Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE) announced it will begin a high-resolution Time Domain Electromagnetic (TDEM) ground survey at its Coyote Target, located within the Moonlite Project in Saskatchewan's Athabasca Basin. The program is scheduled to commence on November 1, 2025, and is being conducted in partnership with Atha Energy Corp. (TSX-V: SASK).
The survey will be performed using Abitibi Geophysics' Stepwise Moving Loop (SWML) TDEM method, which is designed to enhance resolution and depth penetration when mapping conductive zones in basement rock. The data will integrate with results from previous airborne and ground surveys completed earlier in 2025.
According to Matthew Schwab, CEO of Stallion Uranium, "Launching this ground EM survey at the Coyote Target is a critical step toward advancing our discovery efforts. By improving the resolution of our geophysical data, we expect not only to sharpen the definition of our highest-priority targets, but also to increase the number of drill-ready locations across the Coyote Corridor."
The Coyote Corridor has emerged as one of Stallion's top-priority drill zones, following an extensive review of historical datasets and recent geophysical results. The company's multi-parameter approach, which includes 11 ranking criteria, guided the selection of these targets. A 3D ground gravity inversion completed earlier this year revealed one of the strongest gravity anomalies in the Athabasca Basin, coinciding with structural features that are favorable for uranium deposition.
Vice President of Exploration Darren Slugoski stated in the news release, "This ground-based survey will significantly improve the resolution of our geophysical data, allowing us to more accurately model conductive features at depth. Increasing confidence in the geometry and location of these conductors is essential to maximizing the effectiveness of our upcoming drill program."
Results from the survey are expected in late November 2025 and will be used to finalize drill collar placements for a winter drill campaign set to begin in December 2025.
The ARMIT-TDEM system used in the survey includes a three-component sensor capable of simultaneously measuring both B-field and B/t, with performance levels comparable to Superconducting Quantum Interference Devices (SQUIDs), and is effective in extreme temperatures without the use of cryogenic liquids.
Separately, Stallion Uranium entered into agreements with two marketing firms to expand shareholder awareness. Danayi Capital Corp. was retained for two months starting September 29, 2025, with compensation of US$100,000. Dig Media Inc. (DBA Investing News Network) was engaged for ten months beginning April 8, 2025, with a CA$16,800 fee. Neither firm holds any equity interest in the company, and both agreements are subject to TSX Venture Exchange approval.
Uranium Sector Gains Ground Amid AI Growth and Global Clean Energy Push
MarketMinute reported on October 10 that the uranium market has continued to experience strong momentum, fueled by shifting global energy strategies. The article stated that the nuclear fuel sector was "reaching an unprecedented all-time high" as demand for stable baseload energy increases alongside the expansion of energy-intensive artificial intelligence infrastructure. The report emphasized the growing role of nuclear power as a carbon-free option in an evolving global energy mix, describing the market outlook as "a robust future for the nuclear fuel market."
On October 12, Simply Wall St highlighted sustained investor interest in the uranium sector, noting that a U.S.-based uranium company had recently raised over US$200 million for a new refining and conversion facility. The company's price-to-book ratio of 6.9x was noted to be "well above both industry peers and broader sector averages," with the publication suggesting that the market is anticipating significant future growth in the space, despite limited current profitability.
Further underlining the sector's momentum, Yahoo Finance reported on October 13 that shares in one uranium company had climbed more than 100% over the past year and over 1,400% across five years. The article attributed this growth to changing market sentiment and rising demand projections, noting that "investors are clearly rethinking the industry's prospects and recalibrating risk." The report concluded that valuation metrics, such as discounted cash flow and price-to-book ratios, indicate many uranium stocks are trading near fair value even after substantial gains.
Analyst Highlights Momentum and Strategic Growth
According to Jeff Clark in Paydirt Prospector on September 25, Stallion Uranium continued to gain positive attention from analysts following a series of strategic developments. Clark noted that the company’s addition of Peter Dembiki to its board strengthened its leadership team, citing his “depth of experience in capital markets and executive governance” as a valuable asset to Stallion’s long-term strategy.
Clark also highlighted the launch of Stallion’s AI-enabled Haystack Intelligent Targeting Study as a key advancement, describing it as an initiative that would enhance data mining, 3D modeling, and pattern recognition for the company’s Coyote Target in the Athabasca Basin. The report identified this project as a geological analog to NexGen’s Arrow discovery, positioning it among Stallion’s most promising assets.
Market response to these updates was favorable, with shares trading up 8 percent on above-average volume the day of the announcement. Clark stated that investors viewed the move as “a positive step in a company that has gained significant momentum since its CA$0.20 financing.” In his assessment, Stallion’s ongoing technical work and upcoming winter drill campaign represented meaningful progress.
Clark issued a “Buy on Weakness” recommendation, calling Stallion “an overweight position” in his portfolio. He emphasized that while drilling at the prime Coyote Target was scheduled for January 2026, ongoing geotechnical studies on additional targets were expected to “add a backstop of value” and support the company’s growth trajectory.
Advancing Discovery at the Heart of the Basin
Stallion Uranium is focusing its exploration efforts in the southwestern Athabasca Basin, an area recognized for major uranium discoveries and historical production. The company holds one of the largest underexplored land packages in the basin, covering 430,764 acres, and has prioritized nine tier-one targets across the region.
The Coyote Target in particular presents characteristics consistent with large unconformity-hosted uranium systems. According to the company's September 2025 investor presentation, the target features intersecting NE and NW structural trends, vertically continuous gravity anomalies, and an estimated unconformity depth of 450 meters. The area remains untested by historical drilling.
Streetwise Ownership Overview*
Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE)
Stallion is planning to test up to 15 drill holes across the 8.5-kilometer Coyote Corridor. With final targeting informed by the November TDEM survey, drill mobilization is scheduled for December 2025. Additional high-priority targets, including the Lynx and Fishhook Corridors, are undergoing further geophysical refinement, and all planned targets are fully permitted for drilling.
With a CA$62.4 million market capitalization and a management and insider ownership stake of 45%, Stallion continues to build momentum in one of the world's most prolific uranium jurisdictions.
Ownership and Share Structure
Stallion said 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 cap is CA$58.8 million with 124.78 million shares outstanding, Refinitiv reported. Its 52-week range is CA$0.10 and CA$0.53.
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