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

https://x.com/quakes99/status/1865430956326396389?s=46&t=CND_DF6ErYtM-d_GnIoKqA

😟#Uranium #mining #stocks investors who were unnecessarily worried about Trump's support for #Nuclear #energy are breathing a huge sigh of relief now😤 after he used his precious Friday night social media time to blast out an article promoting a Trump-led US 'Nuclear Renaissance' to achieve his goal of 'Energy Independence' in a doubling of US Nuclear over the next 10 years.🤯⚛️⏫⚡️🏗️👷🇺🇸 In fact, if Trump throws his weight behind the wave of Tech giants (Amazon, Google, Meta, Microsoft, Oracle...) who are now leading the charge to embrace Nuclear as the preferred 24/7 clean energy source to power the US #AI Data Center Revolution 🌞⚛️⚡️🔌💻🤖🇺🇸 then we could see a torrent of investment dollars flow into US Uranium mining companies in a new Uranium Rush 💵⛏️🌊 to secure a US domestic supply of the essential Nuclear fuel that will be needed, especially if a Trump 2.0 admin erects trade barriers & orders high tariffs on foreign Uranium imports.💲🇺🇸🌎⛏️ Just imagine what would happen if the Magnificent 7 decided to deploy even a small portion of their $15 Trillion market cap into acquiring US Uranium producers & mine developers on top of building fleets of new reactors.💰⚛️⛏️🛒🤯 Imagine major energy companies & investment funds trying to front-run them in a US Uranium M&A feeding frenzy.🦖 Seems to me that now, more than ever, is the time to ensure that your investment portfolio holds all the major US miners, developers and explorers with proven assets that could be the major beneficiaries in an inrush of new capital to rebuild the US U mining industry.📂⛏️🇺🇸☺️ Just saying... 🤠🐂 🌊🏄

The Northern Miner Energy Fuels MOU with Madagascar unlocks path for US$2B Toliara project https://www.northernminer.com/news/energy-fuels-mou-with-madagascar-unlocks-path-for-us2b-toliara-project/1003873809/

The misleading prices of rare earths https://www.globalminingreview.com/mining/05122024/the-misleading-prices-of-rare-earths/

Energy Fuels President & CEO, Mark Chalmers, explains the significance of today's news regarding the company's multi-billion dollar Toliara asset in Madagascar. Check out the full video here: https://youtu.be/cmR8PHuD_fE?feature=shared

Klingt doch ganz gut. EF hat Bargeldreserven zur Finanzierung, die 5% tun nicht weh (besser als 20% Anteile abtreten) und die 80 Mille für Projekte auf paar Jahre werden schön als Passiva gebucht. Spart in den Jahren Steuern. 😏

Energy Fuels and Madagascar Government Execute Memorandum of Understanding to Further Advance Toliara Critical Mineral Project in Madagascar https://ceo.ca/@newswire/energy-fuels-and-madagascar-government-execute-memorandum

https://www.nytimes.com/2024/12/03/world/asia/china-minerals-semiconductors.html

China’s recent announcement banning the export of rare minerals to the U.S. highlights the importance of expanded domestic production. As a U.S.-based company, Energy Fuels has created a secure, domestic supply chain, currently producing domestic #CriticalMinerals like #RareEarthElements & #Uranium, all crucial to energy security and national security. Read about this story here: https://x.com/energy_fuels/status/1864433533936074787?s=46&t=CND_DF6ErYtM-d_GnIoKqA

https://www.radiantenergygroup.com/reports/restarting-germanys-reactors-feasibility-and-schedule Hier für den Download des Berichtes

https://x.com/madihilly/status/1864240519255040488?s=46&t=CND_DF6ErYtM-d_GnIoKqA NEW: 12 gigawatts of German nuclear power can be brought back online by 2032 Here are 6 big takeaways from Radiant Energy Group’s latest report on German reactor restart Wird man es machen ??? Glaub nicht.

China’s Trade Reprisals May Extend to Minerals Like Rare Earths. https://www.bnnbloomberg.ca/business/international/2024/12/04/chinas-trade-reprisals-may-extend-to-minerals-like-rare-earths/

Energy Fuels scheint bereit zu sein, 2025 sein erstes Jahr mit Gewinn zu verzeichnen. Gestützt auf seine schuldenfreie Bilanz treibt das Unternehmen seine Wachstumspläne voran, um vom erwarteten Anstieg der Nachfrage nach Uran und Seltenen Erden zu profitieren. Das lang erwartete grüne Signal für Toliara beseitigt ein großes Hindernis. Diejenigen, die die Aktie bereits besitzen, können angesichts der soliden langfristigen Aussichten von UUUU auf den Uran- und Seltenerdmetallmärkten investiert bleiben. Angesichts der hohen Bewertung und der Lieferprobleme bei Pinyon sollten neue Anleger die Entwicklungen bei Energy Fuels beobachten, um einen geeigneteren Einstiegszeitpunkt zu finden. Der Zacks-Rang 3 (Halten) der Aktie unterstützt unsere These.

https://www.zacks.com/stock/news/2377908/uuuu-stock-shoots-up-7-as-madagascar-project-back-on-time-to-buy

Ja, schwierig. Bei Palantir hätte er recht, bei Freyr und Lift auch erstmal. Aber dann sind sie dann weg ohne Kommentar. Long ist bei denen glaub ich nicht so gut. Uran.. pushen bitte😉