Added to YB: 2026-06-30
Pitch date: 2026-06-26
UUUU [neutral]
Energy Fuels Inc.
+1.67%
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 3.6B
Pitch Price
CAD 14.35
Price Target
44.28 (+203%)
Dividend
N/A
EV/EBITDA
-40.83
P/E
-47.94
EV/Sales
39.66
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Energy Fuels Just Became the Leading Rare Earth Company in the West
UUUU (holding update): Transformed into vertically integrated mine-to-magnet REE player via ASM ($299M) + VAC (~$2B) acquisitions. VAC: 100+yr magnet maker, 1,000+ customers, never lost money in 40yrs; Sumter targets 12k tpa = ~$400M EBITDA. Est. group EBITDA $800M-1.55B; at 10x EV/EBITDA, $8-15.5B = 54-200% upside on 350M shares (4-5yr out). Risks: dilution, rising capex, ARA owns ~20%, geopolitical/oversupply, unsecured Madagascar feed. Trusts mgmt; staying long.
Read full article (16 min)