In the latest close session, Energy Fuels (UUUU) was up +2.29% at $18.76. The stock's performance was ahead of the S&P 500's daily loss of 0.34%. Meanwhile, the Dow experienced a drop of 0.94%, and the technology-dominated Nasdaq saw an increase of 0.16%. Shares of the uranium and vanadium miner and developer have appreciated by 19.09% over the course of the past month, outperforming the Basic Materials sector's gain of 6.26%, and the S&P 500's gain of 1.19%.Analysts and investors alike will be keeping a cl ...

Core Insights - Muzhu Mining Ltd. has signed a definitive option agreement to acquire the Everett property from Romaine River Titanium Inc., with Romaine mobilizing a sampling crew to the site for metallurgical testing [1][5] Collaboration and Program Details - Romaine has a collaboration agreement with Centre technologique des résidus industriels (CTRI), Impact Global Solutions (IGS), and Corem to support metallurgical testing at the Everett titanium-vanadium project [2] - The program includes a budget of $462,000, with up to $323,000 provided as non-dilutive funding from the Elements08 Strategic Metals Excellence Centre [5] Sampling and Testing - Romaine's crews are collecting a representative 1200 kg metallurgical sample from the Everett oxide body, which will be used to test advanced grinding, magnetic, and gravity separation techniques [7] - The program employs advanced characterization techniques, including automated mineralogy analysis, to examine mineral morphology and quantify concentrations of titanium, vanadium, iron, and other critical minerals [3][4] Objectives and Outcomes - The program aims to investigate the extraction of titanium and vanadium from the Everett hemo-ilmenite oxide body and verify historical metallurgy [5] - The efficacy of various separation methods is being evaluated to produce high-quality ilmenite concentrates, with subsequent testing for innovations in vanadium leachability [4]

NEW YORK, NY / ACCESS Newswire / November 28, 2025 / SMX (NASDAQ:SMX), the new standard for aerospace metals, does not tolerate uncertainty. Titanium, vanadium, and specialty alloys carry the weight of industries that cannot afford inconsistencies in origin, purity or processing. ...

Core Insights - Anfield Energy Inc. has completed its first major procurement of specialized underground mining equipment, ordering eight custom-built underground haul trucks from Young's Machine Company, marking a significant milestone in its production ramp-up at the Velvet-Wood uranium-vanadium mine [1][2] - The partnership with Young's Machine, a local manufacturer, is expected to enhance operational efficiency and support Anfield's strategy for near-term production while contributing to local economic development [2][4] Purchase Details - The order includes multiple units from Young's 960 Series dump trucks, designed specifically for underground mining operations, known for their durability and low operational costs [6] - Delivery of the trucks is projected to begin in the second quarter of 2026, aligning with Anfield's development timeline for the Velvet-Wood Mine [6] Strategic Context - Anfield aims to position itself as a leading supplier of clean energy inputs, with plans to restart the Shootaring Canyon Mill and scale production to 3 million pounds of uranium annually [4] - The Velvet-Wood Mine will supply material to the Shootaring Canyon Mill, supporting a "hub-and-spoke" production model that aligns with U.S. energy independence goals [4][5] Historical Context and Production Potential - The Velvet-Wood Mine targets historical materials from past operations that produced approximately 4 million pounds of U₃O₈ and 5 million pounds of V₂O₅ [5] - A 2023 Preliminary Economic Assessment (PEA) indicated positive production potential, with recent regulatory approvals accelerating development [5] Operational Readiness and Local Economic Impact - The procurement of trucks complements recent operational activities, including a completed confirmation drill program at the JD-7 Mine [7] - Partnering with Young's Machine is expected to create jobs in San Juan County and strengthen local supply chains [7] Market Momentum - Anfield's share price reflects investor confidence in its expedited permitting process under federal energy initiatives, indicating strong market momentum for the company [7]

Core Viewpoint - Electric Royalties Ltd. has successfully closed a private placement financing of approximately $1,000,000, which will be utilized for working capital and potential strategic transactions [1][5]. Financing Details - The private placement consisted of 7,142,855 common shares priced at $0.14 each, resulting in total gross proceeds of $999,999.70 [1]. - The company paid $33,457.20 in cash and issued 238,980 common share purchase warrants to finders, with each warrant exercisable for one common share at an exercise price of $0.16 for 12 months [4]. Company Strategy and Growth - The company has focused on reducing overhead costs while building a diverse portfolio of 43 royalties in stable jurisdictions, including a copper royalty that is ramping up and several others advancing through feasibility studies [3]. - Over 60% of the outstanding shares are held by board members, their families, and the founding partner, indicating a tight share structure and alignment with shareholders [4]. Market Position and Future Outlook - Electric Royalties is positioned to benefit from the increasing demand for commodities essential for electrification, including lithium, vanadium, and copper, driven by trends in artificial intelligence, electric vehicles, and renewable energy [8][10]. - The company aims to acquire royalties on advanced stage and operating projects, focusing on jurisdictions with low geopolitical risk to provide exposure to the clean energy transition [11].

