Janet Lee-Sheriff

Verdera Energy Clears Key SEC Milestone | Janet Lee-Sheriff

• Top takeaway Janet argues US nuclear independence cannot be achieved without New Mexico uranium, citing the Grants Energy Belt's roughly 300 million pounds historically produced, about 500 million pounds known today, and an additional 500 million pounds estimated by the UPA and the state.
• She frames in-situ recovery as the technology that finally lets New Mexico re-enter production responsibly after the multi-generational scarring from underground uranium mining combined with smoking.
• She positions the 200,000-hole database as a long-term shareholder value-creation asset, with potential for joint ventures, spin-outs, and data monetization beyond Verdera's own four projects.
• Near-term catalysts she flags: a West Largo 43-101 by end of 2026, news flow on Ambrosia Lake (where she says BHP holds the northern part and Verdera the southern part), and an upcoming strategy session on launching a pilot ISR project.
• Janet is deliberately pursuing a slow, community-led permitting path and points to Grants Energy's 300 million pound ISR resource as evidence the New Mexico uranium thesis is attracting fresh activity from multiple operators.

Verdera Energy trades on TSX-V under V and OTCQB under VUECF after a February 2026 spin-out from enCore Energy focused on New Mexico uranium. The company holds four New Mexico projects totaling 88 million pounds of historical resource, with 25 million pounds at Crown Point-Posta Butte already meeting modern 43-101 standards. enCore Energy will distribute 35 million Verdera shares to its shareholders following SEC effectiveness of the Form F-1, with a record date of September 25, 2026. Verdera owns what it calls the largest uranium drill database in New Mexico at roughly 200,000 logs, covering over 90% of historical drilling in the state. A 43-101 at West Largo is targeted for end of 2026, with in-situ recovery (ISR — fluid-based uranium extraction that avoids underground mining) flagged as the preferred development pathway.

'Where's the Fuel Coming From?' - The Race to Secure URANIUM as Big Tech ALL IN

• Top takeaway She argues the market is fixated on conversion, enrichment, SMRs and AI but has not yet focused on where the uranium fuel will come from, and expects that attention — and uranium demand — to build over the next 10 years.
• She points out the US is roughly 95% dependent on foreign uranium against about 50 million pounds of annual demand it meets only around 10% of, while military uses like nuclear submarine refurbishment are legislated to require domestic uranium.
• She contends there is no US nuclear renaissance without New Mexico, citing roughly half a billion pounds of historic resources in the state (with the state saying there is another half billion) that could fuel the nation for 20 years.
• She says uranium's price has hovered around $85-100 for the past year, making the sector boring to investors, but views it as a steady ramp-up that is not going away.
• She describes her background of 25 years working with First Nations in northern Canada and frames Verdera as a development-stage team built for community-aligned permitting rather than production.

US nuclear fuel is roughly 95% import-dependent while defense law requires domestic uranium, making US extraction a national security priority. Big tech power deals like the Three Mile Island restart serve data centers but ignore upstream mining, the next likely investment focus. New Mexico holds about one billion pounds of known and historic uranium resources, which the guest argues makes it essential to any nuclear renaissance. Verdera's West Largo 43-101, due by year-end, may lift resources through lower cut-off grades and drilling beyond historic confined boundaries. Verdera claims about 88 million pounds of historic resources plus roughly 90% of New Mexico's private uranium data at a $50 million market cap.

Janet Lee-Sheriff of Verdera Energy talks to Greg McCoach | Metals Investor Forum | January 2026

Verdera Energy Corp. is advancing a strategically significant U.S. uranium portfolio, featuring ISR-amenable projects in New Mexico's Grants Uranium District. CEO Janet Lee-Sheriff highlights the company's strategic positioning in the domestic uranium sector amid growing energy security demands. The Metals Investor Forum provides investors direct access to vetted junior mining management teams with strong financials and promising properties.