普通外文研报

2026 Summer Exploration Program Commenced; Focus Remains on Hurricane South

发布日期: 2026-06-11研究机构: TD Cowen公司 / 股票: ISO.TO报告页数: 9原文语言: 英语证据页码: 1

研报英文原文证据摘录

Metals & Minerals

IsoEnergy Ltd.

TD SECURITIES INC. - CANADA QUICK TAKE: COMPANY UPDATE

June 11, 2026

Price: C$13.01 (06/10/2026) 2026 Summer Exploration Program

Price Target: C$18.00 Commenced; Focus Remains on Hurricane

South

BUY (1)

ESG SCORE: 58/100

Craig Hutchison, P. Eng^ THE TD COWEN INSIGHT

416 982 3474

ISO has commenced its 2026 summer exploration program at the Larocque East project,

craig.hutchison@tdsecurities.com

comprising 8,000m of diamond drilling across up to 20 drill holes, focused on following

Dennis Zhang^ up high-grade winter 2026 results along the Hurricane South Trend. We believe continued

416 965 6012 drilling along the Hurricane South Trend has the potential to expand mineralization beyond the

dennis.zhang@tdsecurities.com

resource footprint and be a catalyst for ISO.

Key Data

Symbol TSX: ISO-T Impact: NEUTRAL

Market Cap C$788.8MM

Commencement of the summer exploration program. IsoEnergy announced that

General: NexGen Energy (NXE-T) is a strategic investor in

ISOand currently holds ~30% of the outstanding shares; approximately 8,000m of diamond drilling is planned across up to 20 holes targeting the

Hurricane South Trend, following up on winter 2026 results. Highlights include:

■Drill hole LE26-248 returned 4.21% U3O8 over 3.5m, including 11.61% U3O8 over 1.0m.

■Drill hole LE26-234 (560m east of LE26-248) returned 2.75% U3O8 over 0.5m.

Management previously noted that assay results validate uranium mineralization along the

Hurricane South Trend, with LE26-248 intersecting the southernmost known fault strands

within the Hurricane Fault Zone. Drill density remains relatively low in this area compared to

the higher-grade zones to the north.

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