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Uranium Unleashed · Aug 15, 2026

Uranium Small & Mid-Cap Monitor

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Uranium Unleashed · Uranium Unleashed

Spot price: The U3O8 spot price indicator stood at approximately US$87.23–$87.25/lb as of August 14, 2026, according to - Uranium Tracker (US$87.25/lb, quoted 11:43 UTC, August 14, 2026) and Metalcharts.org (US$87.23/lb, “as of August 14, 2026,” up 0.05% on the day).

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Global Uranium Corp. (CSE: GURN)

On August 7, 2026, Global Uranium Corp. announced a 10:1 share consolidation, which will reduce the company’s issued share count from approximately 59.2 million to roughly 5.9 million shares as of market open on August 12, 2026. Management cites the need to “provide the Company with greater flexibility to pursue future financing opportunities and other strategic initiatives.” The CSE ticker (GURN) is unchanged; the company’s CUSIP/ISIN were reissued (new CUSIP 37962L200, ISIN CA37962L2003) to reflect the consolidation. Fractional entitlements below 0.5 of a share will be rounded down, with no cash-out for fractions. Source: GlobeNewswire, August 7, 2026

Uranium Royalty Corp. (Nasdaq: UROY / TSX: URC)

On August 7, 2026, Uranium Royalty Corp. announced the appointment of two new independent directors to the company’s board of directors, with immediate effect: Kevin McQuilkin, 35-year investment-banking veteran who has served in senior M&A/mining roles at Wells Fargo Securities, Deutsche Bank Securities and J.P. Morgan (currently Executive in Residence at Gonzaga University’s School of Business), and Peter Rozenauers, 35-year natural-resources finance veteran and non-executive Investment Committee member for Orion Mine Finance and Orion Industrial Ventures. The appointments were made under an Investors Rights Agreement dated July 27, 2026, by and among Orion Resource Partners, affiliated funds, HRG Metals LP, and the Ontario Teachers’ Pension Plan Board - which effectively signals continued institutional interest in the uranium royalty vehicle. Source: StreetInsider (PR Newswire), August 7, 2026

Forsys Metals Corp. → now Asarian Energy Limited (TSX: ARN, formerly FSY)

Corporate identity change in progress. Forsys Metals Corp. announced on August 11, 2026 that it will complete its previously announced rebrand to Asarian Energy Limited, with the new TSX ticker ARN set to commence trading at market open on August 12, 2026. Shareholders have approved the change, which was certified effective as of August 6, 2026; historical market data and filings will automatically roll over to the new ticker. The rebrand accompanies a leadership transition and is intended to facilitate the company’s focus on its Norasa uranium project in Namibia, as well as further M&A activity. Analysts and desks tracking “Forsys Metals” (FSY/FOSYF) should update their tickers and screening criteria to reflect the new ARN ticker immediately - this is precisely the type of name change this report is designed to identify before it becomes a stale reference. Source: StockTitan, August 11, 2026

Deep Yellow Limited (ASX: DYL)

Coverage published on August 10, 2026 confirmed that Deep Yellow’s Tumas uranium project in Namibia (79 Mlb U3O8 reserve, ~3.6 Mlb/year production for ~30 years, historical capex estimate of ~US$372 million at a US$100/lb price assumption) remains technically ready for development, with a mining licence and feasibility study already in place. Management expects to make a Final Investment Decision in the December quarter of 2026, pending uranium price outlook - the key near-term catalyst for the company. Source: Kalkine, August 10, 2026

Ur-Energy Inc. (NYSE American: URG / TSX: URE)

Ur-Energy Inc. reported Q2 2026 results on August 10, 2026: 140,873 lbs U3O8 drummed (+47.4% QoQ) and 149,747 lbs shipped (+44.0% QoQ), with 215,000 lbs sold under long-term contracts at $14.4 million in product-sales revenue at an average realized price of $66.85/lb against a $40.20/lb cash cost. The company held $95.3 million unrestricted cash balance and 348,292 lbs U3O8 of finished conversion inventory as of quarter-end. Ur-Energy received final state regulatory approval to begin full production at its Shirley Basin ISR project in late June, which the company expects to make it the largest U.S. ISR uranium producer; 2026 base delivery guidance is set at 1.0 Mlb. Source: StockTitan, August 10, 2026

Bannerman Energy Ltd (ASX: BMN)

