Why has ATHA Energy's share price remained resilient while many uranium stocks have pulled back? In this exclusive Triangle Investor interview, CEO Troy Boisjoli discusses the disconnect between uranium market fundamentals and equity performance, the company's latest high-grade uranium discoveries, and why ATHA believes it is defining a district-scale uranium camp at its Angilak Project in Nunavut. Learn how the company's $63 million treasury is funding an aggressive exploration program, what the latest drill results reveal about the scale of the system, the outlook for future discoveries, M&A opportunities in the uranium sector, permitting in Canada, and what investors can expect from ATHA's news flow through the rest of the year.
🗓️ Recording date: July 27, 2026
📖 Chapters
00:00 Intro
01:20 Why Are Uranium Stocks Falling?
03:15 Why ATHA Energy Is Outperforming the Sector
05:00 Two Major Uranium Discoveries Explained
06:20 Widest Uranium Intersection to Date
08:25 Is ATHA Defining a District-Scale Uranium Camp?
10:40 How Much of the Basin Has Been Explored?
13:00 ATHA's 24-Month Growth Strategy
15:55 What Happens After Discovery?
16:50 Update on ATHA's Other Uranium Projects
19:40 M&A Outlook in the Uranium Sector
22:40 Can Canada Speed Up Uranium Permitting?
26:25 What's Next? Upcoming Drill Results & News Flow
28:00 Final Thoughts
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