Added to YB: 2026-07-13
Pitch date: 2026-07-13
UUUU [bullish]
Energy Fuels Inc.
+12.23%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
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
CAD 13.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
-46.82
P/E
-44.60
EV/Sales
33.19
Sector
Oil, Gas and Consumable Fuels
Category
growth
$1mm CEO dip buy at REE company
UUUU: Insider signal at a beaten-down US uranium/REE play: CEO + a director bought the dip (~$968K by CEO, +40% to his stake), first purchases vs 27 sales over the past year, stock ~49% off 52wk high. Thesis rests on dual govt tailwinds (nuclear + REE onshoring): $725M conditional 20yr US financing for White Mesa Mill and $1.9B VAC magnet acquisition to vertically integrate. Not cheap—20x NTM EV/Sales, VAC at ~65x EBITDA—$3.39B cap, $244M net cash. Risk: heavily dilutive (~27% from VAC deal + active ATM, ~14% share growth 1y), a 'story' stock with meaningful REE revenue years away and volatile govt priorities. Author frames as small-size, high-signal watchlist name.
Read full article (3 min)