Group 1: Core Insights - The article emphasizes the necessity of nuclear energy, particularly highlighting Ur-Energy (NYSEMKT: URG) as a significant player in the uranium market, which presents a high-risk but potentially high-reward investment opportunity [1][2] - Ur-Energy operates 12 projects in Nevada and Wyoming, with the Lost Creek Project being its most substantial asset, featuring 1,800 mining claims that could be advantageous for future growth [1][2] - The increasing energy demands driven by advanced technologies, especially AI, necessitate a shift towards nuclear energy, as indicated by the International Energy Agency's projection of rising global energy consumption [2] Group 2: Market Performance and Technical Analysis - URG stock gained over 9% on a recent trading day, with an additional 1.4% increase in after-hours trading, indicating potential for further growth [3] - A technical support line for URG stock is identified around $1.40, with a short-term price target of $1.80, suggesting a bullish trend if this level is surpassed [3] - There is a possibility that URG stock is forming a broadening top pattern, with an upside target of $1.60, offering a quick-scaling opportunity of approximately 10% to 13% [3]

RHJ The uranium sector has been on a tear for the last few years and it is not hard to understand why. Multiple catalysts accompany this bull cycle and the base case for the bull thesis lies in the fact that the supply may not meet the required demand and ramping up supply is not something that happens overnight. This is where I believe an opportunity exists for a company like UR-Energy (NYSE:URG)(TSX:URE:CA). The company has an established production base in the U.S. (great jurisdictional appeal), is a low ...

EX-99.1 2 urg_ex991.htm PRESS RELEASE EXHIBIT 99.1 Ur-Energy Releases 2024 Q1 Results Littleton, Colorado (ACCESSWIRE – May 6, 2024) Ur-Energy Inc. (NYSE American:URG)(TSX:URE) (the "Company" or "Ur- Energy") has filed the Company's Form 10-Q for the quarter ended March 31, 2024, with the U.S. Securities and Exchange Commission at www.sec.gov/edgar.shtml and with Canadian securities authorities at www.sedarplus.ca. Ur-Energy CEO, John Cash said: "Last week the U.S. Senate, following the House of Representat ...

Ur-Energy Inc. (NYSE:URG) Q1 2024 Earnings Conference Call May 8, 2024 10:00 AM ET Company Participants Penne Goplerud - Investor Relations John Cash - Chairman of the Board, Chief Executive Officer & President Roger Smith - Chief Financial Officer Steve Hatten - Chief Operating Officer Conference Call Participants Heiko Ihle - H.C. Wainwright Matthew Key - B. Riley Securities Joseph Reagor - ROTH MKM Operator Good day and welcome to the Ur-Energy 2024 First Quarter Earnings Call. At this time, all particip ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD OF _________ TO _________. Commission File Number: 001-33905 UR-ENERGY INC. (Exact name of registrant as specified in its charter) State or other jurisdiction of inco ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 10758 West Centennial Road, Suite 200 Littleton, Colorado 80127 FOR THE FISCAL YEAR ENDED December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD OF _________ TO _________. Commission File Number: 001-33905 UR-ENERGY INC. (Exact name of registrant as sp ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD OF _________ TO _________. Commission File Number: 001-33905 UR-ENERGY INC. (Exact name of registrant as specified in its charter) State or other jurisdiction of ...

Financial Data and Key Metrics Changes - As of August 3, the company reported $63.7 million in cash and an inventory of 223,790 pounds of uranium, with expectations to ship the first load of yellowcake in Q4 [68] - For 2023, the company anticipates total revenue of $17.3 million, with a gross profit margin expected to exceed 40% [30][68] - The company has three multiyear contracts in place with average pricing of about $62 per pound, projected to generate approximately $220 million in revenue [45] Business Line Data and Key Metrics Changes - The Lost Creek mine has a licensed production capacity of 1.2 million pounds per year, while the processing plant is licensed for 2.2 million pounds per year [17] - The Shirley Basin mine is licensed for 1 million pounds per year, with plans to build a satellite facility to expedite production [4][17] - The company is ramping up production at Lost Creek, with Header House 2-4 in full production and plans to bring Header House 2-5 online in September [10][28] Market Data and Key Metrics Changes - The demand for nuclear fuel is projected to grow significantly as countries seek carbon-free energy sources and energy independence [6] - The geopolitical landscape has increased uranium prices, with a bifurcated market emerging where U.S. production commands a premium over other sources [48][49] - The company noted that the U.S. has limited ability to replace Russian processing and Kazakhstan's mine supplies, adding to supply chain risks [23][24] Company Strategy and Development Direction - The company aims to ramp up production at Lost Creek and develop Shirley Basin as long-term contracts justify [46] - The strategy includes leveraging existing resources and minimizing capital expenditures by processing resin from Shirley Basin at Lost Creek [4][17] - The company is focused on maintaining a disciplined approach to mergers and acquisitions, prioritizing projects that can progress to economic production [85] Management's Comments on Operating Environment and Future Outlook - Management highlighted strong public and government support for nuclear energy in Wyoming, which is beneficial for operations [68] - The company is optimistic about the future of uranium mining, citing increasing interest from global players and legislative support for nuclear energy [74][37] - Management expressed concerns about the recent U.S. government moratorium on mining in certain areas, emphasizing the minimal impact of in-situ mining technology [82] Other Important Information - The company has a well-established reputation as a low-cost producer, with average recovery rates of 90% compared to the U.S. industry average of 60% to 80% [27] - The company is actively working on research and development to improve operational efficiency, including advanced water treatment systems [29] - The company has a ready-to-sell inventory of 224,000 pounds, positioning it well to capitalize on market opportunities [46] Q&A Session Summary Question: Thoughts on future market dynamics and long-term offtake agreements - Management noted that U.S. utilities are becoming more profitable and are interested in diversifying their offtake agreements to mitigate risks [34] Question: Scalability of the U.S. DOE uranium reserve - Management expressed hope to participate in the DOE uranium reserve program if additional funding is allocated, emphasizing their capacity at Lost Creek and Shirley Basin [76] Question: Impact of U.S. government decisions on mining - Management criticized the recent moratorium on mining, stating it was a wrong move but noted that existing claims would be honored [82] Question: Interest in market-related contracts - Management confirmed interest in market-related contracts as prices improve, indicating flexibility in negotiations with utilities [94]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED June 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD OF _________ TO _________. Commission File Number: 001-33905 UR-ENERGY INC. (Exact name of registrant as specified in its charter) State or other jurisdiction of incor ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD OF _________ TO _________. Commission File Number: 001-33905 UR-ENERGY INC. (Exact name of registrant as specified in its charter) State or other jurisdiction of inco ...