Mining Firm Secures High-Grade Uranium Footprint in Paraguay

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Vanguard Mining Corp. (UUU:CSE; UUUFF:OTC; SL51:FWB) has closed its previously announced acquisition of the Yuty Prometeo Project in southeastern Paraguay, expanding its uranium exploration footprint in the Paraná Basin. The acquisition was completed following a Definitive Share Purchase Agreement dated June 17, 2025, through which Vanguard obtained 100% of 1302343 B.C. Ltd., a company holding an 85% stake in Paraguay Uranium S.A., the owner of the four concessions comprising the Yuty Prometeo Project.

The concessions, which include the Prometeo and three San Jose blocks, collectively span approximately 90,000 hectares in a region considered one of South America's most prospective uranium belts. The Prometeo block directly adjoins Uranium Energy Corp.'s (UEC) Yuty Project, which hosts an Indicated resource of 8.96 million pounds of triuranium octoxide (U₃O₈), a common uranium oxide used in the nuclear fuel cycle.

In the announcement, Vanguard Chief Executive Officer David Greenway stated that the completion of the acquisition represents "a major milestone for Vanguard" and emphasized the strategic positioning of the new holdings. "Paraguay offers a unique combination of political stability, investor-friendly policies, and untapped mineral potential," Greenway said in a company news release. "This acquisition not only strengthens our strategic footprint in the Paraná Basin but also advances Vanguard's broader mission to secure critical minerals that will drive the global clean energy transition."

Historical exploration on the Prometeo block includes 28 drill holes, with uranium values ranging from 0.05% to 0.10% U₃O₈. The company cautioned that results from adjacent properties such as UEC's holdings may not be indicative of mineralization within its own concessions. A qualified person has reviewed the available data, including assay certificates, but has not independently verified all historical results due to incomplete chain-of-custody records.

The San Jose concessions, located approximately 100 kilometers northwest of UEC's Yuty Project, were the subject of a radiometric car survey that identified significant uranium anomalies across a 40 km by 10 km area. These preliminary findings have not yet been confirmed through physical sampling or assays.

The acquisition builds upon a series of milestones Vanguard has achieved in 2025, including a technical review in April and an on-site evaluation and data compilation effort in June, all leading up to the execution and closing of the transaction. The company also announced the issuance of 800,000 Restricted Share Units (RSUs) to officers and directors under its RSU Plan, with a one-year term expiring on September 1, 2026.

Yellow Metal, High Voltage: Uranium's Shifting Power Play

The uranium market in 2025 reflected a volatile yet evolving investment environment shaped by shifting institutional behavior, commodity pricing cycles, and long-term energy trends. Despite near-term challenges, the sector continued to generate attention for its role in the global energy mix, particularly within nuclear power.

According to an August 13 sector commentary from Goehring & Rozencwajg, hedge funds played a central role in shaping uranium price dynamics. The commentary noted that speculative financial players initially pushed the uranium spot price higher through closed-end vehicles like the Sprott Physical Uranium Trust, which had amassed 63 million pounds of physical uranium by early 2024, up from 18.2 million pounds when Sprott acquired it in 2021. However, by 2025, many of these same funds had reversed course, becoming aggressive short sellers. This sentiment shift pushed the Trust's share price to a 10% discount to net asset value, which in turn prevented it from issuing new shares to purchase more uranium. As a result, the spot price declined by 35% over 14 months, while term prices rose by 8% over the same period. The commentary concluded that hedge funds had created a "remarkable dislocation" between perception and fundamentals in the uranium market.

The same report highlighted that while short-term pricing suffered under bearish pressure, long-term fundamentals remained constructive. The commentary referenced structural tightness in physical uranium markets and noted that "the physical uranium market is, in reality, far tighter than consensus implies." Additionally, it cited a number of global developments, including plans from China, Japan, and Namibia to expand nuclear power use, reinforcing underlying demand.

