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Standard Uranium (TSXV:STND) - Dual Model Explorer Eyes High-Grade Discovery at Davidson River

Author
Crux Investor
Published
Thu 05 Jun 2025
Episode Link
https://share.transistor.fm/s/9c307f59

Interview with Jon Bey, CEO of Standard Uranium Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/standard-uranium-tsxvstnd-partnering-portfolio-to-fund-discoveries-5885

Recording date: 3rd June 2025

Standard Uranium (TSXV:STND) is emerging as a compelling investment opportunity in the uranium sector through its innovative dual business model that combines focused exploration with proven project generation capabilities. The Canadian company has demonstrated remarkable momentum, with its share price surging from 5 cents to 14 cents over the past month while successfully doubling its initial capital raise from $500,000 to $1 million.

The company's flagship Davidson River project in Saskatchewan's Athabasca Basin remains the primary value driver, with CEO Jon Bey preparing to resume drilling activities in August-September 2025 after a strategic three-year hiatus. This measured approach reflects disciplined capital allocation, as the company used the interim period to enhance targeting precision through advanced geophysical technology partnerships with Australian firm Fleet Space.

Standard Uranium's project generation model provides crucial financial stability and risk mitigation. The company earns $5-8 million per partnership deal by developing projects over 18 months, securing permits and First Nations agreements, then partnering with capital providers while retaining operational control. Importantly, if partners fail to complete their three-year earning requirements, Standard Uranium recovers 100% project ownership plus additional exploration data.

Recent corporate restructuring through a partnership with Vancouver's Jasper Management and Advisory Corp has strengthened operational capabilities and capital markets access. The company benefits from experienced technical leadership, including lead geologist Sean Hillacre, who brings seven years of NextGen Energy experience and specialized knowledge of the neighboring Arrow deposit.

Market dynamics strongly favor Standard Uranium's positioning. The Trump administration's commitment to quadrupling nuclear capacity by 2050, combined with growing technology company demand for nuclear power, creates supportive fundamentals. As Bey noted, "There's North America and then there's everyone else," highlighting the strategic value of domestic uranium assets amid global supply chain concerns.

Standard Uranium's focused capital allocation strategy directs all equity raises toward Davidson River exploration while project generation partnerships cover operational expenses, positioning the company for potential discovery success in an increasingly favorable uranium market environment.

View Standard Uranium's company profile: https://www.cruxinvestor.com/companies/standard-uranium

Sign up for Crux Investor: https://cruxinvestor.com

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