NexGen Energy Boosts Stake in IsoEnergy to 31% with C$12M Investment

NexGen Energy has filed a Schedule 13D disclosing a significant ownership position in IsoEnergy, holding 16,478,746 common shares representing a 30.9% stake in the company.

Rhea-AI Filing Summary

NexGen Energy has filed a Schedule 13D disclosing a significant ownership position in IsoEnergy, holding 16,478,746 common shares representing a 30.9% stake in the company. The filing was triggered by a recent transaction on June 24, 2025, where NexGen purchased an additional 1,200,000 shares at C$10.00 per share through IsoEnergy's equity offering.

Key details of the investment:

• Prior holding: 15,278,746 shares (31.8%) before IsoEnergy became a U.S. reporting issuer on April 25, 2025
• New purchase was part of a larger offering of 5,121,500 common shares by IsoEnergy
• Total outstanding shares after offering: 53,267,314
• NexGen has sole voting and dispositive power over all shares
• Funding source: Working capital

The transaction was conducted in the ordinary course of business, with no special contracts or arrangements reported. NexGen, a British Columbia-based mining company, maintains significant influence over IsoEnergy through this ownership position.

Positive

• NexGen Energy increased its strategic investment in IsoEnergy by purchasing an additional 1.2M shares at C$10.00 per share, maintaining a significant 30.9% ownership stake
• IsoEnergy successfully completed a larger equity offering of 5.12M shares, indicating strong investor interest and improving the company's capital position

Negative

• None.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What percentage of IsoEnergy (ISOU) does NexGen Energy own as of June 2025?

According to the Schedule 13D filing, NexGen Energy Ltd. owns 16,478,746 shares representing 30.9% of IsoEnergy Ltd.'s (ISOU) outstanding shares as of June 24, 2025.

How many additional shares of ISOU did NexGen Energy purchase in June 2025?

NexGen Energy purchased an additional 1,200,000 common shares of IsoEnergy (ISOU) on June 24, 2025, at a price of C$10.00 per share as part of a larger equity offering by the company.

What was the total size of IsoEnergy's (ISOU) equity offering in June 2025?

IsoEnergy (ISOU) conducted an equity offering of 5,121,500 common shares, which increased the company's total outstanding shares to 53,267,314 common shares.

When did IsoEnergy (ISOU) become a U.S. reporting issuer?

IsoEnergy (ISOU) became a U.S. reporting issuer on April 25, 2025. Prior to this date, NexGen Energy held 15,278,746 shares representing 31.8% ownership.

What is the source of funds used by NexGen Energy for its ISOU share purchase?

According to the Schedule 13D filing, NexGen Energy used working capital (WC) as the source of funds for acquiring IsoEnergy (ISOU) shares.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/25/2025 - 08:03 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

IsoEnergy Ltd.

(Name of Issuer)

Common Shares, no par value

(Title of Class of Securities)

46500E867

(CUSIP Number)

Attn: Benjamin Salter
NexGen Energy Ltd., 1021 West Hastings Street, Suite 3150
Vancouver, A1, V6E 0C3
(604) 428-4112

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

06/24/2025

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

SCHEDULE 13D

CUSIP No. 46500E867

1

Name of reporting person

NexGen Energy Ltd.

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

WC

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

BRITISH COLUMBIA, CANADA

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 16,478,746.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 16,478,746.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

16,478,746.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

30.9 %

14

Type of Reporting Person (See Instructions)

CO

Comment for Type of Reporting Person:

Prior to the date the Issuer became a reporting issuer, the Reporting Person held 15,278,746 shares (31.8%). The Issuer became a reporting issuer on April 25, 2025. On June 24, 2025, the Reporting Person acquired an additional 1,200,000 common shares, in the ordinary course of business, as part of a larger equity offering of 5,121,500 common shares by the Issuer.

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Shares, no par value
(b)	Name of Issuer: IsoEnergy Ltd.
(c)	Address of Issuer's Principal Executive Offices: 217 Queen Street West, Suite 401, Toronto, ONTARIO, CANADA , M5V 0R2.
Item 2.	Identity and Background
(a)	NexGen Energy Ltd.
(b)	1021 West Hastings Street Vancouver, British Columbia V6E 0C3 Canada
(c)	Mining
(d)	No
(e)	No
(f)	British Columbia, Canada
Item 3.	Source and Amount of Funds or Other Consideration
	Working capital
Item 4.	Purpose of Transaction
	Reporting Person previously held 15,278,746 common shares of the Issuer, approximately 31.8% of the Issuer's outstanding shares prior to the date the Issuer became a U.S. reporting Issuer. On June 24, 2025, the Reporting Person purchased an additional 1,200,000 common shares of the Issuer, in the ordinary course of business, at a price of C$10.00 per share, in connection with a larger equity offering of 5,121,500 common shares by the Issuer (which increased the Issuer's total outstanding shares to 53,267,314 common shares).
Item 5.	Interest in Securities of the Issuer
(a)	30.9%
(b)	16,478,746
(c)	Issuer private placement offering
(d)	N/A
(e)	N/A
Item 6.	Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer
	None
Item 7.	Material to be Filed as Exhibits.
	None

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

NexGen Energy Ltd.

Signature:	/s/ Benjamin Salter
Name/Title:	Benjamin Salter, CFO of NexGen Energy Ltd.
Date:	06/25/2025