Exploration Begins in High-Profile Uranium Region Known for Major Discoveries

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1. Disclosure for the quote from the John Newell article published on December 23, 2025

1. For the quoted article (published on December 23, 2025), the Company has paid Street Smart, an affiliate of Streetwise Reports, US$3,000.
2. Author Certification and Compensation: [John Newell of John Newell and Associates] was retained and compensated as an independent contractor by Street Smart for writing this article. Mr. Newell holds a Chartered Investment Management (CIM) designation (2015) and a  U.S. Portfolio Manager designation (2015). The recommendations and opinions expressed in this content reflect the personal, independent, and objective views of the author regarding any and all of the companies discussed. No part of the compensation received by the author was, is, or will be directly or indirectly tied to the specific recommendations or views expressed.

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2. Ownership and Share Structure Information

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Vanguard Mining Corp. (UUU:CSE; UUFF:OTC; SL51:FWB) announced the launch of its Phase 1 exploration program at the Nucleon Uranium Project, located in Saskatchewan's Athabasca Basin. The company has engaged Hardline Exploration Ltd. to manage and execute the initial work across seven mineral claims, organized into four exploration areas totaling 23,424.90 hectares.

The Nucleon Project is positioned within one of the most prolific uranium-producing regions in the world, adjacent to major discoveries such as Fission Uranium's Patterson Lake South and NexGen Energy Ltd.'s (NXE:TSX;  NXE:NYSE.MKT) Arrow deposit. According to Vanguard, the western portion of the project lies along a regional geological corridor that has hosted multiple globally significant uranium discoveries.

The Phase 1 program will consist of a systematic lake sediment geochemical survey, scheduled for winter 2025. This approach is designed to rapidly screen the project area for uranium-bearing systems by analyzing lakebed sediments for uranium and associated pathfinder elements. Frozen lake conditions will allow efficient collection of samples across all claim blocks. The program is expected to cost approximately CA$25,000.

In a statement, David Greenway, CEO of Vanguard Mining Corp., said: "With over 23,000 hectares in the heart of the Athabasca Basin and no historical modern exploration, this is a genuine blue-sky opportunity. By starting with a disciplined geochemical screening program through Hardline Exploration, we are building a technically sound pathway toward defining high-quality drill targets while managing risk and capital efficiently."

There has been no modern exploration conducted to date on the Nucleon claims. Vanguard noted that while nearby uranium discoveries provide useful geological context, mineralization on neighboring properties is not necessarily indicative of mineralization within the Nucleon Project.

Uranium Sector Strengthened by Policy Tailwinds and Rising Demand

According to Mining on January 11, uranium prices began the year at US$71.75 per pound and ended at US$81.75, peaking at US$84 in late September. Although spot price movements remained relatively modest compared to other commodities, term prices for utility contracts reached a 17-year high of US$86.50 per pound in December.

Contracting activity began to accelerate late in the year, reaching 82 million pounds by early December, though still short of the estimated 150 million pound replacement rate. The World Nuclear Association raised its long-term demand forecast in its biennial Nuclear Fuel Report, projecting a 5.3% annual growth rate through 2040 and estimating that reactor requirements could more than double to 150,000 tonnes by 2050.

John Newell rated the stock a "Speculative Buy," pointing to its early-stage project exposure and emerging technical structure.

Ad Hoc News wrote on January 13 that uranium equities experienced significant upward momentum in 2025, driven by surging electricity demand from artificial intelligence data centers and large-scale government support for nuclear infrastructure.

The report stated that "government commitments of billions in funding for enrichment and reactor technology" coincided with uranium's designation as a critical mineral in the United States. These developments, along with efforts to reduce reliance on imports, contributed to increased investor interest and institutional positioning.

In a January 14 report, Reuters emphasized that uranium faced a growing structural deficit in the United States, where domestic production remained well below consumption. U.S. mine output totaled approximately 1 million pounds in 2025, compared to annual consumption of over 50 million pounds. The report highlighted that "long-term pricing contracts are nearer US$100," reflecting growing urgency among utilities. Secondary market inventories, which had previously offset domestic shortfalls, declined significantly due to stepped-up purchases by utilities and government agencies. Meanwhile, the Sprott Physical Uranium Trust increased its holdings by 9 million pounds to over 72 million pounds in 2025, further tightening the market.

