Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Energy Fuels (UUUU) . Energy Fuels currently has an average brokerage recommendation (ABR) of 1.60, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by five brokerage firms. An ABR of 1.60 approximates between Strong Buy and Buy. Brokerage Recommendation Trends for UUUU Whil ...

Core Viewpoint - Energy Fuels has achieved commercial production of separated neodymium-praseodymium (NdPr) at its White Mesa Mill, marking a significant milestone in the U.S. rare earth elements (REE) sector and enhancing domestic uranium production capabilities [5][6][11] Group 1: Production and Operations - The company is extracting, refining, and separating NdPr from monazite produced by Chemours at its heavy mineral sand operations in Florida and Georgia [1] - Energy Fuels expects to produce about 25 to 35 tonnes of on-spec, separated NdPr during Q2-2024, utilizing its new separation circuit [10] - The Phase 1 REE Separation Circuit was completed in Q1-2024 at a cost of approximately $16 million, significantly under the original budget of $25 million [1] Group 2: Future Plans and Expansion - Following the NdPr production run, the company plans to focus on processing substantial stockpiled uranium ore and alternate feed material inventories [2] - Energy Fuels aims to design and permit an expansion of REE separation capabilities at the Mill, potentially increasing capacity to 4,000 to 6,000 tonnes of NdPr per year [7] - The company has acquired or is in the process of acquiring several heavy mineral sand projects to secure monazite, including the Bahia Project in Brazil and the Donald Project in Australia [4] Group 3: Market Position and Strategic Importance - The NdPr produced meets specifications required for REE-based alloys used in electric vehicle motors and other clean energy applications, highlighting the strategic importance of this production for national and economic security [5][3] - Energy Fuels is positioned to become one of the largest separated REE producers globally, with expectations to receive material quantities of monazite from new projects starting as early as 2026 [4] - The company is also ramping up pilot testing for heavy rare earth separation, focusing on dysprosium (Dy) and terbium (Tb), which are critical for advanced technologies [10]

Core Viewpoint - Energy Fuels (UUUU) has seen a significant stock price increase of 25.1% over the past four weeks, closing at $6.79, with analysts suggesting a potential upside of 41.5% based on a mean price target of $9.61 [1]. Price Targets and Analyst Consensus - The average price target for UUUU ranges from a low of $6.50 to a high of $12.95, with a standard deviation of $2.67, indicating variability in analyst estimates [2]. - The lowest estimate suggests a decline of 4.3% from the current price, while the highest estimate indicates a potential upside of 90.7% [2]. - A low standard deviation among price targets suggests a strong agreement among analysts regarding the stock's price direction and magnitude [7]. Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about UUUU's earnings prospects, as evidenced by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [9]. - Over the last 30 days, the Zacks Consensus Estimate for the current year has risen by 29.8%, with no negative revisions reported [10]. - UUUU holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for near-term upside [11].

Trivia time: Which company has a stock ticker with four U's in it? The answer is Energy Fuels (NYSEAMERICAN:UUUU), and of course, the U's are for uranium. However, as we'll discover, Energy Fuels doesn't only mine for uranium and Energy Fuels stock is an unexpectedly diversified resource investment. Energy Fuels mainly focuses on uranium mining, a great industry to be involved with now. Congress recently approved a ban on Russian imports of uranium (with certain exceptions), so this bodes well for domestic ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Let's take a look at what these Wall Street heavyweights have to say about Energy Fuels (UUUU) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Energy Fuels currently has an average brokerage recommend ...

Energy Fuels Inc (NYSE:UUUU) Q1 2024 Earnings Conference Call May 6, 2024 9:00 AM ET Company Participants Mark Chalmers - President and Chief Executive Officer Curtis Moore - Senior Vice President of Marketing and Corporate Development Nathan Bennett - Chief Accounting Officer Interim Chief Financial Officer Conference Call Participants Matthew Key - B. Riley Joseph Reagor - ROTH MKM Mike Heim - Noble Financial Markets Graham Tanaka - Tanaka Capital Management Operator Good morning. My name is Julie and I w ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________________ to ___________________ Commission file number: 001-36204 ENERGY FUELS INC. (Exact name of registrant as specified in its charter) Ontario, Canada 98- ...