In an August 19 article published by Paulo Macro on Substack, the author compared uranium's investment profile in the 2020s to silver in the early 2000s, emphasizing cyclical opportunity. The piece chronicled uranium's price collapse after the 2011 Fukushima incident and its gradual resurgence, peaking at US$107 per pound in February 2024. After a correction to US$80 per pound, the author resumed building exposure to uranium equities, writing, "As the U₃O₈ price corrected from the US$107 high in Feb24 to ~US$80 by 3Q24, I started buying back into some uranium exposure."

Sector commentary expanded further with a August 22 report from Stockhead by Barry FitzGerald, who observed a more open attitude toward uranium within legacy resource companies. He pointed to BHP's 2025 Economic and Commodity Outlook (ECO), which included uranium analysis for the first time in memory.

According to the ECO, "We expect the upstream market to be broadly balanced in the near-term, with steady demand being met by incremental supply volumes." The report also noted that supply constraints in enrichment and conversion, along with geopolitical factors, could lead to "upward price volatility." Longer term, BHP anticipated that new upstream supply would be required by 2030, citing plant life extensions in OECD nations and growing capacity in developing economies.

Strategic Momentum in South America's Uranium Belt

Vanguard Mining's acquisition of the Yuty Prometeo Project significantly enhances its strategic positioning within the growing South American uranium sector. According to the company's investor presentation, the Paraná Basin has long been considered a promising region for uranium exploration, and Vanguard's new holdings provide access to both historically explored and underexplored zones adjacent to an established uranium deposit.

The Prometeo concession's proximity to UEC's Yuty Project and its alignment with the Transandes structural trend present an opportunity to build on historical exploration results with modern techniques. The company has disclosed that 28 holes were previously drilled on the site, and plans are underway for additional exploration activities subject to verification and permitting. Meanwhile, the San Jose concessions, which have shown promising radiometric anomalies, may represent a longer-term exploration opportunity once field sampling is initiated.

The acquisition aligns with Vanguard's broader strategy to build a diversified portfolio of uranium assets across the Americas. As noted in its investor materials, the company is focused on securing strategic minerals essential to the global energy transition, with uranium positioned as a core component due to its role in nuclear energy and growing demand for carbon-neutral power sources.

Vanguard's management team includes individuals with extensive backgrounds in geology, finance, and corporate development, and the company continues to target jurisdictions that combine geological potential with supportive regulatory environments.

Analyst Cites Exploration Focus and Emerging Technical Strength

*On August 8, John Newell of John Newell & Associates issued a Speculative Buy rating on Vanguard Mining Corp., citing its strategic portfolio of uranium and copper exploration assets in what he described as tier-one jurisdictions. He highlighted the company's focus on critical metals tied to the global energy transition as a key factor in his outlook.

Newell noted the company's uranium project in Paraguay's Paraná Basin is located adjacent to a defined uranium deposit, while its Brussels Creek copper-gold project in British Columbia provides diversified exposure. He stated that Vanguard was "focused on uranium assets that could serve the coming supply squeeze in the nuclear fuel cycle," and emphasized its technical and disciplined approach to exploration.

The report referenced the leadership of CEO David Greenway and CFO Richard Robins, pointing to their experience in financing and managing resource-stage companies. Newell also commented on Vanguard's capital structure, highlighting the absence of outstanding options or restricted share units, with warrants representing the only near-term source of potential dilution.

From a technical perspective, Newell described the company's daily chart as forming a "long, quiet bottoming pattern" throughout 2024, followed by a series of higher lows in early 2025. He attributed this to possible accumulation, supported by rising trading volumes. He identified resistance below CA$0.22 and outlined technical targets of CA$0.32, CA$0.50, CA$0.90, and a longer-term target of CA$1.50.

Ownership and Share Structure

According to Refinitiv, 0.84% of Vanguard Mining is owned by management and insiders. The rest is retail.

Vanguard has 54,556,620 million free float shares and a market cap of US$9,923,797.46. The company trades in the 52-week range between US$0.05 and US$0.25.