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The Energy Report - Exclusive Articles Full Text https://www.theenergyreport.com/ Featuring investment coverage of fossil, renewable and alternative energies. Copyright 2011, Streetwise, Inc. Altius Minerals Raises GBR Stake to 50% via $168M Deal https://www.streetwisereports.com/article/2026/08/05/altius-minerals-raises-gbr-stake-to-50-via-168m-deal.html Source: <a href="https://www.streetwisereports.com/article/2026/08/05/altius-minerals-raises-gbr-stake-to-50-via-168m-deal.html?utm_medium=feed">Streetwise Reports 08/05/2026</a> Altius Minerals closed a deal lifting its Great Bay Renewables ownership to 50%. See how the renewables royalty model, credit facility expansion, and project pipeline support long-term revenue growth.The renewable energy sector continues to attract large-scale capital as utilities and developers scale wind, solar, and storage projects worldwide. Royalty and streaming structures offer investors exposure to these cash flows without the operational risks of direct ownership. Altius Minerals Corp. (ALS:TSX) has built a portfolio that spans both traditional mining royalties and electricity generation royalties, positioning the company to benefit from growth in multiple sectors. Altius recently entered into<a href="https://altiusminerals.com/_resources/press-releases/nr-20260730.pdf" target="_blank" rel="noopener"> a transaction that increased its effective ownership interest in Great Bay Renewable Holdings LLC and Great Bay Renewable Holdings II LLC, collectively GBR, to 50% from 29%. The transaction was originally announced on July 10, 2026.</a> The move gives Altius a larger share of revenues from an 8.7 GW portfolio of operating, under-construction, and development-stage renewable assets. <h2 style="text-align: center;">Why the Increased GBR Stake Matters Now</h2> By raising its stake to 50%, Altius gains proportional consolidation of GBR results starting in the third quarter of 2026. This change replaces the previous 29% effective interest and is expected to increase reported royalty revenue and expenses. The structure aligns with a broader financing niche where capital providers earn revenue-based returns on projects that may be too small for large banks or private equity. <h2 style="text-align: center;">Unique Business Model Across Mining and Renewables</h2> Royalty and streaming companies generate revenue from agreements tied to production rather than operating mines or power plants. Under streaming deals, an upfront payment secures future deliveries at predetermined prices. Royalties typically range from 1% to 3% of net smelter return after transportation and refining costs. Altius applies the same model to renewable electricity assets, providing capital in exchange for long-term revenue payments from wind, solar, and battery storage projects. <h2 style="text-align: center;">Key Assets and Development Catalysts</h2> Altius's electricity royalty portfolio includes 3.3 GW operating, 1.7 GW under construction, and 3.8 GW in development. GBR continues to evaluate late-stage acquisition opportunities and development-fee sharing structures that could generate more than US$100 million in ancillary revenue between 2026 and 2028. In base metals, first production at Curipamba is targeted for 2027, while the Sava deposit at Chapada is expected to lift annual copper output by 15,000 to 20,000 tonnes starting in 2029. Lithium royalties at Sigma, Core, Goulamina, Tres Quebradas, and Mariana are advancing through ramp-up or expansion phases. The Kami iron ore project carries a 3% gross sales royalty and is modeled for production in 2032 with reserves and resources supporting a 26-year mine life. <h2 style="text-align: center;">Industry Timing and Capital Market Trends</h2> Royalty financing has expanded beyond mining into renewables because developers seek non-dilutive capital for mid-sized projects. Reports note that this segment often falls between the scope of large banks and private equity, creating openings for specialized royalty providers. Altius's dual focus on metals and electricity royalties offers investors diversified exposure to commodity prices and the energy transition while maintaining lower operational risk than traditional mining or power companies. <h2 style="text-align: center;">Analyst Views and Valuation Context</h2> Analyst Adrian Day maintained a Hold rating and noted expected second-quarter attributable royalty revenue of CA$30 million, above prior-quarter results and consensus estimates, driven by base metals and renewables. <a href="https://www.marketbeat.com/stocks/TSE/ALS/forecast/" target="_blank" rel="noopener">MarketBeat also listed several July analyst actions on Altius Minerals</a>. Recent actions include Scotiabank upgrading to Hold, TD maintaining Hold with a CA$60.00 target, National Bank Financial raising its target to CA$70.00, ATB Cormark increasing to CA$79.00, and Raymond James lifting to CA$66.00. These updates reflect the impact of the GBR transaction and portfolio momentum. <h2 style="text-align: center;">Credit Facility Supports Further Growth</h2> Altius amended its credit facility on July 24, increasing capacity to US$350 million from US$225 million. The new revolving structure requires no principal repayments and extends maturity to July 2030. <a href="https://altiusminerals.com/_resources/press-releases/nr-20260730.pdf" target="_blank" rel="noopener">Following the amendment,</a> the company drew US$100 million to fund the GBR transaction. The facility is available for royalty and streaming acquisitions and carries variable interest with pricing improvements tied to net debt ratios. <h2 style="text-align: center;">Share Structure and Market Position</h2> 1Insiders and management hold about 5%, holding companies about 12%, and institutions about 28%, with the balance held by retail investors. [OWNERSHIP_CHART-115] Market capitalization stands at CA$3.35 billion with 55.74 million shares outstanding. The stock has traded between CA$26.59 and CA$62.07 over the past 52 weeks. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Altius increased its effective GBR ownership to 50%, enabling full proportional consolidation of revenues and expenses from the third quarter of 2026.</li> <li>The company now reports results from an 8.7 GW renewable royalty portfolio alongside its established mining royalties in copper, lithium, iron ore, and potash.</li> <li>A US$350 million revolving credit facility provides flexible capital for additional royalty and streaming acquisitions through 2030.</li> <li>Multiple development projects are scheduled to reach production or expansion milestones between 2027 and 2032, supporting potential revenue growth.</li> <li>Analyst ratings remain constructive with several target-price increases following the GBR transaction and second-quarter outlook.</li> </ul> <h2 style="text-align: center;">Common Questions from Investors</h2> What is the current ownership split in GBR? Altius and Northampton Capital Partners each hold a 50% effective interest following the transaction that removed Apollo funds. How will the GBR stake change financial reporting? Beginning in the third quarter of 2026, Altius will report its 50% share of GBR revenues and expenses on a proportionate basis. What is the size of the credit facility after the recent amendment? The facility was increased to US$350 million and converted to a single revolving structure maturing in July 2030. Which projects are expected to contribute to future royalty growth? Key catalysts include Curipamba's first production in 2027, Chapada Sava's expansion in 2029, and Kami's iron ore modeled for 2032. Altius Minerals continues to expand its royalty exposure across both mining and renewable energy sectors. The recent increase in GBR ownership, combined with an enlarged credit facility and a pipeline of development projects, provides a clear framework for investors evaluating long-term royalty revenue potential. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting" target="_blank" rel="noopener">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32073"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32073" width="0" height="0"> ( Companies Mentioned: ALS:TSX, ) Wed, 05 Aug 2026 00:00:00 PST 50% Stake Secured in Renewable Energy Royalty Platform With 8.7 GW Portfolio https://www.streetwisereports.com/article/2026/08/05/50-stake-secured-in-renewable-energy-royalty-platform-with-8-7-gw-portfolio.html Source: <a href="https://www.streetwisereports.com/article/2026/08/05/50-stake-secured-in-renewable-energy-royalty-platform-with-8-7-gw-portfolio.html?utm_medium=feed">Streetwise Reports 08/05/2026</a> Altius Minerals Corp. (ALS:TSX) closed its Great Bay Renewables transaction, increasing its effective interest from 29% to 50% while expanding its credit facility to US$350 million.Altius Minerals Corp. (ALS:TSX) closed <a href="https://altiusminerals.com/_resources/press-releases/nr-20260730.pdf" target="_blank" rel="noopener">a transaction that increased its effective ownership interest in Great Bay Renewable Holdings LLC and Great Bay Renewable Holdings II LLC, collectively GBR, to 50% from 29%. The transaction was originally announced on July 10, 2026.</a> Under the transaction, funds managed by affiliates of Apollo sold their membership interests in GBR to Northampton Capital Partners for total consideration of approximately US$390 million. Concurrently, Northampton sold its interest in Altius Renewable Royalties Corp. to Altius for approximately US$168 million. Following the transaction, Altius and Northampton each hold an effective ownership interest of 50% in GBR, while Apollo funds no longer hold an interest. For Altius, the increased interest means that beginning in the third quarter of 2026, it will report its proportionate 50% share of GBR revenues and expenses, compared with an effective ownership interest of 29% before the transaction. Altius also completed an amendment to its credit facility on July 24, increasing the facility to US$350 million from US$225 million. The facility is jointly led by Bank of Nova Scotia and Toronto-Dominion Bank, with participation from National Bank of Canada, ATB Financial, Desjardins Financial Security Life Assurance Company, and Export Development Canada. Bank of Nova Scotia serves as the administrative agent. The previous term and revolving credit facility were replaced by a single revolving facility with no principal repayments required. Approximately US$87 million of outstanding debt was transferred to the amended facility, with maturity extended from August 2028 to July 2030. The facility is available for qualifying royalty acquisitions, streaming acquisitions, and other qualifying investments and bears interest at variable rates, with pricing improvements based on the total net debt ratio. <a href="https://altiusminerals.com/_resources/press-releases/nr-20260730.pdf" target="_blank" rel="noopener">Following the amendment,</a> Altius completed a US$100 million drawdown on the facility in connection with the closing and financing of the GBR transaction. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="spknul" data-start="0" data-end="61">Royalty Financing Models Span Mining and Renewable Energy</h2> <a href="https://seekingalpha.com/article/4891514-precious-metals-royalty-streaming-companies-march-2026-report" target="_blank" rel="noopener">According to an April 17 report by Peter Arendas,</a> royalty and streaming companies represented a distinct segment of the mining industry in which revenues were derived from royalty and streaming agreements. Arendas wrote that these businesses provided exposure to metals prices while being "less risky in comparison" with typical mining companies. The report described the mechanics of both structures. Under streaming agreements, companies provided upfront payments in exchange for rights to future deliveries of a predetermined percentage of production, while also making ongoing payments that were generally below prevailing market prices. Royalties typically applied to a smaller portion of production, usually 1% to 3%, and generally did not involve ongoing payments. Arendas noted that royalties could take several forms, with the most common being a percentage of net smelter return, or NSR, calculated from revenues from mined products after transportation and refining costs. Arendas also documented volatility across the precious metals royalty and streaming segment during March. His Precious Metals Royalty and Streaming Index declined 16.52% during the month, while the equally weighted version declined 14.19%. He described the month as "a bloodbath for the precious metals R&S companies," with 16 of 18 companies recording share-price declines. At the same time, the royalty and streaming indices declined less than the mining benchmarks cited in the report, which fell 20.78% and 23.14%. <a href="https://www.reroyalties.com/post/re-royalties-an-energy-transition-financier" target="_blank" rel="noopener">A July 21 opinion piece by André Will-Laudien, published by RE Royalties, described how the royalty financing structure had also been applied to renewable energy projects. </a>Will-Laudien wrote that "the energy transition is becoming one of the largest capital projects of the coming decades" and identified financing rather than technology as an increasingly important constraint. The piece described a model under which capital was provided to renewable energy developers in exchange for long-term, revenue-based payments rather than direct ownership and operation of wind or solar facilities. Will-Laudien wrote that the approach "combines recurring cash flows with the growth of solar energy, wind power, battery storage, hydropower, and biogas." The July 21 piece also identified a financing niche involving renewable energy projects requiring CA$10 million to CA$20 million. According to Will-Laudien, this segment was "often too small for large banks or private equity investors" and had provided an opportunity for specialist financing. The article said more than CA$80 million had been invested through the model since 2016 and that approximately 41% of revenue had come from existing customer relationships. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="z61jox" data-start="32" data-end="114">Analyst Cited Higher Quarterly Royalty Revenue, Maintained Hold Recommendation</h2> In a July 24 edition of Adrian Day's Global Analyst, analyst Adrian Day maintained a Hold recommendation on Altius Minerals Corp. Day wrote that Altius "expected attributable royalty revenue for the second quarter to come in at CA$30 million, up from the first quarter and above analyst expectations," and said the results were "led by strong results from the base metals and renewables." While Day did not provide a target price for Altius in the report, his stated recommendation remained "Hold." <a href="https://www.marketbeat.com/stocks/TSE/ALS/forecast/" target="_blank" rel="noopener">MarketBeat also listed several July analyst actions on Altius Minerals</a>. Scotiabank upgraded Altius to Hold on July 23, although MarketBeat did not list a price target with that action. TD had a Hold rating and set a CA$60.00 price target on July 22. National Bank Financial maintained an Outperform rating on July 14 and increased its price target to CA$70.00 from CA$62.50. ATB Cormark Capital Markets increased its price target to CA$79.00 from CA$68.00 on July 14, while Raymond James Financial increased its target to CA$66.00 from CA$64.00 on July 13. MarketBeat did not display ratings for the ATB Cormark or Raymond James actions in the information provided. <h2 style="text-align: center;" data-section-id="x7kueg" data-start="1893" data-end="1949">Royalty Portfolio Milestones and Project Development</h2> <a href="https://altiusminerals.com/investor-information/webcasts-and-presentations/" target="_blank" rel="noopener">Altius's June 29 corporate presentation identified a series of operating ramp-ups, expansions, and new builds across its royalty portfolio.</a> The presentation said its electricity royalty portfolio included 3.3 GW of operating assets, 1.7 GW under construction, and 3.8 GW in development, representing 8.7 GW under royalty. The presentation also described further scaling and diversification of the electricity royalty business as its current focus. For GBR, the presentation identified additional acquisitions relating to late-development-stage projects and several investment opportunities in various stages of negotiation, while stating that no assurance could be given that the transactions would be completed. It also identified more than US$100 million in ancillary revenue potential during 2026 through 2028 from development fee-sharing structures associated with developer deals. The estimated amounts were supported by payment schedules associated with existing sales agreements, although the presentation stated that no assurance could be given of successful completions. In base metals, construction was advancing at Curipamba, with first production expected in 2027. At Chapada, incorporation of the Saúva deposit discovery into the mine plan was expected to increase copper production by 15,000 to 20,000 tonnes per year, or 33% to 50%, beginning in 2029. The new underground mines at Voisey's Bay were ramping up in accordance with plan, while future expansion potential was under consideration. The presentation also outlined several developments across the lithium royalty portfolio. Sigma had restarted operations and was ramping up to nameplate capacity after announcing a US$100 million facility and offtake agreements. Core had sanctioned a final investment decision for Finniss and mobilized to the site, with the first shipment expected before the end of 2026. Goulamina's ramp-up was continuing while its Phase 2 expansion plan advanced. At the Tres Quebradas and Mariana brine operations, ramp-ups were continuing, and both were preparing to submit expansion plans to the government under RIGI. Contracts had also been awarded to key operational partners as Neves advanced toward the start of construction. IOC mines were undergoing significant, multi-year capital investment programs intended to stabilize and increase production rates. Altius's royalty interest is held through its equity position in Labrador Iron Ore Royalty Corp., and the presentation said Altius had increased that holding to approximately 8% during the second half of 2025. At the Kami project, Altius retains a 3% gross sales royalty. The project was expected to produce 8.5 million tonnes per year of direct-reduction-grade iron ore, grading more than 67% over an initial 26-year mine life. Production was modeled for 2032 in the presentation. The project contained 643 million tonnes of reserves at 29.18%, 975 million tonnes of measured and indicated resources at 29.6%, and 163 million tonnes of inferred resources at 29.20%, with resources inclusive of reserves. The presentation separately identified Kami, Arthur, and Adina among major development-stage royalties associated with potential development in the early 2030s, while stating that this further growth potential was speculative and subject to future project sanctioning by third-party operators. It also identified Gunnison, GdC Phase 3, and Moblan among its medium-term further growth potential assets. [OWNERSHIP_CHART-115] For its Saskatchewan potash royalty mines, Altius's presentation used production assumptions representing approximately 30% growth over the next 10 years through 2035, compared with approximately 50% market-share gains over the prior decade. The accompanying illustrative royalty revenue estimates ranged from US$21.4 million in 2026 to US$29.2 million in 2035 and were based on a stated spot price of US$419 per tonne FOB. The presentation cautioned that the estimates incorporated publicly available operator forecasts and Altius assumptions and should not be relied upon as investment guidance. <h2 style="text-align: center;">Ownership and Share Structure1</h2> About 5% of Altius Minerals Corp. is held by insiders and management, about 12% by holding companies, and about 28% by institutions. The rest is retail. Its market cap is CA$3.35 billion with 55.74 million shares outstanding. It trades in a 52-week range of CA$26.59 and CA$62.07. <div class="qMYqUG_convSearchResultHighlightRoot"> <div class="" data-turn-id-container="request-WEB:7778ee68-619f-4995-a08b-f94443c0bdf1-5" data-is-intersecting="true"> <section class="text-token-text-primary w-full focus:outline-none has-data-writing-block:pointer-events-none [&:has([data-writing-block])>*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id="request-WEB:7778ee68-619f-4995-a08b-f94443c0bdf1-5" data-turn-id-container="request-WEB:7778ee68-619f-4995-a08b-f94443c0bdf1-5" data-testid="conversation-turn-12" data-turn="assistant"> <div class="text-base my-auto mx-auto pb-8 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"> <div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" data-conversation-screenshot-content=""> <div class="flex max-w-full flex-col gap-4 grow"> <div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal outline-none keyboard-focused:focus-ring [.text-message+&]:mt-1" dir="auto" tabindex="0" data-message-author-role="assistant" data-message-id="41da4f8d-db74-43df-bc37-84ef73da86db" data-message-model-slug="gpt-5-5" data-turn-start-message="true"> <div class="flex w-full flex-col gap-1 empty:hidden"> <div class="markdown prose dark:prose-invert wrap-break-word w-full dark markdown-new-styling"> <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="1hryhf7" data-start="0" data-end="6">FAQ</h2> What did Altius Minerals announce about Great Bay Renewables? Altius Minerals Corp. announced that it closed a transaction increasing its effective ownership interest in Great Bay Renewable Holdings LLC and Great Bay Renewable Holdings II LLC, collectively GBR, to 50% from 29%. The transaction was originally announced on July 10, 2026. How much of Great Bay Renewables does Altius Minerals own now? Following the transaction, Altius Minerals held an effective ownership interest of 50% in GBR. Northampton Capital Partners also held an effective ownership interest of 50% in GBR. How did Altius Minerals increase its Great Bay Renewables ownership to 50%? Funds managed by affiliates of Apollo sold their membership interests in GBR to Northampton Capital Partners for approximately US$390 million. Concurrently, Northampton sold its interest in Altius Renewable Royalties Corp. to Altius for approximately US$168 million. The resulting ownership structure gave Altius and Northampton equal 50% effective interests in GBR. How will the Great Bay Renewables transaction affect Altius Minerals' financial reporting? Beginning in the third quarter of 2026, Altius Minerals said it would report its proportionate 50% share of GBR revenues and expenses. What is Great Bay Renewables' business? Altius's June corporate presentation described Great Bay Royalties, originally Great Bay Renewables, as a business established to bring the natural resources royalty financing model to electricity generation. Its royalty structures related to utility-scale wind and solar power generation, with potential battery storage. How large is the Great Bay Renewables royalty portfolio? Altius's June corporate presentation said the electricity royalty portfolio included 3.3 GW of operating assets, 1.7 GW under construction, and 3.8 GW in development, totaling 8.7 GW under royalty. Did Altius Minerals increase its credit facility? Yes. Altius Minerals completed an amendment on July 24 that increased its credit facility to US$350 million from US$225 million. The previous term and revolving credit facility were replaced with a single revolving facility with no principal repayments required. When does Altius Minerals' amended credit facility mature? The maturity was extended from August 2028 to July 2030. Approximately US$87 million of outstanding debt was transferred to the amended credit facility. How much did Altius Minerals draw from its credit facility for the GBR transaction? After closing the credit facility amendment, Altius Minerals completed a US$100 million drawdown related to the closing and financing of the GBR transaction. What can Altius Minerals use its US$350 million credit facility for? The amended facility was available for qualifying royalty acquisitions, streaming acquisitions, and other qualifying investments. It carried variable interest rates, with pricing improvements based on the total net debt ratio. What projects and commodities are included in Altius Minerals' royalty portfolio? Altius's corporate presentation identified royalty interests and investments spanning electricity, potash, lithium, clean steel, copper, gold, and nickel. The presentation discussed development and operating activity across electricity, base metals, battery metals, potash, and iron ore royalties. What upcoming developments did Altius Minerals identify in its royalty portfolio? The June presentation identified developments including first production expected at Curipamba in 2027, planned incorporation of the Saúva discovery into the Chapada mine plan beginning in 2029, ramp-up of the Voisey's Bay underground mines, lithium project ramp-ups and expansion work, and a modelled 2032 production timeline for the Kami iron ore project. What did Adrian Day say about Altius Minerals stock? In the July 24 edition of Adrian Day's Global Analyst, Adrian Day rated Altius Minerals "Hold." He wrote that the company expected second-quarter attributable royalty revenue of CA$30 million, "up from the first quarter and above analyst expectations," with results led by base metals and renewables. The report did not provide a target price. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a> </div> </div> </div> </div> </div> </div> </section> </div> </div>Important Disclosures:<ol> <li>James Guttman wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting" target="_blank" rel="noopener">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32069"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32069" width="0" height="0"> ( Companies Mentioned: ALS:TSX, ) Wed, 05 Aug 2026 00:00:00 PST Natural Gas Power Provider Rebrands to Evolution Powerx Corp. https://www.streetwisereports.com/article/2026/08/04/natural-gas-power-provider-rebrands-to-evolution-powerx-corp.html Source: <a href="https://www.streetwisereports.com/article/2026/08/04/natural-gas-power-provider-rebrands-to-evolution-powerx-corp.html?utm_medium=feed">Streetwise Reports 08/04/2026</a> Evolution Powerx Corp., formerly Enterprise Group, advances natural gas-to-electricity solutions with fleet growth and a new Alberta base as U.S. natural gas prices stabilize near recent lows.Enterprise Group Inc. (E:TSX; ETOLF:OTCMKTS)) will change <a href="https://www.stockwatch.com/News/Item/Z-C!E-3847370/C/E" target="_blank" rel="noopener">its name to Evolution Powerx Corp., effective at the open of trading on Aug. 5, 2026, according to the Toronto Stock Exchange.</a> The rebrand highlights the company's focus on natural gas power generation for industrial users in Western Canada. Natural gas remains a key fuel for electricity generation and industrial activity across North America. Recent U.S. storage data showed builds below expectations, supporting prices that had traded near multi-month lows. <a href="https://tradingeconomics.com/commodity/natural-gas" target="_blank" rel="noopener">Trading Economics reported on July 30 that U.S. natural gas prices had edged up to around US$2.77 per MMBtu after the latest U.S. Energy Information Administration data showed a smaller-than-expected increase in natural gas storage. </a> Lower 48 production stayed near record levels while LNG export flows eased slightly due to maintenance. <h2 style="text-align: center;">Why Evolution Powerx Corp. Stands Out</h2> Evolution Powerx Corp. provides site power systems, infrastructure, and services to the Canadian resource and construction sectors, with operations concentrated in Alberta and northeastern British Columbia. Its core operating business, Evolution Power Projects, delivers mobile and semi-permanent natural gas-to-electricity solutions that replace multiple diesel generators at remote sites. <h2 style="text-align: center;">Unique Business Model and Key Assets</h2> Evolution Power Projects, launched in 2022 as the former WESTAR Power Division, supplies natural gas turbine generators that cut diesel consumption by thousands of liters daily per facility. The approach also reduces on-site noise and eliminates much of the diesel fuel handling required at remote locations. Additional operating units include Westar Oilfield Rentals, Artic Therm International, Hart Oilfield Rentals, and Flex Leasing Power and Service ULC. These businesses supply site infrastructure, patented flameless heaters, and custom rental equipment to energy producers. <h2 style="text-align: center;">Recent Catalysts and Expansion Plans</h2> <a href="https://enterprisegrp.ca/news.php?id=28" target="_blank" rel="noopener">Enterprise Group said on July 13</a> that two new intermediate Canadian oil and gas producers had completed initial projects with Evolution Power Projects and that follow-on work was underway or planned. The company is also adding seven FlexEnergy natural gas turbine generators to its fleet during the third and fourth quarters of 2026 to meet growing demand. In May, the company acquired land and buildings in Whitecourt, Alberta, for CA$3.15 million to serve as the new base for its Alberta power operations. <h2 style="text-align: center;">Industry Timing and First-Quarter Results</h2> First-quarter revenue reached CA$12.00 million, up 16 percent year over year, while gross margin rose 18 percent to CA$6.09 million, and adjusted EBITDA increased 23 percent to CA$5.43 million. <a href="https://enterprisegrp.ca/news.php?id=25" target="_blank" rel="noopener">The company's first-quarter results also showed increased activity in Alberta. Revenue for the three months ended March 31 </a>reflected stronger adoption of the natural gas power solutions. <h2 style="text-align: center;">Analyst Views and Valuation Context</h2> <a href="https://www.marketbeat.com/stocks/TSE/E/forecast/" target="_blank" rel="noopener">Raymond James Financial downgraded Enterprise Group on March 16 </a>from Outperform to Market Perform with a CA$1.50 target. Fundamental Research maintained a Buy rating and CA$2.10 target. The company trades with a market capitalization of CA$125.68 million and 81.21 million shares outstanding. The 52-week range stands at CA$1.01 to CA$1.73. 1Insiders hold 29.92 percent, institutions own 12.68 percent, and retail investors hold the balance. [OWNERSHIP_CHART-1225] <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Evolution Powerx Corp. is shifting its name to better align with its natural gas power generation focus while keeping the existing TSX ticker E.</li> <li>The company is expanding its turbine fleet with seven new units scheduled for delivery in late 2026 to serve growing customer demand in Western Canada.</li> <li>New customer projects with intermediate oil and gas producers are already underway following successful initial deployments that reduce diesel use.</li> <li>A new operational base in Whitecourt, Alberta, positions the business to support increased activity across the province.</li> <li>First-quarter results showed double-digit revenue growth and improved margins as natural gas solutions gain adoption.</li> <li>U.S. natural gas prices remain sensitive to storage builds, production levels, and LNG export flows, creating both opportunity and volatility for related service providers.</li> </ul> <h2 style="text-align: center;">Common Questions from Investors</h2> What is Enterprise Group Inc. changing its name to? Enterprise Group Inc. is changing its name to Evolution Powerx Corp. The Toronto Stock Exchange said the name change will take effect at the open of trading on Aug. 5, 2026. Will Evolution Powerx Corp. have a new TSX stock ticker? No. The company will continue trading under the symbol E after the name change. The new CUSIP number is 30055E 10 0. What does Evolution Power Projects do? Evolution Power Projects supplies mobile and semi-permanent natural gas-to-electricity systems that replace multiple diesel generators at remote sites, lowering fuel use, noise, and handling requirements. Is the company expanding its natural gas turbine fleet? Yes. Seven FlexEnergy natural gas turbine generators are scheduled for delivery in the third and fourth quarters of 2026 to support additional customer projects. How did first-quarter results compare with the prior year? Revenue rose 16 percent to CA$12.00 million, gross margin increased 18 percent to CA$6.09 million, and adjusted EBITDA grew 23 percent to CA$5.43 million. Retail investors should weigh the company's growth initiatives against commodity price volatility and execution risks associated with fleet expansion. The rebrand and operational moves position Evolution Powerx Corp. to capture demand for lower-emission on-site power in the Canadian resource sector. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li> Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32057"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32057" width="0" height="0"> ( Companies Mentioned: E:TSX; ETOLF:OTCMKTS, ) Tue, 04 Aug 2026 00:00:00 PST This Natural Gas Power Stock Is Getting a New Name as Its Next Chapter Begins https://www.streetwisereports.com/article/2026/08/04/this-natural-gas-power-stock-is-getting-a-new-name-as-its-next-chapter-begins.html Source: <a href="https://www.streetwisereports.com/article/2026/08/04/this-natural-gas-power-stock-is-getting-a-new-name-as-its-next-chapter-begins.html?utm_medium=feed">Streetwise Reports 08/04/2026</a> Enterprise Group Inc. (E:TSX) will become Evolution Powerx Corp. on Aug. 5 while retaining its E trading symbol.Enterprise Group Inc. (E:TSX; ETOLF:OTCMKTS) will change <a href="https://www.stockwatch.com/News/Item/Z-C!E-3847370/C/E" target="_blank" rel="noopener">its name to Evolution Powerx Corp., effective at the open of trading on Aug. 5, 2026, according to the Toronto Stock Exchange.</a> The TSX reported that the company will continue trading under the symbol E following the name change. Its new CUSIP number will be 30055E 10 0. The name change follows the company's use of the Evolution Power name within its operations. In its investor presentation, Enterprise described itself as a provider of site power systems, infrastructure, and services to the Canadian resource and construction industries, with a presence across Western Canada concentrated in Alberta and Northeastern British Columbia. The presentation also identified Evolution Power Projects as one of its operating businesses. Evolution Power Projects was established in 2022, previously operating as the WESTAR Power Division. The business provided natural gas-to-electricity mobile power systems. According to the presentation, its systems substituted 10 to 20 diesel generators per facility, reducing daily diesel consumption by thousands of liters and lowering ambient noise at the site. The company also stated that eliminating diesel fuel handling provided environmental and safety benefits. The company's operations also included Westar Oilfield Rentals, Artic Therm International, Hart Oilfield Rentals, and Flex Leasing Power and Service ULC, or Flex Canada. Westar provided site infrastructure equipment from Fort St. John, British Columbia, while Hart provided site services and custom equipment rentals to Alberta energy producers using more than 20 patented designs. Artic Therm provided patented flameless heaters with outputs of up to 3.3 million BTU and 15,000 CFM of airflow. <h2 style="text-align: center;" data-start="1408" data-end="1939">Moves in Natural Gas </h2> <a href="https://tradingeconomics.com/commodity/natural-gas" target="_blank" rel="noopener">Trading Economics reported on July 30 that U.S. natural gas prices had edged up to around US$2.77 per MMBtu after the latest U.S. Energy Information Administration data showed a smaller-than-expected increase in natural gas storage. </a>Energy firms had added 28 billion cubic feet of gas during the week ended July 24, below market expectations for a 35 billion cubic foot increase. Despite the rebound, prices had remained near their lowest level since early May. Inventories stood 6.4% above the five-year seasonal average, while production in the Lower 48 states had averaged 110.6 billion cubic feet per day in July, matching the record monthly high set in December 2025. Liquefied natural gas export demand had softened slightly during the period. Flows to major U.S. LNG export terminals averaged 17.2 billion cubic feet per day, compared with 17.4 billion cubic feet per day in June. Trading Economics attributed part of the decline to scheduled maintenance at a Texas LNG facility. Weather forecasts had also called for cooler temperatures across the central and eastern U.S. in the following weeks, which had reduced expectations for air-conditioning-related natural gas demand. According to Trading Economics, "Natural gas is a key global energy commodity and a major component of electricity generation, heating, and industrial activity." The publication also noted that U.S. natural gas futures were based on delivery at Henry Hub in Louisiana, a central distribution point connected to interstate and intrastate pipeline networks supplying gas from major producing regions. <a href="https://tradingeconomics.com/commodity/natural-gas/news/570510" target="_blank" rel="noopener">The site further reported on July 28 that natural gas had decreased 6.08% to US$2.5988 per MMBtu</a>. The publication also reported that U.S. natural gas futures had fallen below US$2.70 per MMBtu, reaching their lowest level in three months amid strong production, comfortable inventory levels, and weak LNG feedgas demand. According to Trading Economics, "Natural gas decreased 6.08% to 2.5988 USD/MMBtu." <a href="https://tradingeconomics.com/commodity/natural-gas/news/571300" target="_blank" rel="noopener">By July 30, U.S. natural gas prices had edged up to around US$2.77 per MMBtu after the latest U.S. Energy Information Administration report showed a smaller-than-expected increase in storage</a>. Energy firms had added 28 billion cubic feet of gas during the week ended July 24, below market expectations for a 35 billion cubic foot build. Despite the increase, Trading Economics reported that prices had remained near their lowest level since early May as inventories stood 6.4% above the five-year seasonal average. Production had also remained strong, with Lower 48 output averaging 110.6 billion cubic feet per day so far in July, matching the record monthly high established in December 2025. LNG export demand had softened slightly, with flows to major export terminals averaging 17.2 billion cubic feet per day, down from 17.4 billion cubic feet per day in June. Trading Economics attributed the change in part to scheduled maintenance at Freeport LNG's Texas facility. Updated forecasts for cooler temperatures across the central and eastern U.S. in the following weeks had also weighed on prices by reducing expected air-conditioning demand. <h2 class="PDq2pG_selectionAnchorContainer" style="line-height: 1; text-align: center;" data-section-id="1sr7ryy" data-start="0" data-end="31">Third-Parties on Enterprise</h2> <a href="https://www.marketbeat.com/stocks/TSE/E/forecast/" target="_blank" rel="noopener">Raymond James Financial downgraded Enterprise Group on March 16 </a>from "Outperform" to "Market Perform" and lowered its price target to CA$1.50 from CA$2.00, according to analyst ratings data published by MarketBeat. Fundamental Research followed on March 24 with a "Buy" recommendation and a CA$2.10 price target for Enterprise Group, according to MarketBeat. <div class="qMYqUG_convSearchResultHighlightRoot"> <div class="" data-turn-id-container="request-WEB:07ea6f32-a1f8-440b-97a1-7dbf8d0ec49b-4" data-is-intersecting="true"> <section class="text-token-text-primary w-full focus:outline-none has-data-writing-block:pointer-events-none [&:has([data-writing-block])>*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id="request-WEB:07ea6f32-a1f8-440b-97a1-7dbf8d0ec49b-4" data-turn-id-container="request-WEB:07ea6f32-a1f8-440b-97a1-7dbf8d0ec49b-4" data-testid="conversation-turn-10" data-turn="assistant"> <div class="text-base my-auto mx-auto pb-8 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"> <div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" data-conversation-screenshot-content=""> <div class="flex max-w-full flex-col gap-4 grow"> <div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal outline-none keyboard-focused:focus-ring [.text-message+&]:mt-1" dir="auto" tabindex="0" data-message-author-role="assistant" data-message-id="034a43ef-69ec-4740-b903-3332ce619882" data-message-model-slug="gpt-5-5" data-turn-start-message="true"> <div class="flex w-full flex-col gap-1 empty:hidden"> <div class="markdown prose dark:prose-invert wrap-break-word w-full dark markdown-new-styling"> <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="1ofnroy" data-start="0" data-end="51">Fleet Expansion and Additional Customer Projects</h2> <a href="https://enterprisegrp.ca/news.php?id=28" target="_blank" rel="noopener">Enterprise Group said on July 13</a> that additional projects involving two newly added intermediate Canadian-based oil and gas producers were either underway or in various stages of planning. Both clients had already completed their initial projects using Evolution Power Projects' natural gas-to-electricity solutions. The company also said it was expanding its power generation fleet throughout 2026. The expansion included seven FlexEnergy natural gas turbine generators scheduled for delivery throughout the third and fourth quarters of 2026. The fleet expansion was intended to support increasing customer demand and a growing pipeline of opportunities. Evolution Power Projects was providing mobile and semi-permanent natural gas power solutions in Western Canada, with its Concept-to-Completion approach covering system design, deployment, commissioning, and ongoing support. Enterprise had also established a new base for Evolution Power Projects' Alberta operations. On May 1, the company purchased land and buildings in Whitecourt, Alberta, for CA$3.15 million using cash proceeds from the sale of its Acheson, Alberta, properties and operational cash flow. The company said the Whitecourt location would allow it to better serve expanding power generation activity in the province. <a href="https://enterprisegrp.ca/news.php?id=25" target="_blank" rel="noopener">The company's first-quarter results also showed increased activity in Alberta. Revenue for the three months ended March 31 </a>was CA$12.00 million, up 16% from CA$10.33 million in the prior-year period. Gross margin increased 18% to CA$6.09 million, while adjusted EBITDA increased 23% to CA$5.43 million. [OWNERSHIP_CHART-1225] Enterprise President and Director Desmond O'Kell said in the May 14 company news release, "The Company's business development strategies continue to generate new client opportunities, with customers successfully adopting its turbine power generation technology to support improved reliability, lower fuel costs, operational cost savings, and enhanced operating efficiency." <h2 style="text-align: center;">Ownership & Share Information1</h2> Enterprise Group. has a market cap of CA$125.68 million, with 81.21 million shares outstanding. The company's 52-week range is CA$1.01-CA$1.73. Management & Insiders own 29.92% of shares, institutions hold 12.68%, while the remaining shares are held by Retail. