• Tech giants like Google (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), and Amazon (NASDAQ: AMZN) have recently signed nuclear power deals to secure sustainable energy supply for their expanding data center operations and AI initiatives. The rising demand for uranium, coupled with the highly vulnerable supply chain, particularly with Russia accounting for 35% of global enriched uranium production, has fueled renewed optimism in the industry. As a result, we anticipate a significant increase in M&A activity within the sector in 2025.
  • Since our previous report in July 2024, SYH has optioned three uranium properties, brining the total number of projects with JV/option agreements to 10. The company has also entered into agreements to sell a majority interest in certain non-core assets. SYH has one of the largest portfolios among uranium juniors in the Athabasca Basin.