Exchange: NYSEMkt·Updated 10:39 PM EST
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UUUU Energy Fuels Inc

$7.88
$0.52
(6.32%)
Today
Closed $7.71
$0.17
(2.21%)
Overnight
EarningsNov 4
Mkt Cap$2.04B
Vol8.44M

About UUUU

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.
72

Bullish Sentiment

How do you feel about UUUU?

PackBagger
Rape Me Lyrics by Nirvana Rape me Rape me, my friend Rape me Rape me again I'm not the only one, ah-ah I'm not the only one, ah-ah I'm not the only one, ah-ah I'm not the only one Hate me Do it and do it again Waste me Rape me, my friend I'm not the only one, ah-ah I'm not the only one, ah-ah I'm not the only one, ah-ah I'm not the only one My favorite inside source I'll kiss your open sores I appreciate your concern You're gonna stink and burn Rape me Rape me, my friend Rape me Rape me again $UUUU $USAR $MP $TMC $UAMY
21
tomvet
$UUUU Energy Fuels just announced a major milestone for the Donald Rare Earth and Mineral Sands Project in Australia. Two Australian government-backed financing institutions, Export Finance Australia and the National Reconstruction Fund Corporation, have conditionally approved up to A$180 million toward a proposed A$200 million project financing package. This moves Donald closer to a Final Investment Decision targeted by year-end 2026. What stands out is how Donald fits into Energy Fuels' growing mine-to-magnet strategy. Donald is expected to provide rare earth feedstock containing NdPr, dysprosium, and terbium. That material is planned to be processed at White Mesa, converted into metals and alloys through ASM's facilities, and ultimately supplied to VAC's magnet manufacturing operations once the acquisition closes. The company expects Donald's Phase 1 production alone could support a significant portion of VAC's existing magnet capacity.
10
FLYBOY54
$UUUU Not worried, l got my mindset on holding longterm. This is a decade long hold, with maybe some shaving of some profits along the way! HANG IN THERE!
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KarkoSide
$UUUU Auf etwa 1.000 Zeichen verdichtet: After approximately ten years as a German investor in Energy Fuels (UUUU), I have exited my entire position. My decision is based on a fundamental reassessment of capital efficiency and execution risk. In Q2 2026, Energy Fuels generated only about $25.1M in revenue while reporting a $33.6M net loss. Operating costs and expenses reached roughly $55.7M, more than twice quarterly revenue. Meanwhile, future growth remains highly capital-intensive: Vara Mada alone requires approximately $769M of initial CAPEX plus another $142M for Stage 2, while White Mesa, Donald and Bahia require further investment and execution. The proposed ~$1.9B VAC transaction adds another layer of complexity. Although working capital stood near $996M, cash represented only about $58M. The geological potential is unquestionable, but after ten years I require empirical evidence: sustainable free cash flow, consolidated profitability and measurable returns on invested capital.
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Marcink83
$UUUU 🚀 Plenty of bullish catalysts ahead, and this recent selloff could be setting up an attractive oversold bounce! 🔥 Upcoming Q3 earnings and operational updates 🔥 Potential Donald Project investment decision, financing and offtake announcements 🔥 Progress on $725M in conditional U.S. government financing 🔥 Heavy rare earth production expansion at White Mesa 🔥 Integration of Australian Strategic Materials and progress toward the VAC acquisition 🔥 Growing U.S. uranium production and nuclear energy demand 🔥 America’s push to secure domestic rare earth supply chains! The long-term growth story hasn’t disappeared because of a few ugly trading sessions. If buyers return and momentum reverses, this could produce a nice relief rally. Watching for that reversal! 💪📈
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Marcink83
$UUUU I view the recent Reuters article as largely neutral. What stands out to me is that Energy Fuels was already aware of the GM contract uncertainty before negotiating the VAC acquisition and structured the deal with potential protections. VAC also has a diversified customer base of over 1,000 customers. With the recent sell-off, I believe much of this risk may already be priced in. If anything, the market may be overlooking the bigger picture: Energy Fuels’ long-term positioning in the growing domestic rare-earth supply chain. My conviction in the long-term opportunity remains strong.
6
KarkoSide
**Energy Fuels ($UUUU) – Bullish Relative Strength! 🚀** While the Nasdaq and major technology stocks like $NVDA, $AMD, $TSLA, and $PLTR face selling pressure, Energy Fuels is demonstrating impressive relative strength. This divergence is particularly interesting from a technical perspective. Stocks that outperform during broader market weakness often attract institutional attention and can emerge as market leaders when sentiment improves. Unlike many speculative growth stocks, $UUUU benefits from strategic exposure to uranium, rare earth elements, and America's push toward critical mineral independence. If the Nasdaq stabilizes, Energy Fuels could experience significant upside momentum as capital rotates into strategically important sectors. **Relative strength often precedes absolute outperformance. The next major breakout may already be taking shape. $UUUU 🔥**
5
KarkoSide
