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

Falls du mich anrufen willst, kann ich dir auch meine Telefonnummer geben.

Wird gerade wieder modern.

• Strategic Advantage: Energy Fuels (UUUU) is the only Western company with a complete mine-to-oxide chain for heavy rare earth elements, making it strategically important, especially given China’s export restrictions. • Uranium Market Outlook: The uranium market is in a structural bull market driven by a supply deficit, with prices expected to rise significantly in the coming years. • UUUU’s Competitive Edge: UUUU benefits from the U.S. ban on Russian uranium imports, with long-term contract prices exceeding its production costs. • China’s Rare Earth Dominance: China controls ~90% of global rare earth processing, posing a strategic vulnerability for Western nations due to its control over supply and export regulations. • Energy Fuels’ Advantage: Energy Fuels processes monazite, yielding both light and heavy rare earth elements, and was the first U.S. company to produce separated NdPr on a commercial scale. • Financial Performance: Energy Fuels experienced revenue growth driven by uranium production and rare earth element sales, but net losses widened due to increasing expenses. • Liquidity Position: The company has a strong liquidity position with $186M in net cash, sufficient to fund Phase 2 REE capital expenditures, uranium operations, and the ASM acquisition. • Cash Flow Outlook: While FY2025 free cash flow was negative due to investments in REE expansion, the company expects to turn positive in FY2026E-FY2027E as uranium revenue increases. • Uranium Production Growth: UUUU anticipates a significant increase in uranium production in FY2026E, driven by the Pinyon Plain mine, which has high-grade ore and existing long-term contracts. • Uranium Business Outlook: Uranium gross profit is projected to surge to $74M in FY2026E from $13.8M in FY2025, driven by increased production and lower COGS. • Rare Earth Expansion: Phase 2 of the White Mesa Mill expansion, with a capacity of 6,000+ tpa NdPr oxide, is expected to significantly boost rare earth production, with an estimated NPV of ~$4B when combined with the Vera project. • Strategic Acquisitions: The acquisition of ASM and RadTran LLC provides UUUU with integrated mine-to-metal capability for rare earth metals and optionality in the medical isotope market, respectively. • Financial Risks: Uranium price decline and potential dilution risks from equity issuance. • Operational Risks: Execution risk associated with the complex and costly Phase 2 REE circuit project. • Valuation and Investment Thesis: Despite being unprofitable with insignificant current revenue, the company’s strategic position in producing critical commodities like uranium, rare earth elements, and medical isotopes justifies a premium valuation, leading to a “Buy” rating.

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