuesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Interview with Dr. Rebecca Hunter, CEO, Geiger EnergyOur previous interview: https://www.cruxinvestor.com/posts/geiger-energy-tsxvbeep-strategic-merger-positions-dual-basin-uranium-explorer-across-canada-8116Recording date: 4th of March 2026Geiger Energy is positioning itself for potential district-scale uranium discovery in Canada's underexplored Thelon Basin, executing a focused exploration strategy under CEO Dr. Rebecca Hunter's experienced leadership. Following a merger of Forum Energy Metals and Baselode Energy backed by the Ore Group, the company has consolidated its efforts on two flagship projects: the Aberdeen property in the Thelon Basin and the Hook project in Saskatchewan.Dr. Hunter brings significant credibility to the venture, having worked on Cameco's exploration team during the previous uranium boom and examined multiple world-class deposits including McArthur, Cigar, Dawn Lake, and Fox Lake. Her geological expertise centers on recognizing subtle alteration signatures in blind uranium deposits—a critical skill in frontier exploration where deposits lack surface expression.The company is currently deploying its $7 million treasury across both projects. At Hook in Saskatchewan, two drill rigs are operating with a $2.5 million budget, testing for resource expansion near existing mineralization. The flagship Aberdeen program will commence in June with a planned 10,000+ meter drilling campaign focused on the Loki target, where recent drilling intersected intense alteration across the entire sandstone column—similar to signatures seen above world-class Athabasca Basin deposits.Geiger achieved a significant technical milestone by intersecting uranium at the unconformity for the first time in the northeast Thelon Basin. While grades of 100-200 ppm remain sub-economic, this validates the geological model and confirms uranium-bearing hydrothermal systems are present. The next critical step is discovering high-grade mineralization over significant widths, which would fundamentally alter perceptions of the Thelon's potential.The investment thesis rests on first-mover positioning in an underexplored district with geological similarities to the Athabasca Basin, experienced technical leadership, and significant upside leverage. As Dr. Hunter noted, "The big deposits will be found there new ones big ones shallow ones." With sustained newsflow expected throughout 2026 and backing from the Ore Group, Geiger represents exposure to frontier uranium discovery during a favorable macro environment driven by energy security and emerging nuclear demand from AI infrastructure.Learn more: https://www.cruxinvestor.com/companies/geiger-energySign up for Crux Investor: https://cruxinvestor.com

Interview with Chris Frostad, CEO, Purepoint UraniumOur previous interview: https://www.cruxinvestor.com/posts/purepoint-uranium-tsxvptu-6m-premium-raise-isoenergy-backing-boosts-dorado-expansion-8234Recording date: 4th of March 2026Purepoint Uranium has established a distinctive position in uranium exploration through strategic partnerships with industry majors, enabling systematic discovery work across Saskatchewan's Athabasca Basin while minimizing shareholder dilution. The company operates 9-10 projects primarily through joint ventures with Cameco, Orano, and IsoEnergy, earning operator fees while maintaining meaningful equity participation.The partnership model allows Purepoint to deploy significantly more capital than traditional junior explorers. CEO Chris Frostad explained the company can "put $5, $10, $15 million in the ground" while paying only its proportionate share and earning fees for project management. This structure proved critical during uranium's downturn, providing capital continuity when many peers struggled to maintain operations.Purepoint's portfolio includes three principal holdings: 27% of Smart Lake alongside Cameco, 21% of Hook Lake with Cameco and Orano, and a 50-50 partnership with IsoEnergy covering consolidated mine trend properties. The Hook Lake project hosts the Spitfire discovery, a 15-20 million pound deposit that remains below major producer development thresholds but validates the geological potential.Recent success centers on the Nova Discovery at the Dorado project with IsoEnergy. Summer 2025 drilling intersected high-grade mineralisation across four holes testing five-six distinct targets. A 4,500-meter winter program resumed in January 2026, with results expected throughout the year as the company systematically expands understanding of the mineralized system.Capital deployment is accelerating as major partners demonstrate increased urgency. Purepoint expects to deploy approximately $8 million in 2026, potentially doubling to $16 million in 2027. This reflects broader industry dynamics as producers respond to tightening supply fundamentals, highlighted by Cameco's 22 million pound contract to India while western utilities remain passive in securing long-term supply.Frostad characterized the investment opportunity succinctly: "Uranium is not a cycle anymore. This is a get-rich slow thing now, which is fine as part of your portfolio." The methodical, partner-aligned approach prioritizes systematic value creation over headline-driven drilling campaigns.Learn more: https://www.cruxinvestor.com/companies/purepoint-uranium-group-incSign up for Crux Investor: https://cruxinvestor.com

