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

We need a ‘Manhattan Project’ to beat China in the new war over rare-earth minerals. https://nypost.com/2024/12/08/opinion/we-need-a-manhattan-project-to-beat-china-in-the-war-over-rare-earth-minerals/

Kuck mal auf Seite 20 hier https://filecache.investorroom.com/mr5ircnw_energyfuels/1343/download/2024-12%20Corporate%20Presentation%20Final.pdf EF kann leichte seltene Erden wie Nd Pr separieren und will dann auch Tb Dy separieren können. Die Gehalte von Tb und Dy sollten recht gering sein. Aber ich weiß nicht wie die Monazit Sande zusammengesetzt sind. Nd Pr sind leichte selten Erden Das ist das was in den Neodym-Magneten drin ist. Neodym Eisen Bor Magnete. Terbium und Dysprosium Sind schwere seltene Erden https://www.aclara-re.com/heavy-rare-earths/hree Das Tb und Dy mischt man bei damit der Magnet temperaturstabil wird. Wenn es dann noch eine Spur, sag mal exklusiver, sein soll Samarium Cobalt Magneten. https://de.m.wikipedia.org/wiki/Neodym-Eisen-Bor

Was ich gelesen habe, eher nicht.

Sind im Erz aus Toliara diese schweren SE enthalten?

The Illusion of Domestic Demand in the U.S. EV and Critical Minerals Markets To my knowledge, four credible projects in North America are underway to build heavy rare earth separation and purification facilities with commercial capacity. They are 1.) a traditional solvent extraction system designed and to be built by the Saskatchewan Research Council as an addition to their existing light rare earth system; another, 2.) designed and to be built in-house by Energy Fuels Inc. (NYSE American: UUUU | TSX: EFR), also as an addition to its existing light rare earth facility; 3.), a plant to be designed in-house and built in Texas, by Australia’s Lynas Rare Earths Ltd. (ASX: LYC), which currently operates the world’s largest dedicated SX system for light rare earth separation in Malaysia; and 4.), a system, using an in-house developed variation of SX, claimed to be faster and more efficient, which has been both piloted and demonstrated, by Canada’s Ucore Rare Metals Inc. (TSXV: UCU | OTCQX: UURAF), is scheduled to be built and operational in Louisiana by the end of 2025. https://investornews.com/critical-minerals-rare-earths/the-illusion-of-domestic-demand-in-the-u-s-ev-and-critical-minerals-markets/

Ich sehe dies genauso. Ich gehe diese Wette mit ein. Sehen wie lange wir noch Zeit haben, aufzustocken, bis es ausbricht. Sei es EF oder einer unserer Explorer/ Juniorminer die Big News haben werden. Dieser Zyklus kann uns ein wenig dem Ruhestand näher bringen. 😉

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