When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Ur-Energy Inc. (NYSE:URG) is one of the top nuclear energy stocks to invest in for the next 5 years. On March 12, 2026, H.C. Wainwright & Co. maintained its Buy rating on Ur-Energy Inc. (NYSE:URG) and lowered its price target to $2.30 from $2.60. Public summaries of the note indicated the target change reflected recent dilution and expectations for higher 2026 spending, while the firm remained constructive on the company’s outlook. Why Ur-Energy’s Higher 2026 Spending Hasn’t Derailed Wall Street’s Broader ...

Ur-Energy Inc. (NYSEAMERICAN:URG) is among the 11 Most Active Small Cap Stocks to Buy. On March 12, Northland Securities lowered its price target on Ur-Energy Inc. (NYSEAMERICAN:URG) to $1.85 from $2.15 while maintaining an Outperform rating, citing higher operating costs at the Lost Creek project and delays in the Shirley Basin startup due to regulatory factors. Despite these adjustments, the firm continues to view the company favorably, reflecting confidence in its long-term production growth and asset ...

Core Viewpoint - Investors are showing increased interest in Ur-Energy due to its focus on uranium production, which is gaining visibility as an alternative energy source amid rising oil prices caused by geopolitical tensions [1][2]. Financial Performance - Ur-Energy's sales for 2026 decreased to $27.2 million from $33.7 million in 2024, while the net loss deepened to over $75 million from $52.7 million the previous year [4]. - The company's operational update revealed that the Lost Creek mine's estimated life has been extended to mid-2039, with a new net cash flow estimate of over $442 million, significantly higher than the previous forecast of under $304 million [5]. Market Reaction - As of early Friday morning, Ur-Energy's stock price increased by 12% week-to-date, reflecting positive investor sentiment despite the annual earnings report showing a deeper net loss [1]. - The current market capitalization of Ur-Energy is $632 million, with a stock price change of 2.58% [6][7]. Strategic Positioning - The CEO of Ur-Energy highlighted the potential for long-term growth at the Lost Creek site, noting that only a small portion of the property has been drilled, indicating significant future opportunities [7].

Exhibit 99.1 Ur-Energy Reports Year-End 2025 Results and Announces Conference Call and Webcast Casper, Wyoming / ACCESS Newswire / March 10, 2026 / Ur-Energy Inc. (NYSE American:URG) (TSX:URE) (the "Company" or "Ur-Energy"), a U.S. producer of uranium, has filed the Company's Annual Report on Form 10-K, Consolidated Financial Statements, and Management's Discussion & Analysis, for the year ended December 31, 2025, with the U.S. Securities and Exchange Commission on EDGAR at www.sec.gov/edgar.shtml and with ...

Financial Data and Key Metrics Changes - The company ended the year with $123.9 million in cash, driven largely by the successful closing of 4.75% convertible senior notes [8] - The average cash cost per pound sold was $42.89, reflecting improved operational efficiency [5] - The company achieved a positive gross profit of $74,000, marking an encouraging milestone as operations and production continue to improve [9] Business Line Data and Key Metrics Changes - At Lost Creek, the company increased pounds drummed by 65% year-over-year and improved well field flow rates, capturing 40% more pounds [4][5] - The inventory at Lost Creek increased by 21% to 406,000 pounds [4] - At Shirley Basin, the estimated post-tax net cash flow is $119 million, with an NPV of $82 million and an internal rate of return of 69% [7] Market Data and Key Metrics Changes - The company has contracted for sales of 1.3 million pounds in 2026, with plans to cover these sales from existing inventory and new production [12] - The combined estimated mineral resource totals 21 million pounds in the measured indicated categories and 10.4 million pounds in the inferred category as of December 31, 2025 [11] Company Strategy and Development Direction - The company is focused on ramping up production at Lost Creek and bringing the Shirley Basin facility online, with significant progress made in construction [6][11] - The company aims to expand its resource base through ongoing drilling and exploration, particularly at the Lost Soldier and North Hadsell projects [10][11] - The management emphasizes the importance of maintaining a strong balance sheet to fund growth initiatives and capitalize on market opportunities [9][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting delivery commitments for 2026, citing strong operational ramp-up at Lost Creek and positive progress at Shirley Basin [14][15] - The company is optimistic about the uranium market fundamentals and increased demand for secure U.S. uranium supply [12] - Management noted that regulatory approvals for Shirley Basin are anticipated soon, with no significant delays expected [36][38] Other Important Information - The company grew its workforce by 55% in 2025, adding 56 new team members to support operations [7] - The company is actively monitoring regulatory changes and participating in discussions to minimize operational risks [85][87] Q&A Session Summary Question: Confidence in meeting delivery commitments - Management expressed confidence based on current operations at Lost Creek and construction progress at Shirley Basin, indicating a solid plan for meeting contractual sales [14][15] Question: Product loan repayment timeline - Management indicated multiple options for repaying a 250,000-pound loan due in November, including potential cash settlements [20][22] Question: Production trends at Lost Creek - Management noted a steady ramp-up in production, with recovery from a significant weather event in December and positive trends expected in Q1 [29][30] Question: Regulatory approval timeline for Shirley Basin - Management anticipates receiving regulatory approvals soon, with no significant delays expected [36][38] Question: Discrepancy between pounds drummed and captured - Management explained that power outages affected production levels, leading to discrepancies in Q4 [43][45] Question: Milestones for ramping up production - Management outlined expectations for continued ramp-up at Lost Creek and initial solution delivery at Shirley Basin, with a focus on operational efficiency [51][52]

Ur-Energy (NYSEAM:URG) Q4 2025 Earnings call March 11, 2026 03:00 PM ET Company ParticipantsAlex Ritchie - General Counsel and Corporate SecretaryAnthony Taglieri - Senior Associate of Equity Research on Metals and MiningHeiko Ihle - Managing Director of Equity ResearchJustin Chan - Director of Mining Equity Research and Head of ResearchMatt Gili - President and CEOMatthew Key - VP of Equity ResearchRyan Schierman - VP of Regulatory AffairsSteve Hatten - COOValerie Kimball - Director of Investor RelationsCo ...

