Core Insights - Energy Fuels Inc. (UUUU) is expected to report a loss for Q3 2025 despite a significant revenue increase of 143% year-over-year, with revenues projected at $9.85 million compared to $4 million in the same quarter last year [1][4] - The earnings estimate remains unchanged at a loss of eight cents per share, indicating a wider loss than the previous quarter's loss of seven cents [1][4] Revenue and Earnings Estimates - The Zacks Consensus Estimate for UUUU's revenues for Q3 2025 is $9.85 million, reflecting a 143% increase from the $4 million reported in Q3 2024 [1] - The earnings estimate has not changed over the past 60 days, remaining at a loss of eight cents per share [1][2] Performance Factors - Higher uranium sales and prices are expected to contribute positively to revenue growth, with uranium prices averaging around $71 per pound in July and rising to approximately $82.6 per pound by September [8][9] - The company sold 50,000 pounds of uranium at an average price of $77 per pound in Q2 2025 and plans to sell 140,000 pounds in Q3 2025 [7][9] - Increased operational and development costs are anticipated to negatively impact profitability, including higher salaries and benefits due to an increased headcount [10][11] Market Position and Valuation - Energy Fuels has outperformed its peers, with shares gaining 325.4% year-to-date compared to the industry's 32.3% growth [14][15] - The stock is currently trading at a forward sales multiple of 42.64, significantly higher than the industry average of 3.79 [17] Strategic Outlook - The company is ramping up uranium production and advancing rare earth element (REE) capabilities to meet growing demand in clean energy technologies [18][21] - Energy Fuels has achieved a breakthrough in manufacturing high-purity NdPr oxide into commercial-scale rare-earth permanent magnets for use in electric vehicles [20]

Core Viewpoint - Cameco Corporation (NYSE:CCJ) is identified as a strong stock to buy and hold for the next decade, with a recent price target increase by Raymond James to C$130 from C$118, reflecting positive market sentiment and performance in the metals sector [1][2]. Group 1: Price Target and Ratings - Raymond James raised Cameco's price target to C$130, indicating an Outperform rating based on improved forecasts for gold and silver prices [1][2]. - Bernstein analyst Bob Brackett maintained a Buy rating on Cameco with a price target of $98.00, highlighting the company's role in uranium supply for electricity generation [3]. Group 2: Market Factors - The upward revision in price targets is attributed to strong year-to-date performance of metals, ongoing economic and political uncertainty, and expectations of increased operating and incentive costs due to rising reserve and resource pricing [2]. Group 3: Company Overview - Cameco operates through three segments: Uranium, Fuel Services, and Westinghouse, positioning itself as a key player in the uranium market for electricity generation [3].

Group 1 - NexGen Energy Ltd. (NYSE:NXE) experienced a 12% increase in share prices, closing at $9.52, driven by positive investor sentiment following the US government's $80 billion investment in the energy sector [1][3] - The rally in NexGen Energy's stock was part of a broader trend among uranium stocks, including Denison Mines, Uranium Energy, and Energy Fuels, due to a billion-dollar partnership involving Cameco Corp., Brookfield Asset Management, and Westinghouse Electric Company aimed at enhancing nuclear power deployment in the US [2][3] - The optimism surrounding the partnership is expected to increase demand for uranium products as more nuclear reactors are deployed, benefiting NexGen Energy and other uranium stocks [3] Group 2 - NexGen Energy successfully raised up to A$1 billion through a global offering of new shares, with proceeds designated for the development of the Rook I Project, which is the largest development-stage uranium project in Canada [4]

Core Insights - Uranium Energy Corp. (NYSEAmerican: UEC) is experiencing significant stock price increases, with a 14.34% rise to $15.23, driven by investor interest in uranium stocks following a substantial government investment in the energy sector [1][2] - The company is part of a broader trend benefiting from a billion-dollar partnership aimed at advancing nuclear power through new reactor development in the U.S. [2][3] - UEC has recently raised $30 million through new share issuance, which will be used for developing a new uranium refining and conversion facility and for general corporate purposes [4] Group 1 - Uranium Energy Corp. is one of the top-performing stocks, with a notable increase in share price due to government investment in the energy sector [1] - The company is aligned with other uranium firms benefiting from a partnership to enhance nuclear power capabilities in the U.S. [2] - The demand for uranium fuel is critical for the operation of nuclear power plants, positioning UEC favorably in the industry [3] Group 2 - The recent capital raise of $30 million will support the establishment of a state-of-the-art uranium refining facility [4] - The funds will also be allocated for general corporate and working capital needs, indicating a strategic approach to growth and operational efficiency [4]

Group 1 - Cameco Corp. has reached a new 52-week high following an $80 billion investment partnership with the US government and Brookfield Asset Management to support nuclear energy growth [1][2][3] - The partnership aims to deploy new reactors using Westinghouse technology across the US, addressing the increasing energy demand from AI data centers [2][4] - The deal includes profit-sharing mechanisms for all parties involved once specific thresholds are met [3] Group 2 - CEO Tim Gitzel emphasized that the collaboration with the US government will enhance global growth opportunities for both Westinghouse's and Cameco's nuclear products, services, and technologies, contributing to energy, national, and climate security [4] - The optimism surrounding the US government's support for the uranium industry has positively impacted other listed uranium stocks as well [5]

