Energy Fuels: Buy A Unique, Future Western Rare Earths Heavyweight
2026-03-02 08:25:00 ET
Introduction
Energy Fuels Inc. ( UUUU ) is by far the most interesting company I look at. It is an extraordinarily complex business, with a borderline unnerving number of moving parts in various stages, in an extremely unique position to be a key player in the US’s defensive push for critical minerals security while simultaneously exploiting increasing demand for uranium.
At face value, UUUU is a loss-making business that’s really never managed to turn a profit and is trading at nose-bleed valuations (EV/revenue of 74x), implying this is a short into inevitable oblivion story. But that view captures only a fraction of the story....
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Energy Fuels: Buy A Unique, Future Western Rare Earths Heavyweight
NASDAQ: UUUU
UUUU Trading
8.04% G/L:
$21.03 Last:
5,623,684 Volume:
$20.25 Open:
