Workflow
Uranium
icon
Search documents
Energy Fuels (UUUU) Exceeds Uranium Production and Sales Guidance for 2025
Yahoo Finance· 2026-01-08 05:12
The share price of Energy Fuels Inc. (NYSEAMERICAN:UUUU) surged by 29.06% between December 30, 2025, and January 6, 2026, putting it among the Energy Stocks that Gained the Most This Week. Energy Fuels (UUUU) Exceeds Uranium Production and Sales Guidance for 2025 Image by Markus Distelrath from Pixabay Energy Fuels Inc. (NYSEAMERICAN:UUUU) is a leading US-based critical minerals company, focused on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes. Energy Fuels Inc. (NYS ...
With AI Driving Electricity Demand, Leverage This Uranium ETF
Etftrends· 2026-01-07 20:43
Core Insights - Electricity demand is projected to peak in 2026 and beyond, driven by the increasing adoption of artificial intelligence (AI), making nuclear energy a more viable global option [1][2] - A report indicates that 63% of investors believe uranium is misunderstood and mispriced, with a bullish outlook from 58% of respondents, highlighting uranium as a strategic asset due to AI's energy demands [3][4] Group 1: Electricity Demand and AI - AI's growing usage will significantly increase electricity consumption, stressing the current electrical grid and positioning nuclear power as a viable alternative [2] - The energy demands of AI are influencing investor sentiment towards uranium as a strategic asset [3] Group 2: Investor Sentiment on Uranium - A survey of 600 global investors revealed that 63% view uranium as misunderstood and mispriced, while 58% maintain a bullish outlook [4] - Key drivers for uranium's performance include energy security (49%), clean-energy transition (39%), and supply-demand imbalance (36%) [4] Group 3: Investment Products - The Direxion Daily Uranium Industry Bull 2X Shares (URAA) offers 200% exposure to the performance of the Solactive United States Uranium and Nuclear Energy ETF Select Index, focusing on uranium and nuclear energy [5] - For broader energy sector exposure, traders may consider the Direxion Daily Energy Bull 3X Shares (ERX) and the Direxion Daily Energy Top 5 Bull 2X ETF (TEXU), which provides targeted exposure to top companies in the sector [6]
Verdera Energy Announces $20 Million Qualifying Transaction Financing
Globenewswire· 2026-01-07 18:08
NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES SANTA FE, N.M., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Verdera Energy Corp. (the “Company” or “Verdera”) and POCML 7 Inc. (TSXV:POC.P) (“POCML7”), are pleased to provide an update in connection with the proposed transaction that will constitute a Qualifying Transaction of POCML7 under TSX Venture Exchange policies, as previously announced by Verdera on November 3, 2025 and November 26, 2025 (the “Proposed Transactio ...
LEU Enrichment Scale-Up: A Win for U.S. Energy Independence?
ZACKS· 2025-12-30 15:01
Key Takeaways LEU starts centrifuge manufacturing at its Piketon, OH, site to support commercial low-enriched uranium.LEU plans to expand Piketon with potential DOE funding and private capital.LEU has $2.3B in contingent contracts and raised $1.2B via convertibles, plus a $1B at-the-market offering.Centrus Energy LEU has officially begun industrial-scale centrifuge manufacturing to support commercial Low-Enriched Uranium enrichment activities at its Piketon, OH, facility. This marks a pivotal milestone in t ...
Global X Uranium ETF: A Tactical Buy For The Structural Nuclear Cycle (NYSEARCA:URA)
Seeking Alpha· 2025-12-28 13:42
The Global X Uranium ETF ( URA ) is not just another ETF in the energy universe. Nor do I see it as a diversified product designed to function as a defensive core, but rather asI’m an economist and independent investor from Argentina. I focus on connecting macroeconomic dynamics with company-level valuation to identify long-term opportunities. Living in Argentina gives me a firsthand view of one of the most complex and dynamic markets, which allows me to cover local assets in depth while also analyzing broa ...
LEU vs. NXE: Which Uranium Stock is the Smarter Bet Now?
