Core Insights - Nuclear energy is gaining traction as a reliable power source, with stocks in the industry, particularly Cameco and Oklo, experiencing significant growth [1][2] - The demand for power from data centers, driven by AI, is projected to increase by 165% by 2030, highlighting the need for reliable energy sources like nuclear [1] Group 1: Industry Overview - Nuclear energy is experiencing a global revival, driven by the shift towards low-carbon baseload power and increasing interest in nuclear technology [4] - The nuclear sector requires substantial upfront capital, long lead times, and extensive regulatory oversight for projects such as mining, fuel cycling, and reactor development [4] Group 2: Company Comparisons Cameco - Cameco is one of the world's largest uranium providers, controlling significant high-grade mineral reserves and operating in two segments: uranium and fuel services [5] - The uranium segment includes exploration, mining, milling, and trading of uranium concentrate, with major stakes in the McArthur River and Key Lake mines, as well as Cigar Lake and a joint venture in Kazakhstan [6][7] - Cameco operates the largest commercial uranium refinery in Blind River, Ontario, and holds a 49% interest in Westinghouse, a nuclear reactor technology OEM [8] Oklo - Oklo, founded in 2013, is an early-stage company focused on developing advanced fission power plants with metal-fueled fast-reactor technology [9] - The Aurora powerhouse, Oklo's core product, is designed for compact, scalable electricity production, initially targeting outputs of 15 MWe and 75 MWe, with potential expansion [9][10] - As a pre-revenue company, Oklo reported an operating loss of $45.9 million in the first half of the year, with expected cash usage of $65 million to $80 million for the full year 2025 [11] Group 3: Investment Considerations - Cameco is positioned to benefit from rising uranium prices due to years of underinvestment and mine depletion, with a strong stake in Westinghouse enhancing its market position [13] - Oklo's potential lies in successfully deploying its Aurora reactors, which could serve areas where grid extension is uneconomical [14] - Both companies have seen significant stock price increases, with Cameco rising by 68% and Oklo by 1,119% over the past year, but Cameco is viewed as a better buy due to its established market presence and revenue generation timeline [16][17]

Energy Fuels (UUUU) shares soared 9.4% in the last trading session to close at $19.7. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 42.5% gain over the past four weeks.Energy Fuels shares have gained as an analyst at B. Riley recently raised the target price from $11 to $22. The stock also got a boost, supported by China’s decision to tighten export controls on rare earths and related materials in an effort to “safeguard nation ...

Btw uranium is this @uraniumdigital_ ...

Core Insights - Energy Fuels Inc. (NYSEAMERICAN:UUUU) experienced a significant share price increase of 24.31% from September 16 to September 23, 2025, marking it as one of the top-performing energy stocks during that week [1] - The company is recognized as a leading US-based critical minerals firm, focusing on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes [2] - The surge in Energy Fuels' stock price is attributed to a rise in uranium futures, which exceeded $80 per pound, the highest level in ten months, following the US Energy Secretary's announcement regarding the enhancement of the strategic uranium stockpile [3] Company Performance - Energy Fuels Inc. has seen a remarkable gain of over 50% in its stock price over the past month, reflecting strong market interest and performance [4] - The recent price movements indicate a bullish sentiment towards uranium and nuclear energy stocks, driven by geopolitical factors and supply chain considerations [3][4] Market Context - The increase in uranium prices and the strategic moves by the US government to bolster its uranium stockpile are indicative of a broader trend in the energy sector, particularly in nuclear energy [3] - The company is positioned within a competitive landscape where other sectors, such as AI stocks, are also being highlighted for their potential upside, suggesting a diverse investment environment [4]

