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Ur-Energy 8-K Filings

URG NYSE

Every 8-K that Ur-Energy (URG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow URG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full URG filings page.

Rhea-AI Summary

Ur-Energy Inc. reported second quarter 2026 results, highlighting its position as the largest U.S. ISR uranium producer with ramp-up at Lost Creek and the start of production at Shirley Basin. In Q2 2026, the company sold 215,000 pounds of U₃O₈ at an average price of $66.85 per pound, generating $14.4 million in product sales revenue. Cash cost per pound sold was $40.20, and total U₃O₈ product profit for the quarter was $3.3 million.

Lost Creek drummed 140,873 pounds of U₃O₈, up 47.4% from the first quarter of 2026, and shipped 149,747 pounds. Wellfield development, wastewater treatment construction, and other optimization initiatives are progressing, with completion of the wastewater facility planned for the first quarter of 2027. Shirley Basin captured 10,634 pounds during limited initial operations and received final authorization in late June 2026 to begin full production operations as a spoke to the Lost Creek hub.

The company held 348,292 pounds of finished inventory at quarter-end and reported cash of $95.3 million. It expects base deliveries of 1.0 million pounds of U₃O₈ in 2026 and has deferred delivery of 150,000 pounds to 2027 and 150,000 pounds to 2029 to better align sales with inventory and new production. Exploration and development activities continued across Lost Creek South, Lost Soldier, and North Hadsell.

Rhea-AI Summary

Ur-Energy Inc. reported the results of its Annual General and Special Meeting of Shareholders held on June 4, 2026. Shareholder turnout was strong, with 281,472,014 common shares represented, or 70.84% of the 397,331,853 shares outstanding as of the record date.

All nominated directors were elected, with most receiving about 98% of votes cast, while one director received approximately 81% support. Shareholders also reappointed BDO USA, P.C. as independent auditors, with 275,381,072 votes for and 6,090,942 withheld.

In advisory votes, shareholders approved executive compensation with 204,012,682 votes for and 4,952,139 against. They expressed a preference for an annual “say on pay” vote, and the Board will hold these votes every year until 2032. Shareholders further ratified renewal of the company’s stock option plan, with 115,495,382 votes for and 93,469,439 against.

Rhea-AI Summary

Ur-Energy Inc. reported stronger Q1 2026 uranium operations driven by higher prices, improved costs, and production growth at its Lost Creek facility, while starting up its second mine, Shirley Basin. In Q1 2026, the company sold 55,000 pounds of U₃O₈ at an average price of $70.98 per pound, generating about $3.9 million in revenue. Produced pounds sold carried a cash cost of $33.67 per pound and total cost of $48.85 per pound, supporting a profit of $22.13 per pound and a 31.2% profit margin. Pounds captured rose to 110,314, up 41% from Q4 2025, and finished conversion inventory increased to 417,231 pounds. Cash totaled $122.8 million at quarter-end, up from $74.8 million a year earlier. At Shirley Basin, initial operations began in April 2026 with HH 1-1 online and uranium now being captured on resin, with plans to start shipping resin to Lost Creek this summer, which is expected to substantially expand overall licensed production capacity of up to 4.2 million pounds of U₃O₈ annually.

Rhea-AI 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.

Rhea-AI Summary

Ur-Energy Inc. reported full-year 2025 results and filed a new technical report for its Lost Creek uranium project. Sales were $27,207k versus $33,706k in 2024, while net loss widened to $74,898k from $53,189k. U3O8 price per pound sold improved to $61.77 from $58.15, and cost per pound fell to $55.52 from $64.34, lifting product profit per pound to $6.25 from a loss of $6.19. The company drummed 410,440 pounds of U3O8 in 2025, up from 249,209 pounds, and shipped 420,144 pounds. A new S-K 1300 Initial Assessment Technical Report Summary for Lost Creek outlines pre-tax NPV 8% of $305,885k, post-tax NPV 8% of $244,092k, and post-tax IRR of 65.7% on 12.7 million pounds of planned production.

