This is more than energy policy. It’s a structural reshaping of supply chains. The U.S. is making uranium supply a national priority — and that favors high-grade, politically secure sources like the Athabasca Basin.
Adding to the squeeze, the Sprott Physical Uranium Trust just announced a $200 million acquisition of physical uranium. When supply is already tight, moves
like this push the market toward a classic supply crunch scenario.
📊 The numbers that matter (2)(17)(18)(19)
- Shares Outstanding: 11.95 million
- Float: ~9 million — a tight supply that could amplify movement.
- Largest Shareholder: Denison Mines at 16.3%
- Valuation: $34 million — far below
peers, many of which have less upside.
- Analyst Target: Zacks Small-Cap Research has issued a $5.45 USD price target — more than triple current levels.
- Lithium Bonus: 55,000+ acres in Manitoba and Quebec for battery metals exposure without diluting the uranium focus.
🔋 Hidden Lithium and Gold Leverage (20)
Here's what most uranium
observers don't realize—Foremost controls 55,000+ acres of lithium-rich ground across Manitoba and Quebec.
While you're positioning for the uranium supercycle, you're getting a free ride on the battery metals boom powering EVs and grid storage. Recent drilling at Jean Lake hit 7.50 g/t gold over 7.66 meters and 1.26% Li₂O over 3.35 meters—proving this isn't just exploration theory. It's like getting two critical mineral plays for the price of one, with zero
dilution to the uranium story. When lithium prices inevitably catch fire again, Foremost shareholders get the upside without paying extra for it.
🌟 Why this matters for 2025 and beyond (9)
Foremost’s properties are surrounded by producing mines, processing facilities, and recent major discoveries. The saying “the best place to find a new discovery is near an existing
one” holds especially true in the Athabasca Basin.
And this isn’t just about location — it’s about timing. Nuclear energy is being re-embraced as a central pillar of climate and energy security strategies worldwide. Countries representing more than 20 governments agreed at COP28 to triple global nuclear capacity by 2050.
If Foremost’s drills hit more high-grade zones, the value proposition could change almost overnight. With ten active projects, several
already permitted and drill-ready, there are multiple shots on goal — and each one carries the potential for transformational results.
For a retail shareholder, this combination of tight share structure, high-grade exploration targets, and major policy tailwinds creates a setup that is rare to see. It’s not just about riding a sector — it’s about being in a company with the right assets, partners, and timing to make a real move.
🌟 Foremost Clean
Energy is in motion — and the future is being powered right now.
The question isn’t whether uranium demand will soar. It’s who will be ready to deliver when it does.
Check out Foremost Clean Energy (Nasdaq: FMST) before it’s too late. ⏰
To your success,
Max Masters
Co-founder, Market Tips Newsletter
Sources:
1.https://foremostcleanenergy.com/landing
2. https://www.prnewswire.com/news-releases/denison-files-early-warning-report-in-respect-of-foremost-clean-energy-ltd-302268352.html
3.https://natural-resources.canada.ca/our-natural-resources/minerals-mining/minerals-metals-facts/uranium-facts/20562
4.
https://world-nuclear.org/information-library/country-profiles/countries-a-f/canada-uranium
5. https://www.energy.gov/science/articles/keeping-lights-data-centers
6. https://www.constellationenergy.com/newsroom/2025/constellation-sets-new-standard-for-carbon-free-energy-matching---announces-first-of-its-kind-nuclear-power-agreement-with-meta.html
7.
https://ir.talenenergy.com/news-releases/news-release-details/talen-energy-expands-nuclear-energy-relationship-amazon
8. https://www.ans.org/news/article-6000/google-targets-500mw-advanced-nuclear-for-data-centers-by-2035/
9. https://www.energy.gov/articles/cop28-countries-launch-declaration-triple-nuclear-energy-capacity-2050-recognizing-key
10.
https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-reinvigorates-the-nuclear-industrial-base
11.https://bit.ly/3J7UzOR
12. https://www.globenewswire.com/news-release/2025/07/21/3118563/0/en/Foremost-Clean-Energy-Advances-Murphy-Lake-South-Uranium-Project-with-Ambient-Noise-Tomography-Survey-Ahead-of-Drilling.html
13.
https://www.globenewswire.com/news-release/2025/07/07/3111087/0/en/Foremost-Clean-Energy-to-Deploy-District-Scale-MobileMT-Survey-Over-its-GR-and-Blackwing-Uranium-Properties.html
14. https://www.globenewswire.com/news-release/2025/05/15/3082207/0/en/Foremost-Clean-Energy-Completes-Highly-Successful-Exploration-Drill-Program-at-Hatchet-Uranium-Property-and-Provides-Corporate-Update.htm
15.
https://denisonmines.com/news/orano-canada-and-denison-announce-sabre-1st-produc-122825/
16. https://www.sedarplus.ca/csa-party/records/document.html?id=18d12cbfb1f212375d38430aca3778ba883c105abd468c87062c6b185741af14
17. https://bit.ly/3USsOMC
18. https://bit.ly/45zbwJB
19.
https://www.zacks.com/stock/research/FMST/company-reports
20. https://www.globenewswire.com/news-release/2025/07/16/3116453/0/en/Foremost-Clean-Energy-Exercises-Low-Cost-Option-to-Acquire-100-Ownership-of-Jean-Lake-Lithium-Gold-Property.html
21. https://www.isoenergy.ca/projects/hurricane/
22. https://bit.ly/4owIEdt
23.
https://bit.ly/4mAf2tX