Group 1 - Cameco Corporation has finalized a long-term agreement to supply natural uranium hexafluoride (UF6) to Slovenské elektrárne (SE), the largest electricity producer in Slovakia, covering both uranium and conversion services until 2036 [1][2] - The supply is set to begin in 2028 and will support the operation of SE's Bohunice and Mochovce nuclear facilities, enhancing energy security in Slovakia and the region [2][3] - The agreement is strategically important as it guarantees a long-term and reliable supply of a significant share of nuclear fuel, allowing SE to diversify its suppliers [3] Group 2 - Cameco operates through three segments: Uranium, Fuel Services, and Westinghouse, providing uranium for electricity generation [4]

Group 1 - Energy Fuels Inc. (NYSE:UUUU) has gained significant hedge fund interest and is listed among the 12 Best Uranium Stocks to Buy Right Now [1] - On August 26, 2025, Energy Fuels Inc. announced a Memorandum of Understanding with Vulcan Elements to establish a U.S.-based rare earth magnet supply chain, aiming to reduce reliance on China [2] - The company plans to deliver high-purity neodymium-praseodymium (NdPr) and dysprosium (Dy) oxides from its White Mesa Mill in Utah for validation in Q4 2025 [2] - This initiative is intended to pave the way for long-term supply agreements and enhance supply resilience for critical technologies, including defense, AI, semiconductors, and electric vehicles [3] - Energy Fuels Inc. is the only U.S. producer of separated rare earth oxides, leveraging Vulcan's North Carolina magnet manufacturing facility [3] - The company produces uranium, rare earth elements, vanadium, heavy mineral sands, and medical isotopes for clean energy, defense, and healthcare applications [4]

Trade Policy - The US government exempted graphite, tungsten, uranium, and gold bullion from country-based tariffs [1] - The US government subjected silicone products to tariffs [1]

Industry Overview - The Zacks Mining - Non Ferrous industry faces challenges due to metal price volatility, weak demand, and tariff uncertainties, alongside inflated costs, labor shortages, and supply-chain issues [1][4][5] - Despite these challenges, demand for non-ferrous metals is expected to be supported by the energy-transition trend, which may buoy the industry [1][6] Key Companies to Watch - Southern Copper Corporation (SCCO) is positioned for growth with significant copper reserves and ongoing investments exceeding $10.3 billion in Peru and $10.2 billion in Mexico [2][16] - Freeport-McMoRan Inc. (FCX) is expanding reserves and implementing new technologies, targeting an annual run rate of 300 million pounds of copper by year-end, with plans to increase to 800 million pounds in 3-5 years [2][21] - First Quantum Minerals (FQVLF) has received government approval for its Cobre Panamá mine and expects to achieve production targets of 160,000-190,000 tons of copper in 2025 [2][24] - Coeur Mining (CDE) has enhanced its position in the silver market through the acquisition of SilverCrest Metals, reporting a 79% year-over-year increase in silver production [2][28] - Centrus Energy (LEU) is pioneering High-Assay, Low-Enriched Uranium (HALEU) production, with a solid backlog of $3.6 billion in contracts and plans to expand production capacity [2][31] Market Performance - The Zacks Mining - Non Ferrous industry has underperformed compared to the Zacks Basic Materials sector and the S&P 500, with a collective loss of 7.5% over the past year [9] - The industry's current trailing 12-month EV/EBITDA ratio is 9.48X, significantly lower than the S&P 500's 17.81X and the Basic Materials sector's 13.85X [12] Future Outlook - The demand for non-ferrous metals is expected to remain high, driven by sectors such as transportation, construction, and renewable energy, particularly for metals like copper and nickel [6] - The industry is facing a potential future deficit in metal supply due to depleting resources and declining production from old mines, which may eventually bolster metal prices [4][6]

