Shares of Uranium miner and processor Uranium Energy Corp. (UEC 2.21%) rallied 13.6% this week through Thursday at 1 p.m. ET, according to data from S&P Global Market Intelligence.As is often the case with commodity companies, geopolitical tensions and negative events can actually be beneficial for certain stocks, making commodity plays somewhat of a hedge against global disasters and inflation.That was the case this week, as tensions with Russia led to concerns about uranium supply disruption to U.S. nucle ...

NYSE American: UEC$946 Million Post-Tax NPVStrong Internal Rate of Return (IRR) of 40%, with 1.4 Year PaybackAll-in-Sustaining Costs (AISC) of $20.48 per PoundAverage Life of Mine Production of 6.8 Million Pounds per YearSituated in the Infrastructure Rich Eastern Athabasca Basin, Saskatchewan, CanadaCORPUS CHRISTI, Texas, Nov. 8, 2024 /PRNewswire/ - Uranium Energy Corp (NYSE American: UEC) the "Company" or "UEC") is pleased to report the filing of an initial assessment technical report summary that include ...

Company Performance - Uranium Energy (UEC) closed at $7.99, reflecting a -0.5% change from the previous day, underperforming the S&P 500 which gained 0.16% [1] - Over the past month, UEC shares have appreciated by 29.31%, significantly outperforming the Basic Materials sector's decline of 5.21% and the S&P 500's increase of 1.67% [1] Upcoming Earnings - The upcoming earnings per share (EPS) for Uranium Energy is projected at -$0.01, indicating stability compared to the same quarter last year [2] - Revenue is estimated at $17.1 million, representing a substantial increase of 15445.45% from the equivalent quarter last year [2] Full-Year Estimates - Zacks Consensus Estimates for UEC's full-year earnings are $0.09 per share and revenue of $104.1 million, indicating year-over-year increases of +200% and +46373.21%, respectively [3] Analyst Estimates - Recent changes to analyst estimates for Uranium Energy are crucial as they reflect short-term business trends, with positive revisions indicating analyst optimism about the company's profitability [4] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with 1 rated stocks averaging an annual return of +25% since 1988 [6] - Currently, Uranium Energy holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining steady over the past month [6] Valuation Metrics - Uranium Energy is currently trading at a Forward P/E ratio of 89.22, which is a premium compared to the industry average Forward P/E of 17.55 [7] - The Mining - Miscellaneous industry, part of the Basic Materials sector, has a Zacks Industry Rank of 177, placing it in the bottom 30% of over 250 industries [7]

Uranium Energy (UEC) closed at $8.43 in the latest trading session, marking a -0.35% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.18% for the day. Elsewhere, the Dow saw a downswing of 0.8%, while the tech-heavy Nasdaq appreciated by 0.27%.The uranium mining and exploration company's shares have seen an increase of 52.71% over the last month, surpassing the Basic Materials sector's gain of 8.45% and the S&P 500's gain of 4.46%.The upcoming earnings release of Ur ...

NYSE American: UEC UEC will have a U.S. industry-leading, three hub-and-spoke production platforms in Wyoming and Texas 12.1 million pounds of U3O8 per year of combined U.S. licensed production capacity, upon closing the previously announced acquisition of Rio Tinto's Wyoming Assets CASPER, Wyo., Oct. 17, 2024 /PRNewswire/ - Uranium Energy Corp (NYSE American: UEC) (the "Company" or "UEC") is pleased to announce that it has received approval from the Wyoming Department of Environmental Quality, Uranium Reco ...

