Maiden Drilling Program Begins at High-Priority Uranium Target in World's Most Prolific Uranium Jurisdiction

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1. Ownership and Share Structure Information

The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.

Stallion Uranium Corp. (STUD:TSX; STLNF:OTCQB; FE0; FSE) has mobilized personnel and equipment to its Moonlite Property in Saskatchewan's Athabasca Basin in advance of a winter diamond drill program focused on the Coyote corridor. The company confirmed the upcoming drill work will target a zone identified through a combination of geological interpretation and integrated geophysical data.

Base Drilling Ltd. has been contracted to conduct the program. According to a company news release, Base has begun mobilization, and preparations are underway. "The Coyote Target stands out as one of our highest-priority prospects in the world-renowned Athabasca Basin," said CEO Matthew Schwab. "We are thrilled to announce that Base Drilling is now fully mobilized, with drilling preparations actively underway at our Moonlite Project."

Stallion described the target as having favorable structural complexity and geophysical characteristics associated with basement-hosted uranium systems. Work on site has included trail construction, staging of equipment, and camp setup.

Alongside the drill program, Stallion also announced the appointment of Paulo Santos as Chief Financial Officer. Santos has held senior roles at several mining companies, including Elevation Gold Mining Corporation and Calibre Mining Corp. He replaces Dong Shim, who had served as CFO since 2020. The company thanked Shim for his contributions to financial reporting and corporate development. Schwab said Santos would play a key role as the company "advances multiple exploration programs and continues to progress the Company."

Uranium: Energy Security, Contracting Gaps, and Supply Discipline

Sprott CEO John Ciampaglia addressed rising government attention on uranium in a December 30 interview, following its addition to the U.S. Geological Survey's Critical Minerals List. "For many years, the U.S. Geological Survey… did not include uranium because it argued that it was plentiful," Ciampaglia said. "They have just added it… which is another sign that the government is concerned about its supply chain."

He noted that only 75 million pounds had been contracted by utilities through the first 11 months of 2025, falling short of the 150 million pound replacement rate. However, he observed that utilities were returning to the market, and the term uranium price had "started to move higher after months of stagnant prices."

Jeff Clark of Paydirt Prospector named Stallion Uranium one of his "Best Buy" picks for 2026.

On January 4, Excelsior Prosperity's Shad Marquitz called uranium "the most structurally undersupplied commodity within the energy complex." Marquitz wrote that supply/demand imbalances remained the core of the investment thesis, not speculative interest from emerging sectors. "Even if not one solitary A.I. datacenter gets built… There are already huge supply/demand imbalances in the market that will underpin higher spot and term U308 prices for many years to come." He cited 438 operating reactors and 72 under construction as the main drivers of demand.

Small Caps reported on January 5 that uranium stocks on the ASX rose as part of a broader surge in energy-related names. The publication noted that "the optimism spilled over into uranium and lithium names, which surged hard as investors piled back into anything remotely tied to energy security," amid renewed focus on reliable sources of baseload power.

Analyst Highlights Coyote Drill Program and Strong 2025 Performance

Jeff Clark of Paydirt Prospector named Stallion Uranium one of his "Best Buy" picks for 2026 in a December 18 update. Clark said the upcoming drill program at Coyote represented a critical milestone, calling the site Stallion's top exploration target within its Athabasca land package. He wrote that the target is "on the underexplored eastern side of the basin" and shows "geological and geophysical features comparable to NexGen's Arrow deposit," though he clarified the comparison was conceptual.

Clark added that Stallion shares had gained 156% over the course of 2025 and cited its "tight share structure, a solid cash position, and strong insider ownership" as supporting factors. He disclosed holding an overweight position in the company.

Targeting Identified Structures in a Proven Mining District

Stallion's winter drill program marks the first test of the Coyote Target, located in the southwestern Athabasca Basin, a region recognized for high-grade uranium discoveries. The target was initially outlined in the company's 2023 VTEM Plus survey and later refined through 2025 ground gravity and structural analysis. The company reported a vertically continuous gravity low at the site, interpreted as a possible alteration halo or structural dilation zone.

As outlined in its October 2025 corporate presentation, Coyote is one of nine Tier One targets identified within Stallion's 1,700 square kilometer land package. The company selected the site based on its proximity to intersecting structures and a suite of favorable magnetic, conductive, and radiometric features.

Plans include drilling up to 15 holes across the 8.5-kilometer Coyote corridor. Additional exploration is expected to continue at other targets within the land package, including Fishhook and Lynx.

Ownership and Share Structure¹

Less than 10% of the company is held by insiders and management. According to Stallion, strategic investor Matt Mason, a founder of Hathor, owns approximately 30% of the company.

The company's market capitalization is approximately CA$47 million, with about 130.4 million shares outstanding on a fully diluted basis. Stallion's 52-week trading range on the TSX Venture Exchange spans from CA$0.10 to CA$0.53.