ATHA Energy has concluded its 2026 Angilak drilling program, expanding the mineralized strike length of the Eastern Limb to 3.4 km. The program identified a high-grade sub-zone approximately 300m by 300m, with several holes returning significant composite widths based on preliminary radioactivity readings.
DISA Uranium (in which IsoEnergy holds a 33% stake) has updated its target for the Tony M preliminary economic assessment (PEA) to Q1 2027. The announcement highlights a 2026 leach study showing 88% uranium recovery using High-Pressure Slurry Ablation technology.
Paladin Energy reported its September 2026 quarterly results, highlighting strong average realized uranium prices and solid production from the Langer Heinrich Mine, despite a temporary dip due to planned maintenance. The company also announced significant progress in permitting for its Patterson Lake South Project, including a Mutual Benefits Agreement and an administrative protocol with the CNSC. New high-grade exploration results were reported from the PLS Project, extending mineralization at the Atlas, Saloon East, and Triple R deposits.
Paladin Energy reported Q1 FY2027 results for the Langer Heinrich Mine, noting lower production (1.00Mlb U3O8) due to a planned shutdown and pit transition, despite strong realised prices of US$79.4/lb. In Canada, the company achieved key milestones including a Mutual Benefits Agreement for the PLS Project and high-grade exploration results at the Atlas discovery.
Paladin Energy Ltd reported mixed operational results for Q1 FY2027, with U3O8 production of 1.00 Mlb at its Langer Heinrich Mine impacted by a planned maintenance shutdown and ore characteristics, leading to a higher cost of production. However, the company achieved strong realised prices of US$79.4/lb and reaffirmed its FY2027 production guidance, expecting improved performance in the second half. Concurrently, exploration drilling at the Patterson Lake South Project in Canada successfully extended high-grade uranium mineralisation at the Atlas and Saloon East discoveries, and significant permitting milestones were achieved for the project's Construction Licence.
Energy Fuels Inc. is offering up to $500 million in common shares through an "at the market" offering to enhance financial flexibility and fund ongoing operations, project development, and potential acquisitions. The offering is expected to result in a dilution of $6.93 per share for new investors, with the company's as-adjusted net tangible book value per share increasing to $4.33 from $3.15 as of June 30, 2026. The proceeds will support the company's diverse portfolio, including uranium, vanadium, rare earth elements, and heavy mineral sands projects, as well as its strategic acquisitions and TAT medical treatment initiatives.
Paladin Energy's Q1 FY2027 report shows mixed operational results from its Langer Heinrich Mine, with U3O8 production of 1.00 Mlb impacted by planned maintenance and ore characteristics, leading to higher costs of production. However, the company achieved higher average realised prices of US$79.4/lb and reaffirmed its FY2027 production guidance. Exploration drilling at the Patterson Lake South Project delivered high-grade uranium intersections, extending mineralization at the Atlas and Saloon East discoveries and near the Triple R deposit, while also progressing key agreements and permitting for the project.
Peninsula Energy Limited's 2026 Annual Report highlights significant operational challenges at its Lance Project, leading to the withdrawal of CY2026 production guidance and a US$50.1 million impairment charge on legacy wellfield assets. Despite these setbacks, the company reported encouraging uranium head grades from new wellfields and successfully completed capital raises and debt conversion. The report also includes an updated Mineral Resource Estimate for the Lance Project, showing an increase to 59.0 Mlbs U3O8.
IsoEnergy has completed a transaction transferring its Utah uranium assets to the newly formed DISA Uranium in exchange for a 33% stake. The company maintains a strong balance sheet with C$70.9 million in cash and continues its own exploration programs at Hurricane and Wiluna.
ATHA Energy's 2026 drilling at the Angilak Uranium Project has extended continuous uranium mineralisation on the MRC Eastern Limb to 3.4 km, connecting the RIB North and RIB East discoveries. While the results are based on preliminary gamma probe data, they identified a thicker, higher-grade sub-zone with composite widths between 17.5 m and 37.5 m.