Interview with Philip Williams, CEO, IsoEnergy Ltd.Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-production-advancement-with-exploration-upside-commencing-winter-drill-program-8967Recording date: 1st of March 2026IsoEnergy is a diversified uranium developer and near-term producer operating across Canada, the United States, and Australia — three jurisdictions deliberately chosen for their strong regulatory and mining track records. The company is gaining significant attention from institutional investors as the uranium sector enters what many believe is a sustained structural bull market.Earlier in 2026, IsoEnergy raised $50 million in a capital round that attracted over $300 million in demand — more than six times oversubscribed — from 45 global institutional investors, roughly half of whom were new to the company. CEO Philip Williams, speaking at PDAC 2026, described it as a signal of a meaningful shift: where uranium investing was once the domain of a handful of specialists, generalist funds and large institutions are now actively deploying capital into quality names. IsoEnergy's scale and track record position it to capture that wave.IsoEnergy's flagship asset, the Hurricane deposit in Saskatchewan's Athabasca Basin, holds 48.6 million pounds of U₃O₈ at an average grade of 34.5% — the highest-grade uranium resource on earth. The deposit sits adjacent to Cameco and Orano's Dawn Lake project, whose operators have publicly confirmed high-grade mineralisation comparable to Cigar Lake and McArthur River, the two largest uranium mines in the world. IsoEnergy is currently running an expanded winter drill program and believes significant additional pounds remain to be discovered.The Tony M Mine in Utah is the company's most advanced production asset. A bulk sample program is currently underway underground, generating the data needed for a final restart decision. With approximately $150 million in cash, the company is fully funded for that decision without needing new equity or debt.IsoEnergy stages its portfolio deliberately — advancing Tony M first, then Daneros and Rim in Utah, then its Australian assets — allowing a core technical team to transfer expertise sequentially rather than spreading it thin. This matters because experienced uranium mine builders are globally scarce. The company is also well-positioned to access US government capital, with agencies including the Department of Energy and the Export-Import Bank actively advertising critical minerals funding at industry events.With multiple catalysts converging in 2026 — Hurricane drill results, a Tony M production decision, and broad institutional tailwinds — IsoEnergy is structurally positioned as one of the uranium sector's most compelling development stories.Learn more: https://www.cruxinvestor.com/companies/isoenergySign up for Crux Investor: https://cruxinvestor.com

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Send a textWe are in the ‘Intelligence Age' and the ‘humans versus AI' debates are everywhere. So, we thought we'd bring in an AI futurist and a leading voice in AI, digital transformation, and how AI will shape business, education and society. Meet Steve Brown, entrepreneur and former Google DeepMind and Intel executive who has helped brands like Bank of America, Lenovo, Nespresso, Cameco, and Intuit prepare for what he calls The Intelligence Age. Drawing upon his decades of experience in artificial intelligence and high tech to help leaders build winning AI strategies that fuel innovation, boost performance, and drive growth, Steve succinctly explains the radical global transformation with AI, in his book: 'The AI Ultimatum: Preparing for a World of Intelligent Machines and Radical Transformation'Hit play for Steve's take on the AI ultimatum and key takeaways from his book. [2:46s] Genesis of Steve as an AI futurist[10:09s] On ‘The AI Ultimatum: Preparing for a World of Intelligent Machines and Radical Transformation'[22:08s] On AI innovation, ethical AI, regulations [36:16s] Top 3 future trends in AIRWL: Steve's book 'The AI Ultimatum: Preparing for a World of Intelligent Machines and Radical Transformation'Connect with Steve on LinkedInConnect with Vinay on X and LinkedIn What did you think about this episode? What would you like to hear more about? Or simply, write in and say hello! podcast@c2cod.comSubscribe to us on your favorite platforms – Google Podcasts, Apple Podcasts, Spotify, Overcast, Tune In Alexa, Amazon Music, Pandora, TuneIn + Alexa, Stitcher, Jio Saavn and more.  This podcast is sponsored by C2C-OD, your Organizational Development consulting partner ‘Bringing People and Strategy Together'. Follow @c2cod on Twitter, LinkedIn, Instagram, Facebook 

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 January 28th which announced drilling has commenced at the Company's Darby project, with drilling at Murphy Lake North (MLN) to follow. Darby and MLN are joint ventures between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and are located 10 kilometres west of Cameco's Cigar Lake Mine and three kilometres east of IsoEnergy's Hurricane Deposit, 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.   Keith starts us up highlighting the prospective geology and historic exploration work that made the Darby Project a vital component of the JV transaction with Denison. The recent identification of new drill targets as results from further analysis supports Cosa's thesis that Darby is a mature, discovery-ready project that will receive drilling targeting uranium mineralization in the year to come.   We outline that approximately 2,500 metres are planned at Darby in winter 2026 to test initial priority targets identified that 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 from prior project operators in June of this year. Their work confirmed desktop interpretations and generated immediate follow-up targets.   Andy outlines that Priority targets are the immediate vicinities of drill holes which intersected zones of coincident sandstone alteration and anomalous uranium content proximal to significant graphitic basement faults. Up to four initial target areas will be evaluated during winter 2026.   Drilling plans at MLN will kick off after the Darby drilling is completed, and will comprise approximately 1,200 metres and will follow up summer 2025 results at the Cyclone trend where broad zones of structure and alteration were intersected over a two-kilometre strike length. Drilling will target a 1,200-metre gap in existing drilling where a lake prevents summer access. Drilling will also test a potential trend parallel to and approximately 100 metres south of Cyclone interpreted from intensely graphitic rocks and faulting intersected in the basement of MLN25-007.    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 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.  

