STOCK TITAN

Ur-Energy (NYSE: URG) ties $50M at-the-market share sales to new S-3

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Ur-Energy Inc. has updated its equity distribution arrangements by tying its at-the-market share sales program to a new shelf registration statement on Form S-3, which was declared effective on April 16, 2026.

Through a third amendment to its Amended and Restated At Market Issuance Sales Agreement with B. Riley Securities and Cantor Fitzgerald, the company may now sell up to $50,000,000 of common shares from time to time under the new registration, in addition to amounts previously sold. The company also notes that, for the ATM program, it has relied on an exemption in Section 602.1 of the TSX Company Manual applicable to eligible interlisted issuers.

Positive

  • None.

Negative

  • None.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
ATM capacity under new S-3 $50,000,000 Maximum common shares the company may sell from time to time under the amended ATM program
New S-3 filing date April 6, 2026 Date Ur-Energy filed its new registration statement on Form S-3
S-3 effectiveness date April 16, 2026 Date the new Form S-3 registration statement was declared effective
Amendment No. 3 date April 16, 2026 Date of third amendment to the Amended and Restated At Market Issuance Sales Agreement
at-the-market program financial
"a new prospectus supplement relating to the Company’s existing at-the-market program"
An at-the-market program is a way for a company to sell new shares of its stock gradually over time directly into the stock market, rather than all at once. This approach allows the company to raise money as needed while giving investors the opportunity to buy shares at current market prices. It helps manage the timing and price of new stock offerings, providing flexibility for both the company and investors.
Amended and Restated At Market Issuance Sales Agreement financial
"the Amended and Restated At Market Issuance Sales Agreement, dated June 7, 2021"
prospectus supplement regulatory
"filed a new prospectus supplement relating to the Company’s existing at-the-market program"
A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.
Form S-3 regulatory
"filed a new registration statement on Form S-3 (File No. 333-294902)"
Form S-3 is a legal document companies use to register their stock sales with the government, making it easier and faster for them to raise money by selling shares to investors. It’s like having a pre-approved shopping list that lets a company quickly sell new shares when they need funds, without going through a lengthy approval process each time.
TSX Company Manual regulatory
"relied on the exemption described in Section 602.1 of the TSX Company Manual"
The TSX Company Manual is the rulebook published by the Toronto Stock Exchange that spells out the standards companies must meet to list and stay listed, including what information they must disclose, basic governance expectations, and procedures for compliance. Like a building code for homes, it creates consistent safety and transparency standards so investors can compare companies, rely on timely financial reporting, and assess the risks if a company breaks the rules.
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

FORM 8-K

 

Current Report

 

Pursuant to Section 13 or 15(d) of

the Securities Exchange Act of 1934

  

Date of Report (Date of earliest event reported): April 16, 2026

 

UR-ENERGY INC.

(Exact name of registrant as specified in its charter)

 

Canada  001-33905  Not applicable
(State or other jurisdiction of
incorporation or organization)
  (Commission
File Number)
  (I.R.S. Employer
Identification Number)

 

1478 Willer Drive   
Casper, Wyoming  82604
(Address of principal executive offices)  (Zip code)

 

Registrant’s telephone number, including area code: (720) 981-4588

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class:   Trading Symbol   Name of each exchange on which registered:
Common stock   URG (NYSE American); URE (TSX)   NYSE American; TSX

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

 

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

 

Emerging growth company  ¨

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

 

 

 

 

 

 

Item 8.01Other Events.

 

On April 6, 2026, Ur-Energy Inc. (the “Company”) filed a new registration statement on Form S-3 (File No. 333-294902), which was declared effective by the Securities and Exchange Commission on April 16, 2026 (the “New Registration Statement”). In connection therewith, the Company filed a new prospectus supplement relating to the Company’s existing at-the-market program (the “ATM Program”) with B. Riley Securities, Inc. (“B. Riley Securities”) and Cantor Fitzgerald & Co. (“Cantor” and together with B. Riley Securities, the “Agents”). The Company entered into first and second amendments on December 17, 2021, and July 19, 2023, respectively, to the Amended and Restated At Market Issuance Sales Agreement, dated June 7, 2021, with the Agents (such amendments, “Amendment No. 1” and “Amendment No. 2,” respectively, and such agreement, the “Sales Agreement”). On April 16, 2026, the Company entered into a third amendment to the Sales Agreement with the Agents (“Amendment No. 3” and together with Amendment No. 1, Amendment No.2, and the Sales Agreement, the “Amended Sales Agreement”) to, among other things, reflect the New Registration Statement under which the Company may sell up to $50,000,000 from time to time through or to the Agents under the Amended Sales Agreement, in addition to amounts previously sold under the Sales Agreement.

