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ENERGY FUELS INC (symbol: UUUU) is the issuer of record for a Form 8-K filing submitted to the SEC.
Van Eck Associates Corporation filed an amended ownership report for Energy Fuels Inc. common shares. Van Eck reports beneficial ownership of 19,495,526 Energy Fuels Ord Shs, representing 7.8% of the class as of June 30, 2026.
Van Eck has sole voting and dispositive power over all 19,495,526 shares, with no shared voting or dispositive power. The filing notes that the VanEck Uranium and Nuclear ETF, a registered investment company, has the right to receive dividends and sale proceeds from 13,554,873 of these shares.
Energy Fuels Inc executive Werner Duvenhage, EVP Heavy Mineral Sands and Rare Earths, received new equity-based compensation effective August 4, 2026. He was granted 10,796 unvested restricted stock units (RSUs) at a reference price of $12.15 per common share. He was also granted 11,830 performance-based stock options with an exercise price of $13.37 per share, a 10% premium to the $12.15 grant price, expiring on August 3, 2031. All positions are held directly, with post-transaction holdings of 10,796 common shares (via RSUs) and 11,830 performance-based options. The company notes this report was filed late due to delays obtaining his SEC filing codes.
Energy Fuels Inc. executive Werner Duvenhage, EVP Heavy Mineral Sands and Rare Earths, filed an initial Form 3 as a reporting person of the company. The filing lists no reportable transactions or derivative positions. Remarks reference an attached Exhibit 24.1 Power of Attorney authorizing filings on his behalf.
German Oscar Armando reported acquisition or exercise transactions in this Form 4 filing.
Energy Fuels Inc EVP & CHRO German Oscar Armando reported equity awards, receiving 6,630 restricted stock units and 6,749 performance-based stock options on June 24, 2026. The options are exercisable at $17.89 per share, and the RSUs vest in stages through January 27, 2029. After the RSU grant, his directly held common share equivalents total 16,184. The awards are described as executive compensation top-ups tied to a mid-year promotion, with the filing delay attributed to administrative verification.
Energy Fuels Inc. reported equity compensation grants to CLO & EVP, Global Government Relations, Nathan Longenecker. On June 24, 2026 he received 981.0000 Restricted Stock Units and 999.0000 performance-based stock options with a $17.8900 exercise price, expiring June 23, 2031. RSUs vest 50% on January 27, 2027, then 25% on January 27, 2028 and January 27, 2029. The company states the options were granted at a 10% premium to fair market value, the report was filed late for administrative verification reasons, and both awards are executive compensation top-ups tied to a mid-year promotion.
VAN AKKOOI MICHIEL reported acquisition or exercise transactions in this Form 4 filing.
Energy Fuels Inc. disclosed equity compensation top-ups for EVP Michiel Van Akkooi tied to a mid-year promotion: 1,922 performance-based stock options to buy common shares at $17.89 per share, expiring June 23, 2031, and 1,889 RSUs. The RSUs vest 50% on January 27, 2027, then 25% on January 27, 2028 and 2029. After the RSU grant he directly holds 26,910 common shares. The report describes the late filing as administrative and states the awards were not made under a Rule 10b5-1 plan.
Energy Fuels Inc President and CEO Ross R. Bhappu reported a Form 4 transaction dated August 5, 2026. He had 14,375 Common Shares withheld at $12.44 per share to cover exercise-price or tax obligations in connection with an RSU vesting, leaving 242,208 shares owned directly. The remarks state the shares were withheld for taxes and the transaction was not made under a Rule 10b5-1 trading plan.
ENERGY FUELS INC reported that SVP & Chief Technical Officer Daniel Kapostasy received equity compensation awards tied to a mid-year promotion. He was granted 3,686 performance-based stock options at a $17.89 exercise price (10% above fair market value), expiring June 23, 2031, plus 3,621 RSUs that vest 50% on January 27, 2027, 25% on January 27, 2028, and 25% on January 27, 2029. Following the RSU grant, he directly holds 34,107 common shares. The filing notes it was submitted late due to administrative internal verifications.
Energy Fuels Inc. reported Q2 2026 revenue of $25.1 million, compared with $4.2 million a year earlier, and a net loss attributable to the company of $33.4 million versus $21.8 million.
For the first half of 2026, revenue was $60.9 million and the net loss attributable to Energy Fuels was $44.2 million, compared with $21.1 million and $48.1 million, respectively, in the prior‑year period. Net cash used in operating activities was $17.8 million versus $44.8 million a year earlier, while net cash used in investing activities was $133.3 million versus $75.2 million.
Total assets were $1.53 billion at June 30, 2026, including $58.4 million of cash and cash equivalents and $878.3 million of current marketable securities, with an additional $24.9 million of non‑current marketable securities. The balance sheet also includes $700.0 million of 0.75% Convertible Senior Notes due 2031 (carrying value $677.7 million) and shareholders’ equity of $792.6 million, with 249.9 million common shares outstanding.
Strategically, Energy Fuels agreed to acquire Australian Strategic Materials Limited via a share‑and‑cash scheme of arrangement and signed a definitive agreement to acquire VAC for consideration including $718.0 million in cash and 65.85 million new shares, both transactions subject to required approvals.