While at CIBC's Annual Institutional Investor Conference in Whistler, we had the exciting opportunity to host Grant Isaac of Cameco for this Special Edition COBT. Grant serves as President and Chief Operating Officer of Cameco and has held several roles over his 16-plus years with the company, including EVP & CFO and SVP of Corporate Services. In his current role, he is responsible for all Cameco operations, exploration, and corporate development, as well as the company's commercial and financial strategy. Grant earned a Ph.D. from the London School of Economics and previously served as a business professor at the University of Saskatchewan. We were delighted to sit down with Grant to explore the latest developments in nuclear energy. In our discussion, Grant outlines Cameco's integrated nuclear platform and strategy, with vertical integration as a way to help “build their own demand,” as each reactor build creates 80-100 years of downstream recurring fuel and services demand. We explore how nuclear has shifted from “maybe/what if” to “must do it now,” what drives ordering momentum, and the industry's push to turn nuclear from a project into a product through standardization, sequencing, and simplification. Grant discusses how investors are increasingly underwriting Cameco as a “nuclear super-major” with scarce, strategic assets, and how the Westinghouse acquisition and partnership with Brookfield broadened the shareholder base and improved visibility into future demand. We touch on supply-chain pinch points across mining, conversion, enrichment, and fabrication, the post-Russia fuel-cycle reset, and why uranium is uniquely constrained by geology and can't be “fixed” with industrial policy. Grant explains the Global Laser Enrichment (GLE) project, the role of public-private partnerships in capital-intensive nuclear projects, and Ontario as a positive case study for government involvement. Grant also shares why traditional NPV frameworks tend to undervalue nuclear assets, noting that governments and sponsors instead focus on payback math over 80–100-year asset lives, the significant economic multipliers from large-scale nuclear builds, and the “cluster effects” that attract long-term industry, jobs, and investment, making the case for nuclear as a generational, nation-building infrastructure investment. We also cover evolving investor frameworks and valuation metrics, expectations for consolidation in the nuclear sector, his outlook for 2026, the future of uranium supply, and more. It was an insightful conversation. In other nuclear news, the World Nuclear Association published a World Nuclear Outlook Report on Tuesday, January 20 (linked here), which provides the most comprehensive assessment to date of global nuclear energy development, assessing national targets for nuclear capacity against the global goal to triple nuclear capacity by 2050. We hope you enjoy the discussion with Grant as much as we did. Our best to you all!

Uran. Lithium. Sjældne jordarter. Strøm. Kabler. Kampvogne. Droner. Vi er på vej ind i en æra med et af historisk mismatch mellem udbud og efterspørgsel, og det kommer til at sætte sig i priserne på alt fra sølv til forsvarsaktier. Sådan lyder det fra den tidligere cheføkonom i Saxo Bank, Steen Jakobsen, i dagens podcast. Han kalder denne nye tid for 'statskapitalisme', men hvad betyder det mere konkret, hvad bliver konsekvenserne for vores finansielle markeder og vores økonomi? Vi diskuterer også, hvordan det gik med de tre aktier, som Steen anbefalede i efteråret - Arrowhead, Cameco og Leonardo - og hvilke tre nye, han har et godt øje til i denne nye statskapitalistiske tidsalder. I studiet: Magnus Barsøe og Steen Jakobsen. See omnystudio.com/listener for privacy information.

Nuclear power and private jets take Tim Bohen's attention on today's Big 3. Tim points to Oklo Inc.'s (OKLO) cooldown as a new base for shares, Cameco's (CCJ) "safer" exposure to the nuclear sector, and Flyexecutive's (FLYX) SpaceX tie as reasons to watch his stock picks. Rick Ducat showcases bearish and bullish trend for all three stocks. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Interview with Philip Williams, Director & CEO of IsoEnergy Ltd.Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-inside-isoenergys-strategic-play-on-uraniums-supply-demand-revolutiont-7872Recording date: 19th November 2025IsoEnergy is building an institutional-scale uranium platform spanning Canada, the United States, and Australia through strategic acquisitions and targeted exploration spending. CEO Philip Williams recently announced the acquisition of Toro Energy, which adds the 75-million-pound Wiluna project in Western Australia to what the company calls its "Core Four" assets. This portfolio includes Canada's Hurricane deposit, described as the world's highest-grade uranium resource, along with near-term production capabilities at past-producing Utah mines and the 160-million-pound Coles Hill resource in Virginia, the largest uranium deposit in the United States.The company is prioritizing exploration capital in Canada's Athabasca Basin, where its PurePoint joint venture recently made the Dorado discovery, validating the consolidation strategy. Additional programs target the LaRocque East project and US properties in Utah's Henry Mountains district, where IsoEnergy sees accessible near-term discovery potential from historically productive areas that haven't been systematically explored in decades.Williams emphasized the company's positioning to benefit from US government initiatives to rebuild domestic uranium supply chains, including the Strategic Uranium Reserve. With uranium demand fundamentally outstripping supply through 2040 and governments deploying multiple support mechanisms, from direct purchases to project investments and accelerated permitting, IsoEnergy's diversified portfolio provides multiple value realization pathways across different development timelines and jurisdictions.The diversification strategy deliberately mirrors industry leader Cameco, reducing single-asset risk while maintaining the technical teams and financial strength to advance projects simultaneously. Management maintains flexible capital allocation responsive to jurisdictional developments and market conditions, with plans for significant project milestones across all Core Four assets in 2026.—Learn more: https://cruxinvestor.com/companies/isoenergySign up for Crux Investor: https://cruxinvestor.com