Financial Data and Key Metrics Changes - The company ended 2025 with $123.9 million in cash, primarily due to the successful closing of 4.75% convertible senior notes [7] - The average cash cost per pound sold was $42.89, reflecting improved operational efficiency [4] - The company achieved a positive gross profit of $74,000, marking a significant milestone in operational improvement [8] Business Line Data and Key Metrics Changes - At Lost Creek, inventory increased by 21% year-over-year to 406,000 pounds, with pounds drummed rising by 65% compared to 2024 [3][4] - Well field flow rates improved, with a 40% increase in pounds captured and profit per pound sold rising by more than $12 [4] - At Shirley Basin, the initial processing plant construction is nearing completion, with a projected mine life of 9 years and an estimated resource of 8.8 million pounds [6] Market Data and Key Metrics Changes - The company has contracted for sales of 1.3 million pounds in 2026, which will be covered by existing inventory and new production [11] - The estimated post-tax net cash flow for Lost Creek increased to $442 million, approximately 45% more than previous estimates [4] Company Strategy and Development Direction - The company is focused on ramping up production at Lost Creek and bringing the Shirley Basin facility online, indicating a strategy of operational expansion and resource growth [10] - The company is exploring additional projects, including Lost Soldier and North Hadsell, to diversify production and expand its resource base [8][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting delivery commitments for 2026, citing operational ramp-up at Lost Creek and progress at Shirley Basin [14] - The company is optimistic about benefiting from positive uranium market fundamentals and increased demand for secure U.S. uranium supply [11] Other Important Information - The company expanded its workforce by 55% in 2025, adding 56 new team members to support operations [6] - The company is actively monitoring regulatory changes and participating in discussions to ensure compliance and minimize operational risks [87][88] Q&A Session Summary Question: Confidence in meeting delivery commitments - Management highlighted the ramp-up of operations at Lost Creek and progress at Shirley Basin as key factors for confidence in meeting delivery commitments [14] Question: Product loan repayment timeline - Management indicated multiple options for repaying a $250,000 loan, including purchasing pounds on the spot market [21][22] Question: Production trends at Lost Creek - Management noted a steady ramp-up at Lost Creek, with recovery from a significant weather event impacting production in December [30][31] Question: Regulatory approval timeline for Shirley Basin - Management anticipates receiving regulatory approvals soon, with no indications of delays [36][38] Question: Discrepancy between pounds drummed and captured - Management explained that power outages affected production levels, leading to discrepancies between pounds drummed and captured [45] Question: Future sales commitments and M&A strategy - Management is focusing on opportunities for 2029 and beyond, with no immediate need for M&A but recognizing the value of adding resources [71][72] Question: Demand for longer-term pricing - Management noted growing interest in securing uranium supplies, with a shift towards market-related contracts [78][80]

分组1 - Ur Energy reported a quarterly loss of $0.04 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.03, but an improvement from a loss of $0.06 per share a year ago, indicating a surprise of -33.33% [1] - The company posted revenues of $10.45 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.47%, but down from $22.65 million in the same quarter last year [2] - Ur Energy has not surpassed consensus EPS estimates in the last four quarters, although it has topped revenue estimates twice during that period [2] 分组2 - The stock has increased by approximately 3.6% since the beginning of the year, contrasting with a 0.7% decline in the S&P 500 [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at -$0.03 for the upcoming quarter and -$0.03 for the current fiscal year, with revenues expected to be $5.65 million and $86.97 million respectively [4][7] - The Zacks Industry Rank for Mining - Miscellaneous is in the top 25% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - Ur-Energy has filed an updated technical report for its Lost Creek Property, indicating an extended mine life and increased net cash flow, reflecting positive developments in resource estimates and economic viability [1][2]. Group 1: Resource Estimates - The updated mineral resource estimate for the Lost Creek Property is 11.868 million pounds eU3O8 in the Measured and Indicated categories, and 10.357 million pounds eU3O8 in the Inferred category, showing a 5.2% decrease in the Measured and Indicated categories and a 34.3% increase in the Inferred category from December 31, 2024, to December 31, 2025 [1][2]. - The estimated mine life has increased by nearly three years, from Q3 2036 to Q2 2039 [1][2]. Group 2: Financial Metrics - The life of mine net cash flow is estimated at $442.2 million after income taxes as of December 31, 2025, representing a 45.7% increase from the previous estimate of $303.6 million as of December 31, 2023 [1][2]. - The net present value (NPV) after income taxes, applying an 8% discount rate, has increased by 47.4%, from $165.6 million as of December 31, 2023, to $244.1 million as of December 31, 2025 [1][2]. Group 3: Operational Insights - Drilling at Lost Creek has yielded exceptional results, expanding estimated resources and extending the mine life, with only a small portion of the property drilled to date [1][2]. - The company is making progress in maintenance and improving plant performance while addressing start-up considerations [1].