Financial Data and Key Metrics - The company reported a net income of nearly $100 million and $222 million in working capital at year-end, including cash, marketable securities, and significant uranium and vanadium inventories [43][6] - The company sold 560,000 pounds of uranium in 2023, generating a gross profit of $18 million, with a 54% gross margin [47][74] - The company has over $1 billion in assets and $250 million in liquidity, including inventories valued at current market prices [43][7] - In Q1 2024, the company sold 300,000 pounds of uranium at an average price of $84 per pound, with 200,000 pounds sold under contract at $75 per pound and 100,000 pounds sold at spot prices averaging $102.88 per pound [51][76] Business Line Data and Key Metrics - The company is restarting mining at three uranium mines and preparing two additional mines for future restarts, with over 10 million pounds of licensed production capacity [3][5] - The company is advancing its rare earth separation capabilities, with Phase 1 commissioning expected in April 2024, capable of producing up to 1,000 tonnes per year of NdPr oxide [12][71] - The company has 700,000 pounds of finished uranium, 900,000 pounds of finished vanadium, and 11 tonnes of separated rare earth carbonate in inventory [48] - The company is projecting between 150,000 to 500,000 pounds of finished uranium production in 2024, depending on the commissioning of the Phase 1 separation plant [9][83] Market Data and Key Metrics - The company has secured a potential sale of 100,000 pounds of uranium under contract and is evaluating spot sales opportunities for the remainder of 2024 [11][57] - The company is advancing permits for several large uranium mines, including Roca Honda, Sheep Mountain, and Bullfrog, which have the potential to produce an additional 4 million pounds of uranium annually [10] - The company is exploring opportunities in the vanadium market, with 900,000 pounds of finished V2O5 ready for sale when prices exceed $10 per pound [15] Company Strategy and Industry Competition - The company aims to become a world-significant uranium and critical mineral producer, leveraging its unique assets and expertise [2][39] - The company is diversifying into rare earths, vanadium, and medical isotopes, centered around its uranium production capabilities [39][46] - The company is focused on low-cost production and securing long-term sources of rare earth feed, such as the Bahia project in Brazil and the Donald project in Australia [53][79] - The company is advancing its Phase 2 and Phase 3 separation capabilities, which will significantly increase its rare earth production capacity [78] Management Commentary on Operating Environment and Future Outlook - Management highlighted the company's strong financial position, with no debt and significant liquidity, enabling aggressive but responsible growth [2][7] - Management expressed confidence in the company's ability to capitalize on high uranium prices and expand production, while also advancing rare earth and vanadium opportunities [14][96] - Management emphasized the company's commitment to community outreach and environmental sustainability, including recycling programs and contributions to local initiatives [17][82] Other Important Information - The company is completing engineering on a pilot facility for medical isotope production, focusing on Radium-226 and Radium-228 [55] - The company has secured a non-binding MOU for a significant rare earth deposit in Australia, which could supply 7,000 to 14,000 tonnes of monazite annually [79] - The company is under budget on its Phase 1 separation plant, with costs expected to be between $16 million and $18 million, $7 million to $9 million below initial estimates [12][87] Q&A Session Summary Question: Rare Earth Production Post-Q2 2024 - The company plans to commission the Phase 1 separation plant in April 2024 and then switch back to uranium production, focusing on maximizing uranium throughput [33][60] Question: Phase 1 Separation Plant Costs - The company has spent $8.2 million on Phase 1 as of year-end 2023, with the remaining $7.8 million to $9.8 million to be spent in 2024 [106] Question: Uranium Production Guidance Assumptions - The company's uranium production guidance for 2024 (150,000 to 500,000 pounds) depends on the timing of commissioning the Phase 1 separation plant and the availability of alternate feed sources [26][94] Question: Spot Market Sales Strategy - The company plans to opportunistically sell uranium on the spot market, balancing contracted deliveries with the goal of maximizing revenue from higher uranium prices [27][110] Question: Bottlenecks to Faster Uranium Production Expansion - The company identified capital investment and additional permits as key bottlenecks to expanding uranium production beyond 2 million pounds per year [23][103] Question: Phase 2 Separation Plant Timeline - The company is completing engineering for Phase 2 and will submit it to regulatory bodies once ready, with no specific timeline provided [86][101]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________________ to ___________________ Commission file number: 001-36204 ENERGY FUELS INC. (Exact Name of Registrant as Specified in Its Charter) Ontario, Canada 98-10679 ...

akinbostanci/E+ via Getty Images Energy Fuels (NYSE:UUUU) is the largest US-based uranium miner and a producer of advanced rare earth (REE) materials and vanadium. It should be noted that the vast majority of the primary uranium supply is located in Kazakhstan and Canada, making the United States relatively insignificant on the uranium scene. Indeed, Energy Fuels is a relatively small producer on the global scale. The company owns several uranium deposits in the United States, including both conventional an ...