Core Viewpoint - Energy Fuels Inc. (UUUU) and Centrus Energy (LEU) are well-positioned to benefit from the global shift towards nuclear energy as a clean power source, despite facing challenges from declining uranium prices and market dynamics [1][2][3]. Group 1: Market Dynamics - Uranium prices have declined by 20.5% over the past year, reaching an 18-month low of $64 per pound before recovering to around $71 per pound [2]. - The U.S. aims to expand its nuclear energy capacity from approximately 100 GW in 2024 to 400 GW by 2050, which is expected to revitalize the uranium market [3][4]. Group 2: Company Performance - Energy Fuels has seen a 33.5% year-over-year revenue decline to $16.9 billion in Q1 2025, primarily due to deferred uranium sales [9]. - Centrus Energy reported a 67% year-over-year revenue increase to $73.1 million in Q1 2025, with the LEU segment revenues surging 117% [18]. Group 3: Production and Sales Outlook - Energy Fuels produced 150,000 pounds of finished uranium in Q1 2025 and expects to ramp up production to 1,000,000 pounds by the end of 2025 [11][13]. - Centrus Energy has a $3.8 billion revenue backlog, including long-term contracts with major utilities through 2040 [19]. Group 4: Valuation and Investment Potential - UUUU shares have gained 6.3% this year, while LEU shares have surged 92% [29]. - Centrus Energy is trading at a forward price-to-sales multiple of 4.79X, making it more attractive compared to Energy Fuels' multiple of 13.47X [30]. - Centrus Energy is currently rated as a Strong Buy, while Energy Fuels has a Sell rating [34].

Power lines in California. Getty ImagesMeta, the company that owns Facebook, are planning a new AI data center, the company’s largest yet, in Richland Parish, Louisiana. The local utility company, Entergy, has plans to build three new gas-fired power plants to supply the additional electricity needed for the data center.Also reported last week was that Meta got some pushback from a U.S. Senator, who challenged the benefits of using natural gas to power the new data canter.The new data center is an enormous ...

Share price increased by 264% from April 7, 2025 (non-compliance notice) to US$2.60 by May 22, 2025 (compliance achieved) indicating strong market sentiment and investor confidence in Foremost’s business strategy VANCOUVER, British Columbia, May 27, 2025 (GLOBE NEWSWIRE) -- Foremost Clean Energy Ltd. (NASDAQ: FMST) (CSE: FAT) (“Foremost” or the “Company”) an emerging North American uranium and lithium exploration company, today announced that on May 23, 2025, it received written notice (the “Compliance Noti ...

In a first step towards implementing the Trump Administration’s stated policy to reinvigorate the U.S. nuclear industrial base, the Velvet-Wood mine becomes the first uranium project to be approved by the U.S. government under President Trump’s emergency declaration to restore American energy independenceThe Department of the Interior completed environmental permitting within 14 days, marking a decisive shift in federal support for domestic nuclear fuel supplyAnfield’s integrated hub-and-spoke production st ...

NexGen Announces Best Assays from Patterson Corridor East in Hole RK-25-232May 27, 2025 6:30 AM EDT | Source: Nexgen Energy Ltd.RK-25-232 assays returned NexGen's best discovery phase intercept to date: 15.0 m at 15.9% U3O8 including 3.0 m at 47.8%, 1.5 m at 29.4% and an intercept of 0.5 m at 68.8%Ranks among the world's highest-grade basement-hosted uranium vein intercepts, validating the growing significance of Patterson Corridor East ("PCE") Exceptional continuity confirmed, with RK-24-222 ...