ZACKS· 2025-12-24 17:57
Core Insights - Centrus Energy (LEU) and NexGen Energy (NXE) are positioned to significantly contribute to the global nuclear energy supply chain [1] Company Overview - Centrus Energy, based in Bethesda, MD, has a market capitalization of $4.7 billion and supplies nuclear fuel components internationally [2] - NexGen Energy, located in Vancouver, Canada, is valued at $6.2 billion and is developing the Rook I Project, expected to be the largest low-cost uranium-producing mine globally [2] Market Conditions - Uranium prices have recently rebounded to around $80 per pound due to renewed buying from major funds and expanding nuclear ambitions [3] - The long-term outlook for uranium remains favorable, driven by rising electricity demand and the transition to clean energy [4] Centrus Energy Analysis - Centrus Energy's revenues for Q3 2025 reached $75 million, a 30% increase year-over-year, with the Low-Enriched Uranium segment contributing $44.8 million [7] - The company reported an operating loss of $16.6 million but achieved a net income of $3.9 million due to tax benefits and higher investment income [8] - Centrus has a $3.9 billion revenue backlog from long-term contracts with major utilities through 2040 [9] - The company is the only licensed U.S. producer of High-Assay, Low-Enriched Uranium (HALEU) and plans to expand its enrichment plant in Piketon, OH [10][11] NexGen Energy Analysis - NexGen Energy's Rook I Project covers approximately 35,065 hectares and aims to produce up to 30 million pounds of uranium annually at a low cost of C$13.86 [12][13] - The Arrow Deposit within the Rook I Project has measured resources of 3.75 million tons at a grade of 3.10%, containing 257 million pounds of uranium [14] - NexGen has secured contracts to supply 1 million pounds of uranium annually from 2029 to 2033, providing financial stability [15] - As a development-stage company, NexGen reported an adjusted loss of three cents per share in Q3 2025 [16] Earnings Estimates - Centrus Energy's earnings estimate for 2025 is $4.66 per share, reflecting a 4.2% year-over-year growth, while the 2026 estimate is $3.85 per share, indicating a decline of 17.2% [18] - NexGen Energy's earnings estimate for 2025 is a loss of 35 cents per share, wider than the previous year's loss, with a similar loss projected for 2026 [19] Price Performance & Valuation - Centrus Energy shares have increased by 273.8% over the past year, while NexGen Energy shares have risen by 36.4% [21] - Centrus Energy trades at a forward price-to-book multiple of 12.94X, compared to NexGen Energy's 9.24X [23] Investment Outlook - Centrus Energy is better positioned in the near to medium term due to its unique status as the only licensed HALEU producer in the U.S. and its substantial backlog [24] - NexGen Energy, while having strong margin potential, remains in the development phase and continues to incur losses [25]
Aero Energy Announces Effective Date of Share Consolidation
TMX Newsfile· 2025-12-19 17:36
Vancouver, British Columbia--(Newsfile Corp. - December 19, 2025) - Aero Energy Limited (TSXV: AERO) (OTC Pink: AAUGF) (FSE: UU3) ("Aero" or the "Company") announces that further to the Company's News Release dated December 11, 2025, and effective December 23, 2025, the Company will consolidate the common shares in the capital of the Company (the "Shares") on the basis of ten (10) pre-consolidation Shares for every one (1) post-consolidation Share (the "Consolidation"). The Company's name and stock symbol ...
Australian Stock Market closes on high: ASX 200 crossed its 20-day moving average, DroneShield Limited tops the gainers list, here’s how other key indices performed
The Economic Times· 2025-12-19 07:16
The gains in the ASX 200: Top gainers and losersOn the downside, Netwealth Group Limited (NWL) led the declines, falling 1.750, or 6.482%, to close at 25.250. Live EventsS&P/ASX: How other key indices performed Australian equities finished higher, with major benchmarks posting modest gains across the board. The S&P/ASX 20 rose 0.4%, closing at 4,735.60 after opening at 4,718.70. Similarly, the S&P/ASX 50 advanced 0.3%, ending the session at 8,250.40, compared with an opening level of 8,224.80.Broader marke ...
IsoEnergy Is A High-Risk, High-Reward Uranium Play
Seeking Alpha· 2025-12-18 14:47
IsoEnergy ( ISOU ) has dramatically underperformed the broad market and its peers in the last 12 months. The stock has gained only 4% whereas the S&P 500 has rallied 11% and Cameco ( CCJI am a chemical engineer with a MS in Food Technology and Economics, and a MENSA member. I am the author of the book "Investing in Stocks and Bonds: The Early Retirement Project" (2024):I am also the author of the book "Mental Math: How to perform math calculations in your mind".I am also the author of 2 other mathematics bo ...
TSLA Topping Institutional Demand, Stock Picks ASTS and LEU
Youtube· 2025-12-16 21:48
Welcome back to Market on Close. I'm Sam Bartis on the floor of the New York Stock Exchange. Joining me now here on the floor is George Kalis, CEO of Prospero AI.Thanks so much for joining me on the floor and we saw a late stage comeback there for technology stocks. I mean, the NASDAQ just managed to pick up in the green. We saw a nice record day for Tesla.Uh this is a market that seems to be a little bit on edge about what's going on in AI at the moment. The bubble valuation concerns, circularity of financ ...