Financial Performance - As of July 31, 2024, the company reported an accumulated deficit of $318.9 million and significant negative cash flow, with revenues from uranium sales totaling $164.4 million during Fiscal 2023[102]. - The company has not achieved consistent profitability or positive cash flow from operations and does not expect to do so in the near term[102]. - Future capital expenditures are expected to be substantial, and the company will continue to rely on equity and debt financing, which may be affected by external market conditions[104]. - The company may face significant dilution to existing shareholders due to future issuances for financings, mergers, and acquisitions[166]. - The market price of the company's common stock has historically fluctuated significantly, influenced by various factors including uranium market volatility and major nuclear incidents[165]. - The company has relied on equity and debt financing as primary sources, and a prolonged decline in stock price could adversely affect operations[166]. Operational Readiness and Risks - The company remains in a state of operational readiness at its ISR Mines, deferring major pre-extraction expenditures in anticipation of a recovery in uranium prices[109]. - The company has recorded a liability of $19.6 million for future reclamation obligations, which may exceed actual costs incurred[120]. - The company has not established proven or probable reserves for any of its uranium projects, which increases the risk associated with its mining activities[114]. - The economic viability of the company's mining activities is subject to various risks, including market price volatility and regulatory changes[105]. - The company is exposed to credit and operational risks associated with uranium storage facilities, which could impact the recovery of its investments[128]. - Compliance costs related to environmental protection laws and regulations are expected to increase as the company expands its operations[135]. Market Conditions - The uranium industry is highly competitive, with larger companies having greater financial and technical resources, making it difficult for the company to acquire additional projects[146]. - The international uranium market is heavily regulated and subject to political changes, which could adversely affect the company's operations and financial condition[129]. - The COVID-19 pandemic impacted approximately 50% of the world's uranium production, leading to significant production cuts in 2020, with ongoing uncertainty regarding the market[140]. - The marketability of uranium concentrates is influenced by macroeconomic factors and regulatory changes, potentially affecting the company's return on invested capital[141]. - The titanium industry is cyclical and volatile, with demand linked to global economic conditions, which may adversely affect the company's financial results[144]. - The company may face challenges in maintaining competitive positioning in the titanium market due to the concentration of production among a few major players[147]. Strategic Commitments - The company has utilized a significant portion of its cash for the acquisition of physical uranium under its Physical Uranium Program, which carries risks related to price fluctuations and potential defaults by suppliers[122]. - The company has entered into commitments to purchase U3O8 as part of its Physical Uranium Program, but future purchases are uncertain[126]. - The company may need to sell a portion or all of its accumulated physical uranium to meet capital requirements if other financing options are unavailable[123]. - As of July 31, 2024, the company has no uranium supply or off-take agreements, making it vulnerable to fluctuations in uranium market prices[642]. Shareholder and Regulatory Considerations - The company is authorized to issue 750,000,000 shares of common stock, with 410,355,768 shares issued and outstanding as of July 31, 2024[167]. - The company is subject to the Continued Listing Criteria of the NYSE American, and failure to meet these criteria may result in delisting[168]. Cybersecurity Measures - The company has developed policies and procedures to mitigate material risks from cybersecurity threats, integrating this into its overall risk management framework[171]. - The Audit Committee monitors cybersecurity risks and evaluates the effectiveness of data and information systems[171]. - The company has engaged third-party IT service providers to adhere to security policies and enhance cybersecurity infrastructure[173]. - The company does not currently identify any major cybersecurity threats that have materially affected its business strategy or financial condition[175]. Currency and Foreign Operations - The company's functional currency is the US dollar, but it conducts transactions in other currencies, including the Canadian dollar and Paraguayan Guarani, without significant material impact on operations[643]. - The company holds mineral rights in Paraguay, which are subject to additional risks related to political and economic factors in foreign jurisdictions[148]. - The company holds two significant uranium projects and one titanium project in Paraguay, facing additional risks due to political and regulatory environments in foreign jurisdictions[644]. Tax and Regulatory Changes - Proposed changes in U.S. tax laws, including the "Build Back Better Act," may adversely impact the company's financial performance and stock value[161]. - The company is exposed to equity price risk, with a potential loss before income taxes of $7,526 for every 10% fluctuation in the price of its equity securities[641].

Uranium Energy (UEC) has signed an agreement to acquire Rio Tinto's (RIO) Sweetwater Plant and uranium assets in Wyoming. This move will enable Uranium Energy to increase its production capacity. Details of Uranium Energy's Uranium Assets Acquisition UEC will pay $175 million for Rio Tinto's Wyoming assets, which include the totally owned and fully licensed Sweetwater Plant, as well as the Red Desert and Green Mountain uranium mining projects. Upon completion, Uranium Energy will renew approximately $25 mil ...

The company touted the synergistic nature of its latest deal. Bulking up via acquisition is a classic tactic employed by businesses. The latest such move by Uranium Energy (UEC 11.73%) was announced on Monday and met with hearty investor approval gauging by the stock's more than 10% price pop on the day. That rise was far higher than that of the bellwether S&P 500 index, which increased by a far more modest 0.3%. A $175 million deal Wyoming-based Uranium Energy announced that it reached agreement on the pur ...

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to increase significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] Group 2 - Michael has over 10 years of experience analyzing companies in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] - He leads the investing group Deep Value Returns, which offers insights through a concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [2] - The Deep Value Returns community is described as active, vibrant, and supportive, providing accessible chat options for both new and experienced investors [2]

Core Viewpoint - Uranium Energy Corp. (UEC) has entered into an agreement to acquire 100% of Rio Tinto's Wyoming assets, including the Sweetwater Plant and a portfolio of uranium mining projects with approximately 175 million pounds of historic resources, for a purchase price of $175 million, which will be funded with UEC's available liquidity [1][2]. Transaction Rationale and Highlights - The acquisition creates UEC's third U.S. hub-and-spoke production platform, enhancing its existing portfolio in the Great Divide Basin of Wyoming [2][3]. - The transaction provides significant asset base with high replacement value and operational synergies, allowing for cost and time savings compared to building new facilities [2]. - The addition of approximately 175 million pounds of historic uranium resources is expected to be accretive, with half amenable to in-situ recovery (ISR) mining methods [2][3]. - The Sweetwater Plant has a processing capacity of 4.1 million pounds per year and can be adapted for ISR operations, providing production flexibility [2][7]. - The acquisition adds over 53,000 acres of land for future exploration and an extensive geological database, enhancing UEC's exploration capabilities [2][3]. Industry Context - The demand for uranium is driven by geopolitical factors and the growing need for clean energy, particularly in light of recent U.S. nuclear energy developments and import bans on Russian uranium [2][4]. - UEC's acquisition aligns with the increasing importance of maintaining reliable domestic supply chains for uranium to support clean energy initiatives [4]. Future Steps - Post-acquisition, UEC plans to complete an S-K 1300 resource report, build a dedicated team for the new production platform, and refurbish the Sweetwater Plant for ISR processing [5].