Core Insights - Velan Inc. reported significant improvements in bookings, sales, gross profit, and cash flow generation for fiscal year 2025, achieving a sales growth of 14.1% from continuing operations [2][6][16] - The company declared a dividend of CA$0.33 per share, which includes a special dividend of CA$0.30, reflecting its commitment to return funds to shareholders [1][33] Financial Performance - Sales for fiscal 2025 reached $295.2 million, an increase of $36.5 million or 14.1% compared to the previous year [6][16] - Gross profit improved significantly to $84.9 million, representing 28.8% of sales, up from $54.6 million or 21.1% of sales in the prior year [6][17] - Adjusted net income was $6.6 million, or $0.31 per share, compared to an adjusted net loss of $15.7 million, or a loss of $0.73 per share in fiscal 2024 [22] - Adjusted EBITDA rose to $27.5 million from $2.1 million in the previous year, driven by higher sales and gross profit [20][22] Cash Flow and Financial Position - The company ended fiscal 2025 with a net cash position of $32.4 million and cash and cash equivalents of $34.9 million, which is expected to increase to approximately $55.0 million following significant transactions [2][30] - Operating cash flows from continuing operations were $26.5 million, compared to $12.5 million in the previous year [6][30] Significant Transactions - Velan completed the divestiture of its asbestos-related liabilities and the sale of its French subsidiaries, which are expected to enhance liquidity and de-risk the balance sheet [8][9][10] - The asbestos-related liabilities were permanently removed from the balance sheet, and the sale of the French businesses generated a total consideration of $208.2 million [9][10] Backlog and Bookings - The backlog as of February 28, 2025, was $274.9 million, down 3.1% from $283.6 million a year earlier, with 82.1% of the backlog expected to be deliverable within the next 12 months [11][31] - Bookings for fiscal 2025 reached $292.5 million, an increase of 1.3% compared to the previous year, reflecting higher North American bookings in the nuclear sector [14][15] Outlook - The company anticipates continued strong performance in fiscal 2026, supported by a solid backlog and ongoing demand in clean energy markets, particularly nuclear energy [2][31]

Lightbridge (LTBR) Q1 2025 Earnings Call May 12, 2025 04:00 PM ET Speaker0 Hello. Thank you for standing by, and welcome to the Lightbridge Corporation Business Update and First Quarter twenty twenty five Conference Call. Please note that today's call is being recorded. It is now my pleasure to introduce Matthew Abenaki, Director of Investor Relations for Lightbridge Corporation. You may begin. Speaker1 Thank you, Towanda, and thanks to all of you for joining us today. Our earnings press release was distrib ...

Amentum Holdings (AMTM) Q2 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. Good morning, and welcome to Amentum Second Quarter Fiscal Year twenty twenty five Earnings Conference Call. Today's call is being recorded. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. And at that time, I would now like to turn the call over to Nathan Rutledge, Senior Vice President of Inves ...

Core Insights - Uranium Energy Corp (UEC) and Radiant Industries have signed a memorandum of understanding to collaborate on advancing nuclear energy and building a complete nuclear value chain in the U.S. [1][2] - UEC will supply U.S. origin uranium concentrates to Radiant as part of their collaboration [2] - The partnership aims to support the development of Radiant's Kaleidos Portable Nuclear Microreactor, emphasizing the importance of a secure domestic fuel supply chain for nuclear energy in the U.S. [3] Company Overview - UEC is recognized as America's largest and fastest-growing supplier of uranium, focusing on environmentally friendly in-situ recovery (ISR) mining projects in the U.S. and high-grade conventional projects in Canada [6] - UEC operates three ISR hub-and-spoke platforms in South Texas and Wyoming, with a pipeline of satellite ISR projects, including seven that have major permits in place [6] - The company has diversified uranium holdings, including a significant physical uranium portfolio and a major equity stake in Uranium Royalty Corp [6] Industry Context - The collaboration between UEC and Radiant aligns with the U.S. government's push for energy independence and the acceleration of advanced nuclear technologies [4] - Radiant is developing the world's first mass-produced nuclear microreactors, with plans to test its first reactor in 2026 and begin customer deployments in 2028 [5] - The partnership aims to scale production of portable microreactors to 50 units per year, highlighting the strategic importance of building a domestic nuclear value chain [4][5]

前美国纽约州长Andrew Cuomo在核电初创公司Nano Nuclear Energy Inc.（NNE）拥有至少340万美元 （持股）期权，这笔资产通过Cuomo的咨询公司存在，但尚未披露。 ...