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

Hier von Bessent The grumpy old men at The Wall Street Journal’s editorial board think China’s rare earth restrictions were a surprise. China has been planning this for 30 years while the U.S. was asleep at the switch. We’re wide awake now, rallying our allies and de-risking global supply chains. https://x.com/secscottbessent/status/1985050669187825995?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Hier von Geiger Capital 310k follower auf X Scott Bessent über Seltene Erden: Du bist nicht optimistisch genug. „China arbeitet seit 25 Jahren an seinem Plan für Seltene Erden. Die USA haben geschlafen, aber diese Regierung wird in den nächsten ein bis zwei Jahren mit Höchstgeschwindigkeit vorgehen, um sich aus dieser Zwickmühle zu befreien.“ https://x.com/geiger_capital/status/1984998183152627792?s=46&t=CND_DF6ErYtM-d_GnIoKqA Hier auch direkt auf CNN https://www.cnn.com/2025/11/02/politics/video/scott-bessent-treasury-secretary-on-trump-administration-and-tariffs Ist also aktuell von gestern oder heute

U.S. Names Samarium As Most Vulnerable Critical Mineral The industries most at risk if there was a disruption in samarium would be the defense and navigation. Samarium’s uses include as magnets, a neutron absorber in nuclear reactors, and in cancer treatments. https://x.com/ucore/status/1984614129588412740?s=12&t=CND_DF6ErYtM-d_GnIoKqA If progress continues as planned, the Company expects to be able to start producing samarium ("Sm") oxide on a pilot scale at the Mill in January of 2026. https://investors.energyfuels.com/2025-07-17-Energy-Fuels-Now-Producing-Heavy-Rare-Earth-Element-Oxides

Fact Sheet: President Donald J. Trump Strikes Deal on Economic and Trade Relations with China This historic agreement includes Chinese commitments to: Halt the flow of precursors used to make fentanyl into the United States. Effectively eliminate China’s current and proposed export controls on rare earth elements and other critical minerals. End Chinese retaliation against U.S. semiconductor manufacturers and other major U.S. companies. Open China’s market to U.S. soybeans and other agricultural exports. CHINESE ACTIONS: China will suspend the global implementation of the expansive new export controls on rare earths and related measures that it announced on October 9, 2025. China will issue general licenses valid for exports of rare earths, gallium, germanium, antimony, and graphite for the benefit of U.S. end users and their suppliers around the world. The general license means the de facto removal of controls China imposed in April 2025 and October 2022. https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/ Kurzfristig nicht bullish für Seltene Erden

Das letzte Quartal war Verlust pro Aktie 0,291 USD … da wären 6 Cent eine richtige Verbesserung

Naja, die schätzen das!

Earnings Preview 6cent Verlust pro Aktien Aber Umsatz massiv rauf https://de.tradingview.com/news/reuters.com,2025:newsml_L8N3WD01V:0-energy-fuels-inc-expected-to-post-a-loss-of-6-cents-a-share-earnings-preview/

https://www.aktien-global.de/bglob/bglob_temp/energy_fuels_aktie_kampf_der_giganten-20819/

Schönes Wochenende allen

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