Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE) has completed its previously announced agreement to access proprietary exploration technology, aimed at enhancing target selection across its 1,700-square-kilometer uranium land package in the Athabasca Basin region of Saskatchewan and Alberta. The company signed the agreement with Matthew J. Mason, who holds an exclusive license to the technology developed by an independent PhD geologist.
Under the terms of the agreement, Stallion received a non-exclusive, non-transferable 12-month lease to use the technology solely within its mineral tenures in the region. In exchange, the company issued five million common shares, comprising 3.75 million shares to the lessor and 1.25 million shares to the original licensor. The shares are subject to standard four-month hold periods under Canadian securities law, and the 3.75 million shares issued to the lessor are additionally subject to a Tier 2 value escrow agreement, with staged releases every six months.
The licensor will also provide services related to the application of the technology for a minimum of three consecutive months during the lease period, with compensation of £70,000 per month for services rendered. The lessor is considered an insider of Stallion Uranium due to ownership exceeding 10% of the company's shares on a partially diluted basis. As such, the transaction is classified as a related-party transaction under Multilateral Instrument 61-101. Stallion relied on exemptions from formal valuation and minority shareholder approval, as the transaction's value did not exceed 25% of the company's market capitalization.
Uranium Prices Climb Amid Tight Supply and Energy Security Initiatives
Uranium markets experienced notable upward momentum through late September, driven by tightening global supply and rising demand from both utilities and investors, according to multiple industry sources. An October 2 report from Nuclear Newswire noted that the spot price for uranium reached US$82.63 per pound at the end of September, marking the highest level recorded in 2025. The long-term price stood at US$83.00 per pound, with uranium futures trading slightly higher at US$83.10.
Market analysts attributed the price increase to a combination of investor activity and supply disruptions. Trading Economics reported that purchases by physical uranium funds such as the Sprott Physical Uranium Trust and Yellow Cake Plc. (YLLXF:OTCMKTS) were contributing to price rallies, citing the relatively thin liquidity of the uranium market. On the supply side, major producers announced output reductions, including a 19% guidance cut at Cameco Corp.'s (CCO:TSX; CCJ:NYSE) McArthur River mine in Saskatchewan and a 10% cut to Kazatomprom's (NATKY:OTCMKTS; KAP:LSE) 2026 forecast.
The World Nuclear Association projected that uranium demand would increase by 28% by 2030, potentially more than doubling to over 150,000 metric tons per year by 2040. In a follow-up analysis published October 15 by Investing News Network, Georgia Williams reported that prices had rebounded from a March low of US$63.25 to a quarterly high of US$83.18. She quoted Sprott Asset Management's Jacob White, who described September as a turning point, driven by tighter supply, renewed investor confidence, and limited mine development.
Further commentary from the World Nuclear Association emphasized long permitting timelines and structural underinvestment. CEO Malcolm Critchley stated that "the time to develop new mines is actually getting longer, not shorter," adding that new supply was necessary "just to meet current needs." Nuclear capacity is forecast to grow from 449 gigawatts electrical (GWe) in 2030 to 746 GWe by 2040. In the U.S., the federal government advanced uranium security measures, including a US$1.52 billion loan guarantee for the restart of Michigan's Palisades nuclear plant and a planned expansion of the national uranium stockpile.
In an October 22 feature from Crux Investor, analysts highlighted the emergence of regionalized uranium supply frameworks and increasing geopolitical considerations. The article pointed to persistent shortfalls in conversion and enrichment capacity, with North American facilities covering less than one-third of domestic needs. It noted that "jurisdictional safety and domestic supply chains now carry intrinsic valuation premiums," with Western governments aiming to reduce reliance on Russian supply. Crux concluded that growing regional supply deficits through 2028 were attracting capital to projects in North America and allied jurisdictions.
