Latest news with #UUUU
Yahoo
14 hours ago
- Business
- Yahoo
Energy Fuels (UUUU) Drops on Market Pessimism
We recently published . Energy Fuels Inc. (NYSEAmerican:UUUU) is one of Tuesday's worst performers. Energy Fuels dropped its share prices by 17.88 percent on Tuesday to close at $8.48 apiece as investors sold off positions amid the broader market pessimism. Energy Fuels Inc. (NYSEAmerican:UUUU) declined alongside the uranium and energy sectors, which fell by 5.65 percent and 0.25 percent, respectively. In the second quarter of the year, Energy Fuels Inc. (NYSEAmerican:UUUU) saw attributable net loss widen by 241 percent to $21.8 million from only $6.4 million in the same period last year. Total revenues declined by 51.7 percent to $4.2 million from $8.7 million year-on-year. In other developments, Energy Fuels Inc. (NYSEAmerican:UUUU) welcomed its new president, Ross R. Bhappu, replacing Mark S. Chalmers, who will remain the company's chief executive officer. Bhappu brings over 35 years of experience in mining and private equity, including nearly 25 years with Resource Capital Funds, where he provided both technical and financial evaluation and support in project identification, analysis, development, valuation, project finance, mergers and acquisitions and sourcing of capital from private and public markets exclusively for the mining and minerals sector. According to the company, the leadership transition was in line with its long-term succession plans. 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 . 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
a day ago
- Business
- Yahoo
Can Energy Fuels Deliver on Its Low-Cost Uranium Strategy?
Energy Fuels Inc. UUUU is positioning itself to become one of the lowest-cost uranium producers globally. The company plans to achieve this by beginning to process low-cost ores from its Pinyon Plain mine in the fourth quarter of 2025 through the first quarter of 2025. During this period, it expects to produce 1.1-1.4 million pounds of finished uranium. This is expected to deliver exceptional cost advantages. Average mining and transportation costs to the White Mesa Mill are estimated at $10-$14 per pound of recovered uranium and milling costs at $13-$16 per pound. This will take the total weighted average cost of goods sold between $23 and $30 per pound of uranium recovered, among the lowest in the world. Initially, the high-grade Pinyon Plain ores will be blended and processed with the lower-grade, higher-cost La Sal/Pandora ores through early 2026. After this, Energy Fuels will have the flexibility to process Pinyon Plain ores alone to maximize margins, or continue to blend with other sources. As of June 30, 2025, the company's finished uranium inventories carried a weighted average cost of $53 per pound, reflecting historic production and purchases. With the integration of lower-cost Pinyon Plain output, the cost of goods sold for uranium sales is projected to fall to $50–$55 per pound through late 2025 and decline to $30–$40 per pound in early 2026. This steady reduction in costs, coupled with stable uranium pricing, is expected to significantly enhance Energy Fuels' gross margins, reinforcing its competitive advantage in the North American market. Energy Fuels' gross margin was 3.3% in the second quarter, mainly weighed down by a 52% plunge in revenues on lower uranium sales, even though costs applicable to revenues were down 0.7%. UUUU's gross margin was lower than the industry average of 35.76%. Meanwhile, peer Centrus Energy LEU reported a gross margin of 36% in the second quarter. Cameco Corp.'s CCJ gross margin was 35.51% in the second quarter. UUUU's Price Performance, Valuation & Estimates Energy Fuels shares have gained 101.6% so far this year compared with the industry's 3.2% growth. During this time, the Basic Materials sector has risen 14.8%, while the S&P 500 has gained 9.6%. Cameco and Centrus Energy shares have gained 167% year to date. Image Source: Zacks Investment Research UUUU is trading at a forward 12-month price/sales multiple of 24.93X, a significant premium to the industry's 2.74X. Cameco and Centrus Energy shares are trading at 13.17X and 6.68X, respectively. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Energy Fuels' 2025 loss is pegged at 33 cents per share. The bottom-line estimate for 2026 is pegged at earnings of one cent per share. Here is how the EPS estimates for 2025 and 2026 have been revised over the past 60 days. Image Source: Zacks Investment Research The company currently carries a Zacks Rank #3 (Hold). 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 Centrus Energy Corp. (LEU) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Globe and Mail
2 days ago
- Business
- Globe and Mail
Why Did Energy Fuels Stock Get Clobbered Today?