Recording date: 14th November 2025The precious metals sector is experiencing a convergence of favorable conditions that veteran investors describe as one of the best commodity setups in decades. At the recent Precious Metals Summit in Zurich, industry leaders including Pierre Lassonde, Frank Giustra, and Marc Faber highlighted observable market fundamentals supporting this outlook: global liquidity at record highs, structural demand emerging from technological infrastructure, and mining companies generating unprecedented cash flows while trading at reasonable valuations.Global liquidity continues expanding despite recent volatility. The People's Bank of China maintains liquidity injections, while the New York Fed has announced plans for substantial liquidity injection into US markets during Q1 2026. The recent government shutdown ending will release capital trapped in the treasury system for over a month. This liquidity expansion creates sustained support for precious metals as fiat currency purchasing power deteriorates.A less obvious but transformative demand driver emerges from artificial intelligence infrastructure development. The US needs to build at least 350 gigawatts of power dedicated to AI infrastructure—equivalent to 50 nuclear power plants—representing a trillion-dollar investment cycle for power generation alone. This excludes electrical grids, transmission infrastructure, and computing hardware. Recent government partnerships with Brookfield, Cameco, and Westinghouse for nuclear facility development signal the beginning of infrastructure spending requiring massive copper, steel, and concrete quantities while necessitating continued government liquidity injection supportive of gold prices.Third quarter 2025 results demonstrated the financial leverage inherent in gold mining operations. AngloGold Ashanti increased quarterly operating cash flow from $300 million to $1.4 billion—more than quadrupling while gold prices doubled. Even accounting for the Centamin acquisition contributing 20% of production, cash flow expansion significantly exceeds gold price appreciation. The company now operates with zero net debt, increased dividends, and strategic flexibility for acquisitions or capital returns while trading at roughly half the valuation of Agnico Eagle Mines despite comparable cash generation.K92 Mining offers equally compelling value, posting six consecutive quarters of free cash flow while organically funding construction of a complete new mill, twin declines, and associated infrastructure. The Phase 3 expansion completing commissioning in Q4 2025 will drive significant cash flow growth as throughput increases with minimal incremental operating costs. Operating costs scale favorably—an 800 tonne per day mill requires similar oversight as a 3,000 tonne per day mill. Market valuations have not yet reflected this coming cash flow expansion, creating opportunity for investors who understand the timeline and trust management execution.The M&A cycle is accelerating as producers with pristine balance sheets deploy capital. Recent examples include B2 Gold taking a 19.9% stake in Prospector Generator (now funded with $40 million for 2026 exploration), Probe Gold's acquisition, New Gold's pending takeover, and Gold Fields committing $50 million to junior investments. The competition for quality assets remains in early stages despite this activity.Investment opportunities span the market capitalization spectrum: established producers generating record profits at reasonable valuations, funded developers approaching major cash flow inflections, and well-backed exploration companies positioned for discoveries. Current Q4 volatility represents tactical entry opportunities before typical Q1 seasonal strength, with multiple fundamental drivers supporting sustained outperformance of real assets over the coming decade.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

Trevor and Justin discuss the current state of the uranium market, focusing on recent trends, Cameco's quarterly financials, and strategic partnerships in the nuclear sector. They analyze the implications of market corrections, the challenges faced by uranium producers, and the potential for future growth driven by new technologies and government initiatives.

