Energy Fuels (UUUU) gained 3% in the past two trading sessions, fueled by its back-to-back partnership announcements with POSCO Holdings Inc. (PKX) and Chemours (CC) . UUUU’s collaboration with South Korea's POSCO will likely establish a supply chain for rare earth magnets essential in electric vehicles and other technologies. The Energy Fuels and Chemours partnership will ramp up domestic production of rare earth elements (REE), titanium and zirconium. UUUU & POSCO to Create REE Supply Chain Independent of ...

Core Viewpoint - Energy Fuels Inc. and The Chemours Company are forming a strategic alliance to enhance U.S. domestic rare earth and critical mineral supply chains in response to increasing demand [1][2]. Group 1: Strategic Alliance - The alliance aims to leverage the complementary geographic and operational strengths of both companies to address critical mineral supply chain challenges in the U.S. [2][3]. - Energy Fuels is a leading U.S. producer of rare earth elements and is developing new heavy mineral sands projects in Madagascar, Brazil, and Australia, which are expected to produce significant quantities of rare earth and titanium minerals [2][6]. - Chemours operates heavy mineral sands mines in Florida and Georgia, contributing to the supply of critical minerals [2][4]. Group 2: Industry Impact - The partnership is seen as a significant step towards reshoring mineral supply chains and increasing domestic production to meet the high demand for minerals essential to modern society [5]. - Industry leaders emphasize the importance of a strong domestic supply chain for critical minerals to enhance economic and national security [5]. - The alliance is expected to support the White Mesa Mill in Utah, reinforcing the local economy and its role in national security [5]. Group 3: Company Profiles - Energy Fuels focuses on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes, and has been a leading U.S. producer of natural uranium concentrate [6]. - The company operates the only fully licensed conventional uranium processing facility in the U.S. and is also involved in producing advanced rare earth element products [6]. - Chemours is recognized for its role in strengthening the U.S. critical and rare earth mineral supply, aligning with Energy Fuels for enhanced collaboration [4].

Core Viewpoint - The collaboration between Energy Fuels and POSCO aims to establish a non-China rare earth element (REE) supply chain for electric vehicles (EVs) and hybrid EVs, potentially benefiting U.S., E.U., Japanese, and South Korean automakers [2][4]. Group 1: Collaboration Details - Energy Fuels signed a strategic Memorandum of Understanding (MOU) with POSCO to outline the terms of their collaboration [2]. - The partnership seeks to link Energy Fuels' U.S. rare earth oxide production with POSCO's expertise in traction motor cores, which are essential for EV drivetrains [1][3]. - Initial qualification samples of Energy Fuels' neodymium-praseodymium (NdPr) oxide have met POSCO's specifications, paving the way for larger-scale samples to be supplied for further processing [4][5]. Group 2: Market Impact - The collaboration could enable the production of high-performance permanent REE magnets in the U.S., which would be used in vehicles for the U.S. and European markets as early as this year [3][4]. - Upon successful validation, the NdPr oxide supplied by Energy Fuels could power over 30,000 EVs, with potential consumer availability later this year [5][6]. - The MOU includes intentions for long-term supply discussions, allowing Energy Fuels to maintain significant volumes for other customers while supporting commercial-scale REE production initiatives in the U.S. [6][8]. Group 3: Company Background - Energy Fuels is a leading U.S. producer of uranium, REEs, and heavy mineral sands, with a focus on critical minerals [9]. - The company operates the White Mesa Mill in Utah, the only fully licensed conventional uranium processing facility in the U.S., and is involved in various HMS projects globally [9][11]. - Energy Fuels has been the leading U.S. producer of natural uranium concentrate, which is sold to nuclear utilities for carbon-free energy production [9].

Core Viewpoint - Energy Fuels (UUUU) has experienced significant stock price decline and reported a loss in Q4 2024 despite increased revenues, raising concerns about its future performance and valuation [1][2][26]. Financial Performance - Energy Fuels reported Q4 2024 revenues of approximately $40 million, a substantial increase from $0.5 million in the same quarter last year, and full-year revenues reached $78 million, marking a 106% increase from 2023 [7][8]. - The company incurred a loss of 19 cents per share in Q4 2024, compared to a loss of 13 cents in the same quarter last year, and a full-year loss of 28 cents compared to an adjusted loss of 19 cents in 2023 [9][10]. Market Performance - UUUU shares have declined 37.4% over the past year, contrasting with a 6.1% rise in the industry and a 21.5% increase in the S&P 500 [2]. - The stock hit a new 52-week low of $3.78 before closing at $3.80, reflecting a 14% loss since the Q4 results announcement [1]. Technical Indicators - Energy Fuels has been trading below the 50-day and 200-day simple moving averages since January 24, 2025, indicating a bearish trend following a death crossover on February 3, 2025 [4][5]. Strategic Developments - The acquisition of Base Resources in October 2024 has positioned Energy Fuels to access the Toliara Mineral Sand Project, enhancing its potential in titanium and zirconium minerals production [11]. - The Toliara project is expected to provide a long-term supply of monazite for advanced rare earth element (REE) production at the White Mesa Mill [12]. Future Outlook - Energy Fuels anticipates uranium ore production of 730,000 to 1,170,000 pounds in 2025, with contract sales expected to be between 200,000 and 300,000 pounds [15]. - The company has added a long-term uranium sales contract, expecting to deliver 270,000 to 330,000 pounds between 2026 and 2027 [16]. Valuation Concerns - UUUU is currently trading at a forward price-to-sales multiple of 4.65, above the industry average of 2.64, indicating a stretched valuation [25]. - The company has a debt-free balance sheet with $170.90 million in working capital as of December 31, 2024 [21]. Market Challenges - Uranium prices have declined by 10.34% since the beginning of 2025 and 30% over the past year, currently around $65.45 per pound, raising concerns about future demand [22]. - Recent reports of Microsoft canceling data center leases have further fueled uncertainty regarding uranium demand [23].

