Earnings summaries and quarterly performance for ENERGY FUELS.
Executive leadership at ENERGY FUELS.
Mark Chalmers
President and Chief Executive Officer
Bernard Bonifas
Vice President, ISR Operations
Curtis Moore
Senior Vice President, Marketing and Corporate Development
Daniel Kapostasy
Vice President, Technical Services
David Frydenlund
Executive Vice President, Chief Legal Officer and Corporate Secretary
Debra Bennethum
Vice President, Critical Minerals and Strategic Supply Chain
Dee Ann Nazarenus
Vice President, Human Resources and Administration
Kevin Balloch
Senior Vice President, Project Finance
Logan Shumway
Vice President, Conventional Operations
Nathan Bennett
Chief Financial Officer
Nathan Longenecker
Senior Vice President and General Counsel
Saleem Drera
Vice President, Radioisotopes, Radiological Systems and Intellectual Property
Scott Bakken
Vice President, Regulatory Affairs
Timothy Carstens
Executive Vice President, Heavy Mineral Sands
Board of directors at ENERGY FUELS.
Research analysts who have asked questions during ENERGY FUELS earnings calls.
Justin Chan
SCP Resource Finance
7 questions for UUUU
Joseph Reagor
ROTH Capital Partners
6 questions for UUUU
Heiko Ihle
H.C. Wainwright & Co.
4 questions for UUUU
Matthew Key
B. Riley Securities
3 questions for UUUU
Aaron Vadakkan
University of Colorado Boulder
2 questions for UUUU
Noel Parks
Tuohy Brothers
2 questions for UUUU
Katie Lachapelle
Canaccord Genuity Group Inc.
1 question for UUUU
Michael Kozak
Cantor Fitzgerald
1 question for UUUU
Mike Heim
Noble Financial Markets
1 question for UUUU
Puneet Singh
Eight Capital
1 question for UUUU
Zack Perry
Robertson Stephens
1 question for UUUU
Recent press releases and 8-K filings for UUUU.
- Energy Fuels Inc. (UUUU) entered into a Scheme Implementation Deed on January 20, 2026, to acquire all ordinary shares of Australian Strategic Materials Limited (ASM) through a court-approved scheme of arrangement.
- The transaction implies a value of approximately A$447 million for ASM as of January 16, 2026, with ASM shareholders receiving 0.053 Energy Fuels common shares or CDIs and up to A$0.13 in cash per ASM share, for a total implied value of A$1.60 per ASM share.
- Post-closing, ASM shareholders are projected to own approximately 5.8% of Energy Fuels' outstanding shares.
- The closing of the transaction is expected around June 2026, contingent on the satisfaction or waiver of customary conditions.
- Energy Fuels Inc. surpassed its FY-2025 guidance for finished uranium production, mined uranium ore production, and uranium concentrate sales, with its mines producing over 1.6 million pounds of uranium in 2025 and the White Mesa Mill producing more than one million pounds of finished U3O8.
- The company expects to sell 360,000 pounds of U3O8 in Q4-2025 at a weighted average sales price of approximately $74.93 per pound, representing 50% growth over Q3-2025 sales volumes.
- Energy Fuels Inc. completed two new long-term uranium sales contracts with U.S. nuclear power generating companies, with deliveries scheduled from 2027 to 2032.
- The broader North American nuclear sector is experiencing a significant shift, driven by a $2.7 billion U.S. Department of Energy commitment to onshore uranium enrichment and an $800 million federal award for small modular reactors, with global nuclear capacity investment projected to triple by 2035 to approximately $210 billion.
- Energy Fuels Inc. exceeded its FY 2025 guidance for finished uranium production, mined uranium ore production, and uranium concentrate sales.
- The company produced over 1.6 million pounds of uranium in 2025 from its Pinyon Plain Mine and La Sal Complex, surpassing the top end of guidance by approximately 11%.
- The White Mesa Mill produced more than one million pounds of finished U3O8 during 2025, with over 350,000 pounds produced in December alone.
- Energy Fuels Inc. expects to sell 360,000 pounds of U3O8 in Q4 2025 at an average price of approximately $74.93 per pound, representing 50% growth over Q3 2025 sales volumes.
- The company completed two new long-term uranium sales contracts with U.S. nuclear power generating companies for deliveries from 2027 to 2032, utilizing hybrid pricing.
- Energy Fuels Inc. announced the pricing of an upsized $600 million offering of 0.75% Convertible Senior Notes due 2031 in a private placement, with an option for initial purchasers to buy an additional $100 million. The offering is expected to close on October 3, 2025.
- The estimated net proceeds of approximately $578.1 million (or $674.6 million if the option is fully exercised) will be used to fund capped call transactions and provide financial flexibility for development expenditures, including the Phase 2 rare earth separations circuit expansion and the Donald heavy mineral sands project, as well as general corporate needs.
- The notes mature on November 1, 2031, accrue interest at 0.75% per year, and have an initial conversion price of approximately $20.34 per common share, representing a 32.5% conversion premium over the September 30, 2025, common share price.
- Capped call transactions, with an initial cap price of $30.70, were entered into to generally reduce potential dilution to common shares upon conversion.
- Energy Fuels Inc. has formed a strategic partnership with Vulcan Elements to supply high-purity rare earth oxides, aiming to establish a robust U.S. supply chain for permanent magnets and reduce reliance on China.
- The company's rare earth element production has achieved over 99.5% purity, with plans to initiate terbium production by Q4 2025 and full-scale commercial production of additional rare earth elements by Q4 2026.
- While Energy Fuels' stock has surged, analysts present a mixed outlook with an average price target of $10.08 and a brokerage consensus of 'Outperform'.
- Despite reported strong revenue growth and strategic advancements, the company faces ongoing challenges including persistent losses, negative cash flows, and valuation concerns.
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