Latest news with #UUUU
Yahoo
3 days ago
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Energy Fuels (UUUU) is Among the Energy Stocks that Gained the Most This Week
The share price of Energy Fuels Inc. (NYSEAMERICAN:UUUU) surged by 10.93% between May 29 and June 5, 2025, putting it among the Energy Stocks that Gained the Most This Week. Let's shed some light on the development. Miners at work in a mine, searching for Uranium and Vanadium. Energy Fuels Inc. (NYSEAMERICAN:UUUU) is a leading US-based critical minerals company, focused on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes. Investors reacted positively this week after Energy Fuels Inc. (NYSEAMERICAN:UUUU) disclosed that it had achieved record monthly uranium production at its Pinyon Plain mine in Arizona, with May's output reaching nearly 260,000 pounds of U3O8. Moreover, the company filed an updated technical report on its Bullfrog project in Utah, significantly increasing previously reported in-ground uranium resources. These developments are especially significant given a recent executive order by President Trump to reinvigorate the American nuclear sector and quadruple the country's nuclear energy capacity. The order also calls for an increase in domestic mining and enrichment of uranium, and a reduction in reliance on imports from Russia and China. While we acknowledge the potential of UUUU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 10 Cheap Energy Stocks to Buy Now and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
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UUUU Vs UEC: Which US Uranium Stock Deserves a Spot in Your Portfolio?
Energy Fuels Inc. UUUU and Uranium Energy UEC are leading United States-based uranium producers that are poised to benefit from the nation's push for domestic nuclear energy and reduced reliance on foreign uranium sources. However, both companies are currently facing headwinds due to a 25% decline in uranium prices over the past year, driven by abundant supply and uncertain demand. Uranium is currently priced at $67 per pound. Despite this short-term pressure, the long-term outlook for uranium remains strong, driven by the growing push for clean energy. Notably, the United States is the largest consumer of uranium at 47 million pounds annually, with increasing demand from utilities and the U.S. government for domestic supply. For investors considering this sector to capitalize on future uranium growth, the main question is — which stock is better positioned to navigate the market challenges? To make an informed decision, let us analyze their fundamentals, growth potential and key challenges. The company has been a leading U.S. producer of natural uranium concentrate for the past several years, accounting for two-thirds of domestic uranium output since 2017. Its White Mesa Mill in Utah is the only fully licensed and operating conventional uranium processing facility in the United States. The company aims to establish the mill as a critical minerals hub in the United States with its uranium, vanadium, rare earth elements (REE) and potential radioisotope production. The acquisition of Base Resources Limited in October 2024 gave UUUU access to the promising Toliara Mineral Sand Project, which enhances its potential as a key producer of titanium and zirconium minerals, alongside REEs. Although expanding into REEs poses challenges due to China's market dominance, Energy Fuels possesses the technical expertise, strategic assets and competitive advantages to establish a foothold in this sector. The increasing push to increase domestic production for uranium and REEs is a major growth opportunity for UUUU. Energy Fuels is currently producing from 3 uranium mines. The expected ore production for 2025 is at 730,000-1,170,000 pounds of contained uranium. The company anticipates uranium contract sales of 200,000-300,000 pounds in 2025. Supported by a debt-free balance sheet, Energy Fuels is ramping up uranium production while advancing REE capabilities. With its current operations and development pipeline, the company could eventually produce up to 6 million pounds of uranium annually. UUUU reported revenues of $78 million in 2024, which marked a 106% year-over-year surge. This was mainly due to the revenue contributions from Heavy Mineral Sands following the Base Resources acquisition, while uranium revenues rose 9%. Energy Fuels reported a loss of 28 cents per share for 2024, wider than the loss of 19 cents in 2023. The company has been reporting losses since it started trading on the NYSE in December 2013. Uranium Energy is America's largest and fastest-growing supplier of uranium. It has a combined 12.1 million pounds of combined U.S. licensed production capacity from three central processing plants. Uranium Energy also boasts the largest resource portfolio in the United States and one of the largest in North America. The company recently