New drill results out today from Provenance Gold and Alpha Exploration. Cameco published their quarterly financials. Electra Battery Metals is reinstating their construction of the cobalt refinery. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Bitcoin könnte unter 10.000 USD crashen. Eine extreme bearische Prognose, die gegen den Mainstream geht. Der "Rote Oktober" mit fallenden Kursen wirft große Fragezeichen für November auf. In dieser kontroversen Episode erkläre ich, warum ich derzeit keine Bitcoin-Position halte und kritisiere den fehlenden realen Nutzen der meisten Kryptowährungen. Plus: Q&A Session mit euren kritischen Community-Fragen zu Bitcoin, Altcoins und Trading-Strategien. ----- Links aus dem Video: Investieren auf X https://x.com/julianhosp - Folge Julian dort für Finanz Insights! Wann wieder einsteigen? https://x.com/julianhosp/status/1983760603496747208 Hat Arbeit Wert? https://x.com/julianhosp/status/1982468776089055245 Bitcoin in Euro: https://x.com/julianhosp/status/1983604454441025959 SQNS Abverkauf: https://x.com/julianhosp/status/1983390812743299268 Cameco: https://x.com/julianhosp/status/1983395187624947898 Bitcoiner sind woke: https://x.com/julianhosp/status/1983075234115711347 ZCash: https://x.com/julianhosp/status/1983041281652658282 Warum warne ich? https://x.com/julianhosp/status/1983602684986061294 Novembär https://x.com/julianhosp/status/1983983969290088673 4 Jahre Underperformance: https://x.com/julianhosp/status/1984157893101257136 Wertformel https://x.com/julianhosp/status/1984134512175984690 MSTR Earnings https://x.com/julianhosp/status/1984120256990732800 FED https://x.com/julianhosp/status/1983596208066326881 Spiel https://x.com/julianhosp/status/1983401245902811208 Unternehmertum auf LinkedIn https://www.linkedin.com/in/julianhosp/ - Folge Julian dort für Business Insights! KI Trading: https://www.linkedin.com/feed/update/urn:li:activity:7389236689237590016 Problem finden: https://www.linkedin.com/feed/update/urn:li:activity:7387763604801892352  KI LinkedInGruppe: https://www.linkedin.com/feed/update/urn:li:activity:7376558366963359744  KI Facebook Gruppe: https://www.facebook.com/groups/kimotor  Julian's Blog: https://www.julianhosp.com/de/blog/ki-notizen-woche41  Privates auf Instagram https://www.instagram.com/julianhosp - Folge Julian dort für Fitness Insights! Kitesurfen: https://www.instagram.com/p/DQW3rewjMKC  Marathon: https://www.instagram.com/p/DQRx_5xjK65/  Zone5 auf Instagram: https://instagram.com/zonefuenf  Zone5 auf YouTube: http://youtube.com/@zonefuenf?sub_confirmation=1  Trigger Posts auf Threads https://www.threads.com/@julianhosp/ - Folge Julian dort für seine political Takes! Sozialismus: https://www.threads.com/@julianhosp/post/DQT9it0DSH- Politik: https://www.threads.com/@julianhosp/post/DQdja_eDFQy  Erwähnte Produkte, Kurse, Tools: Halloween Promo: https://julianhosp.de/HalloweenWeek  Folge Julian hier auf YouTube: http://youtube.com/@julianhosp?sub_confirmation=1  Bleib mit meinem Newsletter Up to Date für nächste Dinge: https://bit.ly/newsletter_JH   Oder höre die Show als Podcast auf Spotify: https://open.spotify.com/show/3FqYrO3r7aLvTsmZxAy4NY  Like das Video und hinterlasse ein Kommentar!!

Interview with Chad Peters, President & CEO of Ridgeline Minerals and Chris Frostad, President & CEO of Purepoint UraniumRecording date: 8th October 2025Ridgeline Minerals and Purepoint Uranium represent a fundamental departure from the traditional junior mining exploration model that has historically destroyed shareholder value through relentless dilution. Both companies have structured strategic partnerships with major mining companies, including Nevada Gold Mines, South32, Cameco, and Orano, that provide 100% non-dilutive funding for exploration programs while the juniors retain fully carried interests of 20-25% through to commercial production. This structure addresses the central problem facing exploration investors: companies repeatedly returning to capital markets at disadvantageous valuations to fund high-risk drill programs.The financial metrics are compelling. Ridgeline's partners are deploying approximately $9.5 million USD in 2025 across joint venture projects, while Purepoint's partners are spending roughly $8 million - both figures representing 30-40% of their respective market capitalizations of approximately $25 million. Critically, this capital is deployed without issuing a single new share to existing investors. Additionally, both companies collect management fees of 10-15% (including chargeable expenses) on partner-funded programs, generating sufficient revenue to cover corporate overhead and achieve cash flow positive operations - a rare achievement in junior exploration that reduces dependence on equity markets during bear market periods.The investment thesis centers on asymmetric risk-reward. Downside is protected by sustainable cash flow models, major partner validation of project quality, and diversified project portfolios that spread exploration risk across multiple targets in tier-one jurisdictions (Nevada's Cortez Trend for gold, Saskatchewan's Athabasca Basin for uranium). Upside leverage remains substantial: any significant discovery would trigger material share price appreciation as partners cannot dilute their positions further, while comparable single-asset explorers trade at valuations that would justify either company's current market cap for just one project.Near-term catalysts include ongoing drill programs at Ridgeline's Swift (gold) and Selena (base metals) projects, and Purepoint's Dorado uranium project where initial results have intersected up to 8% uranium. Results flowing through late 2025 and early 2026 provide multiple opportunities for value inflection as these companies demonstrate that intelligent capital allocation can transform exploration from a value-destruction exercise into a genuine wealth-creation opportunity for patient investors.—Learn more: https://cruxinvestor.com/companies/ridgeline-mineralshttps://www.cruxinvestor.com/companies/purepoint-uranium-group-incSign 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 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 Chris Frostad, President & CEO of Purepoint UraniumPrevious interview: https://www.cruxinvestor.com/posts/purepoint-uranium-tsxvptu-high-grade-uranium-found-with-isoenergy-jv-7520Recording date: 8th October 2025Purepoint Uranium Group has emerged as a differentiated uranium exploration company through its combination of a significant new discovery in Saskatchewan's Athabasca Basin and a self-sustaining business model built on strategic partnerships with major industry players. The company's recent progress demonstrates how junior explorers can advance high-quality projects while maintaining capital efficiency and minimizing shareholder dilution.The Dorado discovery represents the company's most significant value driver. Four drill holes have intersected high-grade uranium mineralization in a region where CEO Chris Frostad notes that "98% of the drill holes that get poked up there in Saskatchewan come back with this much uranium." This statistically unusual success rate, combined with the discovery's location on trend with IsoEnergy's Hurricane deposit, suggests potential for district-scale mineralization. Management has committed to deploying substantially more capital on Dorado during the upcoming winter drilling season than was spent across all company projects in the previous year, signaling clear prioritization of this highest-conviction target.Purepoint's partnership structure provides unusual financial sustainability for a junior exploration company. The company operates six joint ventures with Cameco, Orano, IsoEnergy, and Foran Mining across 10 Saskatchewan projects. As exploration operator, Purepoint earns management fees that cover substantially all annual overhead expenses while receiving partners' capital monthly for drilling programs rather than carrying full exploration costs. This structure allows the company to advance multiple projects without burning through capital simply to maintain operations.The 50-50 partnership with IsoEnergy on Dorado and surrounding properties covering 100,000 hectares demonstrates sophisticated deal-making that protects Purepoint's interests through the entire project lifecycle. The agreement establishes Purepoint as exploration operator through resource definition, at which point IsoEnergy would assume development responsibilities. Detailed provisions address financing decisions, security arrangements, and mechanisms to protect both parties' interests, recognizing that partners may have different objectives and timeframes.Capital efficiency remains a key competitive advantage. Purepoint's recent $6 million financing was executed entirely through charity flow-through shares at premiums exceeding 50% above market price, with IsoEnergy contributing $1 million. This financing mechanism—which enables non-Canadian investor participation and generates substantially higher premiums than traditional flow-through shares—significantly reduces shareholder dilution compared to conventional equity raises. The company also has approximately $5 million in unexercised warrants currently in the money, providing additional capital optionality.The upcoming winter drilling season beginning in January represents a critical catalyst period. Systematic exploration of Dorado will provide real-time feedback allowing continuous vectoring toward mineralization zones, while partner budget meetings over the coming months will define additional work programs across Hook Lake and other joint venture projects. The company's measured approach to drilling—maximizing information value from each hole rather than racing to complete large programs—reflects management's commitment to capital discipline.For investors seeking exposure to uranium exploration in a tier-one jurisdiction, Purepoint offers a genuine discovery in its early stages, operational leverage through major partnerships, and a business model that provides financial sustainability while maintaining significant equity upside. The systematic winter drilling program will determine whether Dorado represents a district-scale opportunity or a more limited occurrence, with results expected to flow throughout the season as exploration progresses.View Purepoint Uranium's company profile: https://www.cruxinvestor.com/companies/purepoint-uranium-group-incSign up for Crux Investor: https://cruxinvestor.com

