Added to YB: 2026-07-03
Pitch date: 2026-07-01
UUUU [neutral]
Energy Fuels Inc.
-3.7%
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 3.6B
Pitch Price
CAD 14.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
-41.07
P/E
-48.20
EV/Sales
39.89
Sector
Oil, Gas and Consumable Fuels
Category
growth
Tenfold Journal | Q3 Portfolio Update: Q3/26 - Energy Fuels Inc.
UUUU (holding update): Uranium/rare earths play, 11.8% position (+2.7% QoQ). Trimmed near local top, rebought on dip; grew position ~30% w/o new capital. Q3: received conditional $725M loan commitment from Dept of War & US Office of Strategic Capital; acquired German magnet maker VAC. Long-term conviction on value unlock intact.
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