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F4 Identifies New Conductive Trends at Wales Lake
Newsfile· 2025-09-22 16:30
Kelowna, British Columbia--(Newsfile Corp. - September 22, 2025) - F4 Uranium Corp. (TSXV:FFU) (OTCQB: FFUCF) (the "Company" or "F4") is pleased to announce it has identified three new conductive trends on the Wales Lake West Property (see Figure 1) from the 1,031 km of airborne VTEMTMPlus surveying completed at its Wales Lake Project, and deeper interpretation of the data is in progress. The project is in the western Athabasca Basin region of northern Saskatchewan and located approximately 20 km southwest ...
Homeland to Acquire Historical Uranium Resources at Skull Creek
Newsfile· 2025-09-22 16:00
Vancouver, British Columbia--(Newsfile Corp. - September 22, 2025) - Homeland Uranium Corp. (TSXV: HLU) (OTCQB: HLUCF) (FSE: D3U) ("Homeland" or the "Company") is pleased to announce that it has entered into an agreement to acquire the Skull Creek Uranium Project ("Skull Creek" or 'the Property") in Moffat County, Colorado. Skull Creek is located adjacent to the Company's Red Wash Project and is approximately 20 miles (33 km) west of Homeland's flagship Coyote Basin Uranium Project (see Figure 1). The Prop ...
4 Stocks Riding a Trillion-Dollar Government Spending Spree
Investor Place· 2025-09-22 00:00
政府资金投入计划 - 拜登政府于2022年8月通过《通胀削减法案》授权7830亿美元用于能源和气候变化等领域[2] - 同期通过的《芯片法案》为美国半导体行业拨款2800亿美元[2] - 国防部于2024年7月宣布向MP Materials Corp投资4亿美元以确保稀土材料供应[3] 半导体行业 - 英特尔公司获得政府通过《芯片法案》和安全飞地计划资金购买其10%股份 股价随后上涨50%[3] - 英特尔是美国唯一能生产下一代"18A节点"芯片的先进半导体制造商[8] - 英伟达宣布向英特尔投资50亿美元共同开发定制AI芯片[10] 人工智能行业 - 云计算公司甲骨文和Alphabet正从监管放松中获益[6] - AI芯片设计商英伟达和AMD已成为AI经济的新增长点[6] - 英伟达近期注销了价值45亿美元运往中国的H20芯片库存[8] 能源行业 - 政府承诺十年内向化石燃料行业提供高达179亿美元资金支持[10] - 美国仅有两座商业铀浓缩设施 战略铀储备仅满足反应堆年需求的1%[11] - 能源部长表示正全力重建国内核燃料供应链并扩大铀战略储备[11] 铀矿公司 - Uranium Energy Corp估值50亿美元 是美国按资源量、许可产量和加工能力最大的铀公司[14] - Energy Fuels Inc估值30亿美元 拥有美国唯一运营的传统铀厂 2017年以来生产了全美三分之二铀产量[14] 国防行业 - 国防板块已占联邦预算27% 且份额预计将继续增长[15] - "金穹顶"项目可能在20年内耗资8310亿美元 超过州际公路系统约7200亿美元(现值)的支出[16] - Ondas Holdings提供工业无线网络和商用无人机 其无人机系统获联邦航空管理局认证[17] 财务预测 - Ondas Holdings预计今年收入将增长两倍至2700万美元 2027年达到1.23亿美元[18] - 医疗保健公司股价下跌 政府削减约40亿美元医学研究资金和3500名FDA工作人员[19] 行业分化 - 加密货币行业分化明显 Coinbase等公司受益于监管放松 而Bakkt等公司难以脱颖而出[20] - 大多数加密公司获得政府财务支持较少 需要自主发展[20]
CLSA Bullish on Cameco (CCJ) as Uranium Producer Benefits From Long-Term Reactor Growth
Yahoo Finance· 2025-09-21 16:11
Cameco Corporation (NYSE:CCJ) ranks among the best fast growth stocks to buy now. On September 9, CLSA initiated an Outperform rating on Cameco Corporation (NYSE:CCJ), with a price target of $102. CLSA identified growing demand for nuclear energy as a major tailwind for the uranium producer, given that nuclear reactors can run for up to a century and directly contribute to Cameco’s profit margins. CLSA also praised Cameco’s solid environmental, social, and governance (ESG) performance, citing the company ...
