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

As you can see below from the latest Department of Defense’s investing roadmap, United States is willing to support Western REE-producers. $258 million into Lynas $LYC Texas Facility and $45 million to MP Materials $MP, which have received different kind of support numerous times in the past decade. Once the Final Investment Decision of the Toliara project has been made early 2026, Energy Fuels will be eligible to receive funding for the construction of the Toliara project. So that is definitely something to look forward. To add that, Energy Fuels’ strategy to produce Uranium and Actinium-225 aligns well with Department of Energy’s (DoE) and Department of Health and Human Resources (HHS) objectives. Both of the mentioned products are in supply deficit, especially the latter. Energy Fuels is a strong candidate to receive US Gov’t support, which will bring a non-dilutive option to fund the projects. Rare Earths for the Defence Sector, Uranium for the National Security and Baseload Power and lastly, Actinium-225 to provide enough supply for the Big Pharma as they continue to develop Targeted Alpha Therapies (TAT) to revolutionaze the fight against cancer. Recently there has been a massive acquisition spree, as Big Pharma companies have acquired smaller Bio-tech companies, which have expertise in Radiopharmaceuticals. Energy Fuels $UUUU is slowly becoming a little bit too important for United States Gov’t to ignore, especially if they are able to execute their plans. That remains to be seen, but the building blocks are definitely in place. https://x.com/bidbird10/status/1880296756866396584?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Wann geht da was weiter?

Meine Güte, wie habe ich denn Gouverneur da oben geschrieben. Sorry. 😄

Aua, die Aktie kennt ja nur noch eine Richtung. Bin gespannt wann der Uranpreis steigt und damit hoffentlich auch EF.

Nein noch nicht

Weiss nicht ob du es schon gepostet hattest, Rudi. EF ist hier unter Nummer 8 erwähnt. https://www.insidermonkey.com/blog/10-best-uranium-stocks-to-invest-in-now-1420187/2/

Zum Glück ist noch Anfang 2025. Die ersten Quartale der Earnings werden mauer.

EF muss Verträge erfüllen. 🙄 Wird ihnen nichts anderes übrig bleiben. Ach manno.

Am Ende wird es so sein dass aus dem regionalen Clinch ein nationales Interesse wird. Da es hier um die Energieversorgung geht. EF größter US Erzeuger. Dann hatte der Govaneur seine Chance und es wird hinter den Gardinen festgelegt, wie es abläuft, so dass jeder sein Gesicht wahrt. Das Interesse vieler wiegt schwerer als das Interesse weniger.

Wow, $UUUU and $WUC has agreed, probably signing the agreement this week. #Uranium deliveries expected to start by March 1. No mining costs this year, since the ore is already stockpiled. They will also work at the Hansen-Taylor project with over 50 Mlbs where mining could start within 4-5 years. Evtl ist Energy Fuels deswegen so scharf auf das Uran Erz von Western Uranium???

Nicht so gut leider

Seufz

Uranium fever collides with industry’s dark past in Navajo country https://www.mining.com/web/uranium-fever-collides-with-industrys-dark-past-in-navajo-country/

https://x.com/quakes99/status/1878130409982357914?t=3_Xq8XVYObxfybkneLeXGw&s=19 Am besten finde ich den Absatz, dass die US Versorgungsunternehmen 2025 mit den neuen Vertragsverhandlungen beginnen müssten. Viele haben ja noch den "alten" Preis. 😏

Securing Critical Minerals Vital to National Security, Official Says There are 17 elements on the periodic table referred to as rare earth. DOD needs nearly all of them in some capacity, he noted. To address this critical need, the department has embarked on a five-year rare earth investment strategy to build domestic capacity. There is only one rare earth mine currently active in the United States, he noted. Partnering with allies is also key to success, he said. Earlier this year, Congress added the United Kingdom and Australia as domestic sources, in addition to Canada, for purposes of the Defense Production Act. https://www.defense.gov/News/News-Stories/Article/Article/4026144/securing-critical-minerals-vital-to-national-security-official-says/