Laramide Resources Ltd. (TSX:LAM | ASX: LAM)

America Needs 50M Pounds of Uranium—But Produces Almost None - Interview with Marc Henderson, CEO of @LaramideRes (TSX:LAM)🎞️ℹ️ #uranium #nuclearenergy Watch here👇 youtu.be/ouQeLS3-I0Q?si=du4w…

I sat down with Marc Henderson, CEO of @LaramideRes where he breaks down the unfolding #uranium supply crisis and what it means for investors. He also shares insights on capital flows, permitting, and global dynamics in Australia. Full interview will be out tomorrow.

New article is out👇ℹ️ In-depth look into Laramide Resources (TSX: LAM) strategic decisions, project advancements, and the broader #uranium market dynamics Read here: triangle-investor.com/articl…

URANIUM WEEKLY REPORT👇 The #uranium market saw a powerful bullish surge over the recent 6-day period, with spot U3O8 prices climbing sharply to new 18-month highs. The price advanced significantly, surpassing several long-term contract benchmarks and approaching $90/lb, fueled by tight supply, a pronounced uranium squeeze, and strong buying from entities like Sprott Physical Uranium Trust (SPUT) and hedge funds.SPUT played a central role in driving momentum through active stacking and premium trading. It filed an upsized $2.0 billion base shelf prospectus (a $500M increase from prior), enabling potential cash raises for stacking up to 9 million lbs per calendar year over the next 25 months (subject to the same annual purchase limit). NAV grew notably, reaching $6.76 billion by the end of the period, with cash holdings around $143.5 million. SPUT traded at substantial premiums to NAV (e.g., +7.12% on the final day, +7.41% earlier, and even higher like +8.41% on a stacking day), reflecting robust investor demand for physical uranium exposure. On active days, it raised millions in cash (e.g., $7.2M to stack 100,000 lbs) while no stacking occurred on others pending ATM reloads. Solactive's index adjustments for the Global X Uranium ETF ($URA) added several names, including Anfield Energy, Atomic Eagle, and Peninsula Energy, boosting their visibility and potential inflows during rebalancing. Uranium mining stocks delivered robust gains amid the rally, with many posting high double-digit year-to-date advances driven by nuclear tailwinds, ETF flows, and sector momentum. The top 5 gainers (based on recent weekly/ongoing performance highlights from the period) included strong performers in mid/small caps and juniors, such as Paladin Energy (up around 13% on one key day to new highs), alongside others like Peninsula Energy, Energy Fuels (bolstered by acquisition news), and select juniors benefiting from index inclusions and exploration updates. The broader sector saw microcaps and additions lead on volatile up days, with uranium ETFs collectively hitting all-time high assets under management. Nuclear developments provided massive tailwinds, including ambitious expansion plans from France's EDF, record uranium imports (especially China's +50% surge to $5.8B in recent data), forward projections for vastly increased global uranium demand by mid-century, U.S. government nuclear support signals (e.g., potential $5B bill), and corporate moves like supply chain acquisitions. Adding to the positive sentiment, German Chancellor Friedrich Merz publicly admitted that Germany's nuclear phaseout was a "serious strategic mistake," highlighting insufficient energy generation capacity as a direct consequence and underscoring broader European reevaluation of nuclear's role in energy security. AI/data center power needs further amplified uranium's strategic role. Exploration and project news also supported the sector: Laramide Resources terminated its greenfield uranium project in Kazakhstan due to newly enacted government policy changes that reduced economic viability, leading the company to cease funding immediately and refocus elsewhere. Noble Plains Uranium reported its highest-grade intercept to date at the Duck Creek project in Wyoming, with a standout result of 35.5 feet at 0.202% eU₃O₈ (including 4.0 feet at 0.501%), as drilling continues to confirm continuity and high success rates. In Canada's Athabasca Basin, Skyharbour Resources and Cosa Resources announced or advanced major 2026 winter drill seasons in joint ventures with Denison Mines, including over 15,000 meters planned across properties like Wheeler North, RL, and Getty East, signaling active exploration momentum in a premier uranium district. On the Japan front, the much-anticipated restart of Reactor No. 6 at Kashiwazaki-Kariwa (the world's largest nuclear plant, adding 1.36 GW capacity) was initiated on January 21 after nearly 15 years offline, briefly boosting sentiment as it raised Japan's operable restarted reactors to 15. However, it was halted just hours later (on January 22) due to a malfunction and alarm related to the control rods, with TEPCO suspending operations and no clear timeline for resumption yet announced. This temporary setback highlights ongoing post-Fukushima sensitivities in Japan's nuclear revival, though broader momentum in the sector remains positive. Overall sentiment stayed highly bullish, framing this as a raging uranium bull market sustained by structural deficits, accelerating global nuclear momentum, and institutional/investor enthusiasm. Some sources indicate that 2025 uranium volumes included 116 Mlbs in term contracts and 55 Mlbs in the spot market, still well below replacement rate contracting, meaning uranium prices are going higher—much higher. Additionally, insights from a recent interview with Uranium Insider's Justin Huhn highlight contract floors in the $90s and ceilings north of $160/lb, emphasizing strong pricing dynamics ahead (clip and full episode shared here: nitter.gq/capnek123/status/20142…). Fundamentals point to continued strong upside potential despite any short-term volatility or technical hiccups like the Japan pause. Good luck with your investments! @quakes99 @uraniuminsider @Yellowbull11 @CxuAsx @LaramideRes @CosaResources @NOBLuranium @Skyharbour_SYH

The Chu-Sarysu basin in Kazakhstan hosts 60%+ of Kazakh #uranium production and 25% of global production. Laramide’s optioned claims are proximal to some of Kazataprom's largest uranium deposits and mines. Here is a video clip from my recent interview with CEO Marc Henderson $lam Disclaimer: presented company is our client. This is not a recomendation tu buy or sell any shares/services or products!. Do your own DD!

I sat down with Marc Henderson, CEO of LaramideResources (@LaramideRes) $lam. We talked about #uranium mining/exploration in Queensland, and updates on various projects including the Westmoreland, US asets and operations in Kazakhstan. Watch here👇 triangle-investor.com/interv…