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="ul2pwc" data-start="0" data-end="30">Frequently Asked Questions</h2> What is Enterprise Group Inc. changing its name to? Enterprise Group Inc. is changing its name to Evolution Powerx Corp. The Toronto Stock Exchange said the name change will take effect at the open of trading on Aug. 5, 2026. When does Enterprise Group become Evolution Powerx Corp.? The corporate name change to Evolution Powerx Corp. becomes effective at the open on Aug. 5. Shareholders previously approved the change at the company's June 25 annual and special meeting, with 98.488% of votes cast in favor. Will Evolution Powerx have a new TSX stock ticker? No. According to the Toronto Stock Exchange, Evolution Powerx Corp. will continue trading under the ticker E following the name change. The company's new CUSIP number is 30055E 10 0. What does Evolution Power Projects do? Evolution Power Projects, a wholly owned subsidiary of Enterprise Group, provides mobile and semi-permanent natural gas power solutions in Western Canada. Its Concept-to-Completion approach includes system design, deployment, commissioning, and ongoing support. Is Enterprise Group expanding its natural gas turbine generator fleet? Yes. Enterprise said July 13 that it was expanding its power generation fleet throughout 2026, including seven FlexEnergy natural gas turbine generators scheduled for delivery during the third and fourth quarters. Has Evolution Power Projects added new natural gas power customers? Yes. Enterprise announced July 13 that Evolution Power Projects had added two intermediate Canadian-based oil and gas producers as clients. Both had completed their initial projects using EPP's natural gas-to-electricity solutions, with additional projects either underway or in various stages of planning. Where are Evolution Power Projects' Alberta operations based? Enterprise purchased land and buildings in Whitecourt, Alberta, for CA$3.15 million on May 1. The company said the property would serve as the base for Evolution Power Projects' Alberta operations. How did Enterprise Group perform in the first quarter of 2026? Enterprise reported first-quarter revenue of CA$12.00 million, up 16% from CA$10.33 million a year earlier. Gross margin increased 18% to CA$6.09 million, while adjusted EBITDA increased 23% to CA$5.43 million. Net income and comprehensive income totaled CA$2.41 million. What is happening with U.S. natural gas prices? Trading Economics reported July 30 that U.S. natural gas prices had edged up to around US$2.77 per MMBtu following an EIA report showing a smaller-than-expected storage increase. Inventories remained 6.4% above the five-year seasonal average, while Lower 48 production averaged 110.6 billion cubic feet per day so far in July. Why are natural gas power generation and natural gas turbines important to the electricity sector? The U.S. Energy Information Administration reported that natural gas accounted for 43% of U.S. electricity generation in 2023, making it the country's largest single source of electricity generation that year. The EIA also described nearly all natural gas-fired power plants as dispatchable, meaning they could reliably be called on to meet electricity demand when needed by the grid. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a> </div> </div> </div> </div> </div> </div> </section> </div> </div> <div class="pointer-events-none -mt-px h-px translate-y-(--scroll-root-safe-area-inset-bottom)" aria-hidden="true"> </div>Important Disclosures:<ol> <li> James Guttman wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32052"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32052" width="0" height="0"> ( Companies Mentioned: E:TSX; ETOLF:OTCMKTS, ) Tue, 04 Aug 2026 00:00:00 PST Athabasca Basin Uranium Project Option Fuels Skyharbour Strategy https://www.streetwisereports.com/article/2026/07/30/athabasca-basin-uranium-project-option-fuels-skyharbour-strategy.html Source: <a href="https://www.streetwisereports.com/article/2026/07/30/athabasca-basin-uranium-project-option-fuels-skyharbour-strategy.html?utm_medium=feed">Streetwise Reports 07/31/2026</a> Skyharbour Resources options its Yurchison uranium property in Saskatchewan's Athabasca Basin to Purecore Metals. The deal advances exploration while the company focuses on core assets amid rising nuclear demand from AI.The surging global demand for reliable, low-carbon electricity is drawing fresh attention to uranium, particularly as artificial intelligence infrastructure and data centers increase power needs. <a href="https://www.streetwisereports.com/pub/co/6026?utm_medium=feed" target="_blank" rel="noopener">Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE)</a> is positioning itself to benefit from this trend through a prospect-generator model that pairs strategic partnerships with focused exploration at its flagship projects. This approach allows the company to advance multiple Athabasca Basin assets with reduced capital outlay while retaining upside exposure. The recent option agreement on the Yurchison property illustrates how Skyharbour executes this strategy in practice. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Skyharbour signed a definitive option agreement with Purecore Metals Inc. (PURE:CSE) covering the Yurchison uranium property, allowing Purecore to earn up to 100 percent interest through staged cash, share, and exploration spending commitments.</li> <li>The 35,029-hectare Yurchison project lies in northern Saskatchewan's Athabasca Basin, about 75 kilometers south of Cameco's Rabbit Lake operation, with historical uranium grades of 0.09 percent to 0.30 percent U3O8 and strong infrastructure access.</li> <li>Skyharbour's prospect-generator model funds exploration at non-core assets via partnerships while directing internal capital toward its Moore Lake and Russell Lake flagships, minimizing dilution for shareholders.</li> <li>Analyst coverage from Haywood Capital Markets assigns a Buy rating and CA$1.00 price target, citing the company's exposure to blue-sky exploration in a proven uranium district alongside partnership-driven risk reduction.</li> <li>Global nuclear capacity forecasts have been revised higher due to AI-driven electricity demand, with natural uranium requirements potentially rising 140 percent by 2050 according to IAEA and NEA projections.</li> </ul> <h2 style="text-align: center;">Why Skyharbour's Prospect-Generator Model Stands Out</h2> Junior uranium explorers often face high exploration costs and share dilution. Skyharbour mitigates these challenges by partnering on peripheral projects, receiving cash payments, share issuances, and carried exploration expenditures while retaining royalties. This structure expands the company's discovery potential across a broad land package without exhausting its treasury on every target. The Yurchison agreement exemplifies this approach. <a href="https://www.skyharbourltd.com/news-media/news/skyharbour-signs-definitive-agreement-with-purecore-to-option-its-yurchison-uranium-property-in-the-athabasca-basin" target="_blank" rel="noopener">According to a July 30 release</a>, Purecore can earn an initial 70 percent interest by delivering CA$350,000 cash, CA$700,000 in shares, and CA$3.5 million in exploration work over three years. A further CA$6 million cash-and-share payment would secure the remaining 30 percent, with Skyharbour keeping a royalty interest. <h2 style="text-align: center;">Project Details and Exploration History</h2> The Yurchison property consists of 22 mineral claims covering approximately 35,029 hectares in the Wollaston Domain. The geology features Wollaston Supergroup metasedimentary gneisses, including graphitic units next to Archean granitic gneisses, a setting considered prospective for basement-hosted uranium deposits. Historical work, largely completed before 2000, included geophysical surveys, mapping, sampling, and drilling that identified uranium mineralization along with molybdenum values ranging from 2,500 to 6,400 parts per million. Airborne electromagnetic, magnetic, and radiometric surveys were flown in 2022 and 2023, providing modern datasets for follow-up targeting. Purecore has indicated plans for substantial exploration, which would complement Skyharbour's own 2026 drilling programs at other assets. The property also shows potential for uranium-thorium-rare earth element mineralization and sediment-hosted copper-lead-zinc deposits, broadening the exploration thesis beyond uranium alone. <h2 style="text-align: center;">Industry Tailwinds from AI and Electrification</h2> Recent forecasts underscore the improving backdrop for uranium. A joint IAEA and OECD Nuclear Energy Agency report raised projections for global nuclear capacity, pointing to potential growth from 394 gigawatts electric in 2023 to as much as 900 GWe under high-demand scenarios. Data-center electricity consumption is expected to climb sharply, reaching 565 terawatt-hours in 2026 and exceeding 1,200 terawatt-hours by 2030. Nuclear power's high capacity factor above 83 percent offers the continuous baseload supply that technology companies require, supporting renewed interest in uranium supply development. <a href="https://nai500.com/blog/2026/07/ai-data-center-build-out-reshapes-uranium-market-iaea-sees-demand-rising-140-through-2050" target="_blank" rel="noopener">Caroline Kong wrote for NAI 500 on July 30</a> that these demand drivers are already influencing producer share prices and project economics. Uranium prices have moved from roughly US$30 per pound in 2022 to the US$84-US$86 range recently, reflecting tighter supply-demand fundamentals. <h2 style="text-align: center;"> Perspectives and Valuation Context</h2> Haywood Capital Markets analyst Marcus Giannini initiated coverage in May with a Buy rating and CA$1.00 target, highlighting Skyharbour's dual focus on core projects and partnership-funded exploration. He noted that the Russell Lake agreement with Denison Mines brings technical expertise and capital, while Moore Lake provides a proven asset base. <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/new-stock-pick-this-copper-company-has-takeout-potential-written-all-over-it/" target="_blank" rel="noopener">On July 23, 2026, Jeff Clark and Daniel Flynn of The Paydirt Prospector reviewed</a> the company's upcoming news flow, including an expanded drilling campaign at Moore Lake expected to generate assay results that could support further re-rating. <h2 style="text-align: center;">Share Structure and Ownership</h2> Skyharbour Resources Ltd. has a market capitalization of CA$81.47 million based on 221.15 million shares outstanding. The 52-week trading range is CA$0.28 to CA$0.66. [OWNERSHIP_CHART-6026] 1Institutions hold 29.98 percent of the shares, management and insiders own 3.13 percent, and retail investors account for the remaining 66.89 percent. <h2 style="text-align: center;">Common Questions from Investors</h2> What is the structure of the Yurchison option agreement? Purecore can earn 70 percent by completing CA$350,000 in cash, CA$700,000 in shares, and CA$3.5 million in exploration over three years, then acquire the remaining 30 percent for a CA$6 million cash-and-share payment, with Skyharbour retaining a royalty. Why does the prospect-generator model benefit shareholders? Partnerships bring external funding and expertise to non-core assets, allowing Skyharbour to conserve capital for its Moore and Russell Lake projects while still collecting cash, shares, and royalties. What is the exploration status of the Yurchison property? Most historical work predates 2000, leaving large areas underexplored. Recent airborne surveys from 2022 and 2023 provide updated geophysical data to guide future programs. How are nuclear demand forecasts changing? IAEA and NEA projections now anticipate natural uranium requirements rising up to 140 percent by 2050, driven by AI data centers and broader electrification needs. The transaction remains subject to board approvals and regulatory clearances. Skyharbour continues to advance its core assets while leveraging partnerships to unlock value across its broader portfolio in one of the world's premier uranium jurisdictions. [SMNLINSERT]Important Disclosures:<ol> <li>Skyharbour Resources Ltd. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000.</li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32017"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32017" width="0" height="0"> ( Companies Mentioned: SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Fri, 31 Jul 2026 00:00:00 PST Exploration Company Signs Option Agreement for Athabasca Basin Project https://www.streetwisereports.com/article/2026/07/30/exploration-company-signs-option-agreement-for-athabasca-basin-project.html Source: <a href="https://www.streetwisereports.com/article/2026/07/30/exploration-company-signs-option-agreement-for-athabasca-basin-project.html?utm_medium=feed">Streetwise Reports 07/30/2026</a> Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE) announces it has signed a definitive option agreement with Purecore Metals Inc. for the Yurchison uranium property in northern Saskatchewan. Find out why one analyst likes Skyharbour's prospect generator strategy.<a href="https://www.streetwisereports.com/pub/co/6026?utm_medium=feed" target="_blank" rel="noopener">Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE)</a> announced it has signed a definitive option agreement with Purecore Metals Inc. (PURE:CSE) to earn up to a 100% interest in the Yurchison uranium property in the Wollaston Domain of northern Saskatchewan, <a href="https://www.skyharbourltd.com/news-media/news/skyharbour-signs-definitive-agreement-with-purecore-to-option-its-yurchison-uranium-property-in-the-athabasca-basin" target="_blank" rel="noopener">according to a July 30 release</a>. The property comprises 22 mineral claims covering about 35,029 hectares in the Athabasca Basin and benefits from strong infrastructure while sitting about 75 kilometers south of Cameco's Rabbit Lake operation. The project is underlain by Wollaston Supergroup metasedimentary gneisses, including graphitic units adjacent to Archean granitic gneisses. Historical exploration has included geophysical surveys, prospecting, geological mapping, sampling and drilling. "We are very pleased to sign this new Option Agreement as we continue to execute on our dual-pronged corporate strategy by unlocking value at our Athabasca Basin project portfolio through strategic partnerships and prospect generation, as well as focused mineral exploration at our core assets of Moore and Russell," said Skyharbour President and Chief Executive Officer Jordan Trimble. "We are looking forward to working with Purecore Metals and its capable management team as they advance the Yurchison Project over the coming years with a considerable amount of exploration planned as well as cash and share payments to Skyharbour. The project is ripe for new potential discoveries and updates will be forthcoming on exploration plans at Yurchison which will complement our ongoing 2026 drill campaigns at various other projects in our portfolio." Peter Berdusco, president and CEO of Purecore, added, "Global electricity demand is accelerating as AI, data centers and broader electrification place increasing pressure on power grids. We believe nuclear energy will play an increasingly important role in meeting this demand, strengthening the long-term outlook for uranium. Yurchison gives Purecore meaningful exposure to this powerful energy transition through a large, accessible and underexplored uranium property in the world’s premier uranium jurisdiction—the Athabasca Basin." Skyharbour said previous exploration identified uranium mineralization with sample grades ranging from 0.09% to 0.30% U3O8, along with molybdenum values between 2,500 and 6,400 parts per million (ppm). In addition to uranium, the property is considered prospective for uranium-thorium-rare earth element mineralization as well as copper, lead and zinc. The company noted that most historical work was completed before 2000, leaving much of the property with limited follow-up exploration. More recently, airborne electromagnetic, magnetic and radiometric surveys were completed across the project in 2022 and 2023. Under the terms of the option agreement, which is dated July 29, Purecore can earn an initial 70% interest by making combined consideration consisting of CA$350,000 in cash, CA$700,000 in shares and CA$3.5 million in exploration expenditures over a three-year period. Purecore may then acquire the remaining 30% interest through a one-time cash and share payment totaling CA$6 million, while Skyharbour will retain a royalty on the project. Completion of the transaction remains subject to customary conditions, including approval by the boards of both companies, the absence of any material adverse changes affecting either party and receipt of all required regulatory approvals, the release said. <h2 style="text-align: center;">Most of Property Largely Unexplored, Co. Says</h2> Skyharbour also highlighted the exploration potential of Yurchison, which has been the focus of extensive historical exploration, including airborne electromagnetic, magnetic and radiometric surveys, along with ground-based magnetic, electromagnetic, induced polarization and gravity surveys, geological mapping, prospecting, geochemical sampling and drilling. Most drilling occurred from the 1960s through the 1980s, with additional work completed during the mid-1990s and 2000s, the company said. Sampling near historic trenches returned uranium grades ranging from 0.09% to 0.30% U3O8 and molybdenum values between 2,500 ppm and 6,400 ppm from both outcrop and float samples. Skyharbour said the project remains highly prospective for basement-hosted uranium as well as copper, zinc and molybdenum mineralization. According to the company, much of the exploration work at Yurchison was completed before 2000, and only limited follow-up has taken place since then, leaving most of the property largely underexplored. Historical exploration on the