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

Justin Nielsen and Alexis Garcia analyze Monday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Interview with Scott Emerson, President & CEO, and Kieran Downes, Director of Kingsmen ResourcesRecording date: 5th September 2025Kingsmen Resources presents a compelling investment opportunity in Mexico's precious metals sector through its systematic consolidation of historic mining districts and disciplined approach to exploration financing. The company has assembled two significant projects in Chihuahua's renowned Parral district, targeting areas with established production history and modern expansion potential.The flagship Las Coloradas project centers on a mine that operated from 1944 to 1952, producing high-grade silver-lead-zinc mineralization averaging 600-800 grams per tonne. Through methodical claim assembly, Kingsmen has consolidated what was previously 15 separate claim blocks into a cohesive nine-square-mile package. Modern exploration has extended the original 300-meter strike length to 1.4 and 1.7 kilometers respectively, suggesting significant expansion potential beyond historic workings.Current operations focus on a 3,000-meter drilling program targeting 11-12 holes with depths ranging from 250 to 500 meters. The program tests continuation of mineralization along strike and below the historic water table, with results expected by September 2025. Technical work has identified strong pathfinder elements including arsenic, antimony, beryllium, and bismuth, while induced polarization surveys reveal extensive sulfide development across multiple rock types.The Almoloya project represents the company's second major consolidation success. Almoloya has attracted previous attention from major mining companies including Hecla, Anglo American, and Kennecott, though these operators worked individual claim blocks rather than the consolidated package now controlled by Kingsmen. This previous work generated approximately $3 million worth of historical data that Kingsmen acquired without associated exploration costs.Management maintains exceptional capital discipline with only 25 million shares outstanding, having completed all acquisitions through cash payments rather than equity dilution. The Las Coloradas acquisition totals $2.1 million over seven years with no net smelter return, while Almoloya requires $8 million over eight years with a 2% NSR. Both payment schedules feature minimal upfront costs, allowing systematic exploration without financial strain.Strategic positioning creates multiple value realization pathways. GoGold operates processing facilities just 40 kilometers from Las Coloradas, currently trucking tailings 10 miles to their heap leach facility. This proximity suggests potential synergies for toll processing or outright acquisition if Kingsmen demonstrates sufficient scale and grade. The company also holds a purchasable royalty on GoGold's Los Ricos North project for $1 million, providing additional leverage to regional consolidation trends.Under President Scott Emerson's leadership, the company benefits from extensive mining experience including the Jolu mine discovery in northern Saskatchewan and 18 years developing projects in Argentina with Mitsubishi funding. Technical expertise comes from Director Kieran Downes, formerly with Cameco's uranium and gold divisions, while local representation through third-generation mining family member Carlos Garza provides social license and operational knowledge.Management targets resource potential exceeding 200 million ounces across both projects, based on geological similarities to regional deposits that have operated for centuries. The systematic approach to previously unexplored-by-juniors territory, combined with strong technical data and favorable operational conditions, positions Kingsmen for potential significant value creation through successful exploration results while preserving equity value through disciplined capital allocation.View Kingsmen Resources' company profle: https://www.cruxinvestor.com/companies/kingsmen-resources-ltdSign up for Crux Investor: https://cruxinvestor.com

