Jaguar Uranium Says South America Is The Last Frontier For New Uranium Supply

Jaguar Uranium Says South America Is The Last Frontier For New Uranium Supply

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Recorded on March 10 2026

Jaguar Uranium Corp trades on NYSE American under JAGU, and in this interview Steve Yang sits down with President and CEO Steven Gold to break down why management believes South America could become an overlooked source of future uranium supply. The discussion focuses on Jaguar’s Argentina and Colombia portfolio, the company’s recent IPO financing. He explains the significance of Jaguar’s recent EIA approval at Laguna Salada, why Argentina’s nuclear backdrop matters, and why certain legacy uranium assets were set aside for price rather than geology. The interview also covers Colombia’s Berlin project, infrastructure and jurisdiction context, the company’s exploration milestones, and the path toward defining resources. Gold then walks through the share structure, major holders, lockups, warrants, options, and why Jaguar believes it has enough capital to pursue its exploration plans over the next two years. If you follow uranium stocks, junior mining stories, nuclear fuel supply, Argentina mining, Colombia exploration, and small-cap resource investing, this interview gives a detailed look at Jaguar Uranium’s current thesis and strategy. Like, subscribe, and ring the bell. #Millettian

Key topics

Jaguar Uranium value case and South America uranium thesis
NYSE American listing and JAGU ticker
Argentina uranium portfolio and Laguna Salada EIA approval
Why legacy assets were shelved for price rather than geology
Argentina nuclear backdrop and domestic supply gap
Colombia Berlin project and rare earth optionality
Infrastructure, exploration milestones, and resource potential
Share structure, lockups, major holders, and treasury runway

Company links

Website https://jaguaruranium.com

Investor Center https://jaguaruranium.com/investors/

Argentina https://jaguaruranium.com/argentina/

Colombia https://jaguaruranium.com/colombia/

Management https://jaguaruranium.com/management/

Host Steve Yang Natural Resource Stocks

Website https://www.NaturalResourceStocks.net

YouTube Main https://www.youtube.com/@NaturalResourceStocks

YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips

X https://x.com/TheSteveYang

LinkedIn https://www.linkedin.com/in/thesteveyang/

NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/

NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/

NRS TikTok https://www.tiktok.com/@natural.resource.stocks

NRS Instagram https://www.instagram.com/naturalresourcestocks/

Chapters

00:00 Intro and company overview
00:38 Value case and market disconnect
03:15 Argentina thesis and permitting momentum
05:55 Argentina nuclear backdrop and supply case
06:57 Exploration stage and 12 to 24 month milestones
08:40 Historical work and path toward initial resources
11:26 Colombia strategy and Berlin project
13:51 South America comps and jurisdiction discussion
16:21 Infrastructure, labor, and former mine context
17:58 Share structure and major holders
21:13 Treasury runway and capital plan
22:45 Management team and operating experience
25:17 Website, socials, and final takeaway

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