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    Zack Perry

    Managing Director in the Investment Office at Robertson Stephens

    Zack Perry is a Managing Director in the Investment Office at Robertson Stephens, specializing in wealth management and investment strategies for high net worth individuals. He has directly covered companies such as Energy Fuels Inc., and previously managed a small-cap product at Franklin Templeton, growing it from $10 million to over $1 billion in assets with a strong performance track record. Perry began his career at Franklin Templeton, spent nearly two decades at leading investment firms including Osterweis Capital Management, and currently advises clients at Robertson Stephens. He holds an MBA from The Wharton School, a BA from Princeton University, is a CFA charterholder, and maintains FINRA registration for investment advisory services.

    Zack Perry's questions to ENERGY FUELS (UUUU) leadership

    Zack Perry's questions to ENERGY FUELS (UUUU) leadership • Q1 2025

    Question

    Zack Perry questioned how Energy Fuels' rare earth cost structure would compare to global competitors at scale. He also asked for the potential timeline to get a separate rare earth line operational, assuming full government funding was provided.

    Answer

    CEO Mark Chalmers and another executive stated their belief that at scale, they will be one of the lowest-cost producers outside of China. This advantage is driven by the Toliara project, which can provide monazite feedstock effectively for free. Chalmers outlined a timeline where Phase 1 (NdPr) could be ready in months, specialty heavies in 6-12 months, and the full Phase 2 plant by 2028, which could be fast-tracked with government support.

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