Interview with David Cates, President & CEO of Denison MinesOur previous interview: https://www.cruxinvestor.com/posts/denison-mines-tsxdml-first-in-situ-uranium-mine-in-canada-on-track-for-2028-production-6825Recording date: 4th September 2025Denison Mines Corporation (TSX:DML) represents a compelling uranium investment opportunity positioned at the intersection of accelerating nuclear demand and persistent supply constraints. The company stands out as one of the few developers with clear visibility to near-term production through its advanced Wheeler River Phoenix project in Saskatchewan's prolific Athabasca Basin.Phoenix has reached critical development milestones with regulatory panel hearings scheduled for October-December 2025 and expected decisions within 90 days. The project benefits from 75% completed engineering, ongoing procurement since 2023, and in-situ recovery (ISR) technology that reduces operational complexity compared to conventional mining. First production is targeted for mid-2028, representing a 20-year development timeline from discovery that CEO David Cates characterizes as exceptional persistence through market downturns.The company's recent $345 million convertible bond offering demonstrates sophisticated financial engineering that addresses traditional mining sector dilution concerns. The instrument features cap-call protection limiting dilution to 4% even with 200% share price appreciation, effectively functioning like traditional debt until shares exceed $4.32. This structure provides construction funding while preserving upside for existing shareholders and offers significant cost savings compared to conventional project financing.Denison enters production during what appears to be the most favorable uranium market dynamics in over a decade. Microsoft's decision to join the World Nuclear Association signals broader corporate recognition of nuclear power's role in supporting data centers and AI infrastructure. Simultaneously, established producers including Kazatomprom and Cameco struggle with production guidance, creating supply shortages precisely as demand accelerates. Utilities actively seek Western uranium supply sources to diversify away from concentrated suppliers.Unlike pure development companies, Denison generates immediate cash flow through its 22.5% interest in McLean North mine production and maintains 2 million pounds of physical uranium inventory. This diversified revenue profile provides operational flexibility and reduces dependence on equity financing during construction. The company's commercial strategy emphasizes contract diversification rather than betting entirely on spot prices or long-term agreements.Phoenix represents the foundation for broader growth initiatives. The Wheeler River property includes the Griffin deposit positioned for development using Phoenix cash flows. The company maintains annual exploration spending of C$10-15 million while pursuing strategic partnerships and potential acquisitions enabled by future cash generation. This approach creates organic growth opportunities without additional equity dilution.Denison's investment appeal centers on execution certainty, financial flexibility, and market timing. The combination of approaching regulatory approval, advanced engineering completion, innovative financing structure, and favorable uranium fundamentals creates multiple value drivers. The company's positioning as a new large-scale Western uranium producer entering a supply-constrained market during accelerating demand provides both near-term catalysts and long-term growth potential.With regulatory clarity approaching and construction readiness achieved, Denison appears well-positioned to capitalize on uranium market dynamics that many industry participants view as the most favorable in decades.View Denison Mines' company profile: https://www.cruxinvestor.com/companies/denison-mines-corpSign up for Crux Investor: https://cruxinvestor.com

