Added to YB: 2026-10-05
Pitch date: 2026-10-01
UUUU [bullish]
Energy Fuels Inc.
-22.44%
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 2.8B
Pitch Price
CAD 11.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
-33.23
P/E
-32.61
EV/Sales
23.55
Sector
Oil, Gas and Consumable Fuels
Category
growth
Portfolio Update: Q4/2026 - Energy Fuels Inc.
UUUU (added to position): Energy Fuels remains a high-conviction long-term holding, with an addition during the quarter near the current ~$10 share price; the stock moved from about $10 to $16 and back toward $10. The ASM deal closed, and company-produced terbium oxide was successfully tested, with its quality deemed good by Japan’s largest permanent-magnet manufacturer. Donald’s FID remains delayed, while Vara Mada requires government agreement and stability protections with no assurance or timeline; strong rallies will continue to be trimmed.
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