Group 1 - Ur-Energy Inc. (NYSE:URG) is recognized as one of the best stocks under $3, particularly due to its uranium mining exploration projects in Wyoming's Great Divide Basin [1][2] - The company reported encouraging results from recent drilling at its Lost Soldier and North Hadsell projects, indicating potential upside for these assets [1][2] - CEO Matthew Gili highlighted the momentum being built across Ur-Energy's Wyoming growth portfolio, which includes other projects such as Lost Creek, Shirley Basin, Lucky Mc Mine Site, and Excel Gold [2][3] Group 2 - Ur-Energy Inc. operates as an exploration-stage uranium mining company, focusing on the acquisition, exploration, development, and operation of uranium mineral properties [3]

Technical Studies Underway on Lost Soldier ProjectNorth Hadsell Drilling Returns Significant Intercepts CASPER, WY / ACCESS Newswire / January 28, 2026 / Ur-Energy Inc. (NYSE American:URG)(TSX:URE) (the "Company" or "Ur-Energy"), a U.S. producer of uranium, is pleased to provide an update on work at its Lost Soldier and North Hadsell Projects, located in the Great Divide Basin, Wyoming.Ur-Energy is off to a strong start in 2026 at both the Lost Soldier and North Hadsell Projects, delivering encouraging r ...

Core Viewpoint - Ur-Energy Inc. successfully closed a $120 million offering of 4.75% Convertible Senior Notes due 2031, which was oversubscribed and included an additional $20 million purchased by initial investors, indicating strong market confidence in the company [1][3]. Strategic Capital Raise - The proceeds from the offering are expected to strengthen the company's balance sheet and enhance production ramp-up at the Lost Creek mine and construction activities at the Shirley Basin mine [6]. - The offering is structured without restrictive covenants, providing enhanced operational and financial flexibility compared to conventional secured debt [6]. - The notes will initially accrue interest like debt and are not immediately dilutive, with a conversion price set at a premium of approximately 27.5% over the last reported share price [6]. - Compared to a straight equity offering, this structure allows Ur-Energy to raise significant capital with less near-term dilution to existing shareholders [6]. Summary of the Offering - The cash interest coupon is set at 4.75% per annum, payable semi-annually starting July 15, 2026 [6]. - The conversion price is approximately $1.73 per common share, representing a 27.5% premium to the last reported sale price on December 10, 2025 [6]. - The company purchased cash-settled capped call options to mitigate potential economic dilution, with a cap price of $2.72, representing a 100% premium over the last reported share price [6]. - Conversions of the notes may be settled in common shares, cash, or a combination, and the company has the right to redeem the notes under certain circumstances [6][7]. Company Overview - Ur-Energy is a uranium mining company operating the Lost Creek in situ recovery uranium facility in Wyoming, having produced approximately 3 million pounds of UO since operations began [9]. - The company is also developing the Shirley Basin, its second in situ recovery uranium facility in Wyoming [9].

Core Viewpoint - Ur-Energy Inc. has announced a private placement of $100 million in 4.75% Convertible Senior Notes due 2031 to raise capital for project development and general corporate purposes [1] Group 1: Financial Details - The offering consists of $100 million aggregate principal amount of notes, with an additional option for initial purchasers to buy up to $20 million more during a 13-day period after issuance [1] - The notes are being offered to qualified institutional buyers under Rule 144A of the Securities Act of 1933 [1] Group 2: Use of Proceeds - A portion of the net proceeds from the offering will be used to purchase cash-settled capped calls to mitigate potential economic dilution, with a cap of 100% premium above the last reported sale price of Ur-Energy's common shares [1]

Core Viewpoint - Ur-Energy Inc. announced its intent to offer $100 million in Convertible Senior Notes due 2031 in a private placement to qualified institutional buyers [1] Group 1: Offering Details - The company plans to issue $100 million aggregate principal amount of Convertible Senior Notes [1] - An option will be granted to initial purchasers to buy an additional $20 million in notes during a 13-day period after the initial issuance [1]

Core Insights - Ur-Energy Inc. has experienced significant declines in cash levels and revenues, with cash decreasing by 56.12% year-over-year and revenues falling by 81.06% over the past nine months [1]. Company Performance - The company has seen a drastic reduction in cash levels, indicating potential liquidity issues [1]. - Revenue has sharply decreased, suggesting challenges in operational performance and market conditions [1].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of small cities, indicating a significant strain on global power grids [2] - The company in focus is positioned to capitalize on the rising demand for electricity, which is becoming the most valuable commodity in the digital age [3][8] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] - It possesses critical nuclear energy infrastructure assets and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] - The company is noted for being debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization [8][10] Market Position - The company has an equity stake in another prominent AI venture, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] - It is trading at a low valuation of less than 7 times earnings, making it an attractive investment option in the AI and energy sectors [10][11] - The company is recognized for its ability to deliver real cash flows and hold critical infrastructure, positioning it well for future growth [11][12] Future Outlook - The ongoing influx of talent into the AI sector is expected to drive rapid advancements and innovative ideas, reinforcing the importance of investing in AI [12][13] - The combination of AI infrastructure, energy needs, and the onshoring boom presents a unique investment opportunity that is likely to yield significant returns in the coming years [14][15]

