Rare Earth Elements

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Jim Cramer Energy Fuels: “I Question if This Stock Should Be Up Over 215% For the Year
Yahoo Finance· 2025-09-26 15:18
Energy Fuels Inc. (NYSE:UUUU) is one of the stocks Jim Cramer recently commented on. Cramer highlighted the company’s rally and valuation, as he said: “On Monday, I was asked about a host of companies that I think are risky as all get out. Two examples, Energy Fuels, UUUU. That is a uranium company that’s great at both losing money and hitting the 52-week high list. Now, I’m a big believer in nuclear power. I’m not a big believer that nuclear power is going to experience a near-term renaissance. It could ...
Jim Cramer on Energy Fuels: “I Still Would Not Go Against It”
Yahoo Finance· 2025-09-25 17:12
Energy Fuels Inc. (NYSE:UUUU) is one of the stocks Jim Cramer shared his opinions on. Answering a caller’s query about the stock during the lightning round, Cramer commented: “Okay, I’m going to give you this straight on, on Energy Fuels. Remember what I said about Oklo when it was at 33, I said, I will not go against any uranium or nuclear stock. This one’s at its 52-week high, and I still would not go against it, and I’ve been behind this one a long, long time.” Energy Fuels Inc. (NYSE:UUUU) explores ...
Aclara Resources plans to invest $1.3bn in rare earths mines
Yahoo Finance· 2025-09-25 09:20
Canadian rare earths company Aclara Resources is reportedly planning to invest $1.3bn across rare earth mines in South America and processing plants in the US. The company’s executive vice-president, Jose Augusto Palma, revealed the investment details during a mining industry conference, reported Reuters. Aclara Resources, a Toronto-listed miner, intends to allocate between $150m and $170m to a project in Chile and around $600m to a mine in Brazil. Additionally, Aclara Resources will allocate $300m–400m ...
Energy Fuels Inc. (UUUU) Hits a New 52-Week High of $14.42
Yahoo Finance· 2025-09-25 01:04
With significant upside potential, Energy Fuels Inc. (NYSE:UUUU) secures a spot on our list of the 11 Best Nuclear Energy Stocks to Invest in Right Now. Energy Fuels Inc. (UUUU) Hits a New 52-Week High of $14.42 viktor-kiryanov-lAcYPEiau0U-unsplash A significant milestone for the American producer of uranium and rare earth elements was reached on September 19, 2025, when Energy Fuels Inc. (NYSE:UUUU) hit a new 52-week high of $14.42. The stock’s dramatic upward trajectory over the past year reflects exp ...
UUUU vs. NXE: Which Uranium Stock Holds More Power for Investors?
ZACKS· 2025-09-23 16:31
Core Viewpoint - Energy Fuels Inc. (UUUU) and NexGen Energy (NXE) are positioned to benefit from the global shift towards nuclear energy as a clean power source, with UUUU being a leading U.S. producer of natural uranium and an emerging producer of rare earth elements, while NXE focuses on uranium exploration and development in Canada [1][25]. Uranium Market Dynamics - Uranium prices have rebounded to $76.5 per pound, nearing a two-month high, driven by expectations of expanding nuclear power capacity and tightening supply [2]. - India plans to increase its nuclear capacity to at least 100 GW by 2047, and the U.S. aims to quadruple its capacity to 400 GW by 2050 [2]. - The U.S. and U.K. governments signed the Technology Prosperity Deal to accelerate reactor approvals and reduce dependence on Russian nuclear fuel by 2028 [2]. Energy Fuels Overview - Energy Fuels has produced two-thirds of all uranium in the U.S. since 2017 and has the potential to produce 4-6 million pounds of uranium annually [4]. - The company operates the White Mesa Mill, the only licensed conventional uranium mill in the U.S., which also processes rare earth elements and evaluates medical isotopes recovery [5]. - In Q2 2025, Energy Fuels produced approximately 665,000 pounds of uranium, generating $3.85 million in revenues, a 55% decline year-over-year [6][7]. - The company expects to produce between 875,000 and 1,435,000 pounds of uranium in 2025, with processing activity ramping up in Q4 [7]. - Energy Fuels plans to sell 350,000 pounds of uranium in 2025, with projections for lower costs of goods sold due to processing low-cost ores [8][9]. Rare Earth Elements Production - Energy Fuels has produced high-purity neodymium-praseodymium oxide for commercial-scale rare-earth permanent magnets, establishing a "mine-to-magnet" supply chain independent of China [10][11]. - The company is also producing pilot quantities of dysprosium oxide and plans to expand heavy rare earth oxide capacity [12]. NexGen Energy Overview - NexGen Energy's flagship Rook I project is the largest development-stage uranium project in Canada, expected to deliver up to 30 million pounds of high-grade uranium annually [13][14]. - The Arrow Deposit within the Rook I project contains 257 million pounds of uranium, with further exploration ongoing [15]. - NexGen has secured uranium sales contracts with U.S. utilities for 1 million pounds annually from 2029 to 2033, providing financial stability [16]. - As an exploration and development stage company, NexGen does not generate revenues and reported an adjusted loss of 10 cents per share in Q2 2025 [17][20]. Financial Performance and Valuation - Energy Fuels' 2025 earnings estimate is a loss of 33 cents per share, with a potential return to profitability in 2026 [19][26]. - NexGen's 2025 earnings estimate is a loss of 20 cents per share, with continued losses projected for 2026 [20]. - Year-to-date, UUUU shares have surged 203.5%, while NXE shares have gained 35.3% [22]. - Energy Fuels trades at a price-to-book multiple of 4.80X, while NXE's forward price-to-book multiple is 6.88X [23]. Conclusion - Both companies are well-positioned to benefit from rising global uranium demand, with Energy Fuels having a more favorable near-term outlook due to active production and a debt-free balance sheet, while NexGen offers significant long-term potential through its Rook I project [25][26].