Key Points Energy Fuels stock tumbled today on no obvious bad news -- either for it or for uranium stocks in general. Energy Fuels stock is not currently profitable, but it might turn profitable next year. Other atomic stocks with worse prospects for profits are performing better today. 10 stocks we like better than Energy Fuels › Energy Fuels (NYSEMKT: UUUU) stock collapsed Tuesday, falling 17.4% through 11:45 a.m. ET on no obvious bad news. To the contrary, the latest news for uranium stocks in general (and presumably for Energy Fuels in particular) looks rather good. According to the energy experts at "Uranium prices and nuclear equities are surging as tight supply, underbuilt production pipelines, and policy-driven nuclear revival create a structural supply deficit." Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » So what's ailing Energy Fuels stock today? Uranium prices still strong The most obvious likely culprit for a decline in stock price at a company that mines uranium would be a decline in the price of uranium. But in fact, according to data from TradingEconomics, uranium prices are doing just fine. True, after approaching a recent high near $80 per pound back in June, uranium prices "corrected" sharply lower in early July. But the price of uranium has slowly been moving back up ever since and recently passed $73 a pound. Regardless, shares of not just Energy Fuels but also of rivals Cameco (NYSE: CCJ) and Denison Mines (NYSEMKT: DNN) are down today -- though the others aren't down as much as Energy Fuels stock is. Is Energy Fuels stock a buy? Also noteworthy is that Denison in particular received price target hikes from multiple investment banks yesterday. This is curious because, while both Denison and Energy Fuels stocks are currently unprofitable, analysts polled by S&P Global Market Intelligence think Energy Fuels stock will turn profitable next year, but Denison isn't expected to earn a profit again until 2029. Call me a traditionalist for preferring profitable stocks over unprofitable stocks, but that kind of makes me think today's unexplained sell-off could make this a good time to buy some Energy Fuels stock. Should you invest $1,000 in Energy Fuels right now? Before you buy stock in Energy Fuels, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Energy Fuels wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $671,466!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,115,633!* Now, it's worth noting Stock Advisor's total average return is 1,076% — a market-crushing outperformance compared to 184% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 18, 2025
Yahoo
2 days ago
- Business
- Yahoo
Why Did Energy Fuels Stock Get Clobbered Today?
Key Points Energy Fuels stock tumbled today on no obvious bad news -- either for it or for uranium stocks in general. Energy Fuels stock is not currently profitable, but it might turn profitable next year. Other atomic stocks with worse prospects for profits are performing better today. 10 stocks we like better than Energy Fuels › Energy Fuels (NYSEMKT: UUUU) stock collapsed Tuesday, falling 17.4% through 11:45 a.m. ET on no obvious bad news. To the contrary, the latest news for uranium stocks in general (and presumably for Energy Fuels in particular) looks rather good. According to the energy experts at "Uranium prices and nuclear equities are surging as tight supply, underbuilt production pipelines, and policy-driven nuclear revival create a structural supply deficit." So what's ailing Energy Fuels stock today? Uranium prices still strong The most obvious likely culprit for a decline in stock price at a company that mines uranium would be a decline in the price of uranium. But in fact, according to data from TradingEconomics, uranium prices are doing just fine. True, after approaching a recent high near $80 per pound back in June, uranium prices "corrected" sharply lower in early July. But the price of uranium has slowly been moving back up ever since and recently passed $73 a pound. Regardless, shares of not just Energy Fuels but also of rivals Cameco (NYSE: CCJ) and Denison Mines (NYSEMKT: DNN) are down today -- though the others aren't down as much as Energy Fuels stock is. Is Energy Fuels stock a buy? Also noteworthy is that Denison in particular received price target hikes from multiple investment banks yesterday. This is curious because, while both Denison and Energy Fuels stocks are currently unprofitable, analysts polled by S&P Global Market Intelligence think Energy Fuels stock will turn profitable next year, but Denison isn't expected to earn a profit again until 2029. Call me a traditionalist for preferring profitable stocks over unprofitable stocks, but that kind of makes me think today's unexplained sell-off could make this a good time to buy some Energy Fuels stock. Should you buy stock in Energy Fuels right now? Before you buy stock in Energy Fuels, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Energy Fuels wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $671,466!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,115,633!* Now, it's worth noting Stock Advisor's total average return is 1,076% — a market-crushing outperformance compared to 184% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 18, 2025 Rich Smith has no position in any of the stocks mentioned. The Motley Fool recommends Cameco. The Motley Fool has a disclosure policy. Why Did Energy Fuels Stock Get Clobbered Today? was originally published by The Motley Fool
Yahoo
10-07-2025
- Business
- Yahoo
UUUU Gains 36% in the Past 3 Months: Buy, Sell or Hold the Stock?
