Added to YB: 2026-04-06
Pitch date: 2026-04-01
UUUU [neutral]
Energy Fuels Inc.
-2.74%
current return
Author Info
No bio for this author
Company Info
Energy Fuels Inc., together with its subsidiaries, engages in the exploration, recovery, recycling, exploration, operation, development, permitting, evaluation, and sale of uranium mineral properties in the United States.
Market Cap
CAD 5.1B
Pitch Price
CAD 23.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
-58.45
P/E
-67.24
EV/Sales
56.76
Sector
Oil, Gas and Consumable Fuels
Category
value
Portfolio Update: Q2/26 - Energy Fuels (UUUU)
UUUU (holding update): Trimmed 20% in Jan rally as stock neared fair value of $6.5B-$7B. Acquired ASM for ~$300M (6% dilution) to complement RE business. Updated Toliara & White Mesa Phase 2 figures. Nd price +32% YTD to $110/kg drives upside, but lacks price floor deal vs MP/LYS. Small, volatile RE market + political risks warrant discount to peers despite strong projects.
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