{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Company Interviews","title":"enCore Energy (NASDAQ:EU) – Founder Transition - ISR Growth - Verdera Upside","html":"","width":"100%","height":180,"duration":815,"description":"Interview with William Sheriff, Executive Chairman of encore Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/encore-energy-tsxveu-isr-leader-secures-115m-funding-and-tripling-production-rates-7869Recording date: 1st March 2026enCore Energy (TSXV: EU) is one of a small number of operating in-situ recovery uranium producers in the United States. That alone puts it in a select category at a time when domestic uranium supply has become a policy priority for the US federal government. But the company's investment case currently rests on three distinct elements — and investors would benefit from understanding each one separately before assessing them together.The first is the existing production business. enCore operates ISR uranium mines in Texas and Wyoming. These are producing assets generating revenue, which distinguishes enCore from the large majority of uranium-focused companies listed on North American exchanges. ISR is a low-footprint, relatively low-cost extraction method with an established regulatory track record in the US. For investors seeking uranium exposure with operational substance behind it, enCore's production base provides that foundation.The second element is Verdera Energy and the spinoff. Verdera holds approximately 80 million pounds of uranium resources across four deposits in New Mexico's Grants Mineral Belt — a region that accounts for more than half of the seventh-largest uranium district in the world. All mineral rights are private, which simplifies the permitting process relative to federal land. The assets are underworked: resource estimates are historic rather than NI 43-101 compliant, and the geological models were built using grade cutoffs of 0.06% — substantially higher than the 0.25–0.30% cutoffs applied under current industry practice. Remodelling under modern parameters is likely to expand the stated resource base. Verdera completed a $20 million capital raise to fund this work.The mechanism for investor...","thumbnail_url":"https://img.transistorcdn.com/1wv-MFlQAgnm-ca64e5kK4984dZB0os8-HJdRVsI74M/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzEzNTcyLzE2MjM5/NTQyMDctYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}