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IsoEnergy outlines 16.1% Jaguar Uranium (JAGU) stake and governance rights

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(High)
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(Neutral)
Form Type
SCHEDULE 13D

Rhea-AI Filing Summary

IsoEnergy Ltd. and its wholly owned subsidiary Consolidated Uranium Inc. report significant ownership in Jaguar Uranium Corp. Class A common shares. Together they beneficially own 3,253,150 shares, representing 16.1% of Jaguar Uranium’s 20,193,777 shares outstanding as of February 12, 2026.

IsoEnergy holds sole voting and dispositive power over 253,150 shares and shared power over 3,000,000 shares through Consolidated Uranium, which itself reports a 14.9% stake. Part of the position came from Jaguar’s initial public offering for cash consideration of $1,014,000, with additional shares issued in exchange for mining assets and as further consideration under contractual arrangements.

IsoEnergy has an investor rights agreement giving it participation rights in future equity financings on terms consistent with other investors and the right to nominate one Jaguar board member, which ends if its ownership falls below 5%. Consolidated Uranium’s share purchase agreement provided 2,000,000 shares, net smelter returns royalties and rights to receive additional shares in certain circumstances.

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Insights

IsoEnergy discloses a 16.1% strategic stake and governance rights in Jaguar Uranium.

IsoEnergy and its subsidiary Consolidated Uranium jointly report beneficial ownership of 3,253,150 Jaguar Uranium common shares, or 16.1% of the company, based on 20,193,777 shares outstanding as of February 12, 2026. This reflects a sizable strategic position in an early-stage uranium issuer.

The stake was built through Jaguar’s initial public offering, a mining-asset sale for 2,000,000 shares, and additional share consideration, plus associated net smelter returns royalties and potential additional share issuance. An investor rights agreement grants IsoEnergy pro rata participation in future equity financings and the right to nominate one director, which persists while ownership remains at or above 5%.

These arrangements give IsoEnergy ongoing influence over capital-raising terms and board composition. Future company disclosures covering follow-on financings, board composition changes, or any issuance of additional shares or royalties-linked consideration under the existing agreements would further illuminate how this strategic relationship develops.






Graham du Preez
217 Queen Street West, Suite 401,
Toronto, A6, M5V 0R2
1-833-572-2333

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
02/12/2026

(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






SCHEDULE 13D






SCHEDULE 13D


IsoEnergy Ltd.
Signature:/s/ Graham du Preez
Name/Title:Graham du Preez/Chief Financial Officer
Date:03/03/2026
Consolidated Uranium Inc.
Signature:/s/ Graham du Preez
Name/Title:Graham du Preez/Chief Financial Officer
Date:03/03/2026

FAQ

How many Jaguar Uranium (JAGU) shares do IsoEnergy and Consolidated Uranium own?

IsoEnergy and Consolidated Uranium together beneficially own 3,253,150 Jaguar Uranium Class A common shares. This represents 16.1% of the company’s 20,193,777 shares outstanding as of February 12, 2026, giving them a significant minority ownership position.

What percentage of Jaguar Uranium (JAGU) does IsoEnergy control through this Schedule 13D?

The reporting persons disclose beneficial ownership of 16.1% of Jaguar Uranium’s outstanding Class A common shares. This percentage is calculated using 20,193,777 shares outstanding as of February 12, 2026, based on the company’s prospectus dated February 11, 2026.

How did IsoEnergy and Consolidated Uranium acquire their Jaguar Uranium (JAGU) shares?

IsoEnergy purchased common shares in Jaguar Uranium’s initial public offering for cash consideration of $1,014,000. Consolidated Uranium received 2,000,000 shares under a share purchase agreement in exchange for mining assets, plus additional shares as further contractual consideration and related rights.

What rights does IsoEnergy have under the investor rights agreement with Jaguar Uranium (JAGU)?

IsoEnergy’s investor rights agreement gives it the right to participate in future Jaguar equity financings on terms consistent with other investors and to nominate one board member. These rights terminate if IsoEnergy’s ownership in Jaguar falls below 5% of outstanding common shares.

What are the key terms of Consolidated Uranium’s share purchase agreement with Jaguar Uranium (JAGU)?

Under the share purchase agreement, Jaguar acquired certain mining assets from Consolidated Uranium in exchange for 2,000,000 common shares, net smelter returns royalties on specified mining assets, and rights to receive additional Jaguar shares in certain defined circumstances under that agreement.

Why are IsoEnergy and Consolidated Uranium holding Jaguar Uranium (JAGU) shares?

The reporting persons state they acquired Jaguar Uranium common shares for investment purposes and intend to review their position on an ongoing basis. Depending on factors like company discussions, strategy and market conditions, they may increase, reduce, or hedge their holdings over time.

Does IsoEnergy’s ownership in Jaguar Uranium (JAGU) give it board representation?

Yes. Under the investor rights agreement, IsoEnergy is entitled to nominate one individual to Jaguar Uranium’s board of directors. This nomination right continues while IsoEnergy maintains at least a 5% ownership stake in Jaguar Uranium’s outstanding common shares.
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