Core Insights - Centrus Energy (LEU) experienced a challenging second quarter in 2025, with a significant decline in its Low-Enriched Uranium (LEU) segment due to the absence of uranium sales, leading to an overall revenue drop of 18% [1][2][10] Group 1: Financial Performance - The LEU segment saw a 26% decrease in revenues and a 27% decline in sales volumes of Separative Work Units (SWU), despite a 24% increase in SWU prices, which was not enough to compensate for the volume shortfall [1][2] - In contrast, the first quarter of 2025 had shown strong performance for Centrus Energy, with LEU revenues increasing by 117% to $51.3 million, driven by a 46% rise in SWU prices and a 49% increase in sales volumes [3] - For the full year of 2024, Centrus Energy reported a total revenue increase of 30% to $349.9 million, with uranium revenues rising by 70% and SWU revenues by 19% [3] Group 2: Order Backlog and Future Prospects - As of June 30, 2025, Centrus Energy reported a backlog of $3.6 billion extending through 2040, with approximately $2.7 billion related to the LEU segment, indicating strong future revenue potential from medium and long-term contracts [4][10] - The backlog includes about $2.1 billion in contingent LEU sales commitments, reflecting a solid order pipeline despite current challenges [4] Group 3: Market Comparison - Peer company Cameco Corporation (CCJ) performed better in the second quarter, with total revenues increasing by 47% year over year to $634 million, and uranium revenues also rising by 47% to $510 million [5][6] - Cameco sold 8.7 million pounds of uranium, a 40% increase compared to the same quarter in 2024, despite a 17% decline in the average U.S. dollar spot price for uranium [6] Group 4: Stock Performance and Valuation - Centrus Energy's stock has surged by 167.6% in 2025, significantly outperforming the industry growth of 3.2%, the Basic Materials sector's rise of 14.7%, and the S&P 500's gain of 9.6% [9][10] - The company is currently trading at a forward 12-month price/sales multiple of 6.90X, which is a substantial premium compared to the industry's 2.74X [11] Group 5: Earnings Estimates - The Zacks Consensus Estimate for Centrus Energy's 2025 earnings is $4.24 per share, reflecting a year-over-year decline of 5.15%, with a further decline projected for 2026 to $3.36 per share, indicating a 20.8% decrease [12]

Core Viewpoint - SAGA Metals Corp. is advancing its Radar Titanium-Vanadium-Iron Project in Labrador, Canada, showcasing significant exploration results and community support, positioning itself as a key player in the critical minerals sector [1][30]. Group 1: Project Overview - The Radar Project spans 24,175 hectares and is located approximately 10 km from Cartwright, Labrador, encapsulating the Dykes River intrusive complex, which has geological similarities to significant global deposits [4][30]. - The project has shown potential to become a globally significant vanadiferous titanomagnetite (VTM) project due to its large oxide layering thickness and extensive mineral tenures [4][30]. Group 2: Exploration Activities - SAGA has completed a successful year of exploration, including geophysical surveys, a maiden drill campaign, geological mapping, and strategic infrastructure upgrades, revealing a magnetic high anomaly across a strike length of over 20 km [5][6]. - The 2025 winter drill program included a 2,209-meter, seven-hole diamond drill campaign in the Hawkeye Zone, intersecting broad zones of titanomagnetite-rich oxide layering with consistent grades of titanium dioxide (TiO2), vanadium pentoxide (V2O5), and iron (Fe) [7][10]. Group 3: Drill Results - Significant drill intersections in the Lower Cumulate Layer showed average VTM percentages ranging from 20% to 35%, indicating economic mineralization potential [14][17]. - Drill hole results included maximum VTM percentages of 41.6% in R25-HEZ-07 and 35.2% in R25-HEZ-01, with notable thicknesses of mineralization [10][14]. Group 4: Community and Infrastructure - The Town of Cartwright has issued an official letter of support for SAGA's exploration efforts, highlighting the company's collaborative relationship with local stakeholders [23]. - SAGA has undertaken infrastructure initiatives, including the construction of a 4 km access trail across the Trapper Zone, facilitating efficient exploration and drilling programs [20][22]. Group 5: Future Plans - SAGA is preparing for an expanded drilling program at the Trapper Zone, focusing on resource expansion, metallurgy sampling, and structural mapping to support future mineral resource estimates [26][30]. - The company aims to leverage its exploration results to enhance its position in the critical minerals market, supporting the global transition to green energy [28][30].