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

Link dazu ist weiter oben.

How Energy Fuels (UUUU) Wins with Uranium + Rare Earths Strategy • Dual Exposure Strategy: Energy Fuels’ focus on uranium and rare earths mitigates market volatility and has led to outperformance in recent years. • Geopolitical Advantage: Heightened global tensions and U.S. support for nuclear energy and critical minerals position Energy Fuels as a key player. • U.S. Leadership Aspiration: Energy Fuels aims to become a U.S. leader in critical minerals by leveraging its diversified projects and strategic advantages. • Government Support: Energy Fuels explores government programs like Section 45X and Section 48C but maintains operational independence. • Financial Position: The company secured a $700 million convertible note with Goldman Sachs, showcasing its ability to obtain financing independently. • Uranium Production: Energy Fuels is the largest and lowest-cost uranium producer in the U.S., with substantial assets and a focus on ramping up production. • Uranium Production Outlook: Energy Fuels is on track to meet its full-year uranium production guidance, with the transition to 2 million pounds per year progressing as planned. • Mine Performance and Costs: Pinyon Plain Mine is delivering high uranium grades (3.5% U3O8), contributing to low production costs of $23–$30 per pound. • Company Strategy: Energy Fuels is leveraging its uranium production to fund expansions in rare earths and heavy mineral sands, aiming to become the U.S.’s top uranium producer. • Production Scaling: Energy Fuels could scale to 5 million pounds of uranium annually within four to five years, with shorter-term ramps reaching 2-3 million pounds faster. • Prioritised Projects: Key projects include Nichols Ranch, Energy Queen, Whirlwind Mine, EZ breccia pipes, Roca Honda, and Bullfrog. • Utility Contracting: Energy Fuels is seeing increased activity in utility term contracting and holds four existing contracts, with discussions for more. • Rare Earths Production Timeline: Positive cash flow expected around 2027-2028, dependent on scaling feed supplies. Uranium revenue will support rare earth expansions. • Rare Earth Market Trends: Market shifting towards diversified, secure supplies with increasing premiums for ex-China rare earths, particularly heavies like dysprosium and terbium. • Madagascar Project Status: Toliara project in Madagascar faces uncertainty due to a recent military coup, but Energy Fuels remains optimistic about its potential. • M&A Strategy: Focuses on rare earths for world-scale potential, but uranium deals are considered if accretive. • U.S. Significance: Aims for top producer status in uranium and global top-two or three positioning in ex-China rare earths. • Upcoming News Flow: Updates on uranium ramps, revenue growth, declining costs, rare earth milestones, and U.S. uranium production news. https://triangle-investor.com/articles/uranium-and-rare-earth-leader/

US official meets mining executives in Brazil to discuss rare earths, sources say https://x.com/thematicafunds/status/1984546475368399164?s=12 Hoffen wir auch mal auf Bahia von EF

Drop zum evtl. Nachkaufen??

Am Dienstag um 9:00 Uhr Ortszeit wird Energy Fuels seine Q3-Ergebnisse präsentieren und in einer Telefonkonferenz erläutern.

US approves first cleanup of abandoned, contaminated uranium mines https://www.mining.com/us-approves-first-cleanup-of-abandoned-contaminated-uranium-mines/?utm_source=dlvr.it&utm_medium=twitter

