Added to YB: 2026-03-05
Pitch date: 2026-03-03
UUUU [neutral]
Energy Fuels Inc.
+2.3%
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 5.6B
Pitch Price
CAD 29.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
-58.02
P/E
-61.11
EV/Sales
82.58
Sector
Oil, Gas and Consumable Fuels
Category
value
Energy Fuels $UUUU Q4 and Full Year 2025 Financial Report
UUUU (earnings): Q4 rev $27.1M (vs $39.9M YoY) on strategic inventory build; FY25 net loss $86.1M on M&A/development costs. $927M cash from 0.75% converts funds expansion. 2026 uranium production guide 2M-2.5M lbs (+150% potential), processing 1.5M-2.5M lbs. Phase 2 rare earth separation expects >$300M EBITDA (vs $5.6B market cap). CEO transition to Bhappu April 2026. Risks: Madagascar politics, commodity price swings, tech execution. SOTP: $7.7B intrinsic vs current valuation. Bull case: US supply chain sovereignty premium; Bear: rare earth ramp delays, uranium price collapse.
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