ENERGY FUELS WKN: A1W757 ISIN: CA2926717083 Kürzel: EFR Forum: Aktien Thema: Hauptdiskussion

Finde es interessant, dass sie das Vanadium lagern und auf bessere Spotpreise warten. Das ein kleiner Schatz. Dafür muss aber der Speichermarkt anziehen. Schauen was 2025 so in diesem passiert.

https://www.energyfuels.com/2024-10-31-Energy-Fuels-Announces-Q3-2024-Results,-Including-Active-Uranium-Mining-and-Processing,-Successful-Rare-Earth-Production,-and-Continuing-to-Build-a-World-Scale-Rare-Earth-Supply-Chain-Centered-in-the-U-S

Hoffe es mal

Dann sollte das Quartal durch gestern Abend größtenteils eingepreist sein.

https://x.com/itsrosehan1/status/1852094010053042277?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Energy Fuels reported Q3 EPS of (7c), missing the consensus of (4c), with Q3 revenue of $4.05M, below the consensus estimate of $5.1M. CEO Mark Chalmers commented, “Our financial outlook is primarily driven by uranium, while rare earth elements and heavy mineral sand products are key to our long-term growth strategy. This quarter, we maintained a strong balance sheet, secured a new long-term U.S. utility customer, completed another U3O8 spot sale, and began processing the large uranium feedstock inventory at the White Mesa Mill, a process expected to continue well into 2025 and beyond. Chalmers added, “Our recent acquisition of Base Resources Limited and the world-class Toliara heavy mineral sands/monazite project in Madagascar, completed on October 2, 2024, is a significant step toward achieving our strategic goals.

Die Earnings werden wohl schwächer ausfallen. Finde diese Prognose und Einschätzung von ZACKS sehr informativ. https://finance.yahoo.com/news/buy-energy-fuels-uuuu-stock-164900119.html

https://www.koreatimes.co.kr/www/nation/2024/10/113_385325.html Yoon vows full-fledged support for nuclear power industry Meine Koreaner - langsam muss ich sagen die besseren Deutschen

Am 1.11 kommen die Zahlen mit einem Videocall.....bin gespannt, wie sich unser Konzern entwickelt hat.

https://x.com/holdcomarkets/status/1851233823054287040?s=46&t=CND_DF6ErYtM-d_GnIoKqA The market believes in #NuclearEnergy. We are still in the early innings of the third #uranium bull market over the last 50 years. Nice comparative analysis by BofA. #economics

Okay, zuerst sagen sie, sie fürchten um ihr Grundwasser und Gesundheit, dann schaut sich die Reporterin alles an, sagt, das ist zu 100% sicher und dann meint die Ureinwohnerin, sie wollen keine Uranmine am Heiligen Berg......

Native Americans living at the Grand Canyon are fighting to shut down a nearby uranium mine The Havasupai Tribe living at the Grand Canyon says a nearby uranium mine is a threat to their land. Mine officials say environmental studies prove their mine is safe. NBC News' Dana Griffin reports. https://www.nbcnews.com/nightly-news/video/native-americans-living-at-the-grand-canyon-are-fighting-to-shut-down-a-nearby-uranium-mine-222776901584

What if Russia blocks the export of its raw materials? https://www.dw.com/en/what-if-russia-blocks-the-export-of-its-raw-materials/a-70414246?maca=en-Twitter-sharing

US Treasury Allows Miners to Access Clean Energy Manufacturing Subsidy https://money.usnews.com/investing/news/articles/2024-10-24/us-treasury-allows-miners-to-access-clean-energy-manufacturing-subsidy Das sollte doch Energy Fuels helfen

Rundown: All nuclear plants extended, revived, or planned as energy demand soars https://www.washingtonexaminer.com/policy/energy-and-environment/3195207/nuclear-plants-extended-revived-planned-energy-demand-soars/

Russian companies signed contracts to export LEU & #uranium to the West back when uranium prices were lower. If Putin bans U exports, they can declare Force Majeure, meaning they void all contracts without legal penalty & sign new contracts with China at current uranium prices. Interessanter Gedanke von https://x.com/gavmccracken/status/1848093440036188259?s=46&t=CND_DF6ErYtM-d_GnIoKqA