Verdera Energy Advances 88Mlbs Uranium Resource Towards America’s Nuclear Fuel Revival

• Verdera Energy is advancing a portfolio of uranium projects in New Mexico that collectively contain approximately 88 million pounds of historic and known uranium resources.
• The company's flagship West Largo project is being updated to modern NI 43-101 standards and is believed by management to be the highest-grade in-situ recovery (ISR) uranium project in the United States.
• Verdera controls more than 90% of the proprietary historical uranium exploration data available in New Mexico, providing a potentially valuable competitive advantage for future resource development.
• Management is pursuing a dual-track strategy of advancing technical studies and permitting while simultaneously building community relationships and social licence through extensive stakeholder engagement.
• Growing U.S. demand for domestic uranium supply, driven by energy security concerns, nuclear power expansion, and rising electricity demand from AI and data centers, may create favorable long-term conditions for uranium developers operating in strategic jurisdictions.

As governments around the world pursue energy security, decarbonization, and growing electricity demand from artificial intelligence infrastructure, nuclear energy has returned to the forefront of long-term energy planning. In the United States, policymakers continue to emphasize the importance of rebuilding domestic uranium supply chains after decades of dependence on foreign sources.

Verdera Energy is positioning itself as a uranium development company focused on New Mexico, a state that management believes could play a significant role in meeting future U.S. uranium requirements. Led by CEO Janet Lee Sheriff, the company is advancing several uranium projects while simultaneously pursuing community engagement, technical studies, and permitting initiatives designed to unlock long-term value from its asset base.

The company's recent update provides insight into its development strategy, resource potential, and the broader opportunity management sees emerging in New Mexico's uranium sector.

A Large Uranium Position in a Strategic Jurisdiction

Verdera Energy's investment proposition begins with its asset base. According to management, the company controls approximately 88 million pounds of historic and known uranium resources across its New Mexico portfolio. The company's flagship focus is currently the West Largo project, where work has begun on a modern NI 43-101 technical report. Management is also evaluating opportunities to expand resources through additional drilling and updated geological analysis.

Sheriff highlighted the significance of the project's grade profile, stating:

"The West Largo project is the highest grade ISR project in the United States. We're in good company and it there's a window with the federal push on nuclear and the global push for nuclear and the demand for it."

ISR, or in-situ recovery, has become the preferred extraction method for many uranium operations due to its potentially lower environmental footprint and lower capital intensity relative to conventional mining methods.VManagement believes the combination of grade, resource size, and ISR suitability could make West Largo a significant asset within the evolving U.S. uranium sector.

The New Mexico Advantage

A central theme throughout the interview was the importance of New Mexico itself. While many uranium investors focus on established producing regions such as Wyoming or Texas, Sheriff argues that New Mexico remains underappreciated despite possessing substantial uranium resources and existing nuclear-related infrastructure.

According to data referenced by management from industry and state sources, New Mexico contains approximately 500 million pounds of identified uranium resources, with estimates suggesting another 500 million pounds may remain undiscovered. Sheriff summarized the strategic importance of the region by stating:

"The United States is not reaching its goals without the state of New Mexico being actively part of it because of the vast resources in New Mexico. So they see the potential as long as we get the information out about New Mexico because it's been a forgotten story for so many years."

This highlights a broader jurisdictional thesis. If domestic uranium supply becomes increasingly important to U.S. energy policy, large-scale resource regions such as New Mexico may attract greater industry, government, and investor attention.

Leveraging a Significant Historical Database

One of Verdera's less visible assets may be its extensive collection of historical exploration data. Management noted that the company possesses substantial datasets inherited from historical operators, including information generated by Kerr-McGee and URI. According to Sheriff, Verdera controls more than 90% of the proprietary uranium data available for New Mexico.

Such historical databases can provide meaningful advantages. They may reduce exploration risk, improve targeting efficiency, accelerate resource modeling, and support future development planning. This data position may represent a strategic asset that is not immediately reflected in traditional valuation metrics but could become increasingly valuable as industry interest in New Mexico expands.

Advancing Toward Modern Resource Standards

A key focus for the company in 2026 is modernising project data and advancing technical studies. Management indicated that work is underway to complete updated NI 43-101 reporting for West Largo, while additional planning is occurring at Ambrosia Lake. The company is also conducting a scoping study related to a potential central processing plant. Such infrastructure could potentially serve multiple projects and improve future development economics.

Technical advancement remains important because historical uranium projects often require updated geological models, revised resource estimates, and contemporary economic evaluations before progressing toward development.

Interview with Chief Executive Officer, Janet Lee Sheriff

Strategic Relationships & Industry Support

Perhaps the most distinctive aspect of Verdera's strategy is its emphasis on social licensing. New Mexico's uranium history includes environmental and community concerns associated with legacy mining operations. Management acknowledges that addressing those concerns is essential before any future development can occur.