western portion of the project concentrated on uranium occurrences, while work on the eastern side focused primarily on sedimentary exhalative (SEDEX) lead-zinc mineralization following the discovery of the nearby historic George Lake lead-zinc deposit. The property also hosts several uranium, molybdenum and thorium showings that remain prospective for basement-hosted uranium, pegmatite-hosted uranium-thorium-rare earth element mineralization and sediment-hosted copper-lead-zinc deposits. The latest exploration included airborne VTEM, VLF-EM, magnetic and radiometric surveys completed in 2022 and 2023. <h2 style="text-align: center;">Analyst Highlights Co.'s Prospect Generator Approach</h2> Haywood Capital Markets analyst Marcus Giannini initiated coverage of Skyharbour on May 28, with a "Buy" rating and a CA$1-per-share price target. He characterized the company as a uranium exploration business focused on discovering unconformity-style deposits within Saskatchewan's Athabasca Basin, with Moore Lake and Russell Lake representing its flagship assets. "Skyharbour is a uranium exploration company we have followed for some time and has frequently been profiled in Haywood’s Exploration Quarterly Report," the analyst wrote. "Skyharbour is focused on the discovery of unconformity-style uranium deposits in the prolific Athabasca Basin, anchored by its co-flagship Moore Lake and Russell Lake projects." Giannini highlighted Skyharbour's prospect-generator approach, which expands the company's exploration exposure through partnerships that provide much of the funding for projects located near known uranium-producing areas. He pointed to the company's agreement with Denison Mines Corp. at Russell Lake as an important milestone, noting that the partnership brings additional resources and technical expertise from an established uranium sector participant. "With the partnership at Russell established, a proven project in Moore, and exposure to significant exploration drilling through joint venture projects, we think the timing is right for Skyharbour to take the next step in its exploration journey," Giannini said. "We like Skyharbour for the exposure it provides in terms of blue-sky exploration upside in a proven uranium district, while maintaining a lower risk profile relative to pure play exploration peers through its prospect generator business with minimized dilution through a partnership model." <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/new-stock-pick-this-copper-company-has-takeout-potential-written-all-over-it/" target="_blank" rel="noopener">On July 23, 2026, Jeff Clark and Daniel Flynn of The Paydirt Prospector reviewed</a> Skyharbour's recent developments and discussed the company's outlook. Flynn explained that the publication had assigned Skyharbour a "Hold" rating during its summer portfolio review, largely because limited updates had emerged from the Moore Lake project after drilling started. However, he noted that the company has a significant amount of upcoming news expected, including results from an expanded drilling campaign that is expected to be twice the size of last year's program. Flynn said upcoming assay results from Moore Lake and other projects across Skyharbour's portfolio could provide additional value, adding that Jeff Clark continues to maintain an overweight position in the company. <h2 style="text-align: center;">The Catalyst: AI, Data Centers Reshape Nuclear Industry's Outlook</h2> The global push to expand artificial intelligence infrastructure is reshaping the outlook for uranium, a commodity that has remained largely out of focus for years, <a href="https://nai500.com/blog/2026/07/ai-data-center-build-out-reshapes-uranium-market-iaea-sees-demand-rising-140-through-2050/" target="_blank" rel="noopener">Caroline Kong wrote for NAI 500 on July 30</a>. A recent joint "Red Book" report from the International Atomic Energy Agency (IAEA) and the OECD Nuclear Energy Agency (NEA) increased its projections for future nuclear capacity, forecasting global nuclear power generation could grow from 394 GWe in 2023 to between 574 GWe and 900 GWe depending on demand conditions. The higher nuclear capacity outlook suggests natural uranium requirements could rise by approximately 140% by 2050 compared with current consumption levels. The rapid growth of AI models and data centers is emerging as a major force behind renewed nuclear demand, Kong wrote. International Energy Agency (IEA) figures indicate that worldwide data center electricity usage could reach 565 terawatt-hours in 2026, representing a 26% increase from 2025, and may surpass 1,200 terawatt-hours by 2030. Unlike renewable sources that depend on weather conditions, nuclear power offers consistent around-the-clock electricity generation, with capacity factors above 83%, making it increasingly attractive to technology companies such as Microsoft, Google and Amazon seeking reliable energy sources for AI operations. The nuclear sector is showing signs of recovery as new reactor construction accelerates, the story said. Approximately 15 reactors are expected to begin operations globally in 2026, adding nearly 12 GW of capacity and reversing the previous year's decline of roughly 1.1 GW in nuclear installations. Uranium prices have reflected this improving outlook, rising from about US$30 per pound in 2022 to approximately US$84-US$86 per pound currently. Major uranium producers are positioned to benefit from this potential shift in market dynamics. Cameco (NYSE: CCJ), one of the largest uranium companies globally, has seen its share price rise since 2020, increasing from roughly US$10 during the uranium market downturn to US$84.57 on July 29, 2026. Despite recent market-related declines, the company continues to maintain a market capitalization of approximately $36.6 billion. Analysts argue that if long-term uranium demand growth develops as projected, producers with high-quality assets such as Canada's Cigar Lake and McArthur River operations could gain significant pricing power and profit growth opportunities.[OWNERSHIP_CHART-6026] The future strength of the uranium market remains dependent on factors including the advancement of small modular reactor (SMR) technology, geopolitical developments and changes in nuclear regulations. However, the growing need for dependable, low-carbon electricity to support artificial intelligence infrastructure is changing uranium's role from a traditional commodity into a strategic energy resource, potentially creating a long-term investment theme around nuclear power and uranium supply. "Global nuclear power is enjoying a renewed moment, as governments and corporates search for reliable, low-carbon electricity to meet rising energy demand," <a href="https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/uranium-s-next-decade-from-tight-supply-to-a-broader-mining-boom" target="_blank" rel="noopener">noted Arti Gupta for S&P Global on February 18</a>. Visible Alpha consensus forecasts suggest the industry is moving from today's tight, concentrated supply base toward a broader and more competitive landscape, Gupta said. "Aggregate uranium revenue across 11 listed global producers covered by Visible Alpha is estimated to climb from US$4.7 billion in 2023 to US$14.9 billion by 2033," the author wrote. "Growth is strongest in the second half of the decade as new mines enter production. The revenue trajectory reflects both rising volumes and improving realized pricing." <h2 style="text-align: center;">Ownership and Share Information1</h2> Skyharbour Resources Ltd. has a market cap of CA$81.47 million, with 221.15 million shares outstanding. The company's 52-week range is CA$0.28-CA$0.66. Institutions own 29.98% of shares, while management and insiders own 3.13%. The remaining 66.89% of shares are retail. <h2 style="text-align: center;">Common Investor Questions</h2> What did Skyharbour announce? A definitive option agreement, dated July 29, 2026, letting Purecore Metals earn up to a 100% interest in the Yurchison uranium property in northern Saskatchewan's Athabasca Basin. What are the deal terms? Purecore can earn an initial 70% interest by paying CA$350,000 in cash, CA$700,000 in shares, and CA$3.5 million in exploration expenditures over three years. It can then acquire the remaining 30% through a one-time cash-and-share payment totaling CA$6 million, with Skyharbour retaining a royalty. Closing is subject to customary conditions, including board and regulatory approvals. Where is the Yurchison property, and what's known about it? It comprises 22 claims across about 35,029 hectares, roughly 75 km south of Cameco's Rabbit Lake operation, with good infrastructure. Historical sampling returned uranium grades of 0.09%–0.30% U3O8 and molybdenum of 2,500–6,400 ppm. Most work predates 2000, so much of the property is underexplored; the newest surveys were airborne work in 2022 and 2023. Why does this fit Skyharbour's strategy? It reflects the company's prospect-generator model — advancing its Athabasca portfolio through partnerships that fund exploration while Skyharbour focuses capital on its core Moore and Russell Lake assets and collects cash, shares, and a royalty. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Skyharbour Resources Ltd. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000.</li> <li>Steve Sobek wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32016"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32016" width="0" height="0"> ( Companies Mentioned: SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Thu, 30 Jul 2026 00:00:00 PST Blood in the Streets: Why I'm Buying Gold Miners, a Peru Tailings Giant, and Two Biotech 10-Baggers This Summer https://www.streetwisereports.com/article/2026/07/30/blood-in-the-streets-why-im-buying-gold-miners-a-peru-tailing-giant-and-two-biotech-10-baggers-this-summer.html Source: <a href="https://www.streetwisereports.com/article/2026/07/30/blood-in-the-streets-why-im-buying-gold-miners-a-peru-tailing-giant-and-two-biotech-10-baggers-this-summer.html?utm_medium=feed">Chen Lin 07/30/2026</a> Newsletter writer Chen Lin shares his view on the current state of the market and shares some stocks on his list.There is a famous saying: when there is blood in the streets, that is when you buy. Right now, there is blood in the streets. Gold miners are getting hit. Junior exploration stocks are being thrown out with the rest. Sentiment is at generational lows. And I am buying. I have been investing in the resource sector for decades, and in that time, I have learned one lesson above all others: the time to accumulate is when nobody wants to talk to you about your positions. That time is right now, in the summer of 2026. Here is what I am watching, what I am buying, and why I think the next six months will surprise a lot of people. <h2 style="text-align: center;">The Setup: Why Gold Is About to Move</h2> Gold is consolidating around US$4,000 an ounce. Silver is lagging, which I see as an opportunity; silver has historically been a late-cycle accelerator, and I have a target of US$50 for silver, which would represent a meaningful gain from current levels. The mainstream narrative says the summer is slow, nobody is paying attention, and people are at their cottages or on vacation. I think they are wrong. The catalysts are building quietly. China bought close to half a million ounces of gold last month. Their trade surplus is running at approximately US$1.4 trillion per year. That buying is consistent, structural, and essentially unlimited relative to any paper selling pressure we see in the West. China wants gold to come down so they can buy more. That is your floor. On the macro side, I expect clarity by September. A new Federal Reserve chairman is being nominated. The administration likes lower rates. Whether or not rates actually come down, the directional bias is toward a more accommodative environment. At the same time, gold follows a very predictable seasonal pattern: Indian festival-season buying begins in September, then Christmas accumulation, and then Chinese New Year demand into February. We are about to enter the strongest five months of the year for physical gold demand. If you wait until October to start buying, you'll be behind. <h2 style="text-align: center;">What I Am Buying in Mining</h2> The entire junior gold sector is at compressed valuations. Balance sheets are better than they have been in years. Many of these companies are generating free cash flow or sitting on cash that covers a substantial portion of their market capitalization. The market is ignoring all of it. That will not last. In terms of specific companies, I am watching West Point Gold Corp. (WPG:TSXV; WPGCF:OTCQX; LRA0:FSE) carefully. Their drill results have been consistently good — wider, higher grade, getting better as they go deeper. The company's current project is a low-sulphuration epithermal system right off the highway in Arizona, a mining-friendly jurisdiction, and it is close to infrastructure. I visited the project recently. They are on track for a maiden resource by year-end, and drilling continues to deliver. When the gold market turns, this is exactly the kind of stock that runs hard. I also like Galantas Gold Corp. (GAL:TSX; AIM:GAL; GALKF:OTCQB), which is developing two gold-copper projects in Chile. One project is going to production. The other project has a very interesting consolidation angle: it sits adjacent to a non-core Teck asset. The two orebodies draw each other together geologically. Because of regulatory restrictions, Teck cannot acquire GAL, but GAL can acquire the Teck project. If that consolidation happens, you create a world-class deposit from two properties that are worth significantly less separately. The downside is supported by production; the upside is the consolidation story. Management knows this and is executing. The single most exciting drill catalyst I am aware of right now belongs to Cerro de Pasco Resources Inc. (CDPR:TSXV; GPPRF:OTCQB; N8HP:FSE). The Cerro de Pasco mine was one of the great copper mines in history. It was built by J.P. Morgan over a hundred years ago. The tailings from that mine have been sitting in Peru ever since. CDPR has already drilled the younger tailings. This week, for the first time in history, they are drilling the oldest tailings. Think about that for a moment. Over a century of high-grade copper, gold, and silver extracted from that mountain, and the residuals have never been tested with a modern drill. The economics here are straightforward: copper-gold-silver tailings processing uses conventional methods at over 90% recovery. The smelter pays you, with negative smelter charges. All of the economic parameters are known before you put a single drill hole in the ground. The only question is the grade. It is basically an underground copper/gold/silver mine at the surface if the grade is as good as we hoped. My estimate of the potential profit, not NAV, profit, is on the order of US$8-10 billion if the grade is there. That's about CA$20/share. The drilling was delayed for over one year because another company wished to take over the crown jewel, but CDPR won early this year with the help of the US government. I have been waiting eight years for this drill program to begin. For exposure to larger producers, I keep pointing to B2Gold Corp. (BTG:NYSE; BTO:TSX; B2G:NSX). It is the cheapest senior gold producer I can find right now. The Goose mine is ramping and could double their production. Full operating license in Mali, generating cash flow. Nearly a million ounces per year at current prices. Good balance sheet, free cash flow, and new management in place. At this valuation, you are not being paid to take risk; you are being paid for owning a producing gold mine. And if you want copper exposure inside a gold company, McEwen Inc. (MUX:TSX; MUX:NYSE ) is interesting. After five hard years, their operations are generating cash, and the company does not need to go to the market. Their copper subsidiary, one of the largest copper projects in Canada, is targeting an IPO in the next 12 months. You are getting that copper exposure for nearly free at the current gold company valuation. <h2 style="text-align: center;">Morocco: The Copper Opportunity Nobody Is Talking About</h2> One company I have been watching closely is Morocco Strategic Minerals Corp. (MCC:TSXV; GNSMF:OTCMKTS), a copper explorer in Morocco with a project I think most people do not yet appreciate. The surface copper grades on this project are almost 10%, which is extraordinary by global standards. The team has consolidated the entire basin and is planning a systematic drill program this fall. They cannot drill during the summer months due to desert heat, but when September arrives, the drill should begin. What gives me confidence here is the founder. This is the same person who founded Aya Gold and Silver Inc. (AYA:TSX; MYAGF:OTCMKTS), formerly known as Maya Gold and Silver. That stock was a major winner for my subscribers. The founder knows Morocco, speaks French, has deep connections in the country, and knows how to build projects in that jurisdiction. This is his second act in Morocco. He is aiming for a multi-billion-dollar project. Right now, the market cap is tiny. The stock has pulled back from its listing price and is trading on thin volume. I think that is an opportunity. <h2 style="text-align: center;">Two Biotech Stocks I Think Are 10-Baggers</h2> I know many resource investors tune out when I mention biotech. But I have found that biotech and mining are more similar than most people realize. Both sectors need to raise capital constantly. Nothing moves until the catalyst hits—in mining, it is the drill results; in biotech, it is the clinical data. Then suddenly the stock moves. You analyze the management, the balance sheet, and the science. The methodology is the same. My top biotech conviction right now is Satellos Bioscience Inc. (MSCL:TSX; MSLE:NASDAQ). This company is developing a treatment for Duchenne muscular dystrophy (DMD). I have personal history with DMD investing, having had a major win with Sarepta Therapeutics Inc. (SRPT:NASDAQ) years ago. Satellos has the best data I have seen in this disease area. The FDA has already seen its MRI-based fat reduction data, which is accepted as a surrogate endpoint for the approval pathway. Their placebo-controlled readout comes before the end of 2026. The stock is trading around US$8-9 per share. The market cap is approximately US$200 million. The company is fully funded. If the data are strong, I think US$100 per share is achievable, a 10-bagger. We are five months away from the readout. In my experience, these stocks start moving two to three months before the data. The window to accumulate is now. My second biotech idea is Coya Therapeutics Inc. (COYA:NASDAQ). This is a David Einhorn investment. The stock has done nothing essentially since the IPO approximately four years ago. Investors who came in at IPO are flat to underwater. The readout is expected in Q1 of next year, though there can be delays. I am meeting with management in the next few weeks to get a direct update. If the data hits, this is another 10-bagger potential. The risk-reward is exceptional: you are buying alongside people who are tired and flat, with a major catalyst on the horizon. <h2 style="text-align: center;">One More: Sparc AI (SPAI:CNQ, SPAIF OTCMKTS) — The Drone Defense Play</h2> Outside of resources and biotech, there is one special situation I want to flag for readers who follow my work closely. I was an early financing investor in <a href="https://www.streetwisereports.com/pub/co/11484?utm_medium=feed" target="_blank" rel="noopener">Sparc AI Inc. (SPAI:CSE; SPAIF:OTCQB; 5OV0:Frankfurt)</a>. I remain a shareholder and have been a buyer during the recent downturn. Most people do not know this company yet, which is exactly why I am mentioning it. Sparc has built something genuinely differentiated in the drone defense space: unlike most competitors who process image recognition on the drone itself in order to get location information, which drains battery, limits range, and constrains payload, Sparc processes everything centrally on the ground and can provide precise location information in real time, perfect for the GPS-denied area. The drone stays lightweight. You can control multiple drones from one central unit. The power stays where it belongs. That architecture makes them particularly effective for precision loitering munitions and long-range applications, which is why their technology is currently being tested and deployed in Ukraine. As per their recent announcements, the company has signed several agreements in Ukraine for testing Overwatch. They cannot yet release video from the field for the safety of personnel involved, but the results are coming. They have been hiring highly experienced "superstars" from the drone industry, and the newcomers prefer shares over a high salary, which tells you something about where the talent in this sector sees the future going. The stock is down this summer, along with everything else. I think that is an opportunity for patient investors who understand that defense AI contracts do not follow the same seasonal patterns as resource stocks. Once they start to generate significant revenue in Q4, as the management guided, the stock can have a major move, which is a perfect time to be listed on NASDAQ. <h2 style="text-align: center;">Final Thought: Do Not Wait for the All-Clear Signal</h2> Every great resource bull market I have lived through has had a summer period where investors gave up. Where even the believers started to wonder. Where the newsletters got quiet, and the conference booths got empty. That has always been when the best money was made. Gold at US$4,000 is not a ceiling. China's structural demand for gold is not going away. The seasonal tailwinds are building. And an entire generation of junior mining companies has spent the last two years building solid balance sheets and high-quality drill targets at a time when nobody was watching. When the market turns, it turns fast. The time to do your work is when it is uncomfortable. That time is now. Chen Lin is an independent investor and newsletter writer based in New Jersey. He has been investing in junior resource companies for over two decades and also covers biotech catalyst opportunities. Gordon Holmes of Streetwise Reports introduced Chen to several of the companies mentioned in this piece. [SMNLINSERT]Important Disclosures:<ol> <li>Sparc AI Inc. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000. </li> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Sparc AI Inc., Morocco Strategic Minerals Corp., Galantas Gold Corp., and West Point Gold Corp.</li> <li>Chen Lin: I, or members of my immediate household or family, own securities of: All. My company has a financial relationship with: None. My company has purchased stocks mentioned in this article for my management clients: None. I determined which companies would be included in this article based on my research and understanding of the sector.</li> <li>Statements and opinions expressed are the opinions of the author and not of Streetwise Reports, Street Smart, or their officers. The author is wholly responsible for the accuracy of the statements. Streetwise Reports was not paid by the author to publish or syndicate this article. Streetwise Reports requires contributing authors to disclose any shareholdings in, or economic relationships with, companies that they write about. Any disclosures from the author can be found below. Streetwise Reports relies upon the authors to accurately provide this information and Streetwise Reports has no means of verifying its accuracy. </li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> <li> This article does not constitute medical advice. Officers, employees and contributors to Streetwise Reports are not licensed medical professionals. Readers should always contact their healthcare professionals for medical advice.</li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a><img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=32015"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=32015" width="0" height="0"> ( Companies Mentioned: BTG:NYSE; BTO:TSX; B2G:NSX, CDPR:TSXV; GPPRF:OTCQB;N8HP:FSE, COYA:NASDAQ, GAL:TSX; AIM:GAL; GALKF:OTCQB, MUX:TSX; MUX:NYSE , MCC:TSXV;GNSMF:OTCMKTS, SRPT:NASDAQ, MSCL:TSX;MSLE:NASDAQ, SPAI:CSE; SPAIF:OTCQB; 5OV0:Frankfurt, WPG:TSXV; WPGCF:OTCQX;LRA0:FSE, ) Thu, 30 Jul 2026 00:00:00 PST Met Coal Producer Ships First Train from West Virginia Mine https://www.streetwisereports.com/article/2026/07/29/met-coal-producer-ships-first-vessel-from-west-virginia-mine.html Source: <a href="https://www.streetwisereports.com/article/2026/07/29/met-coal-producer-ships-first-vessel-from-west-virginia-mine.html?utm_medium=feed">Streetwise Reports 07/29/2026</a> Clinch Resources sells its first met coal train and prepares its first 65,000-ton vessel shipment from its Lanes Branch mine in West Virginia, with production set to rise sharply through 2026 and 2027.Global steel production continues to rely on metallurgical coal, also known as met coal, because it serves three non-substitutable roles in blast furnaces: high-temperature fuel, structural support for permeability, and chemical reduction of iron ore. Recent supply constraints from stricter permitting, higher operating costs, and limited access to capital have tightened availability, creating a market backdrop where established producers with near-term output can stand out. <a href="https://www.streetwisereports.com/pub/co/11598?utm_medium=feed" target="_blank" rel="noopener">Clinch Resources Ltd. (CLCH:TSX)</a> has now reached a key operational milestone by completing the sale of its first 11,000-ton train of commercial-grade met coal from the Lanes Branch surface mine in Wyoming County, West Virginia. The company also confirmed that the first seaborne vessel carrying 65,000 tons is scheduled to depart in early September, marking the transition from development to revenue-generating shipments. <h2 style="text-align: center;">Operational Momentum at Lanes Branch and ARI</h2> Clinch Resources operates as a metallurgical mining company with its headquarters in Knoxville, Tennessee, and active projects in West Virginia. The company is currently developing its first two mines focused on met coal output. At Lanes Branch, a recently acquired Cat HW 300 Highwall Miner has been mobilized and is expected to begin production in early August. This addition is projected to lift monthly clean tons above 40,000, with a longer-term target of more than 80,000 clean tons per month by the end of 2026. The ARI project forms the larger production platform. Plans call for a Q1 2027 ramp-up aimed at 200,000 clean tons per month and a wash plant run-rate of 600 ktpa beginning early that year. A wash plant cleans raw coal by removing rock, clay, and other impurities, improving quality and value for steel customers. <h2 style="text-align: center;">Additional Assets Through J.J. Resources</h2> Clinch holds a 39% ownership interest in J.J. Resources Inc., which controls nearly 24,000 acres in central West Virginia, including the past-producing Meadow River mid-vol met coal mine. Historical estimates for that property indicate 51.12 million tons of measured and indicated in-situ coal resource and 16.36 million tons of proven and probable reserves, according to the company's <a href="https://clinchresources.com/investors/" target="_blank" rel="noopener">investor presentation</a>. Construction of a wash plant and loadout at the Sewell Mountain project with J.J. Resources is slated to begin in Q1 2027, along with re-entry construction of a new slope shaft that will continue through Q2 and Q3 2027. <h2 style="text-align: center;">Analyst Perspectives on Valuation and Upside</h2> Peter Gastreich of Water Tower Research initiated coverage on July 21, 2026, highlighting several company advantages: brownfield assets with no legacy liabilities, fully operational infrastructure supporting a lower-quartile cost position, met coal's irreplaceable role and critical mineral designation, Sewell Seam optionality, and a serial management team with direct specialty carbon market access. He noted potential upside from resuming met coal price momentum, stronger specialty mix realizations, Fire Creek seam evaluation, federal critical minerals funding, and the Aster Resources commercial platform. In a follow-up to an earlier Ocean Wall report, Head of Research Nick Ward projected 2027 EBITDA of US$184 million at the ARI complex. Using a met coal peer average multiple of 3.4x, this implies a fair value of CA$2.50 per share. Incorporating additional development potential across the ARI complex, production and profitability from J.J. Resources, and five-year U.S. peer average multiples of 4.1x produces a longer-term bull case valuation of CA$3.90 per share. <h2 style="text-align: center;">Market Context and Share Structure</h2> Last year, the Trump administration added met coal to the critical minerals list, which can open grant funding opportunities for qualifying projects. Around 90% of met coal is consumed directly in global steel production, and shortages have been linked to regulatory hurdles and capital constraints facing new projects. Clinch Resources Ltd. has a market cap of CA$515.20 million as of May 28, 2026, with 355.45 million shares outstanding. The 52-week range stands at CA$1.10 to CA$2.75. 1Management and insiders own 11% of shares, while the remaining 89% are held by retail and institutional investors. [OWNERSHIP_CHART-11598] <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Clinch has completed its first commercial met coal sale and scheduled the first 65,000-ton vessel shipment from Lanes Branch in West Virginia.</li> <li>Highwall miner deployment is expected to raise Lanes Branch output above 40,000 clean tons per month starting in August 2026, with a year-end goal above 80,000 tons.</li> <li>The ARI project targets 200,000 clean tons per month by early 2027 and a wash plant run-rate of 600 ktpa.</li> <li>Analyst models from Water Tower Research and Ocean Wall point to fair values between CA$2.50 and CA$3.90 per share under different scenarios.</li> <li>Clinch maintains a 39% interest in J.J. Resources, which holds substantial historical coal resources and reserves in central West Virginia.</li> <li>Met coal's designation as a critical mineral and its essential role in steelmaking provide structural demand support amid tightening global supply.</li> </ul> <h2 style="text-align: center;">Common Questions from Investors</h2> Q: What is metallurgical coal (met coal)? A: Metallurgical coal, or met coal, is a type of coal used to produce coke for steelmaking. Unlike thermal coal, which is burned to generate electricity, met coal is an essential raw material in the blast furnace process and currently has no large-scale commercial substitute. Q: Why is metallurgical coal important? A: Metallurgical coal is a critical ingredient in blast-furnace virgin-steel production. Steel is used to manufacture buildings, bridges, vehicles, machinery, and critical infrastructure, making met coal an important commodity for construction, manufacturing, and national defense. Q: What does commercial-grade met coal mean? A: Commercial-grade met coal meets the quality specifications required by steel producers. It has suitable characteristics such as carbon content, ash levels, and coking properties to be processed into coke for steelmaking. Q: What is a highwall miner? A: A highwall miner is a machine that extracts coal from exposed coal seams without requiring workers to enter an underground mine. It can recover additional coal from the face of an open pit while reducing the amount of surface disturbance compared with traditional mining methods. Clinch Resources continues to advance its production timeline while analysts monitor price trends and project execution for further valuation updates. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Clinch Resources Ltd. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000. </li> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Clinch Resources Ltd. </li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee. </li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=31997"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31997" width="0" height="0"> ( Companies Mentioned: CLCH:TSX, ) Wed, 29 Jul 2026 00:00:00 PST DHT Holdings Completes VLCC Fleet Renewal as Oil Holds Near $89 https://www.streetwisereports.com/article/2026/07/29/dht-holdings-completes-vlcc-fleet-renewal-as-oil-holds-near-89.html Source: <a href="https://www.streetwisereports.com/article/2026/07/29/dht-holdings-completes-vlcc-fleet-renewal-as-oil-holds-near-89.html?utm_medium=feed">Streetwise Reports 07/29/2026</a> DHT Holdings delivers its final 2026 VLCC newbuilding while oil trades near $89 amid geopolitical tensions. Explore fleet updates, analyst ratings, and key catalysts for this tanker operator.Geopolitical tensions between the U.S. and Iran have kept crude oil prices elevated, with the commodity trading near US$89 per barrel as of late July 2026. This environment creates a supportive backdrop for independent crude oil tanker operators such as DHT Holdings Inc. (DHT:NYSE), whose modern fleet is positioned to benefit from sustained demand for compliant shipping capacity. Retail investors often look to the tanker sector during periods of elevated energy prices because daily earnings can rise quickly when spot rates strengthen. DHT Holdings has capitalized on this dynamic by completing a multi-year fleet renewal program that leaves the company with a younger, more efficient VLCC fleet. <h2 style="text-align: center;">Why the Current Oil Market Environment Matters for Tanker Stocks</h2> Oil prices have risen 26.35% over the past year amid ongoing conflict concerns. <a href="https://fortune.com/article/price-of-oil-07-28-2026/" target="_blank" rel="noopener">Joseph Hostetler of Fortune.com</a> noted the price level of US$89.08 per barrel on July 28, 2026. Diplomatic developments, including a planned meeting between President Trump and Prime Minister Netanyahu, have introduced some price volatility as markets assess the likelihood of reduced tensions. <a href="https://www.timesofisrael.com/ahead-of-netanyahu-trump-meeting-mediators-believe-us-iran-breakthrough-near/" target="_blank" rel="noopener">The Times of Israel</a><a href="https://www.timesofisrael.com/ahead-of-netanyahu-trump-meeting-mediators-believe-us-iran-breakthrough-near/" target="_blank" rel="noopener"> </a>reported that mediators believe the U.S. and Iran may be close to reestablishing a memorandum of understanding. <a href="https://www.foxnews.com/live-news/trump-netanyahu-meeting-iran-war-white-house-july-28-2026" target="_blank" rel="noopener">Fox News</a> added that the White House was awaiting the outcome of <a href="https://www.foxnews.com/category/world/world-regions/israel" target="_blank" rel="noopener">Israeli</a> Prime Minister <a href="https://www.foxnews.com/category/person/benjamin-netanyahu" target="_blank" rel="noopener">Benjamin Netanyahu's</a> discussions before making further decisions. Higher oil prices combined with supply-chain uncertainty tend to support tanker demand, though investors remain mindful that any de-escalation could moderate near-term rate spikes. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>DHT Holdings has now taken delivery of its fourth and final VLCC newbuilding of 2026, fully refreshing a portion of its fleet with modern tonnage.</li> <li>The company sold its older DHT Bauhinia vessel, aligning with a strategy of replacing aging ships with newer, more efficient ones.</li> <li>Analyst commentary highlights attractive valuation metrics, including an 8.8 times earnings multiple and a 14% dividend yield, with expectations for further earnings growth in the second quarter.</li> <li>Potential sanction relief on Venezuelan and Iranian crude could shift volumes to compliant operators, expanding DHT's addressable market.</li> <li>Institutional ownership stands at nearly 81%, indicating strong professional investor interest in the name.</li> <li>Management operates the fleet through wholly owned companies in Monaco, Norway, Singapore, and India, providing global coverage.</li> </ul> <h2 style="text-align: center;">Fleet Renewal Completed with Final VLCC Delivery</h2> On July 24, 2026, DHT Holdings announced <a href="https://www.stockwatch.com/News/Item/U-z1001214283-U!DHT-20260724/U/DHT" target="_blank" rel="noopener">the delivery of DHT Impala</a>, a VLCC newbuilding from Hyundai Samho Heavy Industries. The vessel has entered the spot market and represents the final unit in a series of four newbuildings scheduled for 2026. The company stated that the newbuilding program was fully funded and that the additions enhance long-term earnings capacity while strengthening service capabilities. In a related transaction, DHT Bauhinia, built in 2007, was delivered to its new owners on July 20, 2026. This fleet modernization approach helps reduce operating costs and positions the company to meet evolving environmental standards. <h2 style="text-align: center;">Analyst Views and Valuation Considerations</h2> Ron Struthers highlighted the company's positioning in the oil transportation market on July 23, 2026, noting that no DHT tankers had been affected by Strait of Hormuz issues. He pointed to first-quarter time charter equivalent earnings of US$78,800 per day overall, with VLCCs in the spot market achieving US$91,700 per day. Second-quarter figures showed a notable increase to US$126,700 per day, representing a 60% rise that is expected to flow largely to the bottom line. Struthers maintained a "Strong Buy" rating and suggested the stock could see a breakout above US$20.50. <a href="https://www.marketbeat.com/stocks/NYSE/DHT/forecast/" target="_blank" rel="noopener">Marketbeat</a> aggregates additional analyst perspectives. On the same date, Weiss Ratings adjusted its rating from "Buy (B+)" to "Buy (B)." Earlier in April 2026, Evercore moved to an "In-Line" rating with a US$19.00 price target, while BTIG Research raised its target to US$23.00 while keeping a "Buy" stance. These varied ratings reflect both the cyclical nature of tanker earnings and the company's progress on fleet renewal. <h2 style="text-align: center;">Emerging Industry Trends That Could Influence Future Demand</h2> DHT's <a href="https://www.dhtankers.com/wp-content/uploads/2026/05/Q1-2026-DHT-Holdings-Inc-Earnings-Conference-Call.pdf" target="_blank" rel="noopener">investor presentation</a> outlines several trends worth monitoring. Sanction relief and trade normalization could move Venezuelan and Iranian volumes from the shadow fleet to compliant operators, increasing the market available to vessels like those operated by DHT. Energy security initiatives may encourage inventory building, supporting transportation demand beyond immediate consumption. Fleet modernization across the industry is also expected to accelerate retirement of older, non-compliant tonnage, potentially tightening overall vessel supply and supporting rates for modern fleets. <h2 style="text-align: center;">Share Structure and Institutional Interest</h2> DHT Holdings Inc. carries a market capitalization of US$2.95 billion based on 161.04 million shares outstanding. The 52-week trading range spans US$10.70 to US$20.55. 1Institutions hold 80.98% of shares, strategic investors own 8.64%, management and insiders control 1.47%, and retail investors account for the remaining 8.91%. [OWNERSHIP_CHART-10705] <h2 style="text-align: center;">Common Questions from Investors</h2> Q: What is a VLCC? A: A Very Large Crude Carrier (VLCC) is one of the world's largest oil tankers, typically capable of transporting up to 2 million barrels of crude oil on long international routes. Q: How does the spot market differ from time charters? A: The spot market involves hiring vessels for individual voyages at prevailing rates, which can fluctuate, whereas time charters provide more predictable earnings over longer periods. Q: What does sanction relief mean for tanker operators? A: Sanction relief could shift oil volumes from unregulated shadow fleet vessels to compliant operators, potentially increasing demand and utilization for companies with modern, regulated tonnage. Q: Why do tanker companies sell older vessels while adding new ones? A: Replacing older ships with newer, fuel-efficient models helps lower operating costs, meet stricter regulations, and improve long-term earnings reliability. The combination of completed fleet renewal, supportive oil market conditions, and potential catalysts from trade normalization provides retail investors with several factors to evaluate when considering exposure to DHT Holdings. As with any shipping stock, earnings can vary with freight rates, and geopolitical developments remain an important variable to monitor. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee. </li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=31992"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31992" width="0" height="0"> ( Companies Mentioned: DHT:NYSE, ) Wed, 29 Jul 2026 00:00:00 PST DHT Holdings Delivers Tanker as Oil Hits US$89/Barrel https://www.streetwisereports.com/article/2026/07/28/dht-holdings-delivers-tanker-as-oil-hits-us-89-barrel.html Source: <a href="https://www.streetwisereports.com/article/2026/07/28/dht-holdings-delivers-tanker-as-oil-hits-us-89-barrel.html?utm_medium=feed">Streetwise Reports 07/28/2026</a> DHT Holdings Inc. (DHT:NYSE) took delivery of DHT Impala, a VLCC newbuilding and the fourth and final vessel in its fully funded 2026 series.On July 24, 2026, independent crude oil tanker company DHT Holdings Inc. (DHT:NYSE) announced <a href="https://www.stockwatch.com/News/Item/U-z1001214283-U!DHT-20260724/U/DHT" target="_blank" rel="noopener">the delivery of DHT Impala</a>, a VLCC newbuilding from Hyundai Samho Heavy Industries. The press release stated: "The vessel is entering the spot market and represents the fourth and final vessel in a series of newbuildings delivering to DHT during 2026." The company stated that the newbuilding program has been fully funded, arguing that it enhances DHT's fleet and strengthens the company's service offering capabilities while increasing its long-term earnings capacity. In relation, the company also confirmed that DHT Bauhinia (built in 2007) has been delivered to its new owners as of July 20, 2026. DHT Holdings operates tankers via its wholly owned management companies in Monaco, Norway, Singapore, and India. <h2 style="text-align: center;">Oil Trades Near US$89 Amid Tensions</h2> Oil prices have been affected by wartime strife for the past few months due to the ongoing conflict between the U.S. and Iran. As of July 28, 2026, oil is trading at US$89.08 per barrel, which is 26.35% higher than one year ago, according to <a href="https://fortune.com/article/price-of-oil-07-28-2026/" target="_blank" rel="noopener">Joseph Hostetler of Fortune.com</a>. Still, prices have dropped slightly after news that President Trump and Prime Minister Netanyahu will be meeting today, with <a href="https://www.timesofisrael.com/ahead-of-netanyahu-trump-meeting-mediators-believe-us-iran-breakthrough-near/" target="_blank" rel="noopener">The Times of Israel </a>reporting that mediators believe the U.S. and Iran are close to reestablishing the memorandum of understanding that would resume a ceasefire between the two countries. <a href="https://www.foxnews.com/live-news/trump-netanyahu-meeting-iran-war-white-house-july-28-2026" target="_blank" rel="noopener">Fox News</a> said on the morning of July 28 that "The two sources said the White House was waiting to make a decision until after President Donald Trump meets with <a href="https://www.foxnews.com/category/world/world-regions/israel" target="_blank" rel="noopener">Israeli</a> Prime Minister <a href="https://www.foxnews.com/category/person/benjamin-netanyahu" target="_blank" rel="noopener">Benjamin Netanyahu</a> on Tuesday." High oil prices and the uncertainty of war have led investors to fear inflation will rise, and many look forward to a peaceful resolution to the conflict. <h2 style="text-align: center;">Struthers Rates DHT a 'Strong Buy'</h2> Ron Struthers wrote about issues in the Strait of Hormuz and DHT's role in the oil market on July 23, 2026. Struthers noted that none of DHT's tankers have been caught in the Strait of Hormuz and wrote: "The stock is cheap, trading at only 8.8 times earnings and yielding 14%. No doubt the earnings and yield will go higher when they report Q2 earnings on August 5." Struthers gave the company a "Strong Buy" rating, arguing: "In the first quarter of 2026, the company achieved average combined time charter equivalent earnings of US$78,800 per day, comprised of US$91,700 per day for the company's VLCCs operating in the spot market and US$61,300 per day for the Company's VLCCs on time charter. So, we have US$126,700 per day in Q2 compared to US$78,800 in Q1. This is a US$47,900 increase or a 60% increase that will mostly go straight to the bottom line. I believe everyone should own some of this stock. Watch for a breakout above US$20.50. The market is still underpricing energy-related stocks." According to <a href="https://www.marketbeat.com/stocks/NYSE/DHT/forecast/" target="_blank" rel="noopener">Marketbeat</a>: Also on July 23, 2026, Weiss Ratings downgraded their rating for the company from a a "Buy (B+) to a "Buy (B)". In earlier coverage, Evercore downgraded their rating for DHT from an "Outperform" to an "In-Line", with a price target of US$19.00 on April 22, 2026. The same day, Gregory Lewis of BTIG Research boosted the target price from US$18.00-US$23.00, maintaining a "Buy" rating. <h2 style="text-align: center;">Company Hopes Sanction Relief Could Boost Demand</h2> DHT's <a href="https://www.dhtankers.com/wp-content/uploads/2026/05/Q1-2026-DHT-Holdings-Inc-Earnings-Conference-Call.pdf" target="_blank" rel="noopener">investor presentation</a> lists "several emerging trends" that "warrant specific attention" for future catalysts. These include: <ul> <li>Sanction Relief and Trade Normalization: <ul> <li>Potential sanction relief on Venezuelan and Iranian crude exports would likely transition these volumes from the "shadow fleet" to compliant, independent operators, increasing the addressable market for our vessels</li> </ul> </li> <li>Energy Security & Inventory Replenishment: <ul> <li>Heightened focus on national energy security can trigger long-term crude oil inventory building, expected to drive demand for transportation beyond immediate consumption requirements</li> </ul> </li> <li>Fleet Modernization & Demolition: <ul> <li>Anticipate that a shift toward compliant trade will deprive the aging, non-compliant "shadow fleet" of employment, likely leading to accelerated retirement of sub-standard tonnage and further tightening global vessel supply</li> </ul> </li> </ul> <h2 style="text-align: center;">Ownership & Share Information1</h2> DHT Holdings Inc. has a market cap of US$2.95 billion, with 161.04 million shares outstanding. The company's 52-week range is US$10.70-US$20.55. Institutions own 80.98% of shares, while Strategic Investors own 8.64%. Management & Insiders own 1.47%, and the remaining 8.91% of shares are held by Retail. [OWNERSHIP_CHART-10705] <h2 style="text-align: center;">Frequently Asked Questions</h2> Q: What is a VLCC? A: A Very Large Crude Carrier (VLCC) is one of the world's largest oil tankers, typically capable of transporting up to 2 million barrels of crude oil. These vessels are commonly used for long-distance international shipments between major oil-producing and oil-consuming regions. Q: What is the spot market in shipping? A: The spot market is where ships are hired for individual voyages at current market rates rather than under long-term contracts. Shipping companies operating in the spot market can benefit when freight rates rise, but their earnings may fluctuate more as market conditions change. Q: What is a time charter equivalent (TCE) rate? A: A Time Charter Equivalent (TCE) rate is a standard shipping industry metric that estimates a vessel's daily earnings after deducting voyage-related expenses such as fuel and port costs. Investors often use TCE rates to compare the operating performance of shipping companies. Q: Why do shipping companies build new vessels while selling older ones? A: Replacing older ships with newer, more fuel-efficient vessels is a common fleet modernization strategy. New ships may lower operating costs, meet stricter environmental regulations, improve reliability, and strengthen a company's long-term earning potential. Q: What is the "shadow fleet" in oil shipping? A: The shadow fleet refers to older tankers that often transport oil outside traditional commercial shipping networks, sometimes serving countries subject to international sanctions. If sanctions are eased, more oil shipments may return to regulated shipping companies, potentially increasing demand for compliant tanker operators. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Cori Fisher wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee. </li> <li>This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=31983"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31983" width="0" height="0"> ( Companies Mentioned: DHT:NYSE, ) Tue, 28 Jul 2026 00:00:00 PST Athabasca Basin Uranium Play Expands Land by 149,000 Hectares https://www.streetwisereports.com/article/2026/07/24/athabasca-basin-uranium-play-expands-land-by-149000-hectares.html Source: <a href="https://www.streetwisereports.com/article/2026/07/24/athabasca-basin-uranium-play-expands-land-by-149000-hectares.html?utm_medium=feed">Streetwise Reports 07/24/2026</a> Skyharbour Resources grows its Athabasca Basin uranium portfolio with 149,000 new hectares. See why the prospect generator model and core drilling programs position the company for retail investors.<a href="https://www.streetwisereports.com/pub/co/6026?utm_medium=feed" target="_blank" rel="noopener">Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE)</a> has positioned itself as a notable Athabasca Basin uranium explorer through a substantial land expansion that adds scale to an already sizable portfolio. The move comes as nuclear power demand forecasts strengthen globally and domestic U.S. capacity targets rise sharply. <h2 style="text-align: center;">Uranium Market Tailwinds Create Timely Opportunity</h2> Global nuclear capacity projections from the <a href="https://www.iaea.org/newscenter/news/six-global-trends-in-nuclear-power-you-should-know" target="_blank" rel="noopener">International Atomic Energy Agency</a> point to a potential doubling by 2050. U.S. policy support has intensified with executive orders targeting 400 gigawatts of domestic nuclear capacity by mid-century. These trends underscore rising uranium requirements and the strategic value of exploration ground in top-tier jurisdictions such as Saskatchewan's Athabasca Basin. <h2 style="text-align: center;">Why Skyharbour Resources Stands Out Now</h2> The company executed a low-cost staking campaign that added 46 mineral claims covering roughly 149,439 hectares. This brings the total land position to 682,100 hectares across 44 uranium properties. The scale provides a broad inventory of ground that can be advanced through partnerships rather than solely company-funded work. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Skyharbour added 149439 hectares via 46 claims forming ten new or reacquired projects in the Athabasca Basin.</li> <li>Total portfolio now reaches 682100 hectares across 44 properties, creating more optionable ground for joint ventures.</li> <li>Core 2026 drilling exceeds 30000 meters focused on Moore and Russell Lake assets with multiple high-grade historical intercepts.</li> <li>The prospect generator model aims to attract partner funding while retaining royalties, equity, and minority interests potentially worth over CA$76 million in exploration spend.</li> <li>Analyst coverage includes a recent Buy rating and CA$1.00 target price, highlighting blue-sky exploration upside with reduced dilution risk.</li> <li>Market cap of CA$88.46 million and 221.15 million shares outstanding offer leverage to uranium sector momentum.</li> </ul> <h2 style="text-align: center;">Unique Business Model Limits Shareholder Dilution</h2> Skyharbour employs a prospect generator approach that options or joint-ventures secondary projects to partners. In return the company secures cash share payments royalties and equity stakes. The recent claim additions increase the number of properties available for such deals without requiring immediate exploration capital from Skyharbour itself. <h2 style="text-align: center;">New Claims Add Scale and Historical Prospectivity</h2> The staking includes projects such as Carswell East, Carswell North, Cree North, Rapids, Carter West, Ford Lake, LEB Perpete Iris, plus expansions to Bennett, Carter North, and Elevator. Several areas carry prior high-grade uranium results, including 7.22 percent U3O8 over 0.9 meters at Pine and elevated gold values nearby. The LEB project shows historical grab samples up to 796 ppm uranium. On July 23, 2026, Skyharbour announced <a href="https://www.stockwatch.com/News/Item/Z-C!SYH-3843769/C/SYH" target="_blank" rel="noopener">the acquisition of 46 new mineral claims</a>. A map of the new claims can be found <a href="https://www.globenewswire.com/Tracker?data=isoooK_aJWRGEi59nMJnxiaWkhzc_fkH3WedwVmBDi_CiCSyHBYV0LRL49t5oISOXDR0C_CucRi2WqKUwHnVV6iwZEPBmxH3FcmMwhnqFNkk4z7VBa2RZ_SvOJ5LCSYiz7fYSJq2z7lOCX8UlYa5QFlz3gkVDgP2W7JHImVQajgCEGfCeFHi8qJyqoZ6QR8D4iK9whKCKaLcvG81XOlyFGsPJvRZiky4KK6bBQP5W9impmKC1dOQn_d09Ds1-mK3hdkjEFkIchZnIAmB_4yMNA==" target="_blank" rel="noopener">here</a>. <h2 style="text-align: center;">Active Drilling Programs Anchor 2026 Catalyst Pipeline</h2> Exploration remains centered on the Moore Uranium Project and the Russell Lake joint venture with Denison Mines. More than 8000 to 10000 meters are planned at Moore, testing multiple corridors and extensions with historical intercepts up to 6.0 percent U3O8 over 5.9 meters. At Russell Lake, over 15000 meters are budgeted, including partner-funded drilling near known deposits. <h2 style="text-align: center;">Analyst Views Highlight Partnership Advantages</h2> Haywood Capital Markets initiated coverage with a Buy rating and CA$1.00 per share target, citing the Denison partnership at Russell Lake and the prospect generator model's ability to minimize dilution. <h2 style="text-align: center;">Share Structure and Ownership Profile</h2> Skyharbour Resources Ltd. has a market cap of CA$88.46 million with 221.15 million shares outstanding. The 52-week range stands at CA$0.28 to CA$0.66. 1Institutions hold 29.98 percent, management and insiders own 3.13 percent, and retail investors account for the remaining 66.89 percent. [OWNERSHIP_CHART-6026] <h2 style="text-align: center;">Common Questions from Investors</h2> Q: How does the prospect generator model work for retail investors? A: Partners fund exploration on selected projects while Skyharbour retains royalty equity and potential cash payments, reducing the need for dilutive financings. Q: What makes the Athabasca Basin attractive compared with other uranium districts? A: It hosts the world's highest-grade unconformity-style deposits and benefits from established infrastructure and a stable regulatory environment in Saskatchewan. Q: Are the newly staked claims part of the current drilling program? A: No, the new claims are separate from the Moore and Russell Lake programs and will be advanced primarily through future partnerships. Q: What risks should investors consider with junior uranium explorers? A: Exploration results can be variable, commodity prices fluctuate, and additional funding may be required. Partnerships help mitigate but do not eliminate these factors. The expanded land position, combined with ongoing drilling and a partnership-focused strategy, gives Skyharbour multiple avenues to participate in rising uranium demand while managing capital exposure for shareholders. [SMNLINSERT]Important Disclosures:<ol> <li>Skyharbour Resources Ltd. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000.</li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=31956"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31956" width="0" height="0"> ( Companies Mentioned: SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Fri, 24 Jul 2026 00:00:00 PST Athabasca Basin Uranium Play Expands Coyote Targets with Fresh Gravity Data https://www.streetwisereports.com/article/2026/07/24/athabasca-basin-uranium-play-expands-coyote-targets-with-fresh-gravity-data.html Source: <a href="https://www.streetwisereports.com/article/2026/07/24/athabasca-basin-uranium-play-expands-coyote-targets-with-fresh-gravity-data.html?utm_medium=feed">Streetwise Reports 07/24/2026</a> Stallion Uranium identifies five new high-priority drill targets at Coyote in the southwestern Athabasca Basin. See how integrated geophysics and tight uranium markets create opportunity for investors.The global uranium market is experiencing structural tightness driven by rising long-term demand from AI data centers, electrification, and clean-energy policies. Utilities face growing uncovered requirements while long-term prices recently reached their highest level in nearly two decades. Against this backdrop, Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE) has delivered meaningful exploration progress at its Coyote target. The company completed an expanded ground gravity survey that outlined five integrated target areas and lengthened the prospective strike of the Coyote corridor inside the Moonlite Project, a joint venture with ATHA Energy Corp. (SASK:TSX.V; SASKF:OTCMKTS; X5U:FRA) in the southwestern Athabasca Basin. <h2 style="text-align: center;">Why Stallion Stands Out in a Competitive Basin</h2> Stallion has systematically layered multiple geophysical datasets over the Coyote corridor. The latest gravity work builds directly on prior MobileMT, ground TDEM, magnetic, and structural surveys, producing a refined three-dimensional model that highlights gravity lows at structural intersections. These settings are recognized as favorable for basement-hosted uranium deposits in the Athabasca Basin. <h2 style="text-align: center;">Integrated Geophysics Reduces Risk and Defines Targets</h2> The expanded survey covered the full interpreted conductive corridor and identified discrete gravity low anomalies spatially associated with electromagnetic conductors. <a href="https://www.stallionuranium.com/news/news-releases/stallion-uranium-identifies-multiple-new-high-priority-uranium-drill-targets-at-coyote-from-integrated-geophysics" target="_blank" rel="noopener">The completion of an expanded ground gravity survey at its Coyote target, which identified multiple new high-priority uranium drill targets and extended the prospective strike length of the Coyote exploration corridor within the Moonlite Project, is part of the southwestern Athabasca Basin Joint Venture with ATHA Energy Corp. (SASK:TSX.V; SASKF:OTCMKTS; X5U:FRA).</a> Gravity inversion modeling suggests several of these features extend beneath the unconformity and align with interpreted fault intersections and graphitic horizons. <h2 style="text-align: center;">Key Investor Takeaways</h2> <ul> <li>Five priority drill target areas (A through E) were delineated where gravity lows coincide with structures and conductors.</li> <li>The Coyote corridor strike length has been materially extended beyond the original survey footprint.</li> <li>Multiple independent geophysical datasets have been integrated, lowering geological risk ahead of drilling.</li> <li>Long-term uranium prices remain near multi-year highs, supported by rising nuclear demand and tightening supply.</li> <li>Commentary highlights Stallion as a high-risk, high-reward pre-discovery opportunity with strong exploration momentum.</li> </ul> <h2 style="text-align: center;">Industry Timing Supports Continued Exploration</h2> <a href="https://www.proactiveinvestors.com/companies/news/1095799/uranium-fundamentals-keep-improving-but-market-takes-its-time-to-catch-up-1095799.html" target="_blank" rel="noopener">According to a July 21 analysis from Sprott Asset Management</a>, long-term uranium prices reached US$94 per pound by the end of June while spot prices posted modest year-to-date gains. Sprott noted that uncovered utility requirements could exceed three billion pounds through 2045, creating a sustained contracting window for new supply. <a href="https://www.mining.com/sprott-sees-buying-opportunity-as-uranium-stocks-trail-market/" target="_blank" rel="noopener">The Northern Miner cited Jacob White, who wrote, </a> "A rising long-term price shows that the market remains tight, even if equity markets don't reflect it." Additional reporting from <a href="https://bravenewcoin.com/insights/uranium-price-stabilizes-near-86-as-cameco-signals-an-early-reversal" target="_blank" rel="noopener">BNC reported on July 24 that uranium was trading at approximately US$85.75 per pound after several months of relatively narrow price movement.