Energy Fuels ($UUUU) is approaching a potentially significant technical inflection point. Following months of sustained selling pressure, the emerging double-bottom formation suggests a possible exhaustion of bearish momentum and a structural shift in market dynamics. From a fundamental perspective, the convergence of accelerating nuclear energy demand, critical mineral supply-chain diversification, and geopolitical resource security creates a compelling long-term investment thesis. The expansion of AI infrastructure by companies such as $NVDA and $MSFT further reinforces the strategic importance of reliable electricity generation and critical materials. If resistance is decisively breached with expanding volume, the technical setup could signal the beginning of a substantial bullish reversal. The risk-reward profile is becoming increasingly attractive. Extremely bullish! 🚀
5
Marcink83
$UUUU Bullish development 🚀 Energy Fuels just secured conditional approval for up to A$180M in Australian government-backed financing for its Donald Rare Earth Project, a major step toward the proposed A$200M financing package! The project is already permitted, targets a 40-year mine life, and is advancing toward a final investment decision by year-end. This is REAL progress toward building a vertically integrated rare earth supply chain, reducing financing uncertainty and strengthening UUUU’s long-term growth potential. Government backing, strategic minerals, and another major catalyst approaching. The fundamentals keep getting stronger! 💪📈
5
Slysnake94
$UUUU whole market has been shit hopefully this gets a reversal soon. Adding at this price
5
virtualize
$UUUU right now the market couldn't care less about the future, Energy Fuels is being valued as a pure play uranium miner with $1 billion liquid assets (roughly $4/share alone), and not a penny more. In short, the market values the following assets as: Donald Project JV = ZERO Mara Vada Project = ZERO ASM Acquisition = ZERO White Mesa (H)REE circuits = ZERO Upcoming Q1 VAC acquisition = ZERO It's laughable, but that's the reality. With record breaking short interest on UUUU (highest it's ever been in its near three decade trading history) large institutional traders are actively *punishing* the company for growing their business, effectively pricing the entirety of the mine to magnet wing of the business as a toxic asset. Let that sink in, Energy Fuels is positioning itself as a strategic national asset, vital to national security and Wall Street is actively drilling it into the ground. No wonder institutions aren't required to report their short positions, execs would need 24/7 security.
5
tomvet
$UUUU Investors seem focused on the daily price action while overlooking what may be the most important part of the story: the transformation that has been taking place for years. The market can push a stock down 5%, 10%, or 20%, but a falling share price does not change the calendar. November 10, 2026 is still coming. January 1, 2027 is still coming. The push to build a secure domestic rare earth, critical mineral, and magnet supply chain does not disappear because traders are selling shares on a particular day. The real question is not whether the United States wants less dependence on foreign supply chains. The question is which companies have spent years positioning themselves for that future. While many are focused on today's red candle, I am looking at tomorrow's opportunities. History shows that major transformations are rarely appreciated while they are happening. As the saying goes, the market votes in the short term, but weighs in the long term.
5
nebleros
$UUUU Investing is my hobby. Most of my tickers go down. Perhaps due to the market. Every time I see a "nugget". And I do my DD and buy. Chances are looking good. How can I (we all) be mistaking. Momentum and excitement. Ends mostly with deception. Not this time hopefully. Tip of the hat for 4Us. IMHO
1
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TMStrader
$UUUU This is a premeditated warning ⚠️ If you are short this stock, there is still the exit door where bears aren’t going to be fighting to get the hell out of the trap that will ensnare you. You have been WARNED 🚨
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G_R_
$UUUU $EFR.TSX First buy zone failed. Now into a second buy zone which offers better return to risk. Will see if it holds.
5
tomvet
$UUUU The market may be focused on today's share price, but long-term investors should be watching execution over the next several weeks. The key questions remain the same: Is Energy Fuels continuing to advance its rare earth strategy? Is the integration of ASM progressing as planned? Are we moving closer to a fully integrated mine-to-magnet supply chain? Those are the developments that can ultimately create long-term value. Daily stock movements, short selling, and market sentiment can drive volatility, but they do not determine whether the transformation succeeds. Investors should be paying close attention to operational updates, production milestones, rare earth processing progress, and any news related to customer relationships, government initiatives, or magnet manufacturing capabilities. The next few months could provide important insight into how management is executing its vision. For long-term shareholders, the story is not about today's trading action.
1
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OllieGrinch
$UUUU The long-term uranium price reached $96 per pound, an all-time record that passes the $95/lb high from mid-2007, according to ZeroHedge's report on uranium term prices. The term price sets the multiyear contracts utilities sign to fuel their reactors, and it is up roughly 12% year to date.
5
stinvest_
$UUUU oké all let’s get some positivity in. Comment you realistic price target for end of the year. And in December we’ll see who was the closest! Mine is $10+ Let me know yours!
4
FLYBOY54
$UUUU Already invested in 4U. I’m out of dry powder, but l would definitely be loading the boat if l was just getting in!
4
CorderoArkus
$UUUU really need someone taking care about the brand and the marketing. Their current website really sucks! Here one proposal 🔽
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