JUNIORMETRICS

US1 Critical Minerals LimitedU

GLARF·USC·US$0.012 (AUD 0.017)·US$12M cap
UraniumMkuju Project (Tanzania) -- flagship; also Foxy and Eland (Tanzania) Map

US1 Critical Minerals Limited (ASX: USC; formerly Gladiator Resources Limited, renamed November 2025), Sydney-based, is a uranium-focused explorer holding six exploration licences covering ~1,811km2 in southern Tanzania, anchored by the flagship Mkuju Project (~725km2, at its closest point ~30km from Uranium One's Mkuju River Project) alongside the Foxy (~299km2) and Eland (~294km2) projects. The Likuyu North deposit WITHIN Mkuju carries a real JORC Mineral Resource Estimate of 7.7Mt @ 267ppm U3O8 for 4.6Mlb contained uranium oxide at a 100ppm cut-off, including an Indicated component of 3.1Mt @ 333ppm U3O8 for 2.3Mlb -- all within 140m of surface. The estimate was prepared by the MSA Group (engaged specifically to bring the previous pre-JORC-2012 Uranex-era estimate up to JORC 2012 compliance) from 27,225m of aircore and diamond drilling completed in 2011-2012 by prior permit holder Uranex, and announced to the ASX on 29 Apr 2022; the company has since continued to describe it as its 'existing JORC resource' in subsequent drilling announcements (diamond drilling recommenced 10 Jun 2024 to test for zones that could add to it), i.e. it is current and company-endorsed, not withdrawn or disclaimed.

Notable vs. Peers

  • Financials score of 1.6/10 is weaker than the peer average of 5.9/10.
  • Jurisdiction risk score of 5/10 is meaningfully riskier than the peer average of 7.9/10.

Lifecycle Milestones

Grassroots
Resource Def.Current
PEA
PFS
Feasibility
Permitting
Construction
Production
6/10
Weak track recordStrong track record
6/10 vs.
1.6/10
Thin runwayWell-capitalized
1.6/10 vs.
How this is calculated
3.5/10
Weaker depositStronger deposit
3.5/10 vs.
How this is calculated
5/10
Harder place to buildEasier place to build
5/10 vs.
What goes into it
  • Jurisdiction (40%)5/10

    Its uranium project is in Tanzania, which has a track record of resource-nationalist policy shifts (2017 Mining Act amendments, an export-concentrate ban and forced state free-carry stakes); uranium adds further state-control sensitivity.

  • Infrastructure (40%)Not yet researched

    No flagship project on file yet, so existing mill, road access, grid power, and tailings facility haven't been researched.

  • Nearby producing mine (20%)Not yet researched

    No project coordinates on file yet, so distance to a producing mine can't be measured.

4/10
Weaker profileStronger profile
4/10 vs.
Price Chart
$0.019$0.011$0.01$0.015$0.011SepDecAprJulOct
Sep 17, 2025 – Oct 15, 2026
Stage change
$0.012
+66.3%from low-63%from high
$0.0071$0.032
$12M
Far belowFar above
$12M vs. $18.3M peer median
Price (USD - Local)
US$0.012 (AUD 0.017)
Cash Position (USD)
$209.4K
Far belowFar above
$209.4K vs. $7.1M peer median
Debt (USD)
Far aboveFar below
$0 vs. $0 peer median
$11.8M
Far belowFar above
$11.8M vs. $13.9M peer median
1B
Far aboveFar below
1B vs. 138.4M peer median
Jurisdiction
Tanzania
2,300,000 lb U₃O₈
Feeds Deposit Quality score
Indicated2,300,000 lb U₃O₈
Inferrednot scored2,300,000 lb U₃O₈
Total resource4,600,000 lb U₃O₈
Far belowFar above
2.3M lb vs. 41.8M lb peer median
Compares M&I only — Inferred isn't compared or scored.
$5.12/lb
M&I
Total resource (incl. Inferred)$2.56/lb
Peer median $2.83/lb
Far aboveFar below
$5.12/lb vs. $4.07/lb peer median
-$2.4M
Far belowFar above
-$2.4M vs. -$6.6M peer median
-$0.002
Far belowFar above
-$0.002 vs. -$0.024 peer median

Acquisition Susceptibility

How this is calculated
4/10
Unlikely bolt-onFits the takeout profile

A relative ranking of how closely this company matches the profile of juniors that have actually been acquired — not a probability, and not a reason to buy. Acquisitions are rare: only a few dozen significant deals happen a year across a universe of thousands of juniors, so even a high score here describes a long shot. The strongest signal in the research, a producer that already owns part of the company, is scored from its disclosed strategic shareholders. A producer that is a joint-venture or earn-in partner on the project, rather than a shareholder, isn't captured yet.

