Uranium mining sits at the narrow end of the funnel feeding the AI-driven reactor buildout, and three US-listed juniors are racing to fill a supply gap that utilities cannot contract their way out of.
Denison Mines is transitioning from a uranium optionality play to a tangible developer, with Phoenix entering full-scale construction and first production targeted for 2028. DNN has adeptly monetized uranium inventory to fund Phoenix, minimizing dilution risk, though convertible debt and future funding needs remain material considerations. Execution on Phoenix's construction timeline, CapEx discipline, and maintaining project economics are the key value drivers over the next 18 months.
Denison Mine (DNN) came out with a quarterly loss of $0.02 per share in line with the Zacks Consensus Estimate. This compares to earnings of $0.01 per share a year ago.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 19,527 | $63,853.29 | $42,178.32 | -$21,674.97 | -33.94% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,333 | $11,400.23 | $9,359.28 | -$2,040.95 | -17.9% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1.41M | $3.09M | $3.33M | $237,254.2 | 7.68% |
| JS Jeremy Szuch MSA Advisors LLC | 13,298 | $43,484.46 | $30,252.95 | -$13,231.51 | -30.43% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 27,400 | $49,350 | $64,664 | $15,314 | 31.03% |
| Metals & Mining Industry | Materials Sector | David D. Cates CEO | AMEX Exchange | 248356107 CUSIP |
| CA Country | 79 Employees | 2 Jul 2012 Last Dividend | 7 Dec 2006 Last Split | - IPO Date |
Denison Mines Corp. is a noted player in the uranium sector, primarily focusing on the acquisition, exploration, and development of uranium-rich properties within Canada. Initially known as International Uranium Corporation, it underwent a name change to Denison Mines Corp. in December 2006, marking a significant pivot in its corporate identity. Anchored in the historic year of 1936, the company has established its headquarters in Toronto, Canada, positioning it strategically within one of the country's major business hubs. Its operational excellence is underscored by its flagship project, the Wheeler River uranium project. This notable venture spans approximately 300,000 hectares and is strategically located in the revered Athabasca Basin region of northern Saskatchewan, a locality synonymous with prolific uranium deposits.