ENERGY FUELS WKN: A1W757 ISIN: CA2926717083 Forum: Aktien Thema: Hauptdiskussion

Myanmar’s rare earth gold rush is fool’s gold https://eastasiaforum.org/2025/10/04/myanmars-rare-earth-gold-rush-is-fools-gold/

Last week Canaccord Genuity issued a bullish #Uranium sector update📄⛏️🐂 recognizing that "the #Nuclear renaissance is well underway"📈⚛️ as "the global uranium market currently finds itself in a tug-of-war as robust demand weighs against fragile near-term supply."⚔️ Here are their revised Price Targets.🎯👇 Energy Fuels $EFR on TSX "Buy" C$26.00↑ previous C$14.50

https://x.com/quakes99/status/1974663356024775064?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Hier noch was von CEO.CA “Cantor acted as a lead manager and capped call coordinator for the offering.” Cantor, whose former CEO is the current US Secretary of Commerce Howard Lutnick. This deal is inside the White House. Buckle. Up. also, the current chairman of Cantor (Fitzgerald) is Brandon Lutnik, Howard's son Wenn es es „normal“ ist das man in der USA mitverdienen kann wenn man regierungsnah ist und man das jetzt auch ganz ohne Rücksicht auf sein Ansehen machen kann dann sollten wir uns als kleine Retail Anleger bald freuen können.

https://open.spotify.com/episode/63fOTsACWuhuTNyoRtEsG2?si=RBKExrKBQz-QzWzynkZBTA Ringside Seats to the Rare Earths War: How Geopolitics Weaponized Critical Materials Today’s guest is long-time friend, author, and Director at 3-Legged Capital David S Abraham. I first met David in 2012 after I read and reviewed his book The Elements of Power. Since then, David has worked throughout both government and the private sector and is an adjunct professor at Boise State University.In today’s pod we discuss how the battery and magnet supply chains are evolving given the fluid geopolitical dynamics and also some of the major changes between the Biden and Trump Administrations. Is the US becoming Chinese? Should the US operate a sovereign wealth fund? Is State-led investment such as investment by the DoD in MP or an equity stake in Lithium Americas the only way forward? We tackle these and other big questions today in an effort to shine some light on a fast-moving and dynamic sector.If you liked what you heard today, please don’t forget to like and subscribe wherever you listen to podcasts. Thanks for listening and we’ll see you next time.

Energy Fuels Announces Closing of Upsized US$700.0 Million Convertible Senior Notes Offering and Full Exercise of Initial Purchasers' Option to Purchase Additional Notes announced the closing of its previously announced upsized offering of 0.75% Convertible Senior Notes due 2031 (the "Notes") for an aggregate principal amount of US$700.0 million (the "offering"), including the exercise in full by the initial purchasers of their option to purchase an additional US$100.0 million of Notes. This strategic capital raise strengthens our balance sheet and enhances our ability to accelerate our rare earth initiatives, including the expansion at our White Mesa Mill and Donald Project in Australia. We are pleased to announce the closing of this offering, reflecting strong investor sentiment not only regarding our rare earth initiatives, but also our low-cost, US-leading uranium production, that enabled an additional $67.5 million upsizing. We believe this outcome represents a clear vote of confidence in our team and strategy." https://www.prnewswire.com/news-releases/energy-fuels-announces-closing-of-upsized-us700-0-million-convertible-senior-notes-offering-and-full-exercise-of-initial-purchasers-option-to-purchase-additional-notes-302575135.html

Das hat wer geschrieben, er hat den ersten bei gut 10 und den zweiten bei 8,50..... viel Erfolg!

Warum sollte sie so fallen?

Ich sehe jetzt keinen Bedarf mehr für mich, habe das Thema bei 5 Euro erledigt.

Sieht grad wenig danach aus aber wer weiß - geht das Teil runter bin ich da zu kaufen!

Habt ihr eh alle bei 10 eure Körbchen zum Einsammeln aufgestellt? Wäre ganz wichtig!!!!

Hatten wir dies schon? US-Atomkraftwerke stehen vor einer wachsenden Versorgungslücke bei Uran, warnt die EIA Bloomberg News | 1. Oktober 2025 | 12:23 Uhr Energie USA Uran https://www.mining.com/web/us-nuclear-plants-face-widening-uranium-supply-gap-eia-warns/

In Madagaskar rumpelt es gerade ein wenig, den Menschen dort geht es schlecht, hoffentlich geht sich da EF positiv ab.

Auch sehr schön geschrieben bzw als Zusammenfassung zur Anleihe. https://share.google/lDmxgha72P3NF4Cg1

Global Rare Earth Elements Market Size Projected to Reach $8.14 Billion By 2032 with a Significant Increase in Demand Expected https://ceo.ca/@GlobeNewswire/global-rare-earth-elements-market-size-projected-to