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

US and China agree to extend trade truce until January: Bessent Two-month extension follows 'very productive talks,' Treasury secretary says • Trade Truce Extension: The U.S. and China have extended their trade pause by two months until January during Xi Jinping’s first state visit to Washington in over a decade. • Negotiation Time: The extension aims to allow further talks on broader agreements following tariffs and rare earth restrictions. • Implementation Gaps: Scott Bessent noted incomplete Chinese deliverables and delays in promised agricultural purchases after meetings with He Lifeng. • Productive Talks: Bessent described discussions as productive, with potential tariff cuts on $30 billion of non-critical goods and more agricultural deals. • Leadership Meetings: There is a possibility of two additional meetings between Donald Trump and Xi Jinping before year-end. • AI Cooperation: Bessent expects China to agree to a notification system for national security issues in artificial intelligence, noting Chinese eagerness to engage. • Truce Agreement: The US and China agreed in Busan to avoid escalating a trade war, with Washington limiting tariffs and Beijing easing rare earth export controls. • Extended Expiry: The deal now ends on 10 January 2027, earlier than Beijing’s desired extension to January 2029. • Distrust and Uncertainty: A two-month extension highlights serious mistrust, with 2027 expected to bring greater uncertainty in trade relations. • Rare Earth Controls: China imposed export restrictions in April 2025; shipments fell 13% year-on-year in August and 20% from July despite the truce. • Tariff Limits: The US pledged to cap new tariffs at 20% under the second Trump administration, while an investigation into excess capacity continues. • Short-Term Strategy: Washington uses brief extensions as checkpoints to monitor Chinese export performance and encourage Western diversification. • Unusual Airport Welcome: President Trump and Melania Trump greeted Xi Jinping and Peng Liyuan at Joint Base Andrews, breaking typical protocol reserved mainly for Roman Catholic popes. • Bilateral Meeting Topics: The leaders are set to discuss trade, artificial intelligence, rare earths, technology restrictions, Taiwan and Iran on Thursday. https://asia.nikkei.com/spotlight/trump-xi-summit/us-and-china-agree-to-extend-trade-truce-until-january-bessent

https://www.fr.de/politik/trump-bleibt-nichts-anderes-uebrig-als-chinas-xi-die-drei-dinge-zu-geben-die-er-will-zr-94505701.html

China's Rare-Earth Magnet Exports To US Plunge As Trump-Xi Meeting Looms https://www.zerohedge.com/commodities/chinas-rare-earth-magnet-exports-us-plunge-trump-xi-meeting-looms

Ist heute der Tag der Propheten über Aktien aus Kanada? Schreibt ihr das bei jedem kanadischen Unternehmen? Almonty ist auch eine CA Aktie gewesen. Amaroq genauso, Skeena auch, alles Top Bergbaubetriebe und ihr kommt mit so einem unreflektierten Gelaber daher...... ich verstehe es nicht, wenn man ein Unternehmen nicht kennt, warum hat man eine Meinung dazu???? Canada Nickel hab ich vergessen, das wird überhaupt der Knaller!

Wirklich mehr als gut gemeinter Rat: So schön Kanada als Land ist aber den Mengen an auch bekannt als Canada Shacks love stupid German Money "Konstrukten" ist mit äußerster Vorsicht und Bedacht zu begegnen........

Du bist zwar ein arro...ter Wi...er aber leider ich muss dir leider zähneknirschend recht geben. Pyrum ist in der Tat interessant. Um nicht zu sagen .... sehr interessant. Danke für den Tipp. Damit hast du zumindest erreicht, dass ich die Energy Fuels weiter beobachte. Würde mir gerne ein paar von den anderen Unternehmen in denen du anscheinend drin bist noch ansehen. Versprech dir dafür dich nicht mehr anzugreifen, weil du offenbar dasselbe willst wie ich. Einfach wirklich brauchbare Informationen und kein Dauerbombardement mit Bul..s..t.

Guter Bericht 👍

Danke Rudi.

The Asymmetric Valuation Case Cyclical commodity miners trade on volatile spot price realizations at low, single-digit cash flow multiples. Advanced defense contractors and critical technology suppliers command multiples in the mid-to-high teens. $UUUU is not an ordinary commodity producer. It owns captive low-cost ore feeds, holds the only licensed radioactive bulk processing facility in the country, maintains a $200M+ liquid uranium reserve, and is moving to control domestic magnet fabrication in South Carolina. Furthermore, geopolitical focus is intensifying: Western initiatives to ring-fence critical mineral supply chains will increasingly pivot institutional capital toward North America's processing chokepoints—where $UUUU controls the sole commercial heavy refining facility in the hemisphere. It is my opinion that once the market recognizes that $UUUU is the entire Western mine-to-magnet supply chain under a single corporate entity, the valuation reset will be explosive. https://x.com/sandman7591/status/2102027191336702157?s=46&t=CND_DF6ErYtM-d_GnIoKqA