Core Viewpoint Energy Fuels reported a wider-than-expected loss in Q4 and for the fiscal year 2024, primarily due to transaction costs from acquisitions and increased operational expenses, despite significant revenue growth driven by uranium and Heavy Mineral Sands sales. Financial Performance - Energy Fuels reported a Q4 fiscal 2024 loss per share of 19 cents, missing the Zacks Consensus Estimate of breakeven earnings per share, compared to a loss of 13 cents per share in the same quarter last year [1][2] - The company reported a total loss of 28 cents per share for 2024, wider than the Zacks Consensus Estimate of a loss of 10 cents [2] - Revenues for Q4 2024 were approximately $40 million, missing the Zacks Consensus Estimate of $45 million, but significantly higher than $0.5 million in the year-ago quarter [5] - Total revenues for 2024 reached $78 million, marking a 106% increase from $38 million in 2023, surpassing the Zacks Consensus Estimate of $72 million [5] Revenue Breakdown - The year-over-year revenue increase was attributed to Heavy Mineral Sands (HMS) revenues following the acquisition of Base Resources, alongside a 9% increase in uranium revenues [6] - Energy Fuels sold 450,000 pounds of uranium in 2024 at an average price of $84.23 per pound, compared to 560,000 pounds sold at $59.42 in 2023 [6][7] - HMS segment revenues were $39.87 million in 2024, with no revenues from the Rare Earth Element (REE) segment [9] Cost and Expenses - Costs applicable to revenues in Q4 were $39 million, while for 2024, these costs soared 208% to around $56 million [10] - General and administrative expenses were approximately $9.9 million in Q4, a significant year-over-year increase of 293%, and totaled $31 million for 2024, a 34% increase from 2023 [11] Operating Loss - Energy Fuels reported an operating loss of $28.6 million in Q4 2024, compared to a loss of $14.4 million in the same quarter last year, with a total operating loss of $47.5 million for 2024, wider than the loss of $32.4 million in 2023 [12] Cash Position - The company used $44 million in cash for operating activities in 2024, compared to an outflow of $15 million in 2023, ending 2024 with $170.90 million in working capital [13] Inventory and Contracts - As of December 31, 2024, Energy Fuels held 1,118,000 pounds of uranium in inventory and added a fourth long-term uranium sales contract, expecting to deliver 270,000-330,000 pounds between 2026 and 2027 [14][15] Stock Performance - Energy Fuels shares have declined by 37.4% over the past year, contrasting with an 11% growth in the industry [16]

Energy Fuels, Inc. (NYSE:UUUU) Q4 2024 Earnings Conference Call February 27, 2025 11:00 AM ET Company Participants Mark Chalmers - President and Chief Executive Officer David Frydenlund - Executive Vice President, Chief Legal Officer and Corporate Secretary Nathan Bennett - Chief Accounting Officer and Interim Chief Financial Officer Curtis Moore - Senior Vice President of Marketing & Corporate Development Conference Call Participants Heiko Ihle - H.C. Wainwright Joseph Reagor - ROTH Capital Partners Noel P ...

DENVER, Feb. 27, 2025 /PRNewswire/ - Energy Fuels Inc. (NYSE American: UUUU)( TSX: EFR) ("Energy Fuels" or the "Company"), a leading U.S. producer of uranium, rare earth elements ("REE"), and heavy mineral sands ("HMS"), today reported its financial results for the year ended December 31, 2024. The Company previously announced details for its upcoming February 27, 2025 earnings call, which are also included in this news release."2024 was a fundamental building year for Energy Fuels, as we resumed U.S. urani ...

Table of Content UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________________ to ___________________ Commission file number: 001-36204 ENERGY FUELS INC. (Exact Name of Registrant as Specified in Its Charter) Ontario ...

Energy Fuels (UUUU) is currently trading at a forward 12-month earnings multiple of 5.63X, at a 113% premium to the non-ferrous mining industry’s 2.64X. UUUU’s Value Score of F suggests that the stock is not so cheap and indicates a stretched valuation at this moment. Image Source: Zacks Investment Research The Energy Fuels stock has declined 28% in the past 12 months against the industry’s 8.1% growth. The Zacks Basic Materials sector has been unchanged over the past year, while the S&P 500 has risen 19.6% ...

Conference Call and Webcast at 9:00 AM MT on Thursday, February 27, 2025 DENVER, Feb. 21, 2025 /PRNewswire/ - Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR), a leading U.S. producer of uranium, rare earth elements ("REE") and critical minerals, will hold a conference call on Thursday, February 27, 2025, at 9:00 AM Mountain Time to discuss its financial results for 2024.  Financial results will be issued in a press release prior to the call. Energy Fuels' management will host the conference call, followe ...