IsoEnergy Initiates Bulk Sample Program at Tony M Uranium Mine
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 07 2026
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Source: Newsfilter
- Sample Program Launch: IsoEnergy has initiated a bulk sample program at its 100%-owned Tony M uranium mine, aiming to extract up to 2,000 tons of mineralized material over a 12-14 week period, which is crucial for supporting a potential production restart decision, showcasing the company's strategic foresight in the U.S. uranium market.
- Cost Structure Optimization: By collaborating with GenX Mining Contractors, the sample program will validate actual contract mining costs, ensuring that economic model assumptions are verified under operating conditions, thereby reducing risks for future production.
- Established Processing Pathway: The mineralized material will be processed at Energy Fuels' White Mesa Mill, eliminating the need for costly new mill construction, which materially reduces execution risk and allows IsoEnergy to focus on mine restart and optimization efforts.
- Market Demand Opportunity: With U.S. utilities increasingly focused on securing domestic uranium supply, the potential restart of the Tony M mine is particularly significant, aligning with federal initiatives to rebuild nuclear fuel supply chains and positioning IsoEnergy as a likely candidate for the next uranium mine to resume production.
Analyst Views on ISOU
Wall Street analysts forecast ISOU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ISOU is 16.17 USD with a low forecast of 14.37 USD and a high forecast of 17.96 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 10.860
Low
14.37
Averages
16.17
High
17.96
Current: 10.860
Low
14.37
Averages
16.17
High
17.96
About ISOU
IsoEnergy Ltd. is a Canada-based diversified uranium company. The principal business activity of the Company is the acquisition, exploration and evaluation of uranium mineral properties. Its portfolio includes the Larocque East property, located in Saskatchewan, Canada; the Hawk property, located in Saskatchewan, Canada; the Geiger property, located in Saskatchewan, Canada; the Thorburn Lake property, located in Saskatchewan, Canada; the Radio project, located in Saskatchewan, Canada; the Tony M mine, located in Utah, USA ; the Daneros mine, located in Utah; the RIM mine, located in Utah, USA; the Sage plain property located in Colorado; the Coles Hill project located in Virginia; the Matoush project located in Quebec; the Dieter Lake project located in Quebec; the Milo Uranium, Copper, Gold, Rare Earth project located in Australia; the Ben Lomond uranium project located in Australia; the Queensland projects, located in Australia, and the Yarranna uranium project, located in Australia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