The Fully Allied Chain: Mineral Sands (Madagascar, Australia, Brazil)⟶Cracking & Oxide Separation (White Mesa, UT)⟶Metal Reduction & Alloying (Domestic / Allied Lines)⟶Sintered NdFeB Magnets (Sumter, SC) Result: A closed-loop, Western-controlled supply chain with zero Chinese touchpoints. 6. The Execution Calendar and Catalysts Present: White Mesa produces commercial light rare earth oxides, while the Sumter plant manufactures finished defense and commercial permanent magnets. Early 2027: Targeted closing of the VAC acquisition (an approximately $1.9B transaction funded via cash, equity issuance, and debt assumption), bringing the Sumter magnet lines, patent portfolio, and institutional client relationships under direct corporate control. Late 2027: Commissioning of White Mesa’s dedicated heavy separation plant, commencing commercial-scale output of separated Dy and Tb oxides. lines. Energylines.Energy Fuels Inc To de-risk project execution, the US government's Office of Strategic Capital (OSC) issued a conditional financing commitment of up to $725 million in long-term (20 years), senior-secured debt at advantageous rates, directly funding the Utah separation circuits and domestic metal-alloy conversion capacity. Underscoring the institutional weight of the facility, Energy Fuels engaged Goldman Sachs & Co. LLC as its financial advisor (alongside Akin Gump as legal counsel) to structure and finalize the transaction. 7. The Nuclear Cushion: $200M+ in Liquid Inventory Beneath this critical minerals platform, $UUUU carries a substantial liquid balance sheet hedge: approximately 2.26 million pounds of finished uranium inventory. With spot uranium trading near $90 per pound, this stockpile represents over $200 million in near-cash value, providing a non-dilutive capital cushion to fund corporate runway and support acquisition integration while the rare earth expansions ramp up. The Structural Inevitability Framework I look at $UUUU through the same lens I view assets like PESI, LASR, LPTH, or HL. While each operates in a completely different domain, they share a rare common denominator: their strategic position is essentially inevitable. The demand behind them isn't driven by consumer fads or discretionary spending cycles. It is dictated by non-negotiable physical and sovereign realities—statutory nuclear waste treatment mandates, semiconductor laser diodes and precision optics powering next-generation directed energy and missile guidance, structural physical silver deficits, and the national necessity of securing a domestic mine-to-magnet supply chain off Chinese soil. The Western world cannot simply walk away from these problems. That does not eliminate execution risk—management must still hit commercial commissioning milestones, fund and build out specialized heavy-separation chemical plants, and integrate VAC's footprint. The distinction is that while typical commodity plays face both existential demand risk and operational risk, $UUUU's demand driver is a non-negotiable sovereign imperative. The market has priced the operational friction but entirely ignored the inevitability of the destination.

3. Upstream Feed: Securing Low-Cost Global Ore To ensure White Mesa operates at high utilization without spot-market vulnerability, $UUUU secured three captive, low-cost heavy mineral sands assets: The Bahia Project (Brazil): A fully owned coastal deposit delivering captive monazite sand. The Donald Project Joint Venture (Australia): Partnered with Astron Limited for up to 49% ownership, securing 100% of the rare earth offtake from a Tier-1 deposit rich in monazite and heavy-rare-earth xenotime. Base Resources / Toliara (Madagascar): A strategic acquisition delivering the world-class Toliara asset (38-year mine life). Because titanium and zircon sales cover baseline operating costs, monazite is unlocked as an ultra-low-cost byproduct. 4. White Mesa: Expanding Capacity and Heavy Separation Neodymium-iron-boron (NdFeB) permanent magnets require light rare earths—neodymium and praseodymium (NdPr)—for baseline magnetic strength. However, they strictly require the heavy rare earth elements dysprosium (Dy) and terbium (Tb) to prevent demagnetization under the extreme operating temperatures of defense avionics, guided munitions, and electric vehicle drive units. While competitors can separate light rare earths, none possess the radiological permits or circuits to process heavy rare earth elements at commercial scale. White Mesa is the only operational facility in the Western Hemisphere capable of separating both light and heavy rare earth elements on a commercial scale. To meet surging Western demand, $UUUU is executing a massive, two-stage capacity expansion: Phase 1 Baseline: Currently producing commercial-grade NdPr oxide at a rate of 1,000 tons per annum (tpa), with tier-one Japanese magnet manufacturers having formally qualified White Mesa’s separated Dy and Tb heavy oxides. oxides. Energyoxides.Energy Fuels Inc annually. Energyannually.Energy Fuels Inc 5. Downstream Integration: Completing the Loop with VAC Separated oxide powder offers little strategic utility if it must be shipped back to China for reduction, metallization, and alloying into magnetic metal. $UUUU is bridging this critical midstream gap through planned domestic metallization and metal reduction capacity—backed by the US government's financing framework—and completing the chain through its definitive agreement to acquire Vacuumschmelze (VAC), the Western world's premier advanced magnetics manufacturer holding more than a century of proprietary patents, over a thousand corporate clients, and direct defense supply contracts. Targeted to close in early 2027, the transaction connects White Mesa's expanded oxide output directly to VAC’s permanent magnet facility in Sumter, South Carolina: Baseline Commercial Footprint: Sumter operates at an initial run-rate capacity of 2,000 metric tons of finished permanent magnets per year, backed by contracts with the Defense Logistics Agency. Scale Capacity: Sumter is engineered to expand up to 12,000 metric tpa of finished sintered permanent magnets—directly absorbing the expanded oxide and alloy flows from Utah.

