Core Points - Western Uranium & Vanadium Corp. has entered into an Ore Purchase Agreement with Energy Fuels Inc. to deliver uranium-bearing ore [1][2] - Deliveries are set to begin in May, with a total of up to 25,000 short tons of ore to be delivered over a one-year period [2] - The purchase price will be based on the uranium grade of each lot according to an agreed pricing schedule [2] Company Strategy - The Agreement is expected to strengthen Western's strategic position and accelerate revenue generation [3] - The collaboration with Energy Fuels is anticipated to create synergies and leverage for both companies, benefiting the North American nuclear fuel supply chain [3] Warrant Repricing - A total of 2,868,541 previously issued common share purchase warrants have been repriced to CAD$2.00 per share, with the term extended to January 20, 2026 [3] - All other terms of the Warrants remain unchanged, and no replacement Warrant certificates will be issued [3] Production and Development - Western is ramping up high-grade uranium and vanadium production at its Sunday Mine Complex, located in the Uravan Mineral Belt [4] - The company is also developing the Mustang Mineral Processing Site for mined material recovery, incorporating kinetic separation to optimize economics [4]

Energy Fuels Inc. (UUUU) and Cameco Corporation (CCJ) are prominent players in the uranium production industry, contributing significantly to the global nuclear energy supply chain. Both companies are currently grappling with declining uranium prices, which have fallen to 18 months low at $64 per pound. Uranium prices have dropped 10.8% year to date due to ample supply against uncertain demand. Despite this short-term pressure, the long-term outlook for uranium remains strong, driven by the growing push for ...

Company Performance - Energy Fuels (UUUU) closed at $4.28, reflecting a +0.71% change from the previous day, which is lower than the S&P 500's daily gain of 1.08% [1] - Over the past month, shares of Energy Fuels have decreased by 13.97%, underperforming the Basic Materials sector's loss of 1.64% and the S&P 500's loss of 8.26% [1] Earnings Forecast - The upcoming earnings disclosure is expected to show an EPS of -$0.05, representing a 350% decline from the same quarter last year [2] - Revenue is forecasted to be $15.2 million, indicating a 40.23% decrease compared to the corresponding quarter of the previous year [2] - For the entire year, the Zacks Consensus Estimates predict earnings of -$0.14 per share and revenue of $72.27 million, reflecting changes of +50% and -7.49% respectively from the previous year [3] Analyst Revisions and Rankings - Recent revisions to analyst forecasts for Energy Fuels are crucial as they reflect short-term business trends, with positive revisions indicating analysts' confidence in the company's performance [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Energy Fuels at 5 (Strong Sell), with a significant 286.36% drop in the Zacks Consensus EPS estimate over the past month [6] Industry Context - Energy Fuels operates within the Mining - Non Ferrous industry, which is part of the Basic Materials sector and currently holds a Zacks Industry Rank of 195, placing it in the bottom 23% of all industries [7] - The performance of individual industry groups is measured by the Zacks Industry Rank, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Energy Fuels (UUUU) gained 3% in the past two trading sessions, fueled by its back-to-back partnership announcements with POSCO Holdings Inc. (PKX) and Chemours (CC) . UUUU’s collaboration with South Korea's POSCO will likely establish a supply chain for rare earth magnets essential in electric vehicles and other technologies. The Energy Fuels and Chemours partnership will ramp up domestic production of rare earth elements (REE), titanium and zirconium. UUUU & POSCO to Create REE Supply Chain Independent of ...

Core Viewpoint - Energy Fuels Inc. and The Chemours Company are forming a strategic alliance to enhance U.S. domestic rare earth and critical mineral supply chains in response to increasing demand [1][2]. Group 1: Strategic Alliance - The alliance aims to leverage the complementary geographic and operational strengths of both companies to address critical mineral supply chain challenges in the U.S. [2][3]. - Energy Fuels is a leading U.S. producer of rare earth elements and is developing new heavy mineral sands projects in Madagascar, Brazil, and Australia, which are expected to produce significant quantities of rare earth and titanium minerals [2][6]. - Chemours operates heavy mineral sands mines in Florida and Georgia, contributing to the supply of critical minerals [2][4]. Group 2: Industry Impact - The partnership is seen as a significant step towards reshoring mineral supply chains and increasing domestic production to meet the high demand for minerals essential to modern society [5]. - Industry leaders emphasize the importance of a strong domestic supply chain for critical minerals to enhance economic and national security [5]. - The alliance is expected to support the White Mesa Mill in Utah, reinforcing the local economy and its role in national security [5]. Group 3: Company Profiles - Energy Fuels focuses on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes, and has been a leading U.S. producer of natural uranium concentrate [6]. - The company operates the only fully licensed conventional uranium processing facility in the U.S. and is also involved in producing advanced rare earth element products [6]. - Chemours is recognized for its role in strengthening the U.S. critical and rare earth mineral supply, aligning with Energy Fuels for enhanced collaboration [4].

