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Energy Fuels: Uranium Margin Advantage
Seeking Alpha· 2025-07-03 13:51
Group 1 - Energy Fuels Inc. (NYSE: UUUU) is initiated with a Strong Buy rating and a price target of $13, positioning it as the leading vertically integrated U.S. uranium producer with processing capabilities in vanadium and rare earths [1] - Moretus Research focuses on delivering high-quality equity research for serious investors, applying a structured framework to identify companies with durable business models and mispriced cash flow potential [1] - The research emphasizes rigorous fundamental analysis and a judgment-driven process, avoiding noise and overly complex forecasting, with valuation based on sector-relevant multiples tailored to each company's business model [1] Group 2 - Moretus Research aims to raise the standard for independent investment research by providing professional-grade insights and actionable valuation, focusing on underappreciated companies undergoing structural change or temporary dislocation [1]
Skyharbour’s Partner Company Mustang Energy Receives Exploration Permit for 914W Uranium Project Located in the Athabasca Basin, Saskatchewan
Globenewswire· 2025-07-03 12:00
Vancouver, BC, July 03, 2025 (GLOBE NEWSWIRE) -- Skyharbour Resources Ltd. (TSX-V: SYH) (OTCQX: SYHBF) (Frankfurt: SC1P) (“Skyharbour” or the “Company”) is pleased to announce that partner company Mustang Energy Corp. (“Mustang”) has received exploration permits from the Saskatchewan Government, allowing for ground-based exploration activities at the 914W Uranium Project (“the Project”) south of the Athabasca Basin, Saskatchewan. Mustang Energy may acquire a 75% interest in the Project by issuing common sha ...
Why Energy Fuels Stock Lit Up Today
The Motley Fool· 2025-07-02 19:33
Energy Fuels stock just struck it rich in Arizona.Energy Fuels (UUUU 8.96%) stock surged 10.5% through 2:30 p.m. ET Wednesday after investment bank Cantor Fitzgerald upgraded the uranium mining stock from "speculative buy" to just plain "buy."The banker also gave the shares a price target of $7.17, says TheFly.com. If correct, this implies Energy Fuels stock could gain another 13% over the next 12 months. Energy Fuels' big new mineCantor based its upgrade on a press release from Energy Fuels yesterday morn ...
Foremost Clean Energy Announces Drilling at its Murphy Lake South Uranium Project
Globenewswire· 2025-07-02 13:00
Jason Barnard, President and CEO of Foremost, commented: "For years, uranium explorers focused their attention on the Wollaston Domain, and rightly so— as it produced giants like McArthur River, Cigar Lake, and Key Lake. Meanwhile, the Mudjatik Domain was considered a second-tier target, despite its deep structural complexity and close proximity to infrastructure. That mindset changed with IsoEnergy's Hurricane discovery, which proved that world-class deposits can—and do—exist within the Mudjatik. At Murphy ...
Drill Rigs Set to Commence Major Exploration Program at Pine Ridge Uranium Project
Newsfile· 2025-07-02 11:30
Drill Rigs Set to Commence Major Exploration Program at Pine Ridge Uranium Project July 02, 2025 7:30 AM EDT | Source: Snow Lake Resources Ltd Winnipeg, Manitoba--(Newsfile Corp. - July 2, 2025) - Snow Lake Resources Ltd., d/b/a Snow Lake Energy (NASDAQ: LITM) ("Snow Lake"), a uranium exploration and development company, announces that its 50/50 joint venture (the "Joint Venture") with Global Uranium and Enrichment Limited ("GUE"), has selected Single Water Services LLC ("Single Drilling") to execute its in ...
Snow Lake Secures Strategic Stake in Uranium Development Project in Wyoming's Powder River Basin
Newsfile· 2025-07-01 11:30
Snow Lake Secures Strategic Stake in Uranium Development Project in Wyoming's Powder River BasinJuly 01, 2025 7:30 AM EDT | Source: Snow Lake Resources LtdWinnipeg, Manitoba--(Newsfile Corp. - July 1, 2025) - Snow Lake Resources Ltd., d/b/a Snow Lake Energy (NASDAQ: LITM) ("Snow Lake"), a uranium exploration and development company, announces a cornerstone investment in GTi Energy Ltd. ("GTi Energy"), to advance its Lo Herma uranium project ("Lo Herma") through the next phase of drilling and f ...
Energy Fuels' Pinyon Plain Uranium Mine Continues to Outperform
Prnewswire· 2025-07-01 10:15
Core Viewpoint - Energy Fuels Inc. has reported significant production results from its Pinyon Plain uranium mine, establishing it as a leading new uranium mine globally, with expectations for continued growth in uranium sales and production efficiency [1][2]. Production and Sales - In Q2 2025, the company mined a total of 638,700 pounds of U3O8, with June alone contributing 230,661 pounds [1]. - The average uranium grade at the Pinyon Plain mine was 3.51% U3O8 in June 2025 and 2.23% U3O8 for the entire second quarter [1]. - Energy Fuels sold 50,000 pounds of U3O8 on the spot market at an average price of $77.00 per pound during Q2-2025 [2]. - The company anticipates selling 140,000 pounds of U3O8 in Q3 and 160,000 pounds in Q4 under existing long-term utility contracts [2]. Future Expectations - Energy Fuels expects to sell between 620,000 and 880,000 pounds of U3O8 under long-term contracts in 2026 [2]. - The company plans to continue opportunistic sales of U3O8 in 2025 and 2026 and may enter new long-term sales contracts due to increased production [3]. Exploration Potential - The company has only mined approximately 25% of the vertical extent of the prospective ore zone at Pinyon Plain, indicating significant exploration potential [2]. - Recent drill results in the Juniper zone suggest further discovery opportunities [2]. Company Overview - Energy Fuels is a leading U.S. producer of uranium and critical minerals, operating several uranium projects and the only conventional uranium processing facility in the U.S. [5]. - The company is also involved in the production of rare earth elements, vanadium, and medical isotopes, with ongoing projects in various countries [5].
