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

Energy Fuels: Uranium, Rare Earths, And Medical Isotopes - All Under One Roof Summary Energy Fuels is the only Western company with a complete mine-to-oxide chain for heavy rare earths and uranium, uniquely positioned amid China's export restrictions. UUUU is rated Buy, justified by its strategic assets, sector-leading uranium production ramp, rare earth expansion, and premium valuation due to its critical supply chain role. Gross margin expansion is expected as uranium production scales from 1.5M–2.5M lbs in FY2026E and costs decline, with rare earths and medical isotopes providing additional growth catalysts. Liquidity is ample ($186M net cash), supporting $410M Phase 2 REE capex and ASM acquisition, though execution and dilution risks remain as key monitoring points. https://seekingalpha.com/article/4888521-uuuu-stock-uranium-rare-earths-and-medical-isotopes-all-under-one-roof

Zählt ein privates IPhone 📲??

Gibt's das noch?

Ist zufällig einer von euch Amateurfunker?

Richtig. Für Uran gibts andere.

Eher komplett wurscht, das ist ein Fahrrad in China, das umgefallen ist. Die ganzen Meldungen gehen gerade in die Richtung, dass sich alle der Atomkraft zuwenden. Mein Fokus liegt hier aber auf der Seltenen Erden.

Wird vermutlich den Kurs eher nach unten drücken. https://www.n-tv.de/politik/Nebengebaeude-von-AKW-Buschehr-getroffen-id30681956.html

https://x.com/holdcomarkets/status/2039119104255181264?s=46&t=CND_DF6ErYtM-d_GnIoKqA

A big increase in quarterly #uranium production from @Energy_Fuels ' White Mesa Mill bumped up total domestic🇺🇸 production by 217% Q/Q to reach over 1.0M lbs #U3O8 in Q4/2025. 👉At 2.1M lbs for FY/2025, annual 🇺🇸 production was at its highest level since 2017.

Zeit ist ein wichtiger Faktor und zufällig hab ich da ziemlich viel davon übrig!

White Mesa: Multi-Commodity Real Asset Platform https://www.seqhresearch.com/p/white-mesa-multi-commodity-real-asset?r=6fj5a0

BALD LARAAAAAAA

Wir erinnern uns wer ASM gekauft hat Australia rare-earth stocks soar as China clamps down on exports Australian Strategic Materials plans to handle everything from mining and intermediate processing to manufacturing rare-earth alloys in the U.S. and South Korea. The company aims to commit to its American metals plant later this year and start production by 2028. "The U.S. government is very interested in providing support," Smith said. Following China's move to tighten restrictions on minerals and magnets starting last year, the sudden supply disruptions sounded alarm bells, prompting a faster pace of action. "It's been a bit frustrating," Smith said, because it was so obvious that action is needed. "We've been saying this is going to happen. It was only a matter of when." She added, "The moment your supply gets cut off, you realize, 'Oh, the cost of paying a little bit more for your magnet is nothing compared to the cost of having a whole supply chain.'" https://asia.nikkei.com/business/markets/equities/australia-rare-earth-stocks-soar-as-china-clamps-down-on-exports

https://x.com/quakes99/status/2037218364863766749?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Red Cloud #Mining Analyst David Talbot reaffirms his BUY Rating and C$45.50 Price Target🎯 for @Energy_Fuels (TSX: $EFR NYSE: $UUUU) on 'First Primary Production of Heavy REOs in U.S. in Decades at White Mesa'🇺🇸🏭🛢️🧑‍🏭🤠🐂 #Uranium #RareEarths #CriticalMinerals #Nuclear #USA🌊🏄

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