Added to YB: 2026-06-15
Pitch date: 2026-06-10
UUUU [bullish]
Energy Fuels Inc.
Author Info
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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 3.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-42.80
P/E
-50.10
EV/Sales
41.57
Sector
Oil, Gas and Consumable Fuels
Category
growth
UUUU could buy for less
UUUU (added to position): Uranium/REE play, $3.7bn cap, -40% from highs. 1Q26 op loss -$17m but near uranium breakeven; sold spot at $95.88/lb. Bull case: $150/lb uranium upside on sulphur +230% disrupting ISR mining, REE expansion (NdPr/Dy/Tb $1.1bn rev), ASM acquisition, Ra-226 isotopes ($6m/gram, $1bn potential). Broker 2028 P/E 16.5x on +10,846% EPS growth; author sees $9.3bn rev potential. Rebalanced 50/50 w/ MKA, added at $14.90.
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