reported the successful commissioning of the drying and packaging circuit at the Irigaray Central Processing Plant with uranium feed from the Christensen Ranch In-Situ Recovery operations. Ramp-up continues at the Christensen Ranch and new production areas are being constructed and will be completed in 2025. It is also advancing the Roughrider and Burke Hollow Projects with resource expansions and development programs, respectively. Since 2017, the company has added $1 billion in accretive acquisitions. The latest was the acquisition of Rio Tinto Group's RIO portfolio of uranium mining projects in Wyoming in December 2024. The acquisition includes Rio Tinto's licensed Sweetwater Plant and mining projects with approximately 175 million pounds of historic resources. Uranium Energy paid $175 million in cash to Rio Tinto. The Sweetwater Plant has a licensed annual capacity of 4.1 million pounds of uranium. This plant, in addition to the other assets, will significantly enhance and accelerate UEC's production capabilities in Wyoming's Great Divide Basin, where it already holds 12 properties. Uranium Energy had more than $214 million of liquid assets (cash, equities and inventory at market prices), and zero debt as of Jan. 31, had 1,356,000 pounds of purchased uranium concentrate inventory valued at $97.3 million as of Jan. 31, 2025. To build on its physical uranium program, the company will buy an additional 300,000 pounds of uranium at $37.05 per pound under existing contracts in December 2025. This will provide UEC with a low-cost stream of physical uranium at a time of heightened geopolitical uncertainty. In the second quarter of fiscal 2025 (ended Jan. 1, 2025), Uranium Energy reported revenues of $49.8 million, which reflected the sale of 600,000 pounds of uranium at $82.92 per pound. Adjusted loss per share was one cent, hurt by an 80% surge in total operating expenses. The company's results have been bearing the brunt of higher operating expenses in the last few quarters. The Zacks Consensus Estimate for Energy Fuel's 2025 revenues of $72.3 million suggests a year-over-year drop of 7.5%. The company is expected to incur a loss of 21 cents per share in 2025, indicating a narrower loss from the 28 cents reported in 2024. EPS estimates for 2025 have been unchanged over the past 60 days, whereas the same for 2026 have moved downward. The Zacks Consensus Estimate for UUUU's 2026 revenues of $180 million suggests a year-over-year upsurge of 149%, with earnings per share pegged at 6 cents, marking the first year of expected profits for the company. The Zacks Consensus Estimate for Uranium Energy's 2025 revenues is at $89.8 million, implying a substantial improvement from the $0.22 million reported in the year-ago quarter. Over the past 60 days, the consensus mark has moved down from the prior mentioned earnings of 1 cent per share to a loss of 10 cents. The company had reported a loss of 9 cents in Zacks Consensus Estimate for Uranium Energy's 2026 revenues of $87.1 million suggests a year-over-year dip of 2.9%. Despite this, the company is expected to report earnings per share of 1 cent, indicating a year-over-year rally of 112.5%. The estimate has moved down 93% over the past 60 days. Image Source: Zacks Investment Research The year-to-date price performances of both Energy Fuels and Uranium Energy have not been impressive, mainly mirroring the trend in uranium prices. UUUU shares have declined 7.8%, whereas UEC shares have fallen 19.9%. Image Source: Zacks Investment Research Energy Fuels is trading at a forward price-to-sales multiple of 9.02, below its median of 21.22X over the last five years. Uranium Energy's forward sales multiple sits at 25.73X, below its median of 26.53X over the last five years. Image Source: Zacks Investment Research Both UUUU and UEC will face revenue pressure due to lower uranium prices. Both companies' bottom lines are expected to be in the red in 2025 and return to profitability next year. Both are, meanwhile, ramping up their capabilities to capitalize on the anticipated surge in domestic uranium demand. Energy Fuels' efforts to diversify beyond uranium into REEs and to create a supply chain independent of China are commendable. UUUU appears to be more attractive than UEC from a valuation standpoint. It also scores over Uranium Energy in terms of price performance. UEC has been witnessing drastic downward estimate revisions for both 2025 and 2026. Given these factors, UUUU is the more appealing option at the moment. While UUUU carries a Zacks Rank #3 (Hold), UEC currently has a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Rio Tinto PLC (RIO) : Free Stock Analysis Report Energy Fuels Inc (UUUU) : Free Stock Analysis Report Uranium Energy Corp. (UEC) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
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UUUU Stock Trades at Premium Value: Should You Buy, Sell or Hold?
