Denison Mines prices upsized $300 million convertible notes offering

Published 13/08/2025, 12:26
Denison Mines prices upsized $300 million convertible notes offering

TORONTO - Denison Mines Corp. (TSX:DML)(NYSE AMERICAN:DNN), which according to InvestingPro data maintains a healthy balance sheet with more cash than debt and a solid current ratio of 1.78, has priced its previously announced offering of convertible senior unsecured notes, increasing the size to US$300 million, according to a press release statement issued Wednesday.

The notes, due in 2031, will carry a 4.25% semi-annual interest rate and will be convertible into Denison shares at an initial conversion price of approximately US$2.92 per share, representing a 35% premium to the August 12 closing price. The company has demonstrated strong momentum, with InvestingPro data showing impressive revenue growth of ~73% over the last twelve months.

The uranium mining company has granted initial purchasers a 13-day option to buy up to an additional US$45 million in notes. The offering is expected to close around August 15, subject to customary conditions.

Denison plans to use the proceeds to support evaluation and development of its uranium projects, including the Wheeler River Uranium Project, and for general corporate purposes. Approximately US$30.75 million will fund capped call transactions designed to reduce potential dilution upon conversion of the notes.

In connection with the offering, Denison has entered into privately negotiated cash-settled capped call transactions with a cap price initially set at US$4.32 per share, representing a 100% premium above the August 12 closing price of US$2.16.

The notes and underlying shares have not been registered under the U.S. Securities Act and will only be offered to "qualified institutional buyers" under Rule 144A. In Canada, the notes will be subject to a statutory hold period and will be offered pursuant to exemptions from prospectus requirements.

Denison holds a 95% interest in the Wheeler River Uranium Project in Saskatchewan’s Athabasca Basin region, along with interests in several other uranium projects in Canada. While the company is not currently profitable, InvestingPro analysis indicates strong future potential, with analysts anticipating sales growth in the current year. Subscribers can access 12 additional ProTips and comprehensive financial metrics to better evaluate Denison’s investment potential.

In other recent news, Denison Mines Corp. and Orano Canada Inc. have commenced uranium mining operations at the McClean North deposit using their innovative Surface Access Borehole Resource Extraction (SABRE) method. The joint venture partners reported that mining began in June, successfully recovering approximately 250 tonnes of high-grade ore exceeding 10% U3O8 from the first mining cavity. Orano Canada, which holds a 77.5% stake in the McClean Lake Joint Venture, has backfilled the initial cavity and relocated the SABRE rig to the next planned mining site. Additionally, Denison Mines Corp. has discovered more high-grade uranium mineralization near the Gryphon uranium deposit in northern Saskatchewan. Drill hole WR-837AD2 intersected 2.3 meters at 1.69% eU3O8, with a notable section of 0.5 meters at 5.48% eU3O8, extending beyond the previously defined D1 lens. The area remains open for further exploration and potential expansion.

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