Company Overview - Asp Isotopes (ASPI) is an advanced materials company focused on developing technology for producing enriched isotopes, utilizing a proprietary Aerodynamic Separation Process [2] - The company was incorporated in Delaware in September 2021 and has roots tracing back to the 1980s [2] Financial Performance - In Q3 2025, Asp Isotopes reported total revenues of $4.9 million, significantly up from $1.1 million in the previous year [1] - The company's losses widened to $0.15 per share from $0.12 per share, exceeding the consensus estimate of a loss of $0.10 per share [1] - Net cash used in operating activities increased to nearly $20 million from about $13 million year-over-year, but cash balance improved to $113.9 million from $61.9 million [6] Market Outlook - The nuclear energy sector is projected to grow from approximately $37 billion today to about $51.83 billion by 2035, driven by factors such as AI data center expansion and global government support for reducing fossil fuel emissions [4] - The VanEck Uranium and Nuclear ETF (NLR) has seen a 49% increase year-to-date, indicating strong market interest in nuclear energy [5] Analyst Ratings - Asp Isotopes has been assigned a "Strong Buy" rating with a mean target price of $11, suggesting an upside potential of about 83% from current levels [7] - The overall sentiment in the nuclear energy sector is positive, with analysts expressing confidence in companies like Talen Energy and Ur Energy, which also have strong ratings and growth potential [12][17] Investment Considerations - The nuclear energy theme is gaining traction, with companies like Asp Isotopes positioned as bold bets in a growing sector [18] - Talen Energy, with a diversified energy portfolio, is highlighted as particularly strong among its peers [18]

Core Points - Ur‑Energy Inc. (NYSE:URG) experienced a significant share price decline of 18.63% from November 3 to November 10, 2025, ranking among the energy stocks that lost the most during that week [1] - The company reported disappointing Q3 2025 results on November 3, with earnings per share (EPS) of -$0.07, missing estimates by $0.05, and revenue of $6.32 million, falling short of forecasts by $1.47 million [3] - H.C. Wainwright adjusted its price target for Ur‑Energy from $2.70 to $2.60 while maintaining a 'Buy' rating on the stock [3] - The decline in Ur‑Energy's performance is also attributed to a 5.5% drop in uranium prices between October 31 and November 10 [4] Company Overview - Ur‑Energy Inc. is involved in uranium mining, recovery, and processing, focusing on the acquisition, exploration, development, and operation of uranium mineral properties in the United States [2]

Production and Sales - In Q3 2025, Ur-Energy dried and packaged 93,523 pounds of U₃O₈ and shipped 70,190 pounds to the conversion facility, holding 278,150 pounds of U₃O₈ as of September 30, 2025[4] - The company sold 110,000 pounds of U₃O₈ at an average price of $57.48 per pound, generating revenue of $6.3 million in Q3 2025[8] - Total sales in 2025 are projected at 440,000 pounds of U₃O₈ at an average price of $61.77 per pound, expecting revenues of $27.2 million[9] - U3O8 production for 2025 YTD reached 292,716 pounds, with Q2 production at 128,970 pounds[26] - The average production grade for Q3 2025 was 66 ppm, with year-to-date average production grade at approximately 58 ppm[5] - Cash costs per pound of produced inventory decreased slightly from $43.61 in Q2 2025 to $43.00 in Q3 2025[8] - Cash cost per pound for Q2 2025 is $40.55, a decrease from $43.43 in Q1 2025[26] Financial Position - As of September 30, 2025, Ur-Energy had cash and cash equivalents of $52.0 million, a decrease of approximately $24.1 million from the $76.1 million balance on December 31, 2024[8] - In-process inventory value for Q2 2025 is $509,000, reflecting ongoing production activities[26] - Ending inventory of U3O8 for Q2 2025 is 370,681 pounds, with a total value of $20,897,000[26] Development and Construction - Construction at Shirley Basin is well advanced, with the first header house for Phase 2 in commissioning and uranium production startup anticipated in Q1 2026[8] - The first header house in Shirley Basin has been fabricated, with onsite construction and main pipeline installation continuing[19] - Development and construction activities have commenced at the Shirley Basin facility, Ur-Energy's second in situ recovery uranium facility[27] Exploration and Future Plans - Exploration programs initiated in the Great Divide Basin included the installation of 18 aquifer test wells to enhance understanding of local hydrogeology[20] - The company plans to evaluate the potential to advance the Lost Soldier Project through the FAST-41 permitting process if exploration work is successful[21] - The company anticipates a ramp-up to steady state full production levels at Lost Creek, with ongoing optimization efforts[29] - Ur-Energy is focused on capitalizing on the resurgence of the nuclear industry and advancing exploration programs[29] Strategic Inventory - Non-produced pounds acquired in Q4 2024 are 550,000 pounds, indicating a strategic inventory increase[26] Stock Information - Ur-Energy's common shares trade on the NYSE American under the symbol "URG" and on the Toronto Stock Exchange under "URE"[27]