Joining the podcast today is Clinton Dubieniecki, Managing Director and Chief Executive Officer of Orpheus Uranium Limited (ASX: ORP). Clinton will be speaking about Orpheus’ uranium-focused strategy across Australia, the company’s successful establishment of access agreements in South Australia, and the recent acquisition of the Oobagooma Uranium Project in Western Australia.
1. Introduction to Company
Q: Clinton, could you start by introducing Orpheus Uranium — where the company sits within Australia’s uranium sector and what makes it unique in the exploration space?
2. Strategy
Q: Orpheus has positioned itself as a uranium-focused junior explorer with assets across multiple Australian jurisdictions. Can you talk us through the overall strategy and why you believe this approach provides strong leverage for investors seeking uranium exposure?
3. Flagship Projects
Q: You now have a growing portfolio across South Australia, the Northern Territory, and Western Australia. Which projects are currently considered your near-term focus, and what stage of exploration are they at?
4. Market Dynamics
Q: The uranium market has seen renewed attention globally. How do you see market dynamics influencing Orpheus’ exploration and development priorities over the next 12 months?
Q: In Australia, we are blessed with a lot of renewable energy - particularly solar - so the case for nuclear power is not as strong. But in the Northern Hemisphere, many countries don’t have the same climate, so they do seem to be turning toward nuclear power as a way of creating a carbon-free base-load power source for their electricity grids. Do you see that as being the factor that will drive the long-term demand for Uranium?
Q: An interesting development I have noticed is that the tech industry has been leaning into nuclear power to power its data centres. Amazon is even going so far as to build its own nuclear power plants in the USA. Is that something that you are watching closely?
5. Growth Opportunity
Q: The Oobagooma acquisition appears to be a strategic step. How does this project fit into your broader growth narrative and strengthen your long-term value proposition?
6. Community Engagement
Q: Establishing access and Native Title agreements has been a major milestone for Orpheus in South Australia. Can you tell us more about how these relationships have been built and what they mean for your exploration timelines?
7. Financial Position
Q: From an investor standpoint, how is Orpheus positioned financially to advance its exploration programs, and what is the company’s approach to capital management?
8. Industry Collaboration
Q: Collaboration seems key to Orpheus’ progress — whether with Native Title bodies, geological consultants, or acquisition partners. How does this collaborative model enhance your ability to deliver results efficiently?
9. Upcoming Milestones
Q: What are the key milestones shareholders should be looking out for across your core projects, particularly in South Australia and Western Australia, as we move into the next quarter?
10. Vision of Success
Q: Finally, when you look ahead two to three years, what does success look like for Orpheus Uranium — both from a project development and value creation perspective?
