Standard Uranium (STND.V) coverage sees stock rise 90% in three days

In the market awareness game, it’s always difficult to honestly gauge ones effectiveness.

When I write a story about a small uranium explorer with a fairly static share price and over the following three trading days it rises 90.5% in consistently outsized trading volume, how much of that is down to my getting the word out and how much is down to the company getting out there among the big dawgs and lining up its own new investor network.

Or maybe its down to macroeconomics, and a renewed interest in uranium globally.

Or maybe we all just got really lucky.

Others in my line of work would put the share price increase into a ‘case study’ document and claim it was all down to them and that they have incredible stroke and can repeat the dose at any time, but I’ve never rolled that way. My coverage helped, no question, but I’m basically Nutella; “an important part of a complete nutritious breakfast.”

WHAT’S CAUSING STND TO RUN?

The truth is, Standard Uranium (STND.V) is, I’m told, beginning to reach into the upper echelons of mining guy royalty, and I got word it was happening through back channels of said royalty early enough to catch the wave.

Not that anyone has missed the train here; The company has moved from a market cap in the $2m range to the $4m range, a great profit for anyone who bought in when I raised a flag on the ticker, but far from an upside top for a company sitting on several projects, with a history of doing work on all of them, with a crew that’s been in-demand for several years and resisted several spirited headhunting excursions, and is rewarding the patience of its long-holders by sticking its head above the pack in the investor boardrooms of North America.

Add to that, Standard is using the income and equity from its several partnered projects to cover its running costs while it raises drill money and plans to get stuck into its flagship project; Davidson River.

Add to that, Standard has partnered with a tech provider to upgrade its exploration tech on the Davidson, to help rectify ground density problems that have historically made the Athabasca SW region hard to prospect, leading the market to underestimate the potential of the project.. and now you have some real upside.

SO, LIKE, IT WASNT (JUST) ME

My story about Standard from last week was unpaid, unconflicted, basic market journalism, shining a light on a company I like, that worked with me several years ago, and is run by people I respect and is now partnering with other people I respect.

But it looks like I caught Standard’s attention, and in the last 24 hours we’ve agreed to work together again going forward, for the next six months, from June 1.

This article isn’t paid for because the agreement kicks in in a week, but it’s fair to outline the conflict of interest. Apreesh the trust, guys.

So with the appropriate conflicts and disclosures of sponsored content now laid out for all to see, let’s show em what they paid for.

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THE TECH UPGRADE THAT’S GOING TO CRACK THE DAVIDSON RIVER PROJECT WIDE OPEN

Uranium prospecting has long had a problem in some locations that brought about ‘fuzzy’ results, even with the best work crews and better intentions. That’s led to some prospective regions being underexplored, or even unexplored, because it’s all just too damn hard.

When Standard went after the Davidson River project several years ago, they hit this snag head on, and it nearly sunk them.

The problem with Ground Gravity Surveys

GGS doesn’t find uranium directly, rather it measures tiny differences in gravity at the surface to detect any pull from what’s below.

How it works: Denser rocks create a slightly stronger gravitational pull. Less dense materials pull less. Uranium-bearing minerals are super dense.
- For context:
  - Typical rock: ~2.6–2.9 g/cm³
  - Uranium ore: up to 7.5–10 g/cm³
Problem with uneven density:
- If the subsurface is full of mixed-density layers (e.g., gravel, clay, water pockets, faulted rock), it creates a messy signal that makes it hard to nail down what’s below.
- It’s like trying to feel the shape of a solid object through a heavy blanket — the more layers you have to deal with, the more readings get blurred or misleading.
- You might think there’s a dense uranium deposit, but it’s actually just a denser rock unit sitting on top of something less interesting.
- Although uranium is super dense, the alteration halos around the deposits often show up as density lows. That’s what Standard is looking for – However, the uneven glacial cover masks these signals in the basement rock below.

The problem with Ambient Noise Tomography (ANT)

This technique “listens” to background vibrations in the Earth (like micro-earthquakes or ocean waves) to image underground structures, and is used by explorers who care more about structure than density.

How it works:

Vibrations travel at different speeds depending on the material they pass through. ANT turns those speeds into a map.

ANT helps get imagery of faults, shear zones, or alteration zones that might not have a strong gravity contrast, so you’d use it instead of ground gravity when:

You’re in complex or glaciated terrain. ANT is less sensitive to surface conditions – good for places like the Athabasca Basin where glacial till messes with gravity signals.
You want better vertical resolution. ANT gives you a 3D model with depth layers, not just surface gravity anomalies.
You’re trying to spot an alteration (e.g., clays, fluids, fractures) that often surround uranium, but may not have big density differences.
You want faster deployment. ANT sensors can be deployed quickly, require less precise leveling, and feed data via satellite in real-time.

But there are problems when ANT encounters uneven density:

If vibrations hit a chaotic mix of soft and hard materials, the signals can scatter, bounce, or slow down unpredictably. The result? Blurry maps or false targets.

Think of shouting in a cave full of weird tunnels — echoes bounce everywhere, and it’s hard to tell where anything actually is.

On uniform ground, both of these techniques are great.

On uneven (and heavily glaciated) ground, they suck.

Uranium is often found in specific rock types that might be buried under layers of mixed sediments, glacial till, or fractured rock. These conditions make noth gravity and ANT less precise, which means you’ve got to get super granular – or super lucky – to hit a target with enough clarity to make the markets move.

