Feed / UUUU

Energy Fuels Inc.

UUUU

Energy · 11.05 +0.6% today

Isolated · not yet confirmedMarket checked 30 Sept, 15:55 GMT-4

Market read

No connected market move is active around Energy Fuels Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company+0.6% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • UUUU's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if UUUU's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Energy · Uranium

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • UUUU's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Oct 1, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods8
Price observations341
Usable filing statements146
Verified relationships5
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -15.6% year over year.
  • Operating margin changed -92.6 percentage points in the latest annual period.
  • Net margin changed -68.8 percentage points in the latest annual period.
  • Diluted shares increased 30.7% in the latest annual period.
  • Foreign exchange has repeated adverse evidence across 3 filings.
Questions before a position
  • EV/sales is 218% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 30, 2026

11.05
6m-39.5%12m-33.1%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.2M+92.0%$0.01+23.6%
2022-12-31$12.5M+293.1%$-0.38+5.1%
2023-12-31$37.9M+203.1%$0.62+1.8%
2024-12-31$78.1M+106.0%$-0.28+7.4%
2025-12-31$65.9M-15.6%$-0.38+30.7%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 4 filings
“Zircon demand growth is expected to closely follow GDP and to be driven by recoveries in demand for ceramics in housing and building, as well as growth in industrial manufacturing including foundries for steel products and refractories for glass production (i…”
10-Q · May 6, 2026 ↗
Foreign exchangenegative · 3 filings
“The change was primarily due to mark-to-market gains on marketable securities in 2026 compared to mark-to-market losses in 2025, higher realized gains on maturities of marketable securities, and higher interest income, partially offset by a lower foreign exch…”
10-Q · May 6, 2026 ↗
Legal and regulatory exposuremixed · 3 filings
“Planned Phase 2 Circuit The Company also plans to expand its NdPr, Dy and Tb production capability, and potentially other REE material production capability, through the development of its proposed stand-alone Phase 2 Circuit, subject to the receipt of regula…”
10-Q · May 6, 2026 ↗
Macroeconomic conditionsmixed · 3 filings
“Standby costs increased by $1.47 million to $3.34 million for the three months ended March 31, 2026 from $1.87 million for the three months ended March 31, 2025, primarily due to advancing permitting and development on its Roca Honda Project and higher genera…”
10-Q · May 6, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 37.7× · EV/sales 46.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

11.05+0.6% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for UUUU. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

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

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for UUUU. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind UUUU

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

PKXPOSCO Holdings Inc.supplierNov 3, 2025 ▾

“Rare Earth Sales During the nine months ended September 30, 2025, the Company sold 1.2 tonnes of its NdPr produced from the Mill’s newly installed and commissioned Phase 1 REE separation circuit to POSCO International ( “ POSCO ”) for sampling to validate tha…”

CCThe Chemours CompanypartnerMay 6, 2026 ▾

“The monazite feedstock for the Company’s REE production is expected to be procured through Company-owned mines like the Vara Mada Project and Bahia Project, as well as the Company’s joint venture interest in the Donald Project, along with other potential acqu…”

Depended on by

UECUranium Energy Corp.investeeSep 24, 2025 ▾

“1992 Energy Fuels Nuclear Inc./International Uranium Corporation Energy Fuels Nuclear Inc.”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

UUUU is currently a Leader in the organic co-movement group Unknown Theme. 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 UUUU; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.