Energy Fuels Stock Price, News & Analysis

Energy Fuels (NYSE: UUUU) has announced the pricing of $600 million in convertible senior notes due 2031, upsized from the previously announced $550 million. The notes will carry a 0.75% interest rate, payable semiannually, and will be convertible into cash, common shares, or a combination at Energy Fuels' election.

The initial conversion rate is set at 49.1672 common shares per $1,000 principal amount, equivalent to a conversion price of approximately $20.34 per share, representing a 32.5% premium. The company expects net proceeds of approximately $578.1 million, which will be used for rare earth separations expansion, the Donald heavy mineral sands project, and general corporate purposes.

Energy Fuels has also entered into capped call transactions to reduce potential dilution, with a cap price of $30.70, representing a 100% premium over the last reported share price.

Energy Fuels (NYSE:UUUU) has announced a proposed private placement of $550 million Convertible Senior Notes due 2031, with an option for initial purchasers to acquire an additional $82.5 million in notes. The notes will be convertible into cash, common shares, or a combination of both at Energy Fuels' discretion.

The company plans to use the proceeds to fund capped call transactions, expand its Phase 2 rare earth separations circuit at the White Mesa Mill, develop the Donald heavy mineral sands and rare earth project in Australia, and support general corporate needs. The capped call transactions are designed to reduce potential share dilution and offset cash payments exceeding the principal amount of converted notes.

IsoEnergy (NYSE American: ISOU) has launched its 2025 U.S. exploration program, focusing on uranium projects in southeast Utah. The program includes 10 surface rotary holes totaling 15,000 feet at the Flatiron claims in the Henry Mountains uranium district. The company's 8,800-acre Flatiron project is strategically positioned near the Tony M and Bullfrog deposits, in a district that has historically produced 1.4 million lbs of U3O8.

The exploration will target the Salt Wash Member of the Morrison Formation, with potential for both uranium and vanadium mineralization. Additionally, IsoEnergy continues fieldwork at its Daneros and Sage Plain past-producing mines, focusing on understanding the sedimentary framework to guide future exploration efforts. The company aims to position itself as a key domestic uranium supplier, particularly relevant amid discussions about expanding the U.S. Strategic Uranium Reserve.

Energy Fuels (NYSE American: UUUU) has achieved a significant milestone in establishing a U.S.-based rare earth supply chain. The company's high-purity neodymium-praseodymium (NdPr) oxide, mined in Florida and Georgia and processed at its White Mesa Mill in Utah, has been successfully qualified for use in rare earth permanent magnets (REPMs) for EV and hybrid vehicle drive unit motors.

The 1.2 metric tonnes of NdPr oxide was converted into 3.0 metric tonnes of REPMs, sufficient to power approximately 1,500 electric and hybrid vehicles. The materials were validated by South Korea's largest manufacturer of drive unit motor cores and are expected to be installed in vehicles within months.

This breakthrough represents a crucial step in developing a mine-to-magnet supply chain independent of China. Energy Fuels also plans to construct heavy rare earth oxide capacity in 2026 at its White Mesa Mill, which is currently the only North American facility licensed to produce high-purity rare earth oxides from monazite.

Energy Fuels (NYSE:UUUU) and Vulcan Elements have signed a Memorandum of Understanding (MOU) to establish a domestic rare earth magnet supply chain independent of China. Under the agreement, Energy Fuels will supply high-purity "light" and "heavy" rare earth oxides to Vulcan in Q4 2025 for validation, sourced exclusively from U.S. mines in Florida and Georgia.

The collaboration focuses on supplying crucial neodymium-praseodymium (NdPr) and dysprosium (Dy) oxides, essential for manufacturing rare earth magnets used in electric vehicles, defense systems, and advanced technologies. Energy Fuels' White Mesa Mill in Utah, the only U.S. facility capable of processing monazite mineral concentrates into separated rare earth oxides, will process the materials. Following validation, both companies plan to negotiate long-term supply agreements.

Energy Fuels (NYSE:UUUU) has achieved a significant milestone by producing its first kilogram of 99.9% pure dysprosium (Dy) oxide at its White Mesa Mill in Utah, exceeding the 99.5% commercial specification. The company plans to produce 2 kilograms per week until reaching approximately 15 kilograms, followed by terbium oxide production targeted for Q4-2025.

As the first U.S. company to produce and publicly disclose high-purity Dy oxide production, Energy Fuels is sourcing monazite from Florida and Georgia to establish a non-Chinese rare earth oxide supply chain. The company plans to construct and commission commercial-scale dysprosium, terbium, and potentially other heavy rare earth separation capacity at White Mesa Mill by Q4 2026.

This achievement builds upon Energy Fuels' successful commissioning of its commercial-scale "light" rare earth oxide circuit, which produces neodymium-praseodymium (NdPr) oxide for permanent magnets used in EVs, robotics, and defense technologies.

Energy Fuels (NYSE:UUUU) reported Q2-2025 financial results, highlighting record-breaking performance at its Pinyon Plain uranium mine. The company posted a net loss of $21.81 million ($0.10 per share), improving from Q1-2025's loss of $26.32 million. Energy Fuels maintains a strong balance sheet with $253.23 million in working capital and no debt.

Key operational highlights include uranium production of 180,000 pounds in Q2, with exceptional grades of 2.23% U3O8 at Pinyon Plain. The company sold 50,000 pounds of uranium at $77.00 per pound. Energy Fuels revised its 2025 uranium sales guidance to 350,000 pounds and expects production costs to decrease to $23-$30 per pound by Q4 2025.

The company also received final regulatory approval for its Donald Rare Earth Project and advanced its rare earth element operations, with first production of dysprosium oxide expected in August 2025.

Energy Fuels (NYSE American: UUUU) has announced the appointment of Ross R. Bhappu as President, effective August 4, 2025. Current President and CEO Mark S. Chalmers will continue as CEO and Director, aligning with the company's succession planning.

Bhappu brings over 35 years of experience in mining and private equity, including 25 years at Resource Capital Funds. He holds a Ph.D. in Mineral Economics from Colorado School of Mines and previously served as Chairman of Molycorp from 2008-2013. His expertise spans technical and financial evaluation, project development, and capital sourcing in the mining sector.

Energy Fuels is a leading U.S. critical minerals company operating uranium projects and the White Mesa Mill, producing uranium concentrate, rare earth elements, and other critical minerals.

Energy Fuels (NYSE American: UUUU), a leading U.S. producer of uranium, rare earth elements, and critical minerals, has scheduled its Q2-2025 earnings conference call for August 7, 2025, at 9:00 AM MT. The company will release its financial results and other highlights in a press release before the call.

Energy Fuels operates multiple uranium projects in the western U.S. and owns the White Mesa Mill in Utah, the only fully licensed conventional uranium processing facility in the country. The company is expanding its portfolio with three heavy mineral sands projects: the Toliara Project in Madagascar, the Bahia Project in Brazil, and a potential 49% interest in the Donald Project in Australia with Astron Corporation Limited.