Collaboration could fast-track the formation of one of the world's first commercial permanent rare earth magnet supply chains independent of China by linking Energy Fuels' emerging U.S. rare earth oxide production with POSCO's current position as a global leader in traction motor cores used in EVs and hybrid EVs sold by major OEMs.DENVER, March 17, 2025 /PRNewswire/ - Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) (Energy Fuels or the Company), a leading U.S. producer of uranium, rare earth elements (RE ...

Core Viewpoint - Energy Fuels (UUUU) has experienced significant stock price decline and reported a loss in Q4 2024 despite increased revenues, raising concerns about its future performance and valuation [1][2][26]. Financial Performance - Energy Fuels reported Q4 2024 revenues of approximately $40 million, a substantial increase from $0.5 million in the same quarter last year, and full-year revenues reached $78 million, marking a 106% increase from 2023 [7][8]. - The company incurred a loss of 19 cents per share in Q4 2024, compared to a loss of 13 cents in the same quarter last year, and a full-year loss of 28 cents compared to an adjusted loss of 19 cents in 2023 [9][10]. Market Performance - UUUU shares have declined 37.4% over the past year, contrasting with a 6.1% rise in the industry and a 21.5% increase in the S&P 500 [2]. - The stock hit a new 52-week low of $3.78 before closing at $3.80, reflecting a 14% loss since the Q4 results announcement [1]. Technical Indicators - Energy Fuels has been trading below the 50-day and 200-day simple moving averages since January 24, 2025, indicating a bearish trend following a death crossover on February 3, 2025 [4][5]. Strategic Developments - The acquisition of Base Resources in October 2024 has positioned Energy Fuels to access the Toliara Mineral Sand Project, enhancing its potential in titanium and zirconium minerals production [11]. - The Toliara project is expected to provide a long-term supply of monazite for advanced rare earth element (REE) production at the White Mesa Mill [12]. Future Outlook - Energy Fuels anticipates uranium ore production of 730,000 to 1,170,000 pounds in 2025, with contract sales expected to be between 200,000 and 300,000 pounds [15]. - The company has added a long-term uranium sales contract, expecting to deliver 270,000 to 330,000 pounds between 2026 and 2027 [16]. Valuation Concerns - UUUU is currently trading at a forward price-to-sales multiple of 4.65, above the industry average of 2.64, indicating a stretched valuation [25]. - The company has a debt-free balance sheet with $170.90 million in working capital as of December 31, 2024 [21]. Market Challenges - Uranium prices have declined by 10.34% since the beginning of 2025 and 30% over the past year, currently around $65.45 per pound, raising concerns about future demand [22]. - Recent reports of Microsoft canceling data center leases have further fueled uncertainty regarding uranium demand [23].

Energy Fuels (UUUU) reported a fourth-quarter fiscal 2024 loss per share of 19 cents, which missed the Zacks Consensus Estimate of breakeven earnings per share. UUUU had reported a loss of 13 cents per share in the year-ago quarter.Find the latest EPS estimates and surprises on Zacks Earnings Calendar. Energy Fuels reported a loss of 28 cents per share for 2024, wider than the Zacks Consensus Estimate of a loss of 10 cents. The company reported an adjusted loss per share of 19 cents in 2023.The loss was due ...

Energy Fuels, Inc. (NYSE:UUUU) Q4 2024 Earnings Conference Call February 27, 2025 11:00 AM ET Company Participants Mark Chalmers - President and Chief Executive Officer David Frydenlund - Executive Vice President, Chief Legal Officer and Corporate Secretary Nathan Bennett - Chief Accounting Officer and Interim Chief Financial Officer Curtis Moore - Senior Vice President of Marketing & Corporate Development Conference Call Participants Heiko Ihle - H.C. Wainwright Joseph Reagor - ROTH Capital Partners Noel P ...

DENVER, Feb. 27, 2025 /PRNewswire/ - Energy Fuels Inc. (NYSE American: UUUU)( TSX: EFR) ("Energy Fuels" or the "Company"), a leading U.S. producer of uranium, rare earth elements ("REE"), and heavy mineral sands ("HMS"), today reported its financial results for the year ended December 31, 2024. The Company previously announced details for its upcoming February 27, 2025 earnings call, which are also included in this news release."2024 was a fundamental building year for Energy Fuels, as we resumed U.S. urani ...