Denison Mines
DNN
Denison Mines Corp. (DNN), Athabasca-focused uranium explorer with 51% Wheeler River interest.
Phoenix deposit: 90M lbs indicated at 19.1% U3O8. Gryphon producing via ISR pilot 2024. Market cap ~$1.5B CAD.
Why it matters now
ISR potential accelerates 2025 output amid ban-driven shortages; key for agile supply to new reactors.