How this score is built

  • Disclosed pending deal
    Sub-score: Not scored

    No pending acquisition or merger disclosed (checked)

    Not scored: having no deal in flight isn't held against a company.

    Weight 26.25%
  • Producer's strategic stake
    Sub-score: Not scored

    No producer holds a disclosed stake on file (holder register researched) See holders

    Not scored: most juniors that do get bought had no prior toehold, so a missing stake says little either way.

    Weight 25%
  • Distance to a producing mine
    Sub-score: Not yet researched

    Distance not yet researched: no project coordinates on file

    Distance can't be measured without coordinates, so excluded rather than counted as far.

    Weight 22.5%
  • Lifecycle stage
    Sub-score:
    3.5/10

    Stage: Resource Definition

    Feasibility and permitting score 10, where deals cluster, and production 5.5; earlier stages score less, down to 1 at grassroots.

    Weight 15% · 57% here
  • Jurisdiction
    Sub-score:
    5/10

    Tanzania: jurisdiction score 5/10

    Our jurisdiction score, used as is: higher means lower political and permitting risk.

    Weight 6.75% · 26% here
  • Commodity
    Sub-score:
    4/10

    Primary commodity: Uranium

    Gold 10, copper 8, silver 5, nickel and uranium 4, others 2: most majors' deals are for gold.

    Weight 4.5% · 17% here

Weight is each input's share of the full score. “Here” is its share of this company's score: inputs that aren't scored are left out and the rest re-weighted, never counted as zero.

Overall Score Trend
-27.3% since 2026-09-19 · -27.3% from peak

Your Rankings

Community Sentiment
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CategoryCommunityYour Ranking
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Management Team

Non-Executive Chairman of US1 Critical Minerals Limited (ASX: USC). Self-made investor operating a successful retail business; background in marketing and communication; 20+ years investing in exploration, energy and mining companies. Source: us1cm.com/board-of-directors.

Non-Executive Director of US1 Critical Minerals Limited (ASX: USC). 20+ years' experience in Tanzania across private and government sectors; formerly Managing Director of Tancoal Energy Ltd, leading it from exploration through a government joint venture to production. Source: us1cm.com/board-of-directors.

Non-Executive Director of US1 Critical Minerals Limited (ASX: USC). 20+ years in c-suite mining roles across metallurgical coal, uranium and diamonds in Australia, Botswana, Tanzania, BC Canada and the US; former corporate and banking law practitioner (15 years) in New Zealand, Australia and the UK. LLB and MA (with distinction), Victoria University of Wellington. Source: us1cm.com/board-of-directors.

Non-Executive Director of US1 Critical Minerals Limited (ASX: USC). Extensive investment experience with corporate-finance expertise across capital markets, venture capital, private equity and debt structures. Source: us1cm.com/board-of-directors.

Company Secretary of US1 Critical Minerals Limited (ASX: USC). Finance executive with 25+ years in corporate management, strategy, corporate finance, financial reporting and taxation; experience with ASX and London Stock Exchange AIM markets. Source: us1cm.com/board-of-directors.

Insiders, Investors & Smart Money

Notable shareholders and insiders whose involvement is worth knowing about, plus what we're seeing from institutional/large-investor activity.

Smart money

No smart-money tracking (institutional/large-investor activity) for this miner yet — this is a planned feature, not live data.

No notable insiders tracked for this miner yet.

Reports, Presentations & Documents

Technical Report Takeaways

A plain-language summary of this company's technical-report findings isn't written yet. See the cited figures on this page and the documents below.