Rhea-AI Summary

Ur-Energy Inc. issued $120.0 million of 4.75% Convertible Senior Notes due 2031 in a private offering to qualified institutional buyers. Net proceeds were approximately $114.8 million, which the company plans to use to pay about $16.6 million for capped call hedges and to fund project development and general corporate purposes.

The unsecured notes pay 4.75% interest semiannually and may be converted into cash, common shares, or a combination at the company’s election. The initial conversion rate is 576.7013 common shares per $1,000 principal amount, implying an initial conversion price of approximately $1.73 per share, a premium of about 27.5% to the last NYSE American trading price before launch. In certain events the conversion rate can increase, and initially up to 88,235,292 common shares may be issued upon conversion. The company also entered capped call transactions with a cap of $2.72 per share, a 100% premium, that are expected generally to offset potential economic dilution or excess cash payments upon conversion up to that level.

Rhea-AI Summary

Ur-Energy Inc. files an amended report to update details of its new chief executive’s employment terms. The Board previously appointed Matthew Gili, then President, to serve as Chief Executive Officer and President effective December 13, 2025, and has now approved an Amended and Restated Employment Agreement dated December 4, 2025.

The agreement makes Mr. Gili eligible for the same benefit plans as other executives and includes standard non-solicitation and non-disclosure provisions. His annual base salary is set at $500,000 starting December 13, 2025. If the Company terminates him without cause, or if he resigns for good reason within one year after a change in control, he is entitled to a pro-rata discretionary bonus for that year and a lump-sum payment equal to 2.5 years of his base salary, in addition to other amounts already due.

Rhea-AI Summary

Ur-Energy Inc. reported a planned leadership transition in its legal function. The company announced that Penne A. Goplerud, its General Counsel and Corporate Secretary, will retire effective January 6, 2026. On the same date, David A. (Alex) Ritchie will assume the roles of General Counsel and Corporate Secretary, providing continuity in the company’s legal and corporate governance oversight. The change was disclosed in connection with a press release dated November 25, 2025, which is attached as an exhibit.

Rhea-AI Summary

Ur-Energy Inc. filed a Form 8-K to report that on November 3, 2025 it issued a press release providing an earnings release and operational update for 2025 Q3. The press release is attached as Exhibit 99.1 and incorporated by reference, giving details on the company’s quarterly financial performance and operations. The company characterizes the information in Item 2.02 and Exhibit 99.1 as being furnished, not filed, under the Exchange Act, which affects how it is treated for certain securities law purposes.

Rhea-AI Summary

Ur-Energy Inc. filed a prospectus supplement to its Form S-3 on October 20, 2025 to register the issuance of common shares upon the exercise of certain warrants issued in 2023. The company stated that no new warrants were issued in connection with this filing.

A legal opinion from Fasken Martineau DuMoulin LLP regarding the Warrant Shares was filed as Exhibit 5.1, with the related consent included within that exhibit. This action establishes registered status for shares that may be issued if warrant holders choose to exercise under the previously issued 2023 warrants.

Rhea-AI Summary

Ur‑Energy Inc. (URG) announced a planned leadership transition. John W. Cash will retire as Chief Executive Officer effective December 12, 2025, and is expected to enter a consulting agreement to serve as a strategic advisor. He is expected to remain Chairman of the Board.

The Board appointed Matthew Gili, currently President, as Chief Executive Officer and President effective December 13, 2025, and voted to expand the Board and appoint him as a director on that date. The company noted that any adjustments to Mr. Gili’s existing employment agreement are yet to be determined and will be disclosed in a future filing if material. Ur‑Energy furnished a press release as Exhibit 99.1.

Rhea-AI Summary

Ur-Energy Inc. filed a Form 8-K to report a management change. On September 23, 2025, the company announced the appointment of Jade Walle as Vice President Finance. The appointment was disclosed through a news release, which is furnished as Exhibit 99.1 and incorporated by reference. The filing does not present new financial results or major transactions, but formally records this leadership update in the company’s finance function.