 

The foregoing description of the Amended Sales Agreement is not complete and is qualified in its entirety by reference to the full text of the Sales Agreement, Amendment No. 1, Amendment No. 2, and Amendment No. 3, copies of which are filed herewith as Exhibit 1.1, Exhibit 1.2, Exhibit 1.3, and Exhibit 1.4, respectively, to this Current Report on Form 8-K and are incorporated herein by reference.

 

The legal opinion of Fasken Martineau DuMoulin LLP relating to the common shares being offered pursuant to the Amended Sales Agreement is filed as Exhibit 5.1 to this Current Report on Form 8-K.

 

In connection with the ATM Program, the Company has relied on the exemption described in Section 602.1 of the TSX Company Manual, which provides that the Toronto Stock Exchange will not apply its standards to certain transactions involving eligible interlisted issuers on a recognized exchange.

 

Item 9.01Financial Statements and Exhibits.

 

(d)           Exhibits

 

Exhibit No.   Description
1.1   Amended and Restated At Market Issuance Sales Agreement, dated as of June 7, 2021, by and among Ur-Energy Inc., B. Riley Securities, Inc. and Cantor Fitzgerald & Co. (incorporated by reference to Exhibit 1.1 of the Company’s Current Report on Form 8-K filed with the Securities and Exchange Commission on June 9, 2021).
     
1.2   Amendment No. 1, dated December 17, 2021, to the Amended and Restated At Market Issuance Sales Agreement dated as of June 7, 2021, by and among Ur-Energy Inc., B. Riley Securities, Inc. and Cantor Fitzgerald & Co. (incorporated by reference to Exhibit 1.2 of the Company’s Current Report on Form 8-K filed with the Securities and Exchange Commission on December 21, 2021).
     
1.3   Amendment No. 2, dated July 19, 2023, to the Amended and Restated At Market Issuance Sales Agreement dated as of June 7, 2021, by and among Ur-Energy Inc., B. Riley Securities, Inc. and Cantor Fitzgerald & Co. (incorporated by reference to Exhibit 1.3 of the Company’s Current Report on Form 8-K filed with the Securities and Exchange Commission on July 20, 2023).

 

 1 

 

Exhibit No.   Description
1.4   Amendment No. 3, dated April 16, 2026, to the Amended and Restated At Market Issuance Sales Agreement dated as of June 7, 2021, by and among Ur-Energy Inc., B. Riley Securities, Inc. and Cantor Fitzgerald & Co.
     
5.1   Opinion of Fasken Martineau DuMoulin LLP.
     
23.1   Consent of Fasken Martineau DuMoulin LLP (included in Exhibit 5.1).
     
104   Cover Page Interactive Data File (embedded within the Inline XBRL document)

 

 2 

 

SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

Date: April 16, 2026

 

  Ur-Energy Inc.
     
  By: /s/ David A. Ritchie
    Name: David A. Ritchie
    Title: Corporate Secretary and General Counsel

 

 3 

 

FAQ

What did Ur-Energy (URG) announce regarding its at-the-market program?

Ur-Energy updated its at-the-market (ATM) share issuance program by linking it to a new effective Form S-3 registration statement. A third amendment to its sales agreement lets the company continue selling common shares through agents B. Riley Securities and Cantor Fitzgerald on a registered basis.

How much can Ur-Energy (URG) sell under the amended ATM program?

Ur-Energy may sell up to $50,000,000 of common shares under the amended ATM program. These sales are made from time to time through or to B. Riley Securities and Cantor Fitzgerald, in addition to amounts already sold under the prior sales agreement.

Which banks act as agents for Ur-Energy’s updated ATM program?

B. Riley Securities and Cantor Fitzgerald act as agents under Ur-Energy’s amended at-the-market sales agreement. They were parties to the original June 7, 2021 agreement and remain responsible for executing ATM share sales under the new effective Form S-3 registration statement.

What new filing supports Ur-Energy’s ATM program expansion?

Ur-Energy filed a new registration statement on Form S-3, effective April 16, 2026, to support its ATM program. A new prospectus supplement under this S-3 allows continued registered sales of common shares through the amended at-the-market issuance agreement with its sales agents.

How does the TSX treat Ur-Energy’s ATM transactions?

For its ATM program, Ur-Energy has relied on an exemption in Section 602.1 of the TSX Company Manual. This provision states the Toronto Stock Exchange does not apply its standards to certain transactions involving eligible interlisted issuers whose securities trade on a recognized exchange.

Filing Exhibits & Attachments

5 documents