</a> confirmed price stability within a well-defined range. <h2 style="text-align: center;"> Views and Valuation Context</h2> <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/mid-summer-full-portfolio-update-2/" target="_blank" rel="noopener">According to the July 9 Paydirt Prospector Mid-Summer Full Portfolio Update,</a> Jeff Clark and Daniel Flynn maintained a Buy rating on Stallion, describing the stock as a high-risk pre-discovery play that could move sharply on positive drill results. They noted early drilling had intersected elevated radioactivity and structural indicators comparable to known basement-hosted systems, while cautioning that assays ultimately determine discovery status. <h2 style="text-align: center;">Share Structure and Upcoming Catalysts</h2> 1Insiders and management own less than 10 percent of the company, with no reported institutional holders. Strategic investor Matt Mason holds approximately 30 percent. Market capitalization stands near CA$37.53 million with roughly 150.13 million shares outstanding on a fully diluted basis. The 52-week trading range is CA$0.19 to CA$0.53. Remaining catalysts include assay results from the completed Coyote diamond drilling program and potential follow-up testing at the newly defined gravity targets. [OWNERSHIP_CHART-10167] <h2 style="text-align: center;">Common Questions from Investors</h2> <h3>What is the significance of the five new target areas at Coyote?</h3> The targets represent locations where gravity lows align with interpreted structures and conductive corridors, settings considered prospective for Athabasca-style uranium mineralization. <h3>How does the joint venture structure benefit Stallion?</h3> The partnership with ATHA Energy provides shared exploration costs and technical collaboration across the Moonlite Project while allowing Stallion to advance the Coyote corridor with expanded geophysical coverage. <h3>What role do gravity surveys play in uranium exploration?</h3> Gravity lows can indicate zones of lower-density rock often associated with alteration halos around uranium deposits, helping prioritize drill collars when combined with electromagnetic and magnetic data. <h3>When will investors see assay results from recent drilling?</h3> Results from the winter diamond drilling program at Coyote remain pending and will be released once laboratory analyses are complete and interpreted by the company. Stallion continues to refine its exploration model at Coyote by integrating the latest gravity results with prior datasets. This disciplined approach positions the company to test a larger, more compelling target set as uranium market fundamentals remain supportive for new discoveries. [SMNLINSERT]Important Disclosures:<ol> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Stallion Uranium Corp</li> <li>Jordan Nova wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting" target="_blank" rel="noopener">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=31953"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31953" width="0" height="0"> ( Companies Mentioned: STUD:TSX; STLNF:OTCQB; FE0; FSE, ) Fri, 24 Jul 2026 00:00:00 PST Skyharbour Bolsters Uranium Portfolio in the Prolific Athabasca Basin https://www.streetwisereports.com/article/2026/07/24/skyharbour-bolsters-uranium-portfolio-in-the-prolific-athabasca-basin.html Source: <a href="https://www.streetwisereports.com/article/2026/07/24/skyharbour-bolsters-uranium-portfolio-in-the-prolific-athabasca-basin.html?utm_medium=feed">Streetwise Reports 07/24/2026</a> Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE) acquired 46 new mineral claims in Saskatchewan's Athabasca Basin, forming ten new or reacquired uranium projects.<a href="https://www.streetwisereports.com/pub/co/6026?utm_medium=feed" target="_blank" rel="noopener">Skyharbour Resources Ltd. (SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE)</a> has materially expanded its Athabasca Basin footprint, adding over 149,000 hectares across 46 claims to one of the largest land positions in the basin. <h2 style="text-align: center;">Key Takeaways</h2> <ul> <li>Skyharbour Resources acquired 46 new mineral claims totaling ~149,439 hectares in Saskatchewan's Athabasca Basin, forming ten new or reacquired uranium projects.</li> <li>The staking expands Skyharbour's total portfolio to 682,100 hectares (1.69 million acres) across 44 uranium properties.</li> <li>New claims include Carswell East, Carswell North, Cree North, Rapids, Carter West, Ford Lake, LEB, Perpete, and Iris, plus additions to existing Bennett, Carter North, and Elevator projects.</li> <li>Several properties carry historical high-grade results, including 7.22% U₃O₈ (uranium) over 0.9 m at Pine's Varmac veins and grab samples up to 427 g/t gold nearby.</li> <li>The company plans to advance these newly staked assets through its prospect generator model, seeking option and joint venture partners while retaining royalties and equity exposure.</li> <li>Skyharbour remains focused on active drilling at its co-flagship Moore project and Russell Lake joint venture with Denison Mines, with the new claims treated as separate from that core program.</li> </ul> <h2 style="text-align: center;">46 Claims Form Ten New Projects</h2> On July 23, 2026, Skyharbour announced <a href="https://www.stockwatch.com/News/Item/Z-C!SYH-3843769/C/SYH" target="_blank" rel="noopener">the acquisition of 46 new mineral claims</a> spread over approximately 149,439 hectares (ha) in the Athabasca Basin of Canada, which is consistently ranked as a top mining jurisdiction by the Fraser Institute. The company's total portfolio now consists of 682,100 ha across 44 uranium properties. A map of the new claims can be found <a href="https://www.globenewswire.com/Tracker?data=isoooK_aJWRGEi59nMJnxiaWkhzc_fkH3WedwVmBDi_CiCSyHBYV0LRL49t5oISOXDR0C_CucRi2WqKUwHnVV6iwZEPBmxH3FcmMwhnqFNkk4z7VBa2RZ_SvOJ5LCSYiz7fYSJq2z7lOCX8UlYa5QFlz3gkVDgP2W7JHImVQajgCEGfCeFHi8qJyqoZ6QR8D4iK9whKCKaLcvG81XOlyFGsPJvRZiky4KK6bBQP5W9impmKC1dOQn_d09Ds1-mK3hdkjEFkIchZnIAmB_4yMNA==" target="_blank" rel="noopener">here</a>. A list of new claims includes the following: <ul> <li>Bennett Project – 5 additional claims totaling 12,624.1 ha</li> </ul> <ul> <li>Iris Project – 3 reacquired claims totaling 4,581.0 ha</li> </ul> <ul> <li>Carswell East Project – 4 new claims totaling 19,786.0 ha</li> </ul> <ul> <li>Carswell North Project – 1 new claim totaling 1,544.2 ha</li> </ul> <ul> <li>Carter North Project – 2 additional claims totaling 6,349.5 ha</li> </ul> <ul> <li>Carter West Project – 6 new claims totaling 24,397.9 ha</li> </ul> <ul> <li>Cree North Project – 7 new claims totaling 30,203.9 ha</li> </ul> <ul> <li>Elevator Project – 1 additional claim totaling 4,696.1 ha</li> </ul> <ul> <li>Ford Lake Project – 3 new claims totaling 4,920.5 ha</li> </ul> <ul> <li>LEB Project – 2 new claims totaling 607.4 ha</li> </ul> <ul> <li>Perpete Project – 1 new claim totaling 350.5 ha</li> </ul> <ul> <li>Pine Project – 7 new claims totaling 23,816.9 ha</li> </ul> <ul> <li>Rapids Project – 4 new claims totaling 15,561.2 ha</li> </ul> Notably, the press release stated that the LEB Project is highly prospective for both unconformity-hosted and basement-hosted uranium mineralization. Historical sampling at this site has shown grab samples including up to 796 and 467 ppm (parts per million) uranium. Historical discoveries have also been found at the Pine Project and the Carter North Project. Skyharbour is a Canadian uranium exploration company focused on projects in Canada's Athabasca Basin. <h2 style="text-align: center;">U.S. Nuclear Capacity Targets Quadruple Growth</h2> Uranium is growing in importance as a crucial component of the energy sector. As a critical component in nuclear energy and emerging technologies, a shortage of the element is only expected to grow. The <a href="https://www.iaea.org/newscenter/news/six-global-trends-in-nuclear-power-you-should-know" target="_blank" rel="noopener">International Atomic Energy Agency</a> projects that global nuclear capacity could double by 2050, reaching between 561 gigawatts and 992 gigawatts. This prediction has caused uranium mine policy support to strengthen. In May 2025, the U.S. issued <a href="https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/uranium-s-next-decade-from-tight-supply-to-a-broader-mining-boom" target="_blank" rel="noopener">a series of executive orders</a> aimed at quadrupling domestic nuclear capacity to 400 gigawatts by 2050, from roughly 100 gigawatts today. "The United States burns through roughly 50 million pounds of uranium each year to fuel the world's largest fleet of nuclear reactors, and imports approximately 95% of that uranium from foreign suppliers," reported <a href="https://www.stockwatch.com/News/Item/U-C3653-U!UEC-20260514/U/UEC" target="_blank" rel="noopener">Equity Insider</a> on May 14, 2026. The report continued, "That structural import dependence — combined with accelerating demand projections for nuclear power across AI data centers, grid expansion, and emerging space-deployment mandates — has placed domestic uranium development firmly into the national security conversation." Currently, <a href="https://www.stockwatch.com/News/Item/U-C3653-U!UEC-20260514/U/UEC" target="_blank" rel="noopener">several companies are advancing America's domestic uranium mine portfolio</a>. Among them, Uranium Energy Corp has continued to develop its U.S.-based in-situ recovery uranium production platform across Texas and Wyoming, alongside development-stage assets in the Powder River and Great Divide basins. <h2 style="text-align: center;">Experts Eyeing New Developments</h2> On July 23, 2026, Jeff Clark and Daniel Flynn of <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/new-stock-pick-this-copper-company-has-takeout-potential-written-all-over-it/" target="_blank" rel="noopener">The Paydirt Prospector</a> dove into Skyharbour's latest news. Flynn wrote: "In our <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/mid-summer-full-portfolio-update-2/" target="_blank" rel="noopener">summer portfolio review</a>, we rated Skyharbour a 'Hold', mainly because we hadn't heard much from Moore since drilling began. However . . . plenty of news flow is ahead. It’s particularly compelling that total drilling this year will be double last year's, and all those results are ahead. We could see assays from Moore and the company's broader project pipeline start to add value. Jeff remains overweight. Stay tuned for the next round of results." Haywood Capital Markets analyst Marcus Giannini began covering Skyharbour on May 28, 2026, with a "Buy" recommendation and a CA$1-per-share target. He described the company as a uranium explorer focused on finding unconformity-related deposits in the Athabasca Basin, with Moore Lake and Russell Lake serving as its principal projects. "Skyharbour is a uranium exploration company we have followed for some time and has frequently been profiled in Haywood’s Exploration Quarterly Report," the analyst wrote. "Skyharbour is focused on the discovery of unconformity-style uranium deposits in the prolific Athabasca Basin, anchored by its co-flagship Moore Lake and Russell Lake projects." Giannini said Skyharbour broadens its exploration reach through a prospect-generator model that relies largely on partner-funded work at projects near established uranium-bearing corridors. He identified the company's Denison Mines Corp. (DML:TSX; DNN:NYSE.MKT) partnership at Russell Lake as a major development, providing the project with a stronger exploration program backed by an experienced, well-funded partner. "With the partnership at Russell established, a proven project in Moore, and exposure to significant exploration drilling through joint venture projects, we think the timing is right for Skyharbour to take the next step in its exploration journey," Giannini said. "We like Skyharbour for the exposure it provides in terms of blue-sky exploration upside in a proven uranium district, while maintaining a lower risk profile relative to pure play exploration peers through its prospect generator business with minimized dilution through a partnership model." <h2 style="text-align: center;">Moore, Russell Lake Drilling Continues</h2> Skyharbour's 2026 program is anchored by more than 30,000 meters of anticipated drilling across the portfolio, concentrated on its co-flagship assets in the eastern Athabasca Basin. At the 100%-owned, 35,705-hectare Moore Uranium Project, the Company is executing a multi-phased 8,000–10,000-meter campaign — Phase 1 comprising roughly 4,000–5,000 meters in 10 to 12 holes — testing the newly delineated Nomad corridor, the untested strike extension at Esker where historical hole ML-165 returned 1.21% U₃O₈ over 0.5 m, the underexplored Nutana target, and basement-focused expansion drilling at the Maverick Zones, which have delivered results including 6.0% U₃O₈ over 5.9 m and, more recently, 4.84% U₃O₈ over 4.4 m including 11.77% over 1.6 m in ML25-15. Across the adjacent Russell Lake Joint Ventures, the 73,314-hectare package restructured with Denison Mines in December 2025 into four separate properties carrying total consideration of up to CA$61.5 million — over 15,000 meters is planned in 2026, including approximately 7,500 meters sole-funded by Denison at Wheeler North targeting Fox Lake Trail, the Fork Zone (host to 3.0% U₃O₈ over 0.5 m) and Sphinx, located roughly one kilometer from Denison's Phoenix deposit, alongside 4,000–5,000 meters on the Skyharbour-operated RL property and approximately 3,600 meters at Getty East, with more than 35 kilometers of largely untested conductors remaining across the joint ventures. Skyharbour simultaneously runs a prospect generator model, optioning and joint-venturing its secondary projects to partner companies that fund the exploration while Skyharbour retains a minority interest, royalties, cash, and share payments, and equity positions in the partners — in aggregate representing potentially over CA$76 million in partner-funded exploration expenditures and over CA$45 million in cash and share payments to the Company. This pipeline was materially deepened as Skyharbour acquired 46 new mineral claims totaling approximately 149,439 hectares through Saskatchewan's low-cost online staking process, aided by a proprietary in-house tenure monitoring system that provides a first-mover advantage on lapsing ground. The claims form 10 new or reacquired projects, lifting the portfolio to 44 projects across 682,100 hectares (1.69 million acres) and giving Skyharbour a substantially larger inventory of optionable ground to convert into partner-funded exploration without diluting shareholders. <h2 style="text-align: center;">Ownership & Share Information1</h2> Skyharbour Resources Ltd. has a market cap of CA$88.46 million, with 221.15 million shares outstanding. The company's 52-week range is CA$0.28-CA$0.66. Institutions own 29.98% of shares, while Management & Insiders own 3.13%. The remaining 66.89% of shares are Retail. [OWNERSHIP_CHART-6026] <h2 style="text-align: center;">Frequently Asked Questions</h2> Q: What is the Athabasca Basin? A: The Athabasca Basin is a region in northern Saskatchewan and Alberta that hosts some of the world's highest-grade uranium deposits. It is considered one of the most important uranium exploration and mining districts globally. Q: What is uranium used for? A: Uranium is a critical mineral primarily used as fuel for nuclear power plants, which generate low-carbon electricity. It is also used in medical isotope production, scientific research, and certain defense applications. Q: What is a mineral claim? A: A mineral claim gives a company the legal right to explore a specific area for valuable minerals. If exploration is successful, the company may apply for additional permits to develop a mine, subject to regulatory approval. Q: What is a prospect generator model? A: A prospect generator model is a business strategy in which a mining company acquires and explores mineral properties before partnering with other companies to fund further development. In return, the company may retain ownership interests, royalties, or equity while reducing its own exploration costs. Q: What is a joint venture in mining? A: A joint venture is a partnership between two or more companies to explore or develop a mining project together. The partners typically share costs, risks, and any future benefits according to the terms of their agreement. Q: What is uranium mineralization? A: Uranium mineralization refers to naturally occurring concentrations of uranium within rock formations. Exploration companies search for these areas because they may contain enough uranium to support future mining if further drilling confirms their size and grade. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Skyharbour Resources Ltd. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000.</li> <li>Cori Fisher wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=31951"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31951" width="0" height="0"> ( Companies Mentioned: SYH:TSX.V; SYHBF:OTCQX; SC1P:FSE, ) Fri, 24 Jul 2026 00:00:00 PST Five New Uranium Drill Targets Emerge as Exploration Corridor Grows https://www.streetwisereports.com/article/2026/07/24/five-new-uranium-drill-targets-emerge-as-exploration-corridor-grows.html Source: <a href="https://www.streetwisereports.com/article/2026/07/24/five-new-uranium-drill-targets-emerge-as-exploration-corridor-grows.html?utm_medium=feed">Streetwise Reports 07/24/2026</a> Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0:FSE) identified five priority drill target areas after expanding a gravity survey at its Coyote target in the Athabasca Basin.Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE) announced <a href="https://www.stallionuranium.com/news/news-releases/stallion-uranium-identifies-multiple-new-high-priority-uranium-drill-targets-at-coyote-from-integrated-geophysics" target="_blank" rel="noopener">the completion of an expanded ground gravity survey at its Coyote target, which identified multiple new high-priority uranium drill targets and extended the prospective strike length of the Coyote exploration corridor within the Moonlite Project, part of the southwestern Athabasca Basin Joint Venture with ATHA Energy Corp. (SASK:TSX.V; SASKF:OTCMKTS; X5U:FRA).