ENERGY FUELS WKN: A1W757 ISIN: CA2926717083 Forum: Aktien Thema: Hauptdiskussion
17,36
EUR
+0,32 % +0,06
11:39:26 Uhr,
Lang & Schwarz
Kommentare 5.393
grasiGrasmensch,
13.11.2025 8:47 Uhr
1
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
grasiGrasmensch,
13.11.2025 6:45 Uhr
1
😎
„Indem wir mit der Mineralindustrie und den Bundesstaaten zusammenarbeiten, stellen wir sicher, dass die Rohstoffe, die unsere Energie-, Verteidigungs- und Technologielieferketten antreiben, in den Vereinigten Staaten abgebaut und verarbeitet werden, die so wieder zum Powerhouse werden.“
RudiRendite,
13.11.2025 6:34 Uhr
0
Nuclear’s comeback in the 2025 World Energy Outlook (IEA):
• After two decades of stagnation, global nuclear capacity is set to rise by at least one-third by 2035.
• Over 70 GW of new plants are under construction l…one of the highest levels in 30 years.
• 40+ countries now include nuclear in their national energy strategies.
• Small Modular Reactors (SMRs) emerge as a key growth driver, including interest from data-center operators seeking stable power.
• Rising electricity demand, grid congestion, and the need for 24/7 low-carbon supply are reviving investment and policy attention.
Implications:
• Nuclear is re-positioning from legacy baseload to strategic clean-power infrastructure.
• The technology race is shifting from renewables vs. nuclear to renewables + nuclear + storage.
• Supply-chain concentration in uranium enrichment and reactor construction remains a geopolitical risk.
• Policy clarity, cost control, and financing frameworks will determine whether the nuclear rebound becomes global or regional.
https://x.com/da_sails/status/1988698629821866279?s=46&t=CND_DF6ErYtM-d_GnIoKqA
RudiRendite,
13.11.2025 6:04 Uhr
0
Czar = Zar
Abgeleitet von Cäsar
Ich kam, sah und traute meinen Augen nicht!! 😜
RudiRendite,
13.11.2025 6:00 Uhr
0
A House committee report alleges China targets the pricing of lithium and rare earths to bolster its economy. The report offers 13 policy recommendations, including the creation of a “critical minerals czar” and a U.S. minerals stockpile.
RudiRendite,
13.11.2025 5:55 Uhr
0
Jetzt haben es die Amies gemerkt
US House report accuses China of minerals market interference
US House committee report accuses China of manipulating mineral prices
Report recommends price controls, US minerals stockpile
Report says Hong Kong ownership makes LME susceptible to Chinese influence
LME says its pricing is based on transparent trading activity
https://www.reuters.com/world/us/us-house-report-accuses-china-minerals-market-interference-2025-11-12/
Trading989,
12.11.2025 22:43 Uhr
0
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
So ähnlich sieht es auch meine KI
Bullish555,
12.11.2025 22:40 Uhr
0
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
Bullish555,
12.11.2025 21:50 Uhr
0
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
Warum immer auf Englisch
RudiRendite,
12.11.2025 21:47 Uhr
0
China’s purchases of American soybeans appear to have stalled, less than two weeks after the US touted a wide-ranging trade truce, per Bloomberg.
RudiRendite,
12.11.2025 21:25 Uhr
0
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
Bullish555,
12.11.2025 21:19 Uhr
0
https://www.boerse-express.com/news/articles/energy-fuels-aktie-kampf-um-die-richtung-840532
Institutionelle Investoren setzen auf Langfrist
Trotz der widersprüchlichen Signale zeigen einige große Player ungebrochenes Vertrauen. Rathbones Group PLC erhöhte seine Position im zweiten Quartal um beeindruckende 53,9% und kaufte zusätzliche 25.575 Anteile. Dieses Engagement institutioneller Investoren deutet auf eine langfristige Perspektive jenseits der aktuellen Spotmarkt-Schwäche hin
Trading989,
12.11.2025 18:32 Uhr
0
https://www.ariva.de/aktien/cameco-corp-aktie/news/80-mrd-atomoffensive-der-usa-jetzt-beginnt-die-nukleare-rsf-11815358
Trading989,
12.11.2025 16:45 Uhr
0
Im Gegensatz zu anderen Uran und seltenen Erden Stocks machen wir uns heute extrem gut.
Hoffen wir auf Bodenbildung und einen schönen Return Richtung ATH
Krösus1,
12.11.2025 8:12 Uhr
1
Zum Glück strahlt Nickel nicht! EF müsste die Navajos auch so einbinden, wie CNC. Dort bringt diese Einbindung höchstwahrscheinlich sogar die Aufnahme in die Dringlichkeitsliste von Canada.....wer gerne einen spannenden Kursverlauf miterleben will, Canada Nickel, ein Feuerwerk steht bevor (gezündet hat es schon). Ein guter Teil vom Forum ist ohnehin an Bord (Rudi, grasiG, ich...)
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