The Reuters article also noted that global nuclear power output reached record highs in 2025. The United States recorded its highest generation in five years, while China, India, and South Korea achieved all-time production levels. Asia dominated the nuclear development pipeline, with approximately 66,000 megawatts of capacity under construction, and was projected to become the largest regional hub for nuclear generation once current projects are completed.

Analyst Notes Early Alignment of Fundamentals and Technical Setup

¹In a December 23 report, John Newell of John Newell & Associates described Vanguard Mining Corp. as approaching a key inflection point, with the company's fundamentals, asset base, and technical indicators beginning to align. He rated the stock a "Speculative Buy," pointing to its early-stage project exposure and emerging technical structure.

Newell highlighted Vanguard's diversified portfolio of uranium, copper, and gold assets across Paraguay and British Columbia. He noted that the company's uranium holdings in the Paraná Basin spanned approximately 90,000 hectares adjacent to a known uranium district. "The Prometeo Uno concession alone covers approximately 27,666 hectares and has seen historical drilling," he wrote, referencing assay results between 0.05% and 0.10% U₃O₈. He added that geophysical data and surface sampling suggested structural continuity with nearby mineralized trends, while the larger San Jose concession offered additional district-scale potential based on radiometric anomalies mapped across a 40-by-10-kilometer grid.

In Canada, Newell observed that Vanguard was advancing the Redonda Copper-Molybdenum Project and the Brussels Creek Gold-Copper-Palladium Project, both located in mining-friendly regions with established infrastructure. He noted that exposure to porphyry-style systems aligned with global demand for metals tied to electrification and large-scale infrastructure development.

Newell also addressed the company's financial position, following an oversubscribed CA$2.32 million financing in August 2025. He stated that Vanguard appeared "funded for upcoming exploration programs," and described the capital structure, approximately 64.0 million shares outstanding and 80.6 million fully diluted, as reasonable for a company at this stage.

From a technical perspective, Newell wrote on December 19 that Vanguard's stock had been forming a long-term base since late 2023, characterized by "a progressive series of higher lows, accompanied by improving volume, suggesting accumulation." He identified potential technical targets at CA$0.32, CA$0.50, CA$0.90, and CA$1.50, while noting that the stock remained below a key resistance level.

He concluded that "with a tight share structure, experienced management, exposure to uranium and copper in proven jurisdictions, and a constructive technical setup, Vanguard Mining checks several boxes for speculative investors." He reiterated his Speculative Buy rating at CA$0.15.

Positioned Along a World-Class Discovery Corridor

Vanguard's current focus in the Athabasca Basin complements its broader portfolio of critical mineral assets, including uranium exploration projects in Paraguay and copper-gold projects in British Columbia. The company has stated that the Nucleon claims represent a strategic land position, with each of the four target areas located near or along trend with known uranium-bearing structural corridors. Hardline Exploration will incorporate regional geological models and publicly available data from nearby discoveries to guide target generation for follow-up work.

According to the company's November 2025 investor presentation, a series of near-term catalysts is expected across its portfolio, including trenching and drilling at its Brussels Creek gold-copper project in Q4 2025 and drilling at its Prometeo concession in Paraguay. These programs are funded in part by proceeds from an oversubscribed CA$2.32 million financing closed in August 2025.

Vanguard's positioning within a globally recognized uranium corridor, combined with a methodical and low-cost Phase 1 program, marks a notable step in the company's exploration strategy. Further developments are expected as the geochemical survey progresses, and results become available. 

Ownership and Share Structure²

3.95% of Vanguard Mining is owned by management and insiders.

The rest is retail.

As of January 1, 2026, Vanguard Mining Corp. has 76,306,621 shares outstanding and an estimated market capitalization of approximately US$11.6 million, based on recent trading prices. Shares trade in a 52-week range between US$0.05 and US$0.265.