</a> The survey was completed in two phases and expanded coverage across the interpreted Coyote conductive corridor beyond the company's previously announced gravity results dated July 14, 2025. According to the company, the expanded survey identified five integrated target areas across the Coyote corridor, designated A through E, where gravity lows coincide with interpreted structures and conductive corridors. The company said several gravity low anomalies occur at structural intersections that are recognized as favorable settings for Athabasca uranium deposits. The survey also extended the prospective strike length beyond the original target area and contributed to an updated geological model that integrated gravity data with previously completed MobileMT, ground TDEM, magnetic, and structural interpretations. <a href="https://www.stallionuranium.com/news/news-releases/stallion-uranium-identifies-multiple-new-high-priority-uranium-drill-targets-at-coyote-from-integrated-geophysics" target="_blank" rel="noopener">Matthew Schwab, CEO of Stallion, said</a>, "Through every step of this exploration program, we continue to strengthen our confidence in the Coyote corridor. The expanded gravity survey has materially increased the number of high-priority drill targets while further validating the geological model we have been building over the past several years. As we continue integrating each dataset, we're seeing a larger and more compelling exploration system emerge." He added, "The integration of multiple independent geophysical datasets continues to refine drill targeting while systematically reducing geological risk across the Coyote Corridor." The company said the eastern extension expanded the survey footprint across the remainder of the interpreted conductive corridor and identified several additional discrete gravity low features. These gravity lows occur in areas interpreted to contain significant structural complexity and are spatially associated with electromagnetic conductors interpreted from previous MobileMT, HeliSam, and ground TDEM surveys. The integrated dataset outlines multiple priority target areas distributed along the Coyote corridor outside the previous survey area. Following completion of the survey extension, Stallion integrated the new gravity data into an updated three-dimensional exploration model. According to the company, the gravity inversion suggests several gravity low features extend beneath the unconformity and are associated with interpreted fault intersections and graphitic conductive horizons. The company said the updated geological model will be used to refine future drill collar locations and prioritize exploration across the broader Coyote corridor. Convolutions Geoscience completed a 3D inversion of the gravity data using industry-standard Fullagar Vertical Prism Magnetic and Gravity (VPmg) codes to estimate subsurface density variations and assist in delineating alteration zones of interest for uranium exploration. <div class="qMYqUG_convSearchResultHighlightRoot"> <div class="" data-turn-id-container="request-WEB:06907f48-409a-4cf8-b9ff-3986a765a35d-3" data-is-intersecting="true"> <section class="text-token-text-primary w-full focus:outline-none has-data-writing-block:pointer-events-none [&:has([data-writing-block])>*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id="request-WEB:06907f48-409a-4cf8-b9ff-3986a765a35d-3" data-turn-id-container="request-WEB:06907f48-409a-4cf8-b9ff-3986a765a35d-3" data-testid="conversation-turn-8" data-turn="assistant"> <div class="text-base my-auto mx-auto pb-15 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"> <div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" data-conversation-screenshot-content=""> <div class="flex max-w-full flex-col gap-4 grow"> <div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal outline-none keyboard-focused:focus-ring [.text-message+&]:mt-1" dir="auto" tabindex="0" data-message-author-role="assistant" data-message-id="db604a21-b1dd-4293-92c3-232c341e6a28" data-message-model-slug="gpt-5-5" data-turn-start-message="true"> <div class="flex w-full flex-col gap-1 empty:hidden"> <div class="markdown prose dark:prose-invert wrap-break-word w-full dark markdown-new-styling"> <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="1ofwwkj" data-start="0" data-end="18">Uranium Sector Backed by Tight Supply, Rising Demand</h2> <a href="https://www.proactiveinvestors.com/companies/news/1095799/uranium-fundamentals-keep-improving-but-market-takes-its-time-to-catch-up-1095799.html" target="_blank" rel="noopener">According to a July 21 analysis from Sprott Asset Management</a>, uranium market fundamentals had continued to strengthen even as uranium mining equities underperformed during the first half of the year. The report stated that "this performance divergence reflects a combination of near-term market uncertainty, risk-off positioning and subdued investor sentiment rather than any deterioration in the sector's underlying fundamentals." Sprott reported that the long-term uranium price had reached US$94 per pound at the end of June, its highest level in 18 years, while spot uranium had gained 4.28% year to date. The report also stated that "the rapid expansion of AI data centers, reshoring, advanced manufacturing, and electrification are accelerating the demand for reliable, base load electricity," while demand not yet covered by existing uranium contracts was projected to exceed 3 billion pounds through 2045. Jacob White, director of ETF product management at Sprott Asset Management, told Proactive that "the demand and supply fundamentals for uranium miners have rarely been stronger," while noting that "the market has not focused on that." He also said utilities were "beginning to face much larger uncovered requirements" for uranium supply within their contracting window. Sprott further noted that Canada's Nuclear Energy Strategy targeted a doubling of uranium exports by 2035 while reinforcing the country's position as the world's second-largest uranium producer. <a href="https://www.mining.com/sprott-sees-buying-opportunity-as-uranium-stocks-trail-market/" target="_blank" rel="noopener">The Northern Miner cited Jacob White, who wrote, </a>"A rising long-term price shows that the market remains tight, even if equity markets don't reflect it." According to the report, Sprott said tightening long-term supply, stronger nuclear policies, and rising electricity demand continued to support uranium. The publication also noted that long-term uranium prices more closely reflected utility contracting, mine economics, and pricing required to encourage new production, while governments had shifted from broad support for nuclear energy toward financing and regulatory reforms intended to advance projects. <a href="https://bravenewcoin.com/insights/uranium-price-stabilizes-near-86-as-cameco-signals-an-early-reversal" target="_blank" rel="noopener">BNC reported on July 24 that uranium was trading at approximately US$85.75 per pound after several months of relatively narrow price movement.</a> According to the report, the commodity had remained within an established trading range following a temporary move above US$100 earlier in the year, with support holding between approximately US$84 and US$85 per pound. The publication stated that technical indicators had shown "mild improvement," while the price action indicated that "since April, sharp down moves have stopped occurring," as uranium continued to trade within a stable range. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="1j10v7m" data-start="0" data-end="75">Paydirt Prospector Reiterated Buy Rating as Coyote Exploration Advanced</h2> <a href="https://thegoldadvisor.com/paydirt-prospector/newsletters/mid-summer-full-portfolio-update-2/" target="_blank" rel="noopener">According to the July 9 Paydirt Prospector Mid-Summer Full Portfolio Update,</a> Jeff Clark and Daniel Flynn maintained a Buy rating on Stallion Uranium. The publication did not provide a formal price target. Clark and Flynn described the company as "a high-risk speculation, a pre-discovery play," adding, "But it could also move like Usain Bolt if the drill bit delivers." The newsletter stated that Stallion was "testing Coyote for a big basement-hosted uranium system in the Athabasca Basin for the first time." It added that the project was "drawing comparisons to NexGen Energy Ltd.'s (NXE:TSX; NXE:NYSE.MKT) Arrow deposit, with early drilling already turning up elevated radioactivity and promising structural signs." The authors cautioned, "That's not a discovery yet. Assays decide that." They also wrote that "Stallion has already expanded the program, and the stock bounced back quickly after falling on the last update." The report concluded, "This is an overweight position for Jeff and I." </div> </div> </div> </div> </div> </div> </section> </div> </div> <h2 style="text-align: center;">Next Catalysts Focus on Assays and Additional Drill Testing</h2> Much of the exploration work outlined in Stallion's March 2026 corporate presentation has now been completed. The company has already advanced its winter diamond drilling program at the Coyote Corridor, expanded the program following encouraging early results, completed multiple geophysical surveys, and released the results of its expanded ground gravity survey that identified five priority drill target areas. According to the <a href="https://www.stallionuranium.com/_resources/presentations/Stallion-Uranium_Corporate-Presentation_2026-03-11_WEBSITE.pdf?v=072410?v=1738528164" target="_blank" rel="noopener">company's March 2026 corporate presentation</a>, drilling at the Fishhook and Lynx targets remained part of the company's broader exploration plans, although no subsequent company releases indicated that drilling had begun at either target. The presentation also stated that geophysical work would continue across priority targets as the company refined its exploration pipeline. With the current drilling program completed, results from the Coyote diamond drilling program remain outstanding. As noted in the July 9 Paydirt Prospector Mid-Summer Full Portfolio Update, "That's not a discovery yet. Assays decide that." [OWNERSHIP_CHART-10167] <h2 style="text-align: center;">Ownership and Share Structure1</h2> Less than 10% of the company is owned by insiders and management, and there are no institutional holders. Strategic investor Matt Mason, a founder of Hathor, has about 30%, the company said. The company's market capitalization is approximately CA$37.53 million with about 150.13 million shares outstanding on a fully diluted basis. The 52‑week range is CA$0.19 to CA$0.53. <h2 class="PDq2pG_selectionAnchorContainer" style="text-align: center;" data-section-id="1xvwnkw" data-start="368" data-end="375">FAQs</h2> <h3 data-section-id="1l1tthk" data-start="377" data-end="437">What did Stallion Uranium announce at the Coyote target?</h3> Stallion Uranium announced the completion of an expanded ground gravity survey at its Coyote target within the Moonlite Project. According to the company, the survey identified multiple new high-priority uranium drill targets and expanded the prospective strike length of the Coyote exploration corridor. <h3 data-section-id="18iib8n" data-start="744" data-end="799">Where is Stallion Uranium's Coyote project located?</h3> The Coyote target is part of the Moonlite Project in the southwestern Athabasca Basin Joint Venture with Atha Energy Corp. <h3 data-section-id="1iabnze" data-start="924" data-end="986">How many new drill target areas were identified at Coyote?</h3> According to Stallion Uranium, five priority drill target areas, labeled A through E, were identified where gravity lows coincide with interpreted structures and conductive corridors. <h3 data-section-id="ucxdlj" data-start="1172" data-end="1241">What exploration methods were used at the Coyote uranium project?</h3> The company said it integrated ground gravity survey results with MobileMT, ground TDEM, magnetic, and structural interpretation data to generate an updated three-dimensional exploration model for the Coyote corridor. <h3 data-section-id="zrxhcr" data-start="1460" data-end="1521">Why are gravity surveys important in uranium exploration?</h3> According to Stallion Uranium, the expanded gravity survey identified gravity low anomalies associated with interpreted conductive trends and structural complexity. The company said these datasets help refine drill targeting and geological interpretation. <h3 data-section-id="sx7olu" data-start="1779" data-end="1812">What is the Moonlite Project?</h3> The Moonlite Project is located in the southwestern Athabasca Basin and is part of a joint venture between Stallion Uranium and Atha Energy Corp. The Coyote target is one of the project's exploration corridors. <h3 data-section-id="m41sjs" data-start="2025" data-end="2084">What are the next steps for Stallion Uranium at Coyote?</h3> The company said the newly identified gravity targets will be incorporated into upcoming drill planning, with priority given to areas where gravity lows coincide with conductive corridors and interpreted basement structures. <h3 data-section-id="xdegm9" data-start="2311" data-end="2353">What is the Athabasca Basin known for?</h3> The Athabasca Basin is one of the world's best-known uranium exploration regions and hosts numerous uranium deposits. Stallion Uranium's Moonlite Project is located in the basin's southwestern region. <h3 data-section-id="15nyq3v" data-start="2556" data-end="2619">Who reviewed the technical information in the announcement?</h3> According to the company, Darren Slugoski, P.Geo., vice president of exploration, reviewed and approved the scientific and technical disclosures as the Qualified Person under National Instrument 43-101. <h3 data-section-id="1ct0f16" data-start="2824" data-end="2883">What did the expanded Coyote gravity survey accomplish?</h3> According to Stallion Uranium, the expanded survey increased coverage across the interpreted conductive corridor, identified additional gravity low anomalies, and contributed to an updated geological model used for future drill targeting. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Stallion Uranium Corp</li> <li>James Guttman wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.</li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting" target="_blank" rel="noopener">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=31945"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31945" width="0" height="0"> ( Companies Mentioned: STUD:TSX; STLNF:OTCQB; FE0; FSE, ) Fri, 24 Jul 2026 00:00:00 PST Clinch Sells First 11,000-Ton Met Coal Train Load https://www.streetwisereports.com/article/2026/07/23/clinch-sells-first-11-000-ton-met-coal-train-load.html Source: <a href="https://www.streetwisereports.com/article/2026/07/23/clinch-sells-first-11-000-ton-met-coal-train-load.html?utm_medium=feed">Streetwise Reports 07/29/2026</a> Clinch Resources Ltd. (CLCH:TSX) announced that the first 11,000-ton train of commercial-grade met coal was sold. Additionally, the first seaborne vessel of 65,000 tons of met coal is expected to ship in early September.On July 23, 2026, <a href="https://www.streetwisereports.com/pub/co/11598?utm_medium=feed" target="_blank" rel="noopener">Clinch Resources Ltd. (CLCH:TSX)</a> announced that<a href="https://www.stockwatch.com/News/Item/Z-C!CLCH-3843782/C/CLCH" target="_blank" rel="noopener"> its first 11,000-ton train of commercial-grade met coal has been sold</a>. The company also noted that the first seaborne vessel containing 65,000 tons of met coal is expected to ship out in early September. Robert Gaylor, EVP of Clinch, said in the news release: "Reaching our first train sold and first vessel to ship from our high-quality Lanes Branch surface mine in Wyoming County, WV, continues to validate our operational strategy and the quality of our assets. The recently purchased Cat HW 300 Highwall Miner has been mobilized to Lanes Branch, and we anticipate this unit entering production at the beginning of August. This will increase Lanes Branch production to more than 40,000 clean tons per month, with a goal of 80,000-plus clean tons per month by year's end." Clinch is a metallurgical mining company with its corporate office located in Knoxville, Tennessee, and operations in West Virginia. Clinch is currently opening its first two mines, centered around the production of met coal. The company also has 39% ownership interest in J.J. Resources Inc., which owns nearly 24,000 acres of land in central West Virginia, including the past-producing Meadow River mid-vol met coal mine. Historical estimates show ". . . 51.12M tons M&I in-situ coal resource with 16.36M tons of P&P reserves," according to the company's <a href="https://clinchresources.com/investors/" target="_blank" rel="noopener">investor presentation</a>. <h2 style="text-align: center;">Met Coal Supply Faces Global Constraints</h2> Last year, the Trump administration added met coal to the critical minerals list, opening up grant funding for companies, like Clinch, to extract those minerals. Met coal is the shorthand term for metallurgical coal, also often known as coke, which is essential to global steel production and has no viable substitute. According to a March 2026 thematic research report by Nick Ward for Ocean Wall, "Global supply growth is increasingly constrained. New projects face tougher regulation, rising costs, and restricted access to capital." The report went on to say, "Coke's integral role is down to three non-substitutable functions: as a high-temperature fuel, as the structural matrix that maintains permeability in the furnace, and as the chemical reductant that strips oxygen from iron ore to produce hot metal. This 'functional indispensability' helps explain why met coal retains an essential role within the built environment despite the broader anti-coal narrative. Around 90% of met coal is consumed directly within global steel production." "Shortages are also piling up because of stricter permitting and ESG screens, structural increases in operating costs, and restricted access to capital that has penalized long-lead resource projects." Wall's report called Clinch "highly compelling," saying, "A 2027 peer-group average EV/EBITDA multiple of 4.5x implies a fair value of US$2.37 per share. Additional meaningful upside could stem from structurally advantaged margins and further significant production growth, particularly from the highly attractive Sewell seam. <h2 style="text-align: center;">Water Tower Initiates Coverage, Cites Upside</h2> Peter Gastreich of Water Tower Research initiated coverage of Clinch on July 21, 2026, listing several company advantages: <ul> <li>Brownfield assets with no legacy liabilities</li> <li>Fully operational infrastructure anchoring a lower-quartile cost position</li> <li>Met coal's irreplaceable role and critical mineral designation</li> <li>Sewell Seam optionality</li> <li>Serial management team with direct specialty carbon market access</li> </ul> Gastreich wrote ". . . we see the following upside potential: (1) met coal prices resuming their upward momentum; (2) stronger-than-expected specialty mix and price realizations; (3) Fire Creek seam evaluation; (4) federal critical minerals funding; and (5) the Aster Resources commercial platform." In a follow-up to Ocean Wall's March 2026 publication on Clinch, Head of Research Nick Ward wrote: "We see Clinch’s planned production ramp at ARI driving a 2027 EBITDA of US$184m, which at a met coal peer average multiple (mean of 3.4x) implies a fair value per share of CA$2.50. On considering additional development potential across the ARI complex, as well as production and profitability from JJ Resources, and using 5-year U.S. peer average multiples (4.1x), we calculate CA$3.90 per share as a longer term bull case valuation, 2.9x ahead of today’s price." <h2 style="text-align: center;">ARI Targets 200,000 Tons Monthly</h2> Clinch's <a href="https://clinchresources.com/wp-content/uploads/2026/05/Investor-Presentation.pdf" target="_blank" rel="noopener">investor presentation</a> lists upcoming catalysts for two properties this year and next year. At the ARI project, Clinch intends to spend Q1 2027 ramping up efforts to reach a target of 200,000 clean tons per month and achieve a wash plant run-rate production rate of 600 ktpa as of early 2027. At the Sewell Mountain project with JJ Resources, the company expects Q1 2027 to bring commencement of construction of a wash plant and loadout, as well as re-entry construction of a new slope shaft that will continue through Q2-Q3 2027. <h2 style="text-align: center;">Ownership & Share Information1</h2> Clinch Resources Ltd. has a market cap of CA$515.20 million as of May 28, 2026, with 355.45 million shares outstanding. The company's 52-week range is CA$1.10-CA$2.75. Management & Insiders own 11% of shares, and the remaining 89% of shares are held by Retail and Institutions. [OWNERSHIP_CHART-11598] <h2 style="text-align: center;">Frequently Asked Questions</h2> Q: What is metallurgical coal (met coal)? A: Metallurgical coal, or met coal, is a type of coal used to produce coke for steelmaking. Unlike thermal coal, which is burned to generate electricity, met coal is an essential raw material in the blast furnace process and currently has no large-scale commercial substitute. Q: Why is metallurgical coal important? A: Metallurgical coal is a critical ingredient in blast-furnace virgin-steel production. Steel is used to manufacture buildings, bridges, vehicles, machinery, and critical infrastructure, making met coal an important commodity for construction, manufacturing, and national defense. Q: What does "commercial-grade met coal" mean? A: Commercial-grade met coal meets the quality specifications required by steel producers. It has suitable characteristics—such as carbon content, ash levels, and coking properties—to be processed into coke for steelmaking. Q: What is a highwall miner? A: A highwall miner is a machine that extracts coal from exposed coal seams without requiring workers to enter an underground mine. It can recover additional coal from the face of an open pit while reducing the amount of surface disturbance compared with traditional mining methods. Q: What is a wash plant in mining? A: A wash plant is a processing facility that cleans raw coal by removing rock, clay, and other impurities. Producing cleaner coal can improve product quality and increase its value for customers such as steel manufacturers. <a href="https://www.streetwisereports.com/get-news?utm_medium=feed"> Sign up for our FREE newsletter at: www.streetwisereports.com/get-news</a>Important Disclosures:<ol> <li>Clinch Resources Ltd. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000. </li> <li>As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Clinch Resources Ltd. </li> <li>Cori Fisher wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee. </li> <li> This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. </li> </ol> For additional disclosures, please click <a href="https://www.streetwisereports.com/disclaimer/?utm_medium=feed#consulting">here.</a> 1. Ownership and Share Structure Information The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.<img src="https://www.google-analytics.com/collect?v=1&tid=UA-2133444-8&cid=555&t=event&ec=newsfeed&ea=open&dp=31939"><img src="https://www.streetwisereports.com/images/news_articles/t_chart.pl?na=31939" width="0" height="0"> ( Companies Mentioned: CLCH:TSX, ) Wed, 29 Jul 2026 00:00:00 PST