Lightning Round: Buy anything uranium, says Jim Cramer
CNBC Television· 2025-07-01 00:34
[Music] It is time for rap. Bye bye bye bye bye bye bye bye bye bye bye bye thumb and then the lightning round is over. Are you ready ski light round might start with Allan in Florida.Allan Jimmy chill yo thank you for the best investment on Wall Street. That's your investors club. Oh, thank you.Yeah, we I wish I had Jeff this morning. I'm not that good at it, but oh my I think we're working pretty darn hard night and day. How can I help you. Jimmy, I need you to listen carefully.This is a very important qu ...
Western Uranium & Vanadium Announces Results of AGM and Appoints New Transfer Agent
Globenewswire· 2025-07-01 00:30
Core Viewpoint - Western Uranium & Vanadium Corp. held its Annual General and Special Meeting on June 27, 2025, where shareholders approved all proposed matters, including the re-election of directors and the appointment of a new transfer agent [1][2]. Group 1: Meeting Outcomes - Proxy votes were cast for common shares representing approximately 51% of the issued and outstanding shares as of the record date for the Meeting [2]. - Shareholders re-elected all directors proposed by management: George Glasier, Bryan Murphy, Andrew Wilder, and Michael Skutezky [3]. - MNP LLP was re-appointed as the auditor for the ensuing year, with the board authorized to fix the remuneration of the auditors [4]. Group 2: Management and Committee Appointments - Following the Meeting, management re-appointments were confirmed for George Glasier as President and CEO, Robert Klein as CFO, Michael Rutter as COO, and Denis Frawley as Corporate Secretary [5]. - The newly-elected Board re-appointed Bryan Murphy as Chairman of the Board, Andrew Wilder as Chairman of the Audit Committee, and Michael Skutezky as Chairman of the Governance, Nominating and Compensation Committee, with each committee comprising three independent directors [6]. Group 3: Transfer Agent Appointment - Western Uranium announced the appointment of Odyssey Trust Company as the new registrar and transfer agent, replacing Capital Transfer Agency ULC, with no change to the CUSIP number of the common shares [7]. - Odyssey also replaced CTA as rights agent under the shareholder rights plan agreement dated May 24, 2023, and shareholders need not take action regarding this change [8]. Group 4: Company Overview - Western Uranium & Vanadium Corp. is increasing high-grade uranium and vanadium production at its Sunday Mine Complex, with additional projects in Colorado and Utah, and is developing the Mustang Mineral Processing Site for mined material recovery [9].
Atomic Minerals Receives TSX Approvals to Finalize Share Exchange Agreement for Quebec Mineral Claims and to Acquire Option on Saskatchewan Property
Newsfile· 2025-06-30 18:21
Core Viewpoint - Atomic Minerals Corporation has received TSX Venture Exchange approval to finalize a share exchange agreement for acquiring uranium properties in Quebec and Saskatchewan, which aligns with the company's strategy to enhance its uranium portfolio amid rising uranium prices [1][2]. Group 1: Acquisition Details - The company has entered into a share exchange agreement with Stratigraphic Capital Corp., acquiring 40 mineral concessions covering 2,351 hectares in Quebec's Mont-Laurier Uranium Property [1][3]. - As part of the transaction, Atomic Minerals issued 8,000,000 common shares at a deemed price of $0.015 per share, totaling $120,000, with a resale restriction of six months [4][5]. - The Saskatchewan Property consists of two mineral claims totaling approximately 5,355 hectares, with the company acquiring a 100% interest through an option agreement [6][8]. Group 2: Exploration Potential - The Mont-Laurier Uranium Property is located in a historically significant radioactive district, with previous exploration indicating low-grade uranium mineralization [3][7]. - The company plans to finalize exploration plans for both the Mont-Laurier and Saskatchewan properties, with activities expected to commence shortly [7]. Group 3: Financial Considerations - For the Saskatchewan Property option, Atomic Minerals issued 5,500,000 common shares at a deemed price of $0.015 per share, amounting to $82,500, and intends to pay an additional $50,000 in cash within three years [8][9]. - The company also has the option to purchase a 3% net smelter return royalty by issuing an additional 5,500,000 shares, subject to TSXV acceptance [9]. Group 4: Company Overview - Atomic Minerals Corporation is a publicly listed exploration company on the TSXV, focusing on identifying uranium exploration opportunities in underexplored regions with geological similarities to known uranium deposits [11][12]. - The company's portfolio includes uranium projects in three North American locations, with a historical production of 597 million pounds of U3O8 in the Colorado Plateau and additional projects in the Athabasca Basin [12].