Energy Fuels UUUU has gained 36% in the past three months against the non-ferrous mining industry's 29.6% fall. The Zacks Basic Materials sector has gained 9.8%, while the S&P 500 has risen 15.9% in the same time frame. Image Source: Zacks Investment Research Looking at UUUU peer performances - Centrus Energy LEU has gained 178.8% in the past three months, while Cameco CCJ has gained 75.2%, faring better than Energy Fuels. Meanwhile, Uranium Energy UEC has underperformed Energy Fuels with a 26.5% gain in the past three months. Image Source: Zacks Investment Research Energy Fuels has been trading above the 200-day simple moving average (SMA) and the 50-day SMA, indicating a bullish trend. Image Source: Zacks Investment Research With Energy Fuels stock riding high, investors may rush to add it to their portfolio. However, before making a decision, it would be prudent to take a look at the reasons behind the surge, the company's growth prospects and risks (if any) in investing. Solid Results at Pinyon Plain Mine: Energy Fuels recently reported that the Pinyon Plain mine produced 230,661 pounds of uranium in June, taking the second quarter's production tally to 638,700 pounds. The impressive output is due to its exceptional ore grades, which averaged 3.51% in June and 2.23% for the second quarter. The mine's production and drill results to date indicate that it is set to be the highest-grade uranium deposit mined in U.S. history. It holds considerable exploration upside, with Energy Fuels currently extracting ore from only about 25% of the vertical extent of the target zone. Upbeat Sales Outlook: During the second quarter, Energy Fuels sold 50,000 pounds of uranium on the spot market for an average price of $77.00 per pound. Backed by its upbeat production numbers, the company expects higher uranium sales over the next few quarters. This includes 140,000 pounds of uranium in the third quarter and 160,000 pounds of uranium in the fourth quarter under its existing portfolio of long-term utility contracts. In 2026, Energy Fuel expects to sell between 620,000 and 880,000 pounds of uranium under its existing long-term contracts. It is planning opportunistic sales of uranium in 2025 and 2026 and intends to enter into new long-term sales contracts. Fast-Tracking Projects: UUUU recently announced that it is expediting the permitting process for the Roca Honda project in New Mexico and resumed permitting efforts on the EZ Complex in northern Arizona, which consists of two closely located "breccia pipe" deposits, similar to the Pinyon Plain mine. Also, the May 2025 Technical Report for the Bullfrog Project in Utah confirmed higher uranium resources. The project, currently in the permitting phase, has indicated mineral resources of 10.5 million pounds of uranium and inferred mineral resources of 3.4 million pounds. As of March 31, 2025, UUUU 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. Both Energy Fuels and Uranium Energy have debt-free balance sheets. This is commendable compared with Cameco's debt-to-capital ratio of 0.13 and Centrus Energy's 0.68. The Zacks Consensus Estimate for Energy Fuels' 2025 loss is pegged at 28 cents per share. The bottom-line estimate for 2026 is pegged at earnings of six cents per share. Image Source: Zacks Investment Research The 2025 estimate for UUUU has undergone negative revisions, while the same for 2026 remains unchanged. Image Source: Zacks Investment Research Uranium prices have been under pressure earlier this year due to oversupply and uncertain demand. Uranium futures have fallen to $74.5 per pound as a pause in fresh buying by holding funds allowed utilities to set lower bids. Prices are down 14.6% in a year. Prices had hit a seven-month high of $79 on June 27, driven by the news that the Sprott Physical Uranium Trust plans to purchase approximately $200 million worth of physical uranium. The U.S. government's initiative to quadruple domestic nuclear energy capacity by 2050, along with rising energy needs from AI data centers, had also lifted sentiment. Energy Fuels is trading at a forward price/sales of 12.11X, well above the industry average of 2.97X. The company's Value Score of F suggests that the stock is not so cheap and has a stretched valuation at this moment. Image Source: Zacks Investment Research Meanwhile, Centrus Energy and Cameco are cheaper alternatives than UUUU, with price/sales of 6.78X and 11.97X, respectively. Uranium Energy is trading at a higher P/S of 32.78. 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. The White Mesa Mill in Utah being the only U.S. facility able to process monazite and produce separated REE materials gives the company an edge. Backed by its debt-free balance sheet, Energy Fuels is ramping up uranium production while developing significant REE capabilities. Taking UUUU's current production levels and development pipeline into account, it has the potential to produce 6 million pounds of uranium per year. Considering the premium valuation, volatility in uranium prices, downward earnings revisions activity and projected loss for the current year, selling UUUU stock would be prudent at present. Energy Fuels stock 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
