Uranium Explorer Lands CA$439K and Big U.S. Market Upgrade

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* Disclosure for the quote from the John Newell article published on August 8, 2025

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John Newell Disclaimer

As always it is important to note that investing in precious metals like silver carries risks, and market conditions can change violently with shock and awe tactics, that we have seen over the past 20 years. Before making any investment decisions, it's advisable consult with a financial advisor if needed. Also the practice of conducting thorough research and to consider your investment goals and risk tolerance.

Vanguard Mining Corp. (UUU:CSE; UUUFF:OTC; SL51:FWB) announced two significant developments aimed at expanding its investor base and advancing its mineral exploration activities. On August 18, the company transitioned its common shares from the OTC Pink Market to the OTCID Market and began trading under the new ticker symbol UUUFF. The OTCID Basic Market requires issuers to meet higher disclosure standards, including quarterly and annual financial reporting, annual management certifications, and a verified company profile. According to the company, these requirements are intended to enhance market transparency and investor confidence.

In conjunction with the listing change, Vanguard Mining confirmed that it will hold its annual general meeting (AGM) on October 3, 2025. Shareholders of record as of August 19, 2025, will be eligible to receive notice of and vote at the meeting. Additional details, including the meeting location and agenda, will be disclosed in the management information circular to be distributed and filed on SEDAR+.

Separately, the company closed a non-brokered private placement of 2,933,267 flow-through (FT) units at a price of CA$0.15 per unit for gross proceeds of CA$439,990.05. Each FT unit consists of one flow-through common share and one-half of one non-flow-through warrant. Each whole warrant is exercisable at CA$0.22 for a period of 18 months, subject to an acceleration clause if the company's share price trades at or above CA$0.32 for five consecutive trading days. Finders' fees totaled CA$2,400 in cash and 16,000 non-transferable warrants with the same terms.

Proceeds from the offering will be used to fund exploration expenditures in British Columbia. The securities issued are subject to a statutory hold period of four months and one day.

Uranium Sector Maintains Structural Strength Amid Price Volatility

According to a commentary published August 13 by the natural resources team at Goehring & Rozencwajg, financial institutions played a significant role in reshaping uranium market dynamics. They wrote that hedge funds and closed-end trusts, including the Sprott Physical Uranium Trust, had become major players by acquiring physical uranium and driving prices through financial maneuvers.

The commentary explained that "a typical hedge fund maneuver" involved bidding up the trust's market price to a premium, enabling it to issue shares and use proceeds to buy uranium, which in turn supported the equities tied to the trade. By early 2024, the trust's holdings had increased from 18.2 million to 63 million pounds of uranium, while the spot price climbed from US$32 per pound to US$106.

That momentum eventually reversed, and by mid-2025, hedge funds were reported to have taken large short positions. The same commentary noted that hedge funds were now suppressing the trust's share price below its net asset value, limiting its ability to purchase additional uranium and contributing to a 35% drop in spot prices from their 2024 peak. Despite this shift, term uranium prices rose 8% during the same period, reflecting strength in long-term fundamentals.

John Newell of John Newell & Associates issued a Speculative Buy rating on Vanguard Mining Corp., citing its portfolio of uranium and copper exploration assets in what he described as tier-one jurisdictions. 

On August 19, PauloMacro detailed the historical parallels between the uranium market in the 2020s and the silver boom of the 2000s. The author recalled that spot uranium prices had fallen to around US$80 per pound by the third quarter of 2024 after peaking in February at US$107.

He described how he began rebuilding uranium equity positions in mid-2024, noting the continued development of the Sprott Uranium Trust and increased institutional participation. He emphasized that while the sector had experienced volatility, historical precedent suggested a recurring pattern of cyclical interest and dislocation.

In a separate August 22 report from Stockhead, Barry FitzGerald wrote that BHP included uranium for the first time in its regular commodity outlook, calling attention to its growing relevance. The report stated that spot prices averaged US$71.10 per pound in July and were trading at US$73 per pound at the time of publication. FitzGerald noted that uranium had historically been a by-product at BHP's Olympic Dam operation but had gained attention due to its role in decarbonization and energy security.

The economic outlook from BHP stated that "the upstream market [was] broadly balanced in the near-term" but could experience "upward price volatility" due to inefficiencies in the nuclear fuel supply chain.

The report also projected that "new upstream uranium supply [would] be needed by 2030," driven by both nuclear plant life extensions in developed nations and new capacity in the developing world. While the report acknowledged long-standing challenges such as regulatory bottlenecks and high build costs, it pointed to advancements in small modular reactors and the sector's role in supporting data center energy demands as factors influencing long-term structural support.

Analyst Highlights Technical Setup and Strategic Positioning

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

Newell noted that 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 additional exposure. He stated that Vanguard is "focused on uranium assets that could serve the coming supply squeeze in the nuclear fuel cycle," and emphasized the company's disciplined and technical exploration strategy.

In his report, Newell referenced the leadership of CEO David Greenway and CFO Richard Robins, highlighting their track records in financing and managing resource companies. He also pointed to the company's capital structure, noting that there were no outstanding options or restricted share units, with warrants as the only source of near-term potential dilution.

From a technical analysis standpoint, Newell described Vanguard's daily chart as forming a "long, quiet bottoming pattern" through 2024, followed by a series of higher lows in early 2025. He attributed this trend, along with rising trading volume, to potential accumulation. He identified near-term 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.

Positioned for Impact in the Critical Minerals Sector

Vanguard Mining is focused on exploring and developing strategic mineral assets tied to the global energy transition. Its current projects span uranium, copper, and nickel, located in Canada and Paraguay. According to the company's August 2025 investor presentation, the Yuty Prometeo Uranium Project in Paraguay includes two key concessions totaling nearly 90,000 hectares and has returned historical uranium assay results ranging from 0.05% to 0.10% U₃O₈. Additional targets have been identified through radiometric surveys, although further sampling and verification are pending.

In Canada, the company's Brussels Creek Project is located in British Columbia's Kamloops Mining Division and is at the early exploration stage. Historical sampling has been documented, though further confirmatory work is required.

The company reported a fully diluted share count of 75,450,441 as of August 29, 2025, with a market capitalization of CA$13.6 million (US$9.9 million) based on a share price of CA$0.25. Vanguard is currently advancing two offerings announced on July 23, 2025: a Listed Issuer Financing Exemption (LIFE) offering of up to 12,830,000 units and a concurrent flow-through offering of up to 2,666,666 FT units, which will provide additional capital for exploration and working capital.

With its move to the OTCID Market, a strengthened disclosure framework, and renewed investor interest demonstrated through its oversubscribed financing, Vanguard Mining has taken steps to increase visibility and improve access for both institutional and retail investors. These developments coincide with ongoing exploration work in jurisdictions recognized for their mineral potential and regulatory clarity.

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.