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Price · 1Y
$11.60
Thesis
Energy Fuels is a U.S. uranium producer that is expanding into rare-earth processing from monazite at its White Mesa mill. It straddles the nuclear-fuel and rare-earth supply chains, with both businesses early in their ramp.
Catalysts
- Rare-earth separation output at White Mesa
- Uranium pricing and production restarts
- Government support for domestic critical minerals
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Aug 28AcquisitionSEC
8-K discloses completion of acquisition (item 2.01) and unregistered equity securities issuance (item 3.02).
- Jul 28OtherSEC
Energy Fuels filed Form 8-K covering items 7.01, 8.01 and 9.01.
- Jun 26OtherSEC
8-K filing covering items 1.01, 2.03, 3.02, 5.07, 8.01, 9.01
- Jun 23OtherSEC
Energy Fuels Inc. filed Form 8-K (items 7.01, 9.01) with Regulation FD disclosure.