URG
Market read
No new filing conclusion is available. 0 of 24 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if URG's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 24 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Interest expense increased due to the sale of our Convertible Notes in December 2025, which includes a full quarter of its 4.75% coupon interest expense and the related amortization of debt discounts, including debt issuance costs, during 2026 Q1.”10-Q · May 8, 2026 ↗
“The $1.1 million increase in 2025 was primarily due to additional labor costs and exploration costs related to our exploration programs at Lost Soldier, North Hadsell, and Lost Creek South.”10-K · Mar 10, 2026 ↗
“The $1.1 million increase in 2025 was primarily due to additional labor costs and exploration costs related to our exploration programs at Lost Soldier, North Hadsell, and Lost Creek South.”10-K · Mar 10, 2026 ↗
“Subject to an additional regulatory operational inspection and approval, we expect to complete the installation and commissioning of the production circuits and other development necessary to commence transporting U ₃ O ₈ loaded on resin to Lost Creek for pro…”10-Q · May 8, 2026 ↗
Valuation discipline
Price/sales 17.6× · EV/sales 17.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for URG. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for URG. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“This trend continued in January 2026, when Meta signed additional agreements with Vistra Corp.”
“This trend continued in January 2026, when Meta signed additional agreements with Vistra Corp.”
“Department of Commerce entered into a strategic 48 Table of Contents partnership with Westinghouse Electric Company and its owners to help facilitate financing and permitting for a potential multi-reactor build program in the U.S.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
URG is currently a Follower in the organic co-movement group Battery and Solar Technologies. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for URG; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.