Ur-Energy Stock Price, News & Analysis

Ur-Energy (NYSE American:URG) priced a $100.0 million private placement of 4.75% convertible senior notes due January 15, 2031, with an initial purchaser option for an additional $20.0 million. The offering is expected to close on December 15, 2025. Net proceeds are estimated at approximately $95.5 million (or $114.8 million if option exercised).

Initial conversion rate is 576.7013 shares per $1,000 (≈$1.73 per share; ~27.5% premium to Dec 10, 2025 sale price). Ur-Energy entered capped call transactions (cap price $2.72, cost ≈$13.9 million) to limit dilution.

Ur-Energy (NYSE American:URG) announced a proposed private placement of $100 million aggregate principal amount of convertible senior notes due 2031, with an initial purchaser option for an additional $20 million. The notes will be general senior unsecured obligations, accrue interest semiannually, and be convertible into cash, common shares, or a combination, with pricing terms set at issuance.

Proceeds are expected to fund capped call transactions and project development and general corporate purposes. The offering is subject to market conditions and TSX conditional approval.

Ur-Energy (NYSE American:URG) announced that long-serving General Counsel and Corporate Secretary Penne Goplerud will retire effective January 6, 2026. Goplerud has worked with Ur-Energy since 2005 and served as General Counsel and Corporate Secretary since 2011; she will assist with a short transition period.

Alex Ritchie will succeed Goplerud as General Counsel and Corporate Secretary on January 6, 2026. Ritchie has more than 25 years of legal, executive and teaching experience in natural resources, environmental and corporate law, plus prior accounting experience.

Ur-Energy (NYSE American:URG) reported Q3 2025 results and operational updates on November 3, 2025. Key Q3 metrics: 110,000 lb U3O8 sold at an average price of $57.48/lb generating $6.3M revenue; 93,523 lb U3O8 dried and packaged; produced cash costs ~$43.00/lb. Cash and equivalents were $52.0M at Sept 30, 2025 (cash of $35.4M as of Oct 30, 2025).

Shirley Basin construction is well advanced with foundational work, delivered ion exchange columns, two evaporation ponds nearing completion and full operational staffing; the company expects uranium production startup in Q1 2026. Great Divide Basin exploration programs started, including multi‑site drill programs aimed at expanding resource base.

Ur-Energy (NYSE American:URG) will participate in the 2025 Maxim Growth Summit on October 23, 2025 at The Hard Rock Hotel NYC.

The company will hold one-on-one meetings with institutional investors and senior Maxim analysts. CEO John Cash is scheduled to join a Critical Mineral Supply Chain Development panel on October 23 at 1:30 PM ET, which will also address energy and mining requirements from the global space exploration industry.

Additional agenda details are available at the Maxim Growth Summit website.

Ur-Energy (NYSE American:URG) announced that CEO John W. Cash will resign as CEO on December 12, 2025 and will remain as Chairman and strategic advisor. Matthew D. Gili, President since June 2025, will succeed as CEO and join the Board on December 13, 2025.

The release highlights Mr. Cash's role securing a contract book that supported the company's 2022 return to commercial production at Lost Creek and the 2024 decision to construct Shirley Basin, which is expected to begin operations in early 2026. Mr. Cash said he will form a non‑profit to promote workforce development in the nuclear industry.

Ur-Energy (NYSE American:URG) will participate in TD Cowen's 10th Annual Nuclear Fuel Cycle and Next Generation Nuclear Roundtable, a virtual event on October 9, 2025. John Cash, Chairman and CEO, will take part in a fireside chat on Thursday, October 9 at 3:40 pm Eastern. The event features presentations and fireside chats moderated by TD Cowen research staff and focuses on aspects of the nuclear industry.

A webcast is available at https://wsw.com/webcast/tds4/urg/1493906. To request an invitation or schedule a one-on-one meeting with management, contact your TD Cowen representative.

Ur-Energy (NYSE American:URG) has appointed Jade Walle as Vice President Finance, strengthening its leadership team ahead of planned operational expansion. Mr. Walle joins from PricewaterhouseCoopers LLP, where he served as an audit partner from 2011 to 2024, bringing extensive experience in corporate finance, capital markets, and financial reporting within the mining and energy sectors.

The appointment comes as Ur-Energy prepares for growth at its Lost Creek operations and the launch of Shirley Basin in early 2026. Walle's 28-year career at PwC included roles in their Global Capital Markets Group and leadership positions overseeing the firm's center of excellence and India acceleration center. He is a CPA licensed in Oklahoma, Texas, and Colorado.

Ur-Energy (NYSE:URG) announced its participation in the upcoming H.C. Wainwright 27th Annual Global Investment Conference, scheduled for September 8-10, 2025, in New York. Company President Matt Gili will deliver a presentation on Monday, September 8, at 2:00 pm Eastern at the Lotte New York Palace Hotel.

The presentation will be available via webcast for 90 days following the event. Additionally, Mr. Gili will be available for one-on-one meetings with investors during the conference, which can be scheduled through H.C. Wainwright.