Sheriff's background includes approximately three decades of experience working with Indigenous communities in Canada's Yukon region, where she negotiated agreements and supported project development alongside First Nations organizations. Verdera is applying a similar approach in New Mexico through direct engagement with local communities and tribal groups.

Recent initiatives included the Nuclear in New Mexico conference attended by more than 200 stakeholders representing tribal organizations, universities, utilities, laboratories, government agencies, and industry participants. Management believes these educational and relationship-building efforts are critical to establishing trust and creating pathways toward future project advancement.

Verdera also benefits from industry relationships that may provide future opportunities for collaboration. Sheriff noted that uranium producer enCore Energy owns approximately 15% of the company. While no development agreement currently exists, management views access to experienced operators as a potential advantage as projects mature. Such relationships could become increasingly valuable if projects advance toward production decisions, processing infrastructure development, or operational partnerships.

Multiple Potential Value-Creation Pathways

Management outlined several avenues through which shareholder value could potentially be created. These include Resource expansion through drilling, updated technical studies and resource estimates, permitting advancement, project partnerships and earn-in agreements, and monetisation of proprietary geological data and project portfolio assets.

The broader uranium market continues to be influenced by increasing interest in nuclear energy, domestic fuel security, and rising electricity demand from data centers and artificial intelligence applications. The U.S. government has increasingly emphasised domestic uranium production and fuel-cycle security, creating potential tailwinds for developers with advanced projects located within the United States.

Verdera's management believes New Mexico could eventually become a major contributor to domestic uranium supply because of its resource scale, enrichment infrastructure, and historical production base. If domestic sourcing remains a policy priority, projects capable of supplying U.S.-origin uranium may benefit from increased strategic importance over time.

The Investment Thesis for Verdera Energy

• Verdera Energy offers exposure to approximately 88 million pounds of historic and known uranium resources located within one of the most prospective uranium regions in the United States.
• The company's West Largo project provides leverage to a potentially high-grade ISR uranium asset, a mining method often associated with lower capital intensity and reduced environmental impact compared to conventional mining.
• Management believes New Mexico could become a critical contributor to future U.S. uranium supply due to its extensive resource base, existing nuclear infrastructure, and strategic importance to domestic energy security.
• Verdera's ownership of more than 90% of the proprietary uranium exploration data in New Mexico may provide significant advantages for resource expansion, project development, and potential partnership opportunities.
• The company is advancing multiple value-creation catalysts, including updated resource estimates, technical studies, drilling programs, permitting activities, and infrastructure planning.
• Leadership is focused on building social licence and stakeholder support, which may improve the long-term development prospects of its uranium projects.
• The company's positioning aligns with growing macroeconomic trends supporting domestic uranium production, nuclear energy expansion, and increasing electricity demand from artificial intelligence and advanced technologies.

Macro Thematic Analysis: The Domestic Uranium Renaissance

The investment case for companies such as Verdera Energy exists within a larger structural trend involving energy security, electrification, artificial intelligence, and nuclear power expansion. Electricity demand forecasts have increased significantly in recent years, largely due to data centers, AI infrastructure, advanced manufacturing, and broader electrification initiatives. At the same time, policymakers continue to pursue lower-carbon electricity generation sources capable of providing reliable baseload power.

Nuclear energy is increasingly viewed as one of the few technologies capable of delivering large-scale, carbon-free, continuous electricity generation. This has contributed to reactor life extensions, new reactor development, and growing interest in small modular reactors.

However, fuel supply remains a strategic concern. The United States currently relies heavily on imported uranium and enrichment services despite possessing significant domestic uranium resources. As governments seek to reduce geopolitical supply-chain vulnerabilities, domestic uranium production has become an increasingly important policy objective.

Within this context, New Mexico occupies a potentially important position. The state contains extensive uranium resources, existing nuclear-related infrastructure, and a long history of uranium production. If domestic uranium supply becomes a strategic priority, projects capable of contributing meaningful future production may receive greater attention from investors, utilities, and policymakers.

Verdera Energy's strategy aligns with this broader theme by focusing on resource development within a jurisdiction that management believes can play a larger role in the future U.S. nuclear fuel cycle.

TL;DR

Verdera Energy is developing a large uranium portfolio in New Mexico at a time when the United States is seeking to strengthen domestic uranium supply chains. The company controls approximately 88 million pounds of historic and known uranium resources, including the high-grade West Largo ISR project, while also holding one of the most extensive proprietary uranium data libraries in the state. Management is advancing technical studies, permitting initiatives, and community engagement efforts designed to support long-term project development. With increasing interest in nuclear power driven by energy security concerns and rising electricity demand from AI and data centers, Verdera is positioning itself to benefit from a potential resurgence in U.S. uranium development.

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