Added to YB: 2025-12-02
Pitch date: 2025-11-29
UUUU [bullish]
Energy Fuels Inc.
-2.86%
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 19.92
Price Target
27.33 (+36%)
Dividend
N/A
EV/EBITDA
-34.00
P/E
-31.75
EV/Sales
40.60
Sector
Oil, Gas and Consumable Fuels
Category
growth
Deep Dive: Energy Fuels (UUUU)
UUUU: Down 28% from $27.33 highs after 180% YTD gain. Leading US uranium producer (2/3 domestic output) + only US rare earth mill. Strong balance sheet: $298M working capital, $700M convertible notes, zero debt. 2026 catalysts: 620k-880k lb uranium contracts, commercial heavy REE production launch. Risk/reward: 13% downside to $12.5 vs 90% upside to highs. High beta, rich valuation at 43x sales.
Read full article (14 min)