Energy Fuels (UUUU)

• Market cap: $1.35B
• 1 day: -1.43%
• 5 days: -1.43%
• 1 month: 22.20%
• 3 months: 56.72%
• 6 months: 8.18%
• Year to date: -0.58%
• 1 year: -11.68%
• 5 years: 262.11%
• 10 years: -5.10%
• Sector: Materials
• Industry: Mining & Quarrying of Nonmetallic Minerals, Except Fuels

About: Energy Fuels Inc is a United States-based critical minerals company. The Company mines uranium and produces natural uranium concentrates that are sold to nuclear utilities for the production of carbon-free nuclear energy. It holds two of America's key uranium production centers: The White Mesa Mill in Utah, and the Nichols Ranch ISR Facility in Wyoming. Its producing White Mesa Mill is the only conventional uranium mill in the United States and has a licensed capacity of approximately 8 million pounds of U3O8 per year. Nichols Ranch is in production and has a licensed capacity of approximately 2 million pounds of U3O8 per year. It also produces vanadium. Energy Fuels also owns several licensed and developed uranium and vanadium mines on standby and other projects in development.

Employees: 195

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

105% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 38

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

48% more call options, than puts

Call options by funds: $5.8M | Put options by funds: $3.91M

11% more funds holding

Funds holding: 174 [Q2] → 194 (+20) [Q3]

2.05% more ownership

Funds ownership: 51.71% [Q2] → 53.76% (+2.05%) [Q3]

5% less capital invested

Capital invested by funds: $513M [Q2] → $485M (-$27.7M) [Q3]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $5.50 20% downside
• Avg. target: $8.31 21% upside
• High target: $11 60% upside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Roth MKM Joe Reagor 40% 1-year accuracy 10 / 25 met price target	20% downside $5.50	Neutral Maintained	4 Nov 2024
HC Wainwright & Co. Heiko Ihle 64% 1-year accuracy 81 / 126 met price target	60% upside $11	Buy Maintained	4 Nov 2024
Roth MKM Joe Reagor 40% 1-year accuracy 10 / 25 met price target	13% downside $6	Neutral Maintained	23 Oct 2024
HC Wainwright & Co. Heiko Ihle 64% 1-year accuracy 81 / 126 met price target	56% upside $10.75	Buy Maintained	8 Oct 2024