The uranium sector received a boost with the inclusion of uranium on the U.S. Geological Survey’s final 2025 Critical Minerals list, aligning it with other key materials such as copper, nickel, and tungsten. While the White House had previously flagged uranium’s importance in May, this updated designation reflects a broader institutional consensus. The move highlights ongoing concerns about supply chain dependence, as approximately 95% of the uranium used by U.S. nuclear reactors is imported, including material used for defense purposes. Canada already classifies uranium as a critical mineral, signaling a coordinated North American policy shift. According to GoldAdvisor on November 13, this development may benefit companies across the uranium supply chain, including producers, developers, and explorers, by helping to attract long-term contracts, government funding, and strategic investment into domestic-friendly projects.
Analyst Notes Strategic Progress and Continued Momentum
In a September 25 commentary for Paydirt Prospector, analyst Jeff Clark highlighted Stallion Uranium's recent developments as contributing to increased investor attention and strategic positioning. Clark pointed to the appointment of Peter Dembicki to the company's board as a meaningful leadership addition, citing his extensive background in capital markets and corporate governance as a strong complement to Stallion's long-term objectives.
Clark also focused on the company's AI-driven Haystack Intelligent Targeting Study, which aims to improve data integration, 3D modeling, and pattern recognition at Stallion's Coyote Target in the Athabasca Basin. He identified Coyote as a geologic analog to NexGen Energy Ltd.'s (NXE:TSX; NXE:NYSE.MKT) Arrow discovery and characterized it as one of the company's most compelling exploration opportunities.
Following the announcement, Stallion shares rose 8% on above-average trading volume. Clark described the market's reaction as a signal of growing momentum, noting that the company had made "a positive step" since its CA$0.20 financing round. He viewed the ongoing technical work and anticipated winter drill program as indicators of sustained advancement.
Clark maintained a "Buy on Weakness" recommendation and described Stallion as an "overweight position" in his portfolio. While drilling at Coyote is planned for January 2026, he underscored the role of continuing geotechnical analysis on other targets, which he said would provide additional support for the company's broader exploration strategy.
Refining Targets Across One of the Largest Land Positions in the Basin
Stallion Uranium's use of proprietary geophysical targeting technology is aligned with its strategy to refine drill targets across one of the largest underexplored land packages in the southwestern Athabasca Basin. The company holds approximately 430,764 acres and is focusing on areas with strong structural and geological signatures identified through modern airborne and ground surveys.
Exploration activity is centered on several Tier One targets, including the Coyote, Fishhook, and Lynx corridors. These areas have been prioritized using a multi-factor model that considers conductive and magnetic anomalies, gravity lows, structural intersections, and proximity to the Athabasca unconformity. Stallion plans to mobilize drilling programs as early as Q4 2025, following ongoing geophysical refinement programs.
The Coyote target, in particular, has exhibited strong vertically continuous gravity anomalies and structural complexity considered favorable for unconformity-hosted uranium systems. Additionally, the Fishhook and Lynx corridors represent untested targets adjacent to historical intersections and major regional trends.
With a technical team that includes geologists involved in key Athabasca discoveries, such as NexGen Energy's Arrow deposit and Fission's Triple R project, Stallion Uranium believes that it continues to position itself as an early-stage explorer leveraging data-driven target generation in a region with some of the highest uranium grades globally. The company's strategy emphasizes technical efficiency and scalability in what it identifies as an undersupplied global uranium market.
Streetwise Ownership Overview*
Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE)
Ownership and Share Structure1
As of November 20, 2025, approximately 658,000 shares are owned by directors and management, and there are no institutional holders. Strategic investor Matt Mason, a founder of Hathor, has about 16%, the company said.
The company's market cap is approximately CA$56.72 million with about 130.39 million shares outstanding. Its 52-week range is CA$0.10 to CA$0.725.
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Important Disclosures:
- Stallion Uranium has a consulting relationship with Street Smart an affiliate of Streetwise Reports. Street Smart Clients pay a monthly consulting fee between US$8,000 and US$20,000.
- As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Stallion Uranium Corp.
- James Guttman wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.
- This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company.
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1. Ownership and Share Structure Information
The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.