Standard Uranium inks $6M Rocas JV deal – ICYMI
Proactiveinvestors NA· 2025-09-21 03:19
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
GoviEx Uranium's Isabel Vilela shares insights into progress in Niger, Tombador Iron transaction – ICYMI
Proactiveinvestors NA· 2025-09-20 23:33
尼日尔仲裁暂停延期 - 公司与尼日尔共和国同意将Madaouela项目许可证的仲裁暂停期延长六个月 [1][3] - 双方已签署意向书并达成路线图 旨在继续就去年被撤销许可证的Madaouela项目进行讨论 [3] - 仲裁暂停与Tombador铁矿石交易完全独立 互不影响 [4] Tombador反向收购交易进展 - 超过40%的公司证券持有人已承诺支持此项交易 [2][5] - Tombador方面已向ASX提交通告文件 股东投票定于10月初进行 [5] - 公司证券持有人会议将于10月下旬举行 目标在年底前完成交易并获取所有监管批准 [6] 交易战略价值分析 - 通过澳交所上市可接触澳大利亚专业矿业投资者群体 扩大融资渠道 [7] - 交易将注入500万至1000万澳元资金 且发行价高于当前股价 [2][7] - 引入Matador资本团队作为基石投资者和顾问 提供专业支持 [8] 资本结构与品牌重组 - 通过股份整合实现更紧凑的资本结构 [2][8] - 交易前公司股东将持有合并后公司75%的股权 [8] - 公司将更名为Atomic Eagle 专注于开发Muntanga项目并实现其全部潜力 [9]
“We’re in project Manhattan 2.0”, uranium CEO says
MINING.COM· 2025-09-20 06:08
美国铀供应现状 - 美国能源部长建议增加战略铀储备以应对俄罗斯供应风险并增强对核电长期前景的信心[1] - 美国每年需要约3200万磅铀来维持其现有核反应堆运行 但国内唯一在运营的铀矿厂是Energy Fuels在犹他州的White Mesa Mill[2] - 俄罗斯供应了美国94座核反应堆所需约四分之一的浓缩铀 这些反应堆发电量约占美国总电力的五分之一[2] - 2024年美国采购了5000万磅铀 但国内产量仅为67.7万磅 仅略高于其需求的1% 凸显了供应对进口的严重依赖[3] Eagle Energy Metals公司概况 - 公司通过与特殊目的收购公司Spring Valley Acquisition Corp合并实现上市 合并后公司的备考股权价值为3.12亿美元[4][5] - 公司成立于2023年底 围绕美国能源独立和国家安全的叙事构建[5] - 公司于2024年收购了Aurora铀矿项目 称其为美国最大的可开采铀矿床 项目地跨俄勒冈州和内华达州边界[5] Aurora铀矿项目资源 - Aurora矿床拥有超过5000万磅的近地表铀资源 目前已钻探超过500个孔[6] - 毗邻Aurora的Cordex矿床已钻探超过100个孔 具有发现额外铀资源的显著潜力[6] - 公司正专注于基线环境和文化研究 计划于2026年下半年启动预可行性研究 今年已完成Aurora资产的SK1300技术报告摘要[11] 铀需求与行业前景 - 人工智能、加密货币、量子计算以及未来人形机器人浪潮推动电力需求增长 能源使用量到2050年可能翻三倍[7] - 核电作为可靠的基荷电力来源 相比风能太阳能等间歇性电源具有优势[7] - 美国行政命令旨在到2050年将核能发电能力翻两番 铀需求将从5000万磅增至2亿磅 这还未考虑中国的建设计划[10][11] 小型模块化反应堆技术 - 公司正在市场化其小型模块化反应堆技术 该技术由新墨西哥大学开发[8] - 公司将成为美国首家拥有SMR技术的国内铀资源勘探公司[9] - SMR是一种先进的核反应堆设计 比传统大型反应堆更小更灵活 是完全便携、可安全停堆的液态冷却金属快堆 在工厂建造后密封运至现场 每个微模块化反应堆可提供高达3.3兆瓦的电力 可部署于救灾区、军事前哨和矿场[9][10]
Why Energy Fuels Stock Was a Big Winner This Week
The Motley Fool· 2025-09-20 05:45
The current presidential administration continues to boost the case for nuclear energy.Uranium miner and processor Energy Fuels (UUUU 5.64%) had quite a run over the last few days on the stock market. Thanks to a top-down government initiative, investors piled into the stock to leave it with a nearly 25% gain on the week, according to data compiled by S&P Global Market Intelligence.The nuclear optionOn Monday, at the annual conference of the International Atomic Energy Agency (IAEA), U.S. Energy Secretary C ...
Looking At Uranium Energy's Recent Unusual Options Activity - Uranium Energy (AMEX:UEC)
Benzinga· 2025-09-20 02:01
Deep-pocketed investors have adopted a bullish approach towards Uranium Energy UEC, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in UEC usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 12 extraordinary options activities for Uranium Energ ...
Energy Fuels Options Trading: A Deep Dive into Market Sentiment - Energy Fuels (AMEX:UUUU)
Benzinga· 2025-09-19 23:02
Investors with a lot of money to spend have taken a bearish stance on Energy Fuels UUUU.And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with UUUU, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 17 u ...