Core Insights - AMG Critical Materials N.V. reported a strong performance in Q3 2025, with revenue of $435 million, a 22% increase from $356 million in Q3 2024, and an adjusted EBITDA of $64 million, up 58% from $40 million in the same period last year, primarily driven by the AMG Technologies segment [1][15][35] Financial Performance - Revenue for Q3 2025 was $434.7 million, compared to $356 million in Q3 2024, reflecting a 22% increase [12] - Adjusted gross profit rose to $88 million, a 38% increase from $63.7 million in Q3 2024 [15][31] - Net income attributable to shareholders was $13 million, the highest since Q2 2023, yielding a diluted EPS of $0.39 [15][37] - AMG's liquidity as of September 30, 2025, was $419 million, with $220 million in unrestricted cash and $199 million in revolving credit availability [15][33] Segment Performance - AMG Technologies achieved a revenue increase of 59% to $248 million in Q3 2025, driven by higher antimony sales prices and strong sales in engineering [24][27] - AMG Vanadium's revenue increased by 2% to $154 million, supported by higher sales prices in ferrovanadium and chrome metal [21][23] - AMG Lithium's revenue decreased by 33% to $32.7 million, primarily due to an 8% reduction in lithium market prices and a 32% decrease in sales volumes [16][19] Strategic Developments - The divestment of the natural graphite business is a key strategic move, expected to close later this year, allowing the company to focus on core growth areas [2] - AMG is expanding its production capabilities in the U.S., including becoming the only chrome metal producer in the country and targeting niobium metal and antimony oxide [4] - A memorandum of understanding was signed with Beijing Easpring Material Technology Co., Ltd. for the supply and offtake of battery-grade lithium hydroxide, emphasizing a commitment to a localized battery supply chain [8] Market Outlook - The company anticipates a recovery in the lithium and vanadium markets, positioning itself for long-term value creation despite current low-price environments [3] - AMG Technologies is expected to continue performing well, with an updated adjusted EBITDA outlook for 2025 increased from $200 million to over $220 million [35]

Core Insights - SAGA Metals Corp. is advancing its Radar Project with preparations for Phase 1 of the 2025–2026 drill program at the Trapper Zone, aiming for a maiden Mineral Resource Estimate [1][15][19] Drilling Program Preparation - Drill crews are set to mobilize in early November for a 15,000 m diamond drilling program targeting a 3 km strike length and oxide layering to depths of approximately 200 meters [3][5][6] - The initial drilling will consist of 1,500-2,500 m across 6-10 holes, each around 250 m deep, with continuous core logging and assay results throughout the program [6][9] Metallurgical Testing - SAGA has commissioned Impact Global Solutions Inc. to conduct metallurgical tests on diamond drill core and surface samples, focusing on the correlation between various assays and yields from vanadiferous titanomagnetite [7][8] - Preliminary tests will assess the quality and yields of potential VTM concentrates from different intrusive layers [8][12] Project Outlook - The Radar Property spans 24,175 hectares and hosts the Dykes River intrusive complex, with geological mapping confirming oxide layering over more than 20 km [10][11] - The project is positioned as a potential strategic supplier of titanium, vanadium, and iron to North American markets, comparable to global Fe–Ti–V systems [11][19] Financial and Strategic Position - The company recently completed a fully subscribed financing of approximately $3 million, enhancing its capacity for the drilling program and resource estimation efforts [16][19] - The successful drilling at the Hawkeye Zone in early 2025 has confirmed broad zones of titano-magnetite-rich oxide layering, supporting ongoing exploration momentum [17][19]

Core Insights - Energy Fuels (UUUU) shares increased by 9.4% to close at $19.7, with a notable 42.5% gain over the past four weeks, driven by strong trading volume [1][2] Company Developments - An analyst at B. Riley raised Energy Fuels' target price from $11 to $22, contributing to the stock's upward momentum [2] - China's new export controls on rare earths, aimed at national security, have positively impacted U.S. producers like Energy Fuels, which is expanding its rare earth capabilities [2][3] - Energy Fuels is producing high-purity separated neodymium-praseodymium (NdPr) oxide at commercial scale from monazite and is piloting the separation of heavy rare earth elements [3] Financial Performance - The company is expected to report a quarterly loss of $0.08 per share, a year-over-year decline of 14.3%, while revenues are projected to be $9.85 million, reflecting a 143.2% increase from the previous year [4] - The consensus EPS estimate for Energy Fuels has remained unchanged over the last 30 days, indicating a potential stabilization in stock price movements [5] Industry Context - Energy Fuels is part of the Zacks Mining - Non Ferrous industry, which includes Coeur Mining (CDE), another player in the sector that has seen a 40.6% return in the past month [6] - Coeur Mining's consensus EPS estimate has increased by 26.8% over the past month, indicating strong performance expectations within the industry [7]

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 - 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]