Group 1: Nvidia and Nokia Partnership - Nvidia has taken a $1 billion stake in Nokia, acquiring a 2.9% stake with 166 million shares at $61, focusing on AI native mobile networks and AI network infrastructure [1] - Following the announcement, Nokia's stock surged by 23%, rising from $6.42 to $7.77, with a peak trading price of $8.19 [2] Group 2: Nuclear Energy Sector - The U.S. government has signed a deal with Westinghouse, which is co-owned by Brookfield Renewable Partners and Camo, to construct $80 billion worth of new nuclear reactors, reviving previously decommissioned plants [4][5] - Camo's stock increased by 23% in one session due to its profitable uranium production, highlighting a significant market reaction [5] Group 3: Cybersecurity and AI - CrowdStrike's stock rose significantly after Nvidia's CEO, Jensen Huang, endorsed the company for its role in protecting AI, leading to a quick increase of $10 in its stock price [6] Group 4: Mergers and Acquisitions - Skyworks and Corvo, two competing companies in the radio frequency chip market, have decided to merge, resulting in a surge in both stocks, indicating a favorable environment for mergers under the current administration [7][8] Group 5: Speculative Market Trends - The current market is characterized by high speculation, with various sectors experiencing significant gains, including critical minerals in coal companies, suggesting potential hidden value [9][10]

It is time for the light of the course and then the lightning round is over. Are you ready. Keep that right start with Venat in Arkansas.Venat. >> Hey Jim, first time caller and new club member. I want to begin by saying thank you for all that you do for the retail investor.>> Uh thank you partner. That's what I want. That's who I'm out here working for and now we're going to work together.What do we have. >> Yeah. I'm calling about a stock that's been a real loser in my portfolio.Uh I wanted to get your op ...

Core Insights - Centrus Energy (LEU) reported total revenues of $227.6 million in the first half of 2025, reflecting a 2% decline year over year, primarily due to lower results in its Low-Enriched Uranium segment, which experienced no uranium sales during this period. This decline offset a 66% increase in revenues from the Technical segment [1][10]. Low-Enriched Uranium Segment - The Low-Enriched Uranium segment generated revenues of $177 million in the first half of 2025, an 8% decline year over year. This was mainly due to the absence of uranium sales, which were $29.9 million in the first half of 2024. The SWU revenues were $177 million, an 8% increase from $163 million in the same period of 2024, driven by a 24% increase in average price, despite a 12% decrease in sales volume [2][10]. Technical Segment Performance - The Technical segment's revenues surged by 66%, contributing significantly to the overall revenue despite the decline in the Low-Enriched Uranium segment. This growth indicates strong demand and performance in technical services [1][10]. Market Dynamics - Uranium prices have been under pressure earlier in the year but surged to $83.50 per pound in September, the highest in nearly a year, driven by expectations of expanded nuclear power capacity and strategic reserve boosts by the U.S. and India [4][5]. - The U.S. and U.K. governments signed the Technology Prosperity Deal to accelerate reactor approvals and reduce dependency on Russian nuclear fuel by 2028, which may further influence uranium demand and pricing [5]. Future Revenue Projections - Centrus Energy's revenues for 2025 are projected to reach $454 million, indicating a 2.75% increase year over year, supported by anticipated strength in the SWU and Technical segments, as well as expected uranium sales in the latter half of the year [6][10]. Peer Comparison - Energy Fuels Inc. reported a 38% decline in revenues to $21 million in the first half of 2025, primarily due to lower uranium sales. In contrast, Cameco's revenues increased by 35% year over year to CAD 1,666 million ($1,184 million), with uranium revenues up 27% [7][9].

Core Insights - Two stocks in the energy sector are showing signs of being overbought, which may concern momentum-focused investors [1] - The Relative Strength Index (RSI) is used to assess stock momentum, with values above 70 indicating overbought conditions [1] Company Summaries - **Energy Fuels Inc (NASDAQ:UUUU)**: - Analyst Matthew Key from B. Riley Securities maintained a Buy rating and increased the price target from $11 to $22 - The stock has surged approximately 72% over the past month, reaching a 52-week high of $25.69 - Current RSI value is 90.5, indicating strong momentum - Recent price action shows shares gained 16.9%, closing at $23.77 [7] - **Uranium Energy Corp. (NYSE:UEC)**: - The company reported a wider-than-expected quarterly loss but highlighted significant progress in transitioning from developer to producer - Achievements include initial uranium production in Wyoming and the acquisition of Rio Tinto's Sweetwater Plant, adding about 175 million pounds of historic resources - The stock has increased around 16% over the past five days, with a 52-week high of $16.40 - Current RSI value is 71.9, indicating it is nearing overbought territory - Recent price action shows shares rose 4.6%, closing at $15.32 [7]

Core Insights - Two stocks in the energy sector are showing signs of being overbought, which may concern momentum-focused investors [1] - The Relative Strength Index (RSI) is a key momentum indicator, with values above 70 indicating overbought conditions [1] Company Summaries - **Energy Fuels Inc (NASDAQ:UUUU)**: - Analyst Matthew Key from B. Riley Securities maintained a Buy rating and raised the price target from $11 to $22 - The stock gained approximately 72% over the past month, reaching a 52-week high of $25.69 - Current RSI value is 90.5, with shares closing at $23.77 after a 16.9% increase on Monday - The company has a momentum score of 98.57 [7] - **Uranium Energy Corp. (NYSE:UEC)**: - The company reported a wider-than-expected quarterly loss on September 24 - CEO Amir Adnani highlighted a transition from developer to producer, with initial uranium production from Wyoming and advancements in the Burke Hollow project - The acquisition of Rio Tinto's Sweetwater Plant added approximately 175 million pounds of historic resources - The stock rose around 16% over the past five days, with a 52-week high of $16.40 - Current RSI value is 71.9, with shares closing at $15.32 after a 4.6% increase on Monday [7]