Replay available
Join industry leaders who have shaped uranium exploration in the Athabasca Basin for a discussion of evolution, innovation, and future opportunities in one of the world's premier uranium districts.
Meeting Overview The meeting featured a discussion on uranium exploration in the Athabasca Basin, focusing on the current state of the uranium market, the supply-demand dynamics, and the exploration efforts of two companies: Stallion Uranium and Cosa Resources. The panelists shared insights on their companies' strategies and the broader implications for the uranium sector. Key Discussion Points - Introduction of the panelists and their companies, Stallion Uranium and Cosa Resources. - Overview of the uranium market, including historical context and current supply-demand dynamics. - Discussion on the impact of global events (e.g., Fukushima) on uranium prices and market perception. - The importance of new discoveries in uranium exploration to meet increasing demand. - Current statistics on global nuclear reactors and projected future demand for uranium. - Exploration strategies in the Athabasca Basin and the role of junior companies in the sector. Decisions Made - No explicit decisio...
President & CEO at Cosa Resources
Mr. Bodnarchuk is a Professional Geologist with a master’s degree in Business Administration. With over 15 years of experience in exploration/mining and capital markets, he most recently led strategy and corporate development for IsoEnergy in Vancouver, BC. Prior to this, he served as Project Geologist at Denison Mines, with a focus on North American and African projects.
CEO at Stallion Uranium
Mr. Schwab is an acclaimed exploration geologist located in Saskatoon, Saskatchewan where his work over the past decade has contributed to the discovery and development of multiple significant uranium deposits. Most recently Mr. Schwab was the CEO of Kraken Energy Corp. In 2014, while Mr. Schwab was the Senior Exploration Geologist at NexGen Energy Ltd. he was instrumental in the discovery of the Arrow uranium deposit located in the southwestern Athabasca Basin. Mr. Schwab was also a member of the Hathor Exploration Ltd. development team and contributed to the sale of the Roughrider deposit to Rio Tinto for $654M in 2012. Prior roles also include being co-founder and SVP of Axiom Exploration Group Ltd., former President, Senior Advisor and Founder of multiple successful private mineral exploration and E&P consulting firms in Canadian mining and petroleum industries.
Founder, Writer & Analyst at Junior Resource Investing
Matthew Mickleborough, the founder, writer, and analyst of Junior Resource Investing, is praised for his technical yet engaging interview style that extracts nuanced insights from company executives, providing his audience with a thorough understanding of mining and exploration projects beyond traditional sources. As an outsider to the industry, he places a great amount of weight on executive transparency and honesty and works to foster that in his work, ensuring his audience gains genuine and reliable perspectives on investment opportunities.
Speaker 1: My name is Matthew Michelboro. I host the Junior Resource Investing Podcast. Speaker 1: Before I turn over these guys, just let me do a couple of housekeeping items here. 1st of all, as always, you can expect standard disclaimers will apply, right? There'll be blue sky statements, 4 looking statements. So just be aware of that. This is also being recorded and will be available shortly afterwards. 6 is usually pretty good about getting this out just a few hours after hand. So that can be found on YouTube or on the 6 website. And there will be a written Q&A at the end. I always try to make sure I leave 10, 20 minutes just to get an opportunity for investors to kind of have their chance at these CEOs. So if you have questions, please fire them into the chat and I can try to work them in organically or failing that, just save them to the end and we can make sure we get through them. Speaker 1: With that out of the way, though, let me walk through a bit of an introduction for these guys before I really hand it over to them. The title of this panel is called Basin Veterans at the Helm, Decades of Athabasca Exploration. Speaker 1: And when I was thinking about this panel, you know, that uranium, it's this strange beast. I would say that arguably it's the single most important metal or mineral to the future prosperity of humanity, which is kind of no small statement to make. But then at the same time, it still remains a sort of tiny corner of the resource sector that has its own rules and standards and knowledges that keep it just separate a bit from other metals and other minerals. Speaker 1: I mean, even just the concentration of uranium deposits, when you look at kind of the global production of this, right, in top 4 countries, Kazakhstan, Canada, Australia, Na...