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Critical Minerals

Energy Fuels Inc.

UUUUNYSE Americanpure-play
Market cap$3.1B
Conviction3/ 5
HQLakewood, Colorado, USA
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$11.60

+138.2%

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 28
    AcquisitionSEC

    8-K discloses completion of acquisition (item 2.01) and unregistered equity securities issuance (item 3.02).

  • Jul 28
    OtherSEC

    Energy Fuels filed Form 8-K covering items 7.01, 8.01 and 9.01.

  • Jun 26
    OtherSEC

    8-K filing covering items 1.01, 2.03, 3.02, 5.07, 8.01, 9.01

  • Jun 23
    OtherSEC

    Energy Fuels Inc. filed Form 8-K (items 7.01, 9.01) with Regulation FD disclosure.

Not financial advice — research and opinion only. Disclosures