Drilling Underway at One of Athabasca's Most Promising Untested Uranium Zones

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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.

Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE) announced the mobilization of personnel and equipment to its Moonlite Property in Saskatchewan's Athabasca Basin ahead of a planned winter diamond drill program targeting the Coyote corridor. The program will focus on the Coyote Target, which has been identified through integrated geophysical surveys and geological interpretation.

The company confirmed it signed a drilling contract with Base Drilling Ltd., citing the contractor's experience executing winter exploration programs in the Athabasca region. In a company news release, CEO Matthew Schwab stated, "We are thrilled to announce that Base Drilling is now fully mobilized, with drilling preparations actively underway at our Moonlite Project. The Coyote Target stands out as one of our highest-priority prospects in the world-renowned Athabasca Basin."

The target is described as having favorable structural complexity and geophysical features consistent with basement-hosted uranium mineralization. The company also noted that preparations at the site include trail construction, equipment staging, and camp setup.

Stallion Uranium simultaneously announced a change in executive leadership with the appointment of Paulo Santos as Chief Financial Officer. Santos has held senior roles at multiple mining companies, including Elevation Gold Mining Corporation and Calibre Mining Corp. He replaces Dong Shim, who had served as CFO since 2020. Stallion extended its appreciation to Shim for his support in corporate development and financial reporting.

According to Schwab, "As we advance multiple exploration programs and continue to progress the Company, Paulo's experience and financial leadership will be instrumental in strengthening our operations and supporting our growth strategy."

Uranium: Energy Security, Contracting Gaps, and Supply Discipline

A December 30 interview with Sprott CEO John Ciampaglia underscored growing government concern around uranium supply chains following the U.S. Geological Survey's decision to add uranium to its Critical Minerals List in 2025. Ciampaglia explained that, "For many years, the U.S. Geological Survey… did not include uranium because it argued that it was plentiful. They have just added it… which is another sign that the government is concerned about its supply chain."

He said policy uncertainty through much of 2025 had weighed on utility procurement behavior, noting that utilities had contracted only 75 million pounds of uranium in the first 11 months of the year, well below the estimated annual replacement requirement of 150 million pounds. "Participants are getting back to business because, at the end of the day, they can delay and defer purchasing uranium, but they ultimately have to buy it," Ciampaglia stated, adding that the term price had "started to move higher after months of stagnant prices," signaling renewed activity in long-term contracting.

Paydirt Prospector analyst Jeff Clark identified Stallion Uranium Corp. as one of his "Best Buy" recommendations heading into 2026.

In a January 4  uranium market update, Excelsior Prosperity's Shad Marquitz described uranium as the most structurally undersupplied commodity within the energy complex.

He wrote that, "Of all the energy commodities, uranium has the most bullish supply/demand imbalance fundamentals and the most positive macroeconomic tailwinds," emphasizing that the current cycle remained focused on fueling the existing global reactor fleet rather than future demand from technologies such as artificial intelligence, data centers, or small modular reactors. Marquitz stated, "Even if not one solitary A.I. datacenter gets built… there are already huge supply/demand imbalances in the market that will underpin higher spot and term U308 prices for many years to come," pointing to 438 operating nuclear reactors and 72 more under construction as the primary sources of sustained uranium demand.

Momentum in the sector was reflected in broader equity market activity on January 5, when Small Caps reported that uranium stocks on the ASX advanced alongside other energy names. The outlet noted that, "The optimism spilled over into uranium and lithium names, which surged hard as investors piled back into anything remotely tied to energy security," as investors responded to geopolitical developments and renewed attention on dependable sources of baseload power.

Analyst Highlights Coyote Drill Program and Strong 2025 Performance

On December 18, Paydirt Prospector analyst Jeff Clark identified Stallion Uranium Corp. as one of his "Best Buy" recommendations heading into 2026. Clark noted that the company was approaching a critical milestone with drilling scheduled to begin in January at its Coyote target, which he described as Stallion’s top priority prospect within its 1,700 square kilometer land package in the Athabasca Basin. According to Clark, the target sits on the underexplored eastern side of the basin and displays "geological and geophysical features comparable to NexGen’s Arrow deposit," while acknowledging that such comparisons were still conceptual.

Clark stated that Stallion had already gained 156 percent in 2025 and pointed to the company’s tight share structure, cash position, and insider ownership as key strengths. He wrote, "Stallion is already up 156% this year, but with a tight share structure, a solid cash position, and strong insider ownership, the company is set to answer some big questions in 2026." Clark confirmed that he held an overweight position in the stock at the time of publication.

Targeting Deep Structures in a Proven Mining District

Stallion's current drill program marks the first test of the Coyote Target, located in the southwestern Athabasca Basin — a region known for its high-grade uranium deposits and historic discoveries. The Coyote corridor was initially outlined by Stallion's 2023 VTEM Plus survey and was further refined through ground gravity and structural analysis conducted in 2025. The company reported a vertically continuous gravity low at the site, interpreted as a potential alteration halo or structural dilation zone.

According to the October 2025 investor presentation, the Coyote Target is one of nine Tier One targets identified across Stallion's 1,700 square kilometer land package. The company's exploration pathway prioritizes geological settings with magnetic, conductive, and radiometric anomalies, and the Coyote site was specifically chosen for its proximity to structural intersections and favorable lithological conditions.

Stallion has planned drilling of up to 15 holes along the 8.5-kilometer Coyote trend, testing what the company described as one of the strongest ground gravity anomalies in the Athabasca Basin. The broader strategy includes advanced geophysical surveying across other high-priority targets, including the Fishhook and Lynx corridors. 

Ownership and Share Structure¹

Less than 10% of the company is owned by insiders and management, and there are no institutional holders. Strategic investor Matt Mason, a founder of Hathor, has about 30%, the company said.

The company's market capitalization is approximately CA$47 million with about 130.4 million shares outstanding on a fully diluted basis. The 52‑week range on the TSX Venture Exchange for the Stallion Uranium Corp. (STUD) share price is roughly CA$0.10 at the low end and CA$0.53 at the high end