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As a result, ground like the rock near the Davidson River Project has been sometimes been less interesting to the big boys.

But Standard has been crawling this spot for years now and they know it has uranium indications. That’s never been at issue.

The issue has been, considering the large piece of ground they own, where to stick the drills to know HOW MUCH uranium is below, and WHERE.

You can’t just drill everything, not as a microcap explorer looking to protect your treasury anyway.

No, you need something more to ‘tie the room together.’

ENTER FLEET SPACE

Fleet Space’s ExoSphere technology helps fix (or at least reduce) the issues with uneven density in the subsurface by combining smarter tech, better data layering, and what’s edge-case resilience.

Let’s walk through how:

It uses Ambient Noise smarter (ANT+)

Fleet’s ANT sensors are high-sensitivity and wideband, meaning they can pick up fainter signals across more frequencies than older systems.
The tech uses distributed sensor arrays (a bunch of small devices spread over a big area), which triangulate the signals much better.
This helps “average out” the chaos caused by weird rock layers. Instead of one messy echo, you get hundreds of overlapping ones—like a blurry photo taken from 200 angles, then sharpened with AI.

That would be a big advance in and of itself, but Fleet Space goes further

Space-Based Data Relay = Real-Time Processing

Their sensors transmit data via Fleet Space’s own constellation of low-earth-orbit satellites. Yes, really.
Instead of waiting weeks to collect, download, and process field data, it’s processed in near real time.
This allows for dynamic adjustments during surveys: If the subsurface signals look too noisy, the team can adapt the grid, tighten spacing, or apply filters while still in the field.

HOT DAMN. BUT THAT’S NOT ALL!

Machine Learning Post-Processing

ExoSphere’s backend uses machine learning models trained on known geology to help interpret messy signals.
When density variations scramble the gravity or vibration data, AI helps distinguish background clutter from mineral targets.
It can spot patterns that human geos or basic software might miss, especially in chaotic or glacially modified terrain (like much of Saskatchewan).

YOU THOUGHT THAT WAS IT?

Multiphysics = Cross-Checks

ExoSphere doesn’t rely on just ANT or just gravity — it integrates both with optional magnetics or geochem layers.
When gravity alone is fuzzy due to uneven rock, ANT fills the gap. When ANT is noisy, gravity helps cross-validate.
They will use the ANT to terrain-correct the gravity, allowing the Standard boys to image what they want in the basement rocks – A potential uranium deposit alteration halo.
This multi-angle approach is especially helpful in Athabasca-style terrain, where glacial cover, faults, and boulder trains wreak havoc on single-method surveys.

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URANIUM EXPLORING FROM SPACE IS COOL: BUT HOW DID STANDARD GET ACCESS TO IT?

Fleet Space chose to work with Standard PRECISELY because of the glacial overburden problem with Davidson River.

In fact, they didn’t just choose to work with Standard, they chose to invest mid-six figures in the company.

Yep, Fleet Space is a large investor in STND, reasoning that if/when their tech opens that ground up and hands STND solid drill targets, they’re not just going to prove the tech to others, but make money on the equity side.

BUT WAIT A MINUTE: IS FLEET SPACE A REAL THING?

Yeah. Fleet Space Technologies is one of Australia’s fastest-growing companies and is considered Australia’s leading space exploration company. They raised $150-million in a recent Series D financing and recently completed the maiden integrated Ambient Noise Tomography and gravity geophysical survey at the Nyngan project owned by the AngloGold Ashanti (AU.NYSE)-partnered Kincora Copper (KCC.V). Fleet Space invested AUD $400k into that company, and recently increased its involvement with them.

In addition, Equity.Guru friend and midcap uranium prospect generator Skyharbor Uranium (SYH.V) has also used the tech, as has Baselode Energy (FIND.V), Power Nickel (PNPN.V), and Atha Energy (SASK.V), which said of the system, “Atha deployed GNR’s airborne gravity system and Space Fleet‘s ambient noise tomography (ANT). Those surveys resulted in the identification of structural corridors that extend from Ridge through to the Pasfield project.”

Inflection Resources (AUCU.C) also used the tech and had success. Their “regional ANT survey covered 1,800 square kilometres (km) of Inflection exploration licences [and] results from the ANT survey have been modelled to identify seismic features up to five km in depth. Previously unrecognized large-scale faults and zones of high seismic velocity were identified representing potentially large intrusions at depth. Integration of the ANT data in combination with all other datasets including airborne magnetics and gravity has led to the identification of four new priority targets.”

So Standard Uranium is in good company, which is nice – but Fleet Space was so into the opportunity they put half a million dollars back into STND stock.

WHY THIS ALL MATTERS TO STANDARD URANIUM INVESTORS

Cost-efficient: No need to run massive crews or helicopter heavy gear into the bush until its drill time.
Better target definition: Even with messy ground, they can still isolate structures that look like uranium traps—like faults, unconformities, or basement domes.
First mover edge: Standard Uranium is the first to use this tech in the SW Athabasca Basin, so they get the competitive edge if it identifies targets others missed.

So yeah, that’s about it.

Future tech meets historic rocks at a tiny market cap when Trump’s just announced the US is going nuclear.

— Chris Parry

FULL DISCLOSURE: Standard Uranium is signing on to our market awareness coverage from June 1 for six months, so consider this article and every piece following for the next half year to be conflicted.