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

https://finviz.com/news/106153/energy-fuels-now-producing-heavy-rare-earth-element-oxides

Schöne Reise, Mitstreiter. Heute Abend ein, zwei, sechs Bier auf uns. 😉

Na dann, die 8 sollte heute kein Problem sein 😜

Energy Fuels Now Producing Heavy Rare Earth Element Oxides https://www.prnewswire.com/news-releases/energy-fuels-now-producing-heavy-rare-earth-element-oxides-302507680.html

Ich sehe 50 schon als unrealistisch an. Mit Fomo und einem Spotpreis über 110$ sind hier Aktienkurse über 25$ durchaus möglich. Das gleiche sehe ich bei UEC. Aber das ist nur meine Meinung. 100$ wie in dem Video sind absolut überzogen, ich schaue mir die Wellenanalyse auch gerne mal an, aber man muss bedenken das die Wellenanalyse nicht umsonst umstritten ist und gerade die Videos aus Youtube sind nur dafür da um euch als Kunden zu gewinnen.

Meine Ziele sah ich bei Uran immer um die 25......mit den RE eventuell bei 50, kommt auf die Entwicklung an. Ich kann natürlich mit 100 sehr gut leben, als Ziel sehe ich es nicht.

https://youtu.be/2Wj0B-g7qG4?si=QN49iwhTHeGUD-Yg

Eigentlich machen die ganz gute technische Anslysen. Bissl hoch halte ich das auch, aber die Richtung stimmt. Wenn in 1-2 Jahren das Gerangel um die Uranrestposten auf dem richtig Markt losgeht …. Wird’s erst richtig interessant..

Alter, was redet der von 100 Dollar und mehr? Muss man das verstehen?

https://youtu.be/eFNBDbWqCWY?si=eC5q1_HO2_cti2cQ

Also ich finds lustig 🙈😂

Ich hoffe, denke, wünsche, dass irgendeine Lawine da auf uns zurollt. Ich kann es mir nicht anders vorstellen.

Spekulation Just thinking out loud about the possibility of Toliara being one of the two projects DFC recently approved. Sub-Saharan: Yes, Madagascar 🇲🇬 Description of the projects: ”Strengthening U.S. critical mineral supply chains essential to advancing U.S. economic growth, security, and innovation in energy, defense, and advanced technologies.” Yes, Energy Fuels ticks all the boxes Market sensitivity: Energy Fuels is about to release Definitive Feasibility Study of Toliara in July 2025. This information is not yet available to investors, but could be for the bank. U.S. Company and REE-project: Sexy combo. Things can move fast. White Mesa Mill is an unique asset for the United States and Toliara can supply significant amounts of feedstock to the mill. Energy Fuels have officially held talks with the DFC and also with ExIm. Key personnel of the company have visited DC multiple times during 2025 and have been in contact with multiple departments (Commerce, Defence, Energy, Interior). However, important to note that there is NO submitted ESIA about the Toliara project in DFC archives. I’m not sure if the project can be approved without one. Disclaimer: This is pure speculation and the chances are way higher than the Toliara project is NOT one of the two approved projects. I just revisited the idea because of the Definitive Feasibility Study they are about to release pretty soon. I’m not buying more shares because of this, but I will claim bragging rights for sure if I end up being right. Will Energy Fuels release a DFS of Toliara together with news that DFC will be funding the project? Nobody knows, but we will see. Shortly. https://x.com/bidbird10/status/1945601018164621370?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Vom Rare Earth Observer Der zieht immer über MP her. Zumindest Charttechnisch hätte er nicht recht. Dennoch könnte ich mir vorstellen das EF in der US Geschichte seltener Erden eine Rolle spielen muss

DoD’s Rescue of MP Mountain Pass: Proportionally more than 80% uneconomical lanthanum and cerium, a substandard proportional content of NdPr, and a magnet heavy rare earth content that the bastnaesite importers in China have given up on, because it is too small to allow for any commercially worthwhile recovery, if the content should be detectible at all. In short, one of the most unfavourable compositions of a rare earth mine for current and future rare earth market requirements. And now DoD, everyone & sundry and also Apple want to invest in it. After the utter disappointment in Saudi Arabia this DoD deal was the last straw to prevent the MP from certain failure, its cash-cow China business with its so far main shareholder having gone missing in the trade war. Commentators, drunk with excitement, are falling over each other to marvel at the MP Materials and the U.S. Department of Defense deal. Is this “deal” perhaps what George Carlin once described as: America’s leading industry, Americas most profitable business, is still the manufacture, distribution, packaging and marketing of bullsh*t. High quality, Grade-A, prime-cut, pure American bullsh*t. While MP’s management is undoubtedly among the core members of George Carlin’s leading American industry, the answer must be: Not at all. Because something important has changed. Thanks to China’s well-researched but not well thought-through, botched implementation of dual-use license controls for 7 rare earths, cost in rare earth business no longer matter. Domestic availability of physical, separated rare earths, rare earth metals and rare earth permanent magnets matters. There is, however, an enormous gap between public perception and the contents of the company’s detailed disclosures. Disclosures, which apparently no-one ever reads. There is work getting done at Mountain Pass. Is it futile? You can find our more sober take on the “deal” in the Companies section below.

Sieht gut aus