Energy Fuels UUUU is trading at a forward 12-month earnings multiple of 12.86X, at a significant premium to the non-ferrous mining industry's 2.68. 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 Other uranium stocks, Cameco CCJ and Centrus Energy LEU, are cheaper options, currently trading at price-to-sales multiples of 9.35X and 3.63X respectively. Uranium Energy UEC is trading at a higher multiple of 27.72X. Image Source: Zacks Investment Research The UUUU stock has declined 13.6% year to date against the industry's 3.7% drop. Meanwhile, the broader Zacks Basic Materials sector has gained 4.7%, while the S&P 500 has edged down 0.3% in the same timeframe. Image Source: Zacks Investment Research Centrus Energy has gained 38.5% year to date, while Cameco has been flat. Meanwhile, Uranium Energy has underperformed Energy Fuels, with a year-to-date decline of 16.9%. Image Source: Zacks Investment Research The company reported first-quarter 2025 results on May 7. Revenues in the quarter were down 33.5% year over year to $16.9 billion but beat the Zacks Consensus Estimate of $15 billion. Revenues in the quarter comprised those from Heavy Mineral Sands (HMS) as the company sold 6,836 tons of rutile, 12,852 tons of ilmenite, both used for the production of titanium products, and 1,429 tons of zircon, used for the production of zirconium. Meanwhile, Energy Fuels decided to hold back on uranium sales in response to the low prices. This led to the year-over-year decline in total revenues. In comparison, UUUU generated $25 million in uranium revenues in the last-year quarter. It intends to sell its uranium inventory when market conditions become more favorable. Energy Fuels incurred a loss of 13 cents per share in the quarter, which missed the Zacks Consensus Estimate of a loss of 5 cents. The company had reported earnings of 2 cents in the year-ago quarter. The weaker-than-expected results reflect the lack of uranium sales, as well as the ongoing ramp-up at its Pinyon Plain, La Sal and Pandora Mines. Higher costs, associated with the increased headcount of retained Base Resources employees, the Kwale mine reclamation and lower grade HMS produced, also impacted the results. As of March 31, 2025, Energy Fuels had $214.61 million of working capital, including $73 million of cash and cash equivalents, $89.64 million of marketable securities, and $20.37 million in trade and other receivables, as well as $67.68 million of inventory. The company has no debt on its balance sheet. Its peer, Uranium Energy, also has a debt-free balance sheet. This is commendable compared with Cameco's debt-to-capital ratio of 0.13 and Centrus Energy's 0.68. Energy Fuels produced 150,000 pounds of finished uranium in the first quarter of 2025. It also purchased 50,000 pounds of uranium at $64.75 per pound to add to its inventory and sell the same when prices rebound. In April 2025, UUUU mined 4,604 tons of ore, containing roughly 151,400 pounds of uranium with an average grade of 1.64% uranium at the Pinyon Plain mine. Per the company, this is one of the highest-grade uranium mines in the history of the United States. The company stated April's results represented the largest monthly production rate since mining began last year. Energy Fuels expects to process 700,000 pounds of uranium in the fourth quarter, resulting in the production of up to 1,000,000 pounds of finished uranium in 2025. This is way higher than the company's previous target of 200,000-250,000 pounds. The company plans to mine 875,000-1,435,000 pounds of uranium in 2025 compared with the previously mentioned 730,000-1,170,000 pounds. However, uranium sales for 2025 are projected at 220,000 pounds compared with the previously mentioned 200,000-300,000 pounds. In 2024, the company sold 450,000 pounds of uranium. Estimates for UUUU for 2025 and 2026 have undergone negative revisions over the past 90 days. The estimate for 2025 has moved down from earnings of 11 cents to a loss of 28 cents. The estimate for 2026 has moved 70% south to 6 cents. (Find the latest earnings estimates and surprises on Zacks Earnings Calendar.) Image Source: Zacks Investment Research The estimate for the 2025 revenues is pegged at $41.40 million, suggesting a 47% year-over-year decline. The company is expected to incur a loss of 28 cents in 2025. The estimate for 2026 revenues is $137.6 million, implying a 232.4% year-over-year upsurge. The consensus estimate for earnings is pegged at 6 cents. This suggests that 2026 will be the company's first year of profit since it started trading on