Added to YB: 2026-09-10
Pitch date: 2026-09-08
UUUU [neutral]
Energy Fuels Inc.
-0.14%
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 14.57
Price Target
26.00 (+78%)
Dividend
N/A
EV/EBITDA
-44.53
P/E
-42.58
EV/Sales
31.56
Sector
Oil, Gas and Consumable Fuels
Category
growth
Energy Fuels Q2 2026 Financial Results Update
UUUU (earnings): Energy Fuels’ headline quarter was weak, with EPS of -$0.13 and $25.1M revenue missing expectations, but uranium swung to a $0.3M operating profit from an $8.6M loss as new production costs reached $23/lb. Full-year production and sales guidance was maintained. The concern is that valuation already embeds mine-to-magnet optimism while VAC would increase shares by 26.4% and multiple growth projects remain capital-intensive and unproven.
Read full article (28 min)