1. Aura Energy (ASX:AEE)

Year-to-date gain: 24 percent
Market cap: AU$136.91 million
Share price: AU$0.16

Aura Energy is exploring and developing uranium and polymetallic projects in Africa and Europe. The company’s most advanced asset is the Tiris uranium project in Mauritania. The 2024 FEED study on Tiris demonstrates the potential for a near-term, low-cost uranium mine producing 2 million pounds of U3O8 per year over a 25 year mine life.

Additionally, Aura wholly owns the Häggån vanadium-potash-uranium project in Sweden, which contains a 2 billion tonne resource. A 2023 scoping study for the project details a 17 year mine life based on a 3.6 million tonnes per year production rate. This is based on only 3 percent of the current resource.

Shares of Aura Energy hit a year-to-date high of AU$0.16 twice so far this year, most recently on March 26. This followed a March 24 update on the company’s progress on securing funding and the engineering activities underway to bring the Tiris uranium mine into production in 2027.

2. Global Uranium and Enrichment (ASX:GUE)

Year-to-date gain: 11.86 percent
Market cap: AU$19.75 million
Share price: AU$0.066

Global Uranium and Enrichment is building a portfolio of high-grade uranium assets in key uranium districts in the US and Canada. The company is also a "cornerstone shareholder" of Ubaryon, a private Australian uranium enrichment technology company.

GUE’s portfolio of US uranium assets includes the Tallahassee uranium project in Colorado with a JORC-compliant 2012 mineral resource estimate of 52.2 million pounds U3O8 at a grade of 530 parts per million U3O8, the exploration-stage Maybell uranium project in Colorado and the Rattler uranium project in Utah. As for Canada, the company owns six projects in Saskatchewan's Athabasca Basin, a prolific uranium jurisdiction.

The company’s most recent addition to its holdings is the Pine Ridge uranium project in the Powder River Basin of Wyoming, US. Previous extensive drill work on the property has identified the potential to define a substantial in-situ recovery uranium resource base.

In mid-march, Global Uranium announced a 50/50 joint venture agreement with Snow Lake Energy (NASDAQ:LITM) through which the two companies will acquire 100 percent ownership of the Pine Ridge uranium project from Stakeholder Energy. The deal is expected to close on or before April 22 of this year.

Shares of GUE have traded as high as AU$0.08 a few times this year, most recently on February 25.

3. Boss Energy (ASX:BOE)

Year-to-date gain: 9.88 percent
Market cap: AU$1.15 billion
Share price: AU$2.67

Boss Energy is one of Australia’s largest uranium mining companies by market cap. The company has been ramping up production at its Honeymoon uranium mine in South Australia and its Alta Mesa uranium mine joint-venture in South Texas. Boss Energy holds a 30 percent stake in Alta Mesa, with the remaining 70 percent owned by enCore Energy (TSXV:EU,NASDAQ:EU).

So far in 2025, Boss Energy has expanded its holdings in Australia’s uranium sector. The company entered into a binding option and earn-in agreement in early March with Eclipse Metals (ASX:EPM), which will grant Boss Energy the option to earn up to an 80 percent interest in the Liverpool uranium project in the Northern Territory.

A few days later, Boss Energy increased its position in Laramide Resources (ASX:LAM,TSX:LAM,OTCQX:LMRXF) to 18.4 percent. Laramide’s flagship asset is the Westmoreland uranium project in Queensland. While the state currently holds a moratorium on uranium mining, Boss Energy Managing Director Duncan Craib stated the company is confident the Queensland government will “inevitably lift” the ban.

Shares of Boss Energy reached their 2025 peak on February 6 at AU$3.44.