Bannerman Energy Ltd shares jumped 4.87% on August 10, 2026 to trade around A$3.50, making it one of the ASX’s top gainers on the day despite no company-specific news - the stock is up roughly 13% on the week and ~36% on the year on general uranium-sector strength. The company’s flagship Etango project in Namibia is fully permitted with a definitive feasibility study and a construction workforce of over 370 people; the key near-term catalyst is the completion of the previously announced ~US$321.5 million CNNC Overseas Limited (CNOL) financing/joint-venture arrangement, which as of the article date still required Chinese regulatory sign-off and Namibian Competition Commission clearance. Bannerman held A$53.1 million in cash and liquid assets with no debt at the end of the June 2026 quarter. Source: Kalkine, August 10, 2026, 11:40pm AEST

Denison Mines Corp. (TSX: DML / NYSE American: DNN)

Denison Mines Corp. reported Q2 2026 results on August 12, 2026, highlighting the progress on its Phoenix ISR uranium project (Athabasca Basin): over 20% of overall site civil work complete by late July, near-complete civil subgrade for the process plant and wellfield, a workforce of ~400 on site, and freeze-wall installation underway for Phase 1. On the physical uranium front, Denison sold 750,000 lbs U3O8 in the quarter at an average realized price of $122.16/lb for gross proceeds of $91.6 million (a realized gain of $64.1 million versus its historical ~$36.67/lb acquisition cost - this reflects Denison’s own legacy holdings/committed sales book, not the current spot market). The company has roughly 1.1 Mlb U3O8 as of June 30, with 600,000 lbs of that amount contracted for delivery through Q2 2027. Exploration for H1 2026 saw the completion of over 50,000 metres of drilling in 140 holes for roughly $10 million. Source: StockTitan, August 12, 2026

Aura Energy Limited (ASX: AEE / AIM: AURA)

Aura Energy Limited announced a CFO transition on August 12, 2026: Mark Somlyay has resigned as Chief Financial Officer, with a four-month handover period scheduled to end on December 8, 2026, during which no interim CFO is expected to be appointed. The board is currently seeking a replacement with direct financing experience for major resource projects. Management has stated that the transition will have no impact on the project timelines, with the Bankable Feasibility Study and Information Memorandum for the Tiris Uranium Project in Mauritania still expected to be completed in September 2026, with financing expected to follow by year-end. Source: Investegate (RNS), August 12, 2026

Global Atomic Corporation (TSX: GLO)

Global Atomic Corporation reported Q2 2026 results on August 13, 2026. Development of the company’s Dasa uranium project in Niger continues underground, with the company now accessing the fourth mining level and the processing-plant earthworks more than 95% complete; however, management has pushed out the first yellowcake shipments to the second half of 2028 due to financing delays. The company has $30.0 million as of June 30, 2026, and the company renewed a base shelf prospectus allowing up to C$50 million in cash on hand with an equity issuance runway through April 2028. (The company’s release also contains Q2 2026 average spot and long-term price figures for the quarter; because those are effectively backward-looking numbers, we have omitted them from the Market Backdrop section above.) Source: Investing News Network, August 13, 2026

enCore Energy Corp. (Nasdaq: EU / TSXV: EU)

enCore Energy Corp. reported Q2 2026 results on August 13, 2026: a net loss of $0.19/share (versus $0.16/share a year ago, driven by lower extraction volumes and a fair-value adjustment on the company’s Verdera Energy shares. The company produced 485,000 lbs U3O8 at an average $70.10/lb (versus 350,000 lbs at $62.58/lb a year ago, despite a drop in extraction volumes to 131,274 lbs from 317,613 lbs, and a jump in the weighted-average cost of delivered uranium to $372 million at a US$0__88.4 million ($372 million at a US$1__52.2 million securities, $14.4 million inventory). Final permits for the Alta Mesa Wellfield 3 extension and the Rosita/Upper Spring Creek projects are expected to be issued in Q4 2026, with a 20-year federal licence renewal for the Dewey Burdock project now in place through June 2046. Source: StockTitan, August 13, 2026

This report is a factual news digest prepared for information purposes only. It does not constitute investment advice, a research recommendation, or a solicitation to buy or sell any security. No ratings, price targets, or buy/sell/hold opinions are expressed or implied. All figures are as reported by the cited third-party sources as of their publish dates and have not been independently audited; readers should verify against primary company filings before relying on any figure for decision-making.

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