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Stock impact report

Energy Fuels Q4 Earnings Call Highlights [Yahoo! Finance]

Energy Fuels Inc Ordinary Shares (Canada) (UUUU) 
NASDAQ:AMEX Investor Relations: energyfuels.com/investors
Company Research Source: Yahoo! Finance
processing ~1.0 million pounds of U3O8, ending the year with over 2.0 million pounds of total uranium inventory and selling 650,000 pounds at an average price of $74.20 per pound while reducing COGS to about $43/ lb. The company is leveraging the White Mesa Mill (the only operating conventional U.S. mill) to scale rare-earth production with Phase 1/1B/1C expansions and a Phase 2 feasibility study that shows ~ $1.9 billion NPV , a 33% IRR and $300M/year EBITDA potential, targeting permitting next year and commissioning in late 2028–early 2029. Balance sheet and outlook: Energy Fuels finished 2025 with $1.4 billion in assets and working capital of $927 million (including about $862 million cash aided by ~$621 million net proceeds from a convertible note), reported a $86 million net loss for 2025, provided 2026 guidance of 2.0–2.5M lbs mined and 1.5–2.5M lbs processed, and plans a leadership transition with Ross Bhappu to become CEO in April. Interested in Energy Fuels Inc.? Here a Show less Read more
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