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Cosa Resources Corp (OTCQB: COSAF | TSXV: COSA) – Inside the Ticker: A Conversation With CEO Keith Bodnarchuk

October 22, 2025·28 min·1 clip

Keith says the Hurricane deposit at Iso Energy went from about 30 cents to six dollars in 18 months.

1. Marathon Money Podcast's "Inside the Ticker" episode focuses on Cosa Resources Corp and CEO Keith Bodnarchuk's uranium thesis. 2. Keith Bodnarchuk appears as Cosa Resources CEO, and Kenny from Marathon Money hosts the conversation because he presses the valuation and drilling questions. 3. The episode asks whether a pure-play uranium explorer in the Athabasca Basin can benefit from AI-driven nuclear demand before the market fully prices it in. 4. Keith says uranium is in the early innings of a long-term bull market, and he links that view to AI data centers and new nuclear power demand. 5. He names Microsoft, Amazon, and the World Nuclear Association conference in London as places where big companies are learning about uranium and nuclear power. 6. Keith says small modular reactors are being built in new jurisdictions, and he argues current supply cannot meet current demand. 7. He says the supply gap can push uranium prices higher, and he compares that setup with the mid-2000s uranium cycle. 8. Keith says Cosa is an exploration company, not a producer, and he emphasizes that the company is "pre-discovery" in the Athabasca Basin. 9. He says the Athabasca Basin in Saskatchewan, Canada, is home to the highest-grade uranium mines and deposits in the world. 10. Keith compares grades outside the basin at 0.2 uranium with an Athabasca deposit that averaged 35 uranium and was mostly over 50 uranium. 11. He says the team found the Hurricane deposit at Iso Energy, and he uses that discovery as proof of the group's track record. 12. Keith says Iso Energy moved from 30 cents to over six dollars in under 18 months after that discovery. 13. He says Cosa's team also includes Craig Perry, a founder of NexGen, and he cites NexGen as a roughly $7 billion company. 14. Keith says Cosa's portfolio includes wholly owned projects and joint ventures where Denison Mines owns 30% and also remains a major shareholder. 15. He says Cosa acquired those Denison projects in January, and he notes his own nine years at Denison before joining the current effort. 16. Keith says the projects are "discovery ready," and he argues that the Denison relationship gave Cosa better land and faster access in a highly competitive basin. 17. Keith describes exploration as a "treasure hunt," and he says the team uses geophysics, geochemistry, geology, and location data to decide where to drill. 18. He and Kenny keep the tone practical and technical, with Kenny repeatedly asking for simpler explanations that retail investors can follow. 19. Investors who follow uranium explorers, Canadian resource stocks, or Athabasca Basin geology would get the most from this episode. 20. Listeners looking for broad market news, company criticism, or non-resource coverage may skip it.

As heard by us

A clear uranium bull case that lays out the small-cap angle without much noise.

Marathon Money keeps this conversation focused on a straight uranium bull case, with Keith laying out why Canada and the Athabasca Basin still matter and why the trade may not be crowded yet.

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Why you'd press play

A pure-play uranium setup where the smaller names are still lagging.

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