Number of shareholders of IsoEnergy Ltd. – DUS:I010

Uranium contract prices hit a record $96.50/lb in September, surpassing the 2007 peak. The U.S. and South Korea announced a $120B framework for nuclear reactors. Eagle Nuclear (NUCL) has $25.5M cash, awaits permits for its Aurora project. Other companies like Brookfield (BAM), Denison (DNN), IsoEnergy (ISOU), and NANO (NNE) are also advancing uranium projects.

IsoEnergy (ISOU, ISO) and DISA Technologies completed a transaction to form DISA Uranium, combining IsoEnergy's Utah uranium mines with DISA's HPSA technology. IsoEnergy received 1.68M shares and invested $33M in a $105M financing, now owning 33% of DISA Uranium. The new company plans to focus on uranium recovery and production using its technology and existing assets.

DISA Technologies formed DISA Uranium to remediate abandoned uranium mine waste and produce domestic uranium, citing the only NRC license for such recovery. It agreed to acquire IsoEnergy’s Utah uranium portfolio, including Tony M Mine, for a scaled conventional resource base. DISA Uranium secured commitments for a $105 million private placement, with closing expected Aug 2026.

IsoEnergy Ltd. said shareholders approved all resolutions at its June 10, 2026 virtual annual general meeting, with 38,225,097 common shares represented (63.05% of issued shares). The six director nominees were elected and KPMG LLP was reappointed auditor. In the Toro Energy deal, Toro shareholders approved the scheme on June 9 (92.89% in favor), pending a June 15 Federal Court hearing and remaining conditions.

KFC U.S. will switch from PepsiCo to Coca-Cola beverages by Q1 2027, aiming to attract diners and innovate offerings. The change marks the first U.S. supplier shift in decades, with KFC citing evolving consumer tastes. Pepsi remains a partner internationally. Coca-Cola has helped other chains expand drink menus.

KFC, a unit of Yum! Brands (YUM), is finalizing a deal to switch its U.S. beverage provider from PepsiCo (PEP) to Coca-Cola (KO) starting January. KFC operates 3,718 U.S. restaurants. YUM shares rose 2.7%, KO up 0.2%, and PEP down 0.7% on the news, according to the Wall Street Journal.