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

Wieso geht die Sau nicht hoch

Von meiner simply Wallstreet App. Schauen, was für Quelle ist. Analysten Upgrade EF. Analysts have raised their price target for Energy Fuels from $27.10 to $33.63. They cite improved profit margin projections and a slightly higher discount rate, despite a modest reduction in revenue growth estimates. What's in the News China has started designing a new rare earth export license system that is expected to speed up shipments, but has not fully rolled back recently imposed restrictions as hoped by the U.S. (Reuters) India plans to increase its incentive program for rare earth magnet manufacturing to over $788 million, aiming to boost domestic production capacity (Bloomberg) U.S. President Donald Trump agreed with China to cut tariffs to 47% in exchange for Beijing pausing new rare earth export controls for one year (Reuters) The U.S. signed major trade and rare earths agreements with Japan and several Southeast Asian countries, supporting supply chains and increased investment (Reuters) Experts say U.S. efforts to create rare earth supply deals with Australia will not significantly weaken China’s dominance in the near term, despite new funding commitments (Reuters) Valuation Changes Consensus Analyst Price Target increased from CA$27.10 to CA$33.63 Discount Rate rose slightly from 6.30% to 6.45% Revenue Growth Estimate declined from 65.7% to 60.5% Net Profit Margin improved, moving from 27.2% to 30.2% Future P/E Ratio edged up from 81.4x to 85.2x

BUY SIGNAL – Energy Fuels (UUUU) Stand: 12. November 2025 | 15:82 USDEinstieg: JETZT Kaufzone: 15,00 – 15,80 USD Tranchen: 50 % sofort 50 % bei < 15,00 USD (Dip-Kauf) Stop-Loss: 13,80 USD (–13 %) Take-Profit: 23,00 USD → +45 % (50 % Position) 30,00+ USD → +90 % (Rest, 2027) Portfolio-Anteil: 6–8 % Zeithorizont: 6–24 MonateBegründung (kurz & klar): Uran-Defizit 2026: 25–30 Mio. lbs REE-Boom: China-Exportstopp → UUUU systemrelevant Bilanz: 140 Mio. USD Uran + 253 Mio. USD Cash Technik: RSI 28 → Rebound in 1–3 Monaten Analysten: 23–32 USD Ziel Fazit: Starker Buy bei aktuellem Dip. Risiko begrenzt, Upside massiv. Position eröffnet @ 15,60 USD DYOR – keine Anlageberatung

MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY 2028 Morgan Stanley says surging AI demand could create a power shortfall of up to 20% — about 13–44 GW — for U.S. data centers through 2028. Analysts led by Stephen Byrd called AI computing “the most important technological shift in modern history,” warning that power constraints could become a major bottleneck for growth. Possible fixes include natural gas turbines, fuel cells, and small nuclear deals, which together could add up to 40 GW of supply. The bank also noted Bitcoin miners repurposing sites for AI computing, with new models like “neocloud” partnerships and long-term powered-shell leases offering strong value potential. https://x.com/deitaone/status/1988602808275239187?s=46&t=CND_DF6ErYtM-d_GnIoKqA