Energy Fuels ($UUUU): The West’s Emerging Mine-to-Magnet Platform A large disconnect exists between $UUUU's current share price and the vital domestic critical-minerals platform it is on the verge of completing. The market continues to value the equity as a cyclical commodity play levered to spot uranium prices, overlooking the strategic asset assembly underway. $UUUU is systematically constructing the Western world’s only integrated, non-Chinese ore-to-magnet critical minerals platform—an operational transformation positioned for an asymmetric multiple re-rating. 1. White Mesa's Unique License: An Unassailable Regulatory Moat $UUUU built its operational baseline by producing roughly two-thirds of all domestic uranium mined in the US between 2017 and 2023. The critical catalyst occurred in 2012 when it acquired the US mining division of Denison Mines, securing ownership of the White Mesa Mill in Blanding, Utah. Crucially, every other active uranium operation in the US extracts material via in-situ recovery (ISR) wellfields, which circulate liquid solutions underground to dissolve minerals into slurry. They lack crushing circuits or the legal permits to process bulk materials from outside sources. White Mesa operates with the only active conventional uranium mill license in the US. It is the sole commercial industrial site in the country authorized by federal and state regulators to accept bulk radioactive raw materials, process them, and permanently store radioactive tailings on-site. Replicating this operating license in today's regulatory environment would require over fifteen years of litigation and hundreds of millions of dollars, if permitting were even possible. It represents a virtually insurmountable barrier to entry. 2. The Radiological Moat: Unlocking Monazite Sand High-performance permanent magnets depend fundamentally on monazite sand. Compared to standard bastnäsite ore mined by domestic peers, monazite carries thirty percent more light magnet materials and up to ninety-five percent more heavy rare earth elements—specifically the ultra-rare, high-dollar elements dysprosium and terbium. However, monazite is naturally radioactive, carrying 5% to 10% thorium alongside natural uranium. Standard chemical refiners cannot legally touch it without committing severe environmental licensing violations. White Mesa’s unique conventional license converts this regulatory obstacle into high-margin industrial cash flow: Cracking & Digestion: Bulk monazite sand is dissolved and digested on-site in Utah. Uranium Recovery: Uranium is recovered directly into commercial yellowcake for nuclear utilities. Thorium Neutralization: Radioactive thorium is safely neutralized and retained inside the mill's existing, fully permitted containment cells. Clean Intermediate: The byproduct is an unencumbered, high-purity rare earth concentrate ready for chemical separation.

Ich entschuldige mich bei allen, ist leider doch Schrott. nasdaq 2% im plus und hier so ein Shit

Der Mühlviertler ist zwar ein Landsmann von mir, bin aus dem Traunviertel, doch haben wir grundsätzlich nicht die gleiche Sprache. Wenn er glaubt, das ist mein ganzes Leben, EF ist eine Topwette in die Zukunft und ich habe keinen eigenen Cent mehr in der Aktie..... die 3000 Stück sind reiner Gewinn, neben den 2000 die ich schon verkauft habe und damit mein ganzes Investment und 100% zusätzlich erwirtschaftet habe. Wenn du schon auf Deutsche Unternehmen setzen willst, da habe ich Pyrum Innovation für dich, dort bin ich mit 175k investiert....... oder in 10 andere Unternehmen. Bei Pyrum Haut es dir sowieso die Sicherungen durch, mit deiner Kleinkind Analyse.

Der Dreck schmiert wieder ab

Würde mich aber auch nicht wundern wenn das wieder nur ein Pump and Dump war...mal sehen