POSITIONS:4/4
NAV ALLOC:17.50%
PORTFOLIO R:R:+4.66x
ALL STOPS IN SAFE RANGE
⚙ Admin Panel
DNN

Denison Mines Corp

NYSEJunior MinerTactical (3-12m)
● Active
EXECUTION PROXIMITY GAUGE4.38x R:R
STOP: $1.65 (-26.3%)T2: $3.80 (+69.6%)
STOP
T1 (De-risk)
T2 (Base)
T3 (Runner)
$2.24
STOP LOSS$1.65
ENTRY RANGE$1.80 - $2.05
TARGET 1$2.85
TARGET 2 (BASE)$3.80
PORTFOLIO SIZING4.00% NAV
STOP LOSS$1.65
DE-RISK TARGET$2.85
BASE CASE (T2)$3.80
⚡ CORE RE-RATE CATALYST

Phoenix In-Situ Recovery (ISR) project licensing and long-term hyperscaler nuclear power utility off-take agreements.

🛑 KILL-SWITCH CONDITIONS (HARD EXIT)

ISR field permeability test failure or severe regulatory delay.

🎯 STRUCTURED VALIDATION CHECKPOINTS

ValidationCanadian Nuclear Safety Commission (CNSC) Hearing Date

Formal hearing scheduled; technical assessment reports submitted.

2026-08-15● Achieved

📝 DEEP RESEARCH MEMORANDUM & VALUATION ANALYSIS

Denison possesses the highest-grade undeveloped uranium project globally in the Athabasca Basin with industry-leading OPEX below /lb U3O8.