Panel looks at future of uranium cleanup on Navajo at Energy Fuels open house • Energy Fuels’ Relationship with the Navajo Nation: Energy Fuels has built a relationship of trust with the Navajo Nation, recognising the importance of this foundation for energy companies working with tribal nations. • Uranium Transportation Agreement: After eight months of negotiations, Energy Fuels and the Navajo Nation reached an agreement regarding the transportation of uranium across Navajo Nation lands. • Pinyon Plain Mine and White Mesa Mill: Energy Fuels re-opened the Pinyon Plain mine near the Grand Canyon and transports ore to the White Mesa Mill in Utah, navigating the complexities of Navajo Nation law and federal highways. • Transportation Agreement: The company agreed to limit transportation to specific routes and hours, follow emergency response procedures, and meet additional training, insurance, and license requirements. • Abandoned Uranium Mine Cleanup: The company is exploring ways to aid in the cleanup of over 500 abandoned uranium mines on the Navajo Nation. • Energy Fuels’ Motivation: The company aims to be helpful and address the legacy of contamination and illness suffered by people due to the uranium industry’s past actions. • Uranium Cleanup Process: The Navajo Nation is considering using high pressure slurry ablation to separate uranium from sand, resulting in three streams: upgraded ore, clean materials, and contaminated materials. • Waste Repository Proposal: Ambrosia Lake Valley in New Mexico has been proposed as a potential uranium waste repository. • Project Scope and Challenges: With nearly 500 abandoned mines and millions of tons of contaminated soil, the cleanup project will require significant time, effort, and financial resources. • Cleanup Improvement: Exploring new technologies for faster, less intrusive, and equally effective cleanup methods. • Bipartisan Support: Arizona Senator Mark Kelly and Wyoming Senator John Barrasso support the use of good technology for cleanup. • Potential Benefits: Remediation efforts could create job opportunities and revenue for the Navajo Nation, while also providing prosperity for the company involved. • Navajo Nation Leadership in Cleanup: The Navajo Nation is leading the cleanup of abandoned uranium mines. • Partnership with Energy Fuels: Energy Fuels is collaborating with the Navajo Nation to address the issue of abandoned mining, potentially providing a source of revenue for the Nation. • White Mesa Mill’s Role: The White Mesa Mill, even if the primary cleanup method is unsuccessful, can still contribute to the cleanup efforts led by the Navajo Nation. https://www.sjrnews.com/san-juan-county/panel-looks-future-uranium-cleanup-navajo-energy-fuels-open-house

Bessent: China "Made A Real Mistake" By Threatening To Curb Rare Earth Exports Bessent told Financial Times in a new interview that the US will secure alternative supplies within “12 to 24 months” and also said of China's threat: “China has alerted everyone to the danger. They’ve made a real mistake. It’s one thing to put the gun on the table. It’s another thing to fire shots in the air.” Despite recent disruptions triggered by China’s rare earths controls, he believes Beijing can no longer use these minerals as leverage: “I don’t think they’re able to do it now because we have offsetting measures.” The Trump administration has made reshoring manufacturing and securing critical materials a central priority, arguing the US became dangerously dependent on foreign supply chains — particularly China. https://www.zerohedge.com/markets/china-made-real-mistake-rare-earth-export-threats-sec-bessent-says

Schönes WE!!

On vera.

Naja, wenn die voll produzieren und auf Halde liegt da ein enormer Wert, bin ich mir nicht sicher, ob das ungewürdigt bleibt.

Die Zahlen werden sicherlich nicht so gut. Bzw. werden erstmal negativ aufgenommen aber dann fällt der Kurs kurz um dann spätestens einen Tag später wieder zu steigen. Kennen wir alles

Dann am Dienstag! Ich weiß eh nicht, ob ich mich darauf freue.

Energy Fuels Announces Call Details for Q3-2025 Earnings Investing News Network10/22/25 Conference Call and Webcast at 9:00 AM MT on Tuesday, November 4, 2025 Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR), a leading U.S. producer of uranium, rare earth elements, and critical minerals, will hold a conference call on Tuesday, November 4, 2025, at 9:00 AM Mountain Time to discuss its financial results for Q3-2025. Energy Fuels Inc., a US-based uranium and rare earth elements producer. (CNW Group/Energy Fuels Inc.) Financial results and other highlights will be issued in a press release prior to the call. Energy Fuels' management will host the conference call, followed by a question-and-answer session. Conference call access with the ability to ask questions: To instantly join the conference call by phone, please use the following link to easily register your name and phone number. After registering, you will receive a call immediately and be placed into the conference call. Rapid Connect URL: https://registrations.events/easyconnect/7655336/recJXP7XJlxiqvVcR/ Alternatively, you may dial in to the conference call where you will be connected to the call by an Operator. North American Toll Free: 1-800-715-9871 To view the webcast online: Audience URL: https://app.webinar.net/VAq1BqJXvOK Conference Replay

Ich hab's nur von den Terminen hier.

Ich dachte der kommt erst am 4.11. jedenfalls steht das so in den Terminen