the NYSE in December 2013. Image Source: Zacks Investment Research Image Source: Zacks Investment Research Uranium prices are currently at $70 per pound, down 21% in a year. Prices have been impacted by adequate supply amid uncertain demand. Lower uranium sales and prices are expected to hurt its results this year. The increasing demand for uranium and REEs in clean energy technologies, and the push for supply chains independent of China, is a growth opportunity for UUUU. Considering that the White Mesa Mill in Utah is the only U.S. facility able to process monazite and produce separated REE materials, this gives the company an edge. Backed by its debt-free balance sheet, Energy Fuels is ramping up uranium production while developing significant REE capabilities. In sync with this strategy, the company acquired Base Resources Limited in October 2024, gaining access to the promising Toliara Mineral Sand Project. In addition to REE metals, this strengthens UUUU's potential to become a major producer of titanium and zirconium minerals. Taking UUUU's current production levels and development pipeline into account, the company has the potential to produce 6 million pounds of uranium per year. Considering the premium valuation, decline in uranium prices, downward earnings revisions activity and projected loss for the current year, selling Energy Fuels' stock will be prudent at present. UUUU currently carries a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cameco Corporation (CCJ) : Free Stock Analysis Report Energy Fuels Inc (UUUU) : Free Stock Analysis Report Uranium Energy Corp. (UEC) : Free Stock Analysis Report Centrus Energy Corp. (LEU) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
08-05-2025
- Business
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Should You Buy, Hold or Sell Energy Fuels Stock Ahead of Q1 Earnings?
Energy Fuels Inc. UUUU is anticipated to witness a year-over-year decline in revenues and incur a loss when it announces first-quarter 2025 results on May 8. The consensus estimate for UUUU's first-quarter revenues is $15.20 million, indicating a 40% decline from the year-ago quarter's reported figure of $25.43 million. The Zacks Consensus Estimate for earnings is pegged at a loss of 5 cents per share. The estimate has been unchanged over the past 60 days. Energy Fuels reported earnings of 2 cents per share in the year-ago quarter. Zacks Investment Research Energy Fuels' Earnings Surprise History UUUU's earnings beat the Zacks Consensus Estimates in one of the trailing four quarters, missed in two quarters and matched in one quarter. The company has a trailing four-quarter negative earnings surprise of 2.22%, on average. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Zacks Investment Research Image Source: Zacks Investment Research What the Zacks Model Unveils for UUUU Stock Our proven model does not conclusively predict an earnings beat for Energy Fuels this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. Earnings ESP: UUUU has an Earnings ESP of 0.00%. You can uncover the best stocks before they are reported with our Earnings ESP Filter. Zacks Rank: The company currently carries a Zacks Rank of 3. You can see the complete list of today's Zacks #1 Rank stocks here. Factors Likely to Have Shaped Energy Fuels' Q1 Performance The company is currently producing from 3 uranium mines — Pinyon Plain in Arizona, La Sal and the Pandora mine in Utah. The expected ore production for 2025 is at 730,000-1,170,000 pounds of contained uranium. The company expects uranium contract sales of 200,000-300,000 pounds in 2025. UUUU had paused ore shipments last year from its Pinyon mine in Arizona following concerns raised by the Navajo Nation about transporting radioactive materials through their lands. Mining, however, continued at Pinyon, with the mined ore stockpiled at the site. On Jan. 29, 2025, Energy Fuels, Navajo Nation Department of Justice and Navajo Nation Environmental Protection Agency signed a landmark agreement, following which ore transport resumed in February. Energy Fuels has recently announced that production rates at Pinyon have steadily increased over the past few months and reached record levels in April 2025. In the first quarter of 2024, the company sold 300,000 pounds of uranium, generating $25.31 million in revenues at an average realized price of $84.38 per pound. Notably, out of the total 450,000 pounds of uranium sold in 2024, a bulk of sales was made in the first quarter of 2024 as the company took advantage of higher uranium prices at the time.