Interview with Philip Williams, Director & CEO of IsoEnergy Ltd.Our previous interview: https://www.cruxinvestor.com/posts/the-next-uranium-supercycle-energy-fuels-isoenergy-on-geopolitics-mills-and-market-gaps-7209Recording date: 4th September 2025IsoEnergy presents a compelling investment opportunity in the uranium sector through its strategically diversified portfolio approach at a time when supply-demand fundamentals are increasingly favorable. The company operates across three premier uranium jurisdictions—Canada, the United States, and Australia—with assets spanning the development spectrum from early-stage exploration to near-term production capability.The Hurricane deposit in Saskatchewan's Athabasca Basin represents IsoEnergy's crown jewel asset, featuring some of the highest uranium grades globally in the world's premier uranium jurisdiction. CEO Philip Williams characterizes Hurricane as a generational asset that will become increasingly valuable as existing mines approach depletion. Cigar Lake, a major producing mine, faces ore exhaustion by 2035, creating what Williams describes as an appreciating asset scenario where every day that goes by, it increases in value.The company's financial strength distinguishes it from capital-constrained competitors. With $85 million in cash and strategic backing from NextGen Energy, which owns 31% of IsoEnergy and contributed $12 million to a recent $50 million financing, the company can optimize development timing rather than rushing to production. This financial flexibility has become increasingly important as the industry faces execution challenges, with multiple uranium companies issuing negative production guidance throughout 2025.Williams observes a fundamental shift in uranium demand dynamics, noting the presence of technology companies like Microsoft at the 2025 World Nuclear Association Symposium actively seeking nuclear power for data centers. This demand evolution coincides with artificial intelligence and cloud computing infrastructure expansion requiring reliable baseload power generation, representing a paradigm shift beyond traditional utility demand.The supply side presents compelling fundamentals despite execution challenges across the industry. Williams argues that the actual real price of getting that marginal pound of production out of the ground is much higher than anyone thinks, suggesting current uranium prices fail to reflect true production economics. Cameco's recent guidance reduction for its McArthur asset exemplifies broader industry production disappointments that have yet to drive appropriate price discovery.IsoEnergy's near-term production optionality comes through the Tony M project in Utah, where the company plans bulk sampling to extract 10,000 to 20,000 pounds of uranium—the first mining activity in nearly 15 years.The company's strategic partnership model multiplies uranium exposure beyond direct asset ownership. IsoEnergy maintains equity positions worth approximately $40 million across six to seven uranium juniors, creating what Williams describes as "lots of shots on goal." The Pure Point joint venture exemplifies this strategy, with the partnership's summer discovery of over 5% uranium grades validating the approach.IsoEnergy's portfolio construction addresses multiple investor preferences across the uranium value chain. Williams notes the company can offer near-term cash flow, high value exploration in the best place in the world, and call optionality with large or high-grade projects. This diversification provides multiple pathways to value creation while mitigating the single-asset risks that have challenged other uranium developers.The combination of world-class assets, strong financial positioning, strategic partnerships, and experienced management positions IsoEnergy to capitalize on the emerging uranium supply-demand imbalance while avoiding the execution risks that have affected competitors.View IsoEnergy's company profile: https://www.cruxinvestor.com/companies/isoenergySign up for Crux Investor: https://cruxinvestor.com

Alexis Garcia and Ed Carson analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Should you invest in Canada or the United States? In this Wealthion interview, RockLinc Investment Partners CEO Jonathan Wellum explains the critical differences between the two markets and where investors can still find overlooked opportunities in Canada. The U.S. dominates with unmatched size, liquidity, and technology leadership, while Canada remains concentrated in energy, resources, and banks. This creates very different risk/return profiles for investors. Jonathan covers: Why the U.S. market is deeper, more diversified, and a global growth engine. Canada's heavy reliance on commodities, and why this makes returns more cyclical. The impact of currency swings (CAD vs. USD) on cross-border returns. Tax considerations for Canadians buying U.S. stocks (and vice versa). Why U.S. markets have outperformed for decades — and whether that will continue. Hidden Canadian gems like Cameco, Franco-Nevada, and Wheaton Precious Metals, and global firms like Brookfield and Constellation Software. How Wellum allocates today: ~65% U.S., ~35% Canada & Europe.  

 Interview with Andrew Ferrier, Managing Director of Global Uranium & EnrichmentRecording date: 23rd July 2025Global Uranium (ASX:GUE) has emerged as a compelling investment opportunity in the rapidly evolving uranium sector, strategically positioned to capitalize on America's growing need for domestic uranium production. Led by managing director Andrew Ferrier, the company has assembled a portfolio of assets and partnerships that address critical gaps in the US nuclear fuel supply chain.The centerpiece of Global Uranium's strategy is the Pine Ridge project, a massive 70,000-acre uranium property in Wyoming's prestigious Powder River Basin. Acquired through a 50/50 joint venture with NASDAQ-listed Snow Lake for US$22.5 million, the project targets 24-51 million pounds of uranium potential, positioning it among the basin's top development opportunities. The strategic location, sitting between Cameco's Smith Ranch facility and Energy Fuels' northern operations, provides exceptional infrastructure advantages and geological confidence.Global Uranium's competitive edge stems from proven permitting expertise that many uranium developers lack. Ferrier's team previously navigated the complex regulatory process to permit the Reno Creek uranium project, bringing rare technical knowledge to an industry where permitting failures have derailed numerous competitors. This expertise has already enabled rapid progress, with exploration permits secured and drilling operations commenced targeting a JORC resource by Q4 2025.The company's investment strategy extends beyond traditional mining through its 22% stake in Ubaryon, a cutting-edge uranium enrichment technology company recently backed by Urenco, the Western world's largest enrichment operator. This partnership validates Ubaryon's chemical enrichment process, which could revolutionize nuclear fuel processing by bypassing traditional conversion steps.With geopolitical tensions highlighting America's dangerous dependence on foreign uranium supplies, Global Uranium's domestic focus aligns perfectly with government priorities for energy security. As Ferrier notes, "The environment is very ripe in the US to support domestic production of US uranium," positioning the company at the forefront of America's uranium renaissance.View Global Uranium and Enrichment's company profile: https://www.cruxinvestor.com/companies/okapi-resources-limitedSign up for Crux Investor: https://cruxinvestor.com 

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