Appia Announces Non-Brokered Private Placement
Newsfile· 2025-09-23 11:30
NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATESToronto, Ontario--(Newsfile Corp. - September 23, 2025) - Appia Rare Earths & Uranium Corp. (CSE: API) (OTCQB: APAAF) (FSE: A0I0) (MUN: A0I0) (BER: A0I0) (the "Company" or "Appia") is pleased to announce a non-brokered private placement of up to 5,500,000 working capital units (the "WC Units") of the Company at a price of $0.185 per WC Unit for up to $1,017,500 of WC Units (the "Offering"). Each WC Unit consist ...
ReElement Technologies Signs MOU with POSCO International to Bolster Rare Earth Supply Chain and Build Integrated U.S. Production Complex
Accessnewswire· 2025-09-18 13:00
Group 1 - American Resources Corporation's portfolio company, ReElement Technologies, has signed a memorandum of understanding with POSCO International Corporation [1] - The agreement aims to strengthen the rare-earth supply chain in the United States [1] - The collaboration will explore the establishment of an integrated rare-earth and permanent-magnet production complex [1]
Avalon to Present at the Water Tower Research Small Cap Symposium Series
Newsfile· 2025-09-16 23:19
Core Viewpoint - Avalon Advanced Materials Inc. is transitioning from an exploration-focused company to a strategic mid-stream processor and developer of critical mineral assets, particularly lithium and rare earth elements, to enhance North America's supply chain security [1][2]. Company Strategy - The company is participating in the Water Tower Research Small Cap Symposium to discuss its strategy and the importance of critical minerals [1]. - Avalon aims to unlock shareholder value through the development of its lithium and rare earth projects, emphasizing its role as a mid-stream processor [2]. Key Projects - Avalon is developing the Lake Superior Lithium Inc. facility, Ontario's first midstream lithium hydroxide processing facility, which will connect northern Ontario's lithium resources to the EV battery manufacturing base in southern Ontario and North America [5]. - The company is advancing the Separation Rapids Lithium Project and exploring the Snowbank and Lilypad lithium-cesium deposits [5]. - Avalon is also progressing with the Nechalacho Rare Earths and Zirconium Project, which contains various critical minerals essential for advanced technologies [5]. Industry Context - The upcoming podcast episode titled "Critical Elements Mining and Processing Infrastructure Buildout: A Matter of National Security" will further elaborate on the significance of critical minerals in the context of national security [3]. - Investors and stakeholders can access the podcast on various platforms, highlighting the company's commitment to transparency and communication [4].
Pan American Energy to Begin Fieldwork at the Tharsis Project
Globenewswire· 2025-09-15 12:00
Phase 1 Fieldwork Kicks Off to Build Geological Understanding and Guide Future DrillingCALGARY, Alberta, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Pan American Energy Corp. (CSE: PNRG | OTC: PAANF | FRA: SS6) (“Pan American” or the “Company”) is pleased to announce the first phase of development at the newly acquired Tharsis Project (see details about the project agreement in the June 16, 2025 news release). Phase 1 will mark the beginning of a structured, multi-step exploration plan designed to advance the projec ...
Appia Initiates High-Resolution Ground Gravity Survey at Alces Lake to Refine High-Priority Drill Targets
Newsfile· 2025-09-15 11:30
Toronto, Ontario--(Newsfile Corp. - September 15, 2025) - Appia Rare Earths & Uranium Corp. (CSE: API) (OTCQB: APAAF) (FSE: A0I0) (MUN: A0I0) (BER: A0I0) (the "Company" or "Appia") is pleased to announce they have begun a high-resolution ground gravity survey on September 2nd, 2025, at the Company's Alces Lake Rare Earth Elements (REE) project in northern Saskatchewan. This geophysical program marks the next step in Appia's phased exploration strategy, building upon the results of the 2024 Airborne Gravity ...