Added to YB: 2025-11-14
Pitch date: 2025-11-07
UUUU [bullish]
Energy Fuels Inc.
-12.05%
current return
Author Info
No bio for this author
Company Info
Energy Fuels Inc., together with its subsidiaries, engages in the exploration, recovery, recycling, exploration, operation, development, permitting, evaluation, and sale of uranium mineral properties in the United States.
Market Cap
CAD 3.4B
Pitch Price
CAD 22.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
-34.00
P/E
-31.75
EV/Sales
40.60
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
What’s actually happening with $UUUU
UUUU: Down 40% from Oct highs on convertible arb selling after China suspended rare earth controls. Only North American rare earth processor + uranium producer (1M lbs annually, ramping 2M+). China deal expires Nov 2026 - countdown to US domestic supply chain buildup. Trump admin likely to back strategic reserves/DPA. $1B cash post-convert.
Read full article (2 min)