Energy Fuels may sell up to $500M more in shares

Q: How much can Energy Fuels (UUUU) sell through its ATM program?

Energy Fuels may sell up to an additional $500 million of common shares through its at-the-market program, at its discretion from time to time.

Under the prior supplement, Energy Fuels had issued and sold common shares for approximately $300 million in aggregate gross sale proceeds as of the new supplement’s date.

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

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Form Type

8-K

Rhea-AI Filing Summary

Energy Fuels Inc. (UUUU) may, at its discretion from time to time, sell up to an additional $500 million of common shares through its “at the market” program under a prospectus supplement to its effective U.S. Form S-3 registration statement. The supplement is connected to the Controlled Equity Sales Agreement dated June 13, 2025.

Filing Explained

The company reports that it had already issued and sold common shares for about $300 million in gross proceeds under the prior supplement; the separate new supplement permits up to $500 million more, which remains sale capacity rather than completed sales.

8-K Event Classification

2 items: 8.01, 9.01

2 items

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, or exhibit attachments filed with this report.

Key Figures

ATM program amount: Up to an additional $500 million Prior supplement aggregate gross sale proceeds: Approximately $300 million

2 metrics

ATM program amount Up to an additional $500 million Common shares the company may sell at its discretion from time to time

Prior supplement aggregate gross sale proceeds Approximately $300 million Common shares issued and sold under the prior supplement, as of the new supplement’s date

Key Terms

at the market, Controlled Equity Sales Agreement, prospectus supplement

3 terms

at the market financial

"under its “at the market” program"

“At the market” describes a method companies use to sell newly issued shares directly into the open market at whatever the current trading price is, usually through a broker who places shares in small amounts over time. Investors care because it can reduce each existing shareholder’s ownership percentage and increase the number of shares outstanding, while giving the company a flexible, quick way to raise cash — like adding single seats to a train instead of buying a whole new carriage.

Controlled Equity Sales Agreement financial

"in connection with its Controlled Equity Sales Agreement"

prospectus supplement regulatory

"filed a prospectus supplement"

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.

Offering Details

ATM · Up to an additional $500 million

Offering

Offering Type ATM

Securities Offered Common shares

Offering Amount Up to an additional $500 million

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How much can Energy Fuels (UUUU) sell through its ATM program?

Energy Fuels may sell up to an additional $500 million of common shares through its at-the-market program, at its discretion from time to time.

What were Energy Fuels (UUUU)’s gross sale proceeds under the prior supplement?

As of the date of the new ATM prospectus supplement, Energy Fuels had issued and sold common shares for approximately $300 million in aggregate gross sale proceeds under the prior supplement.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 10/14/2026 - 06:01 AM EDT Accepted by SEC EDGAR 10/13/2026 - 05:36 PM EDT

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): October 13, 2026

ENERGY FUELS INC.
(Exact name of registrant as specified in its charter)

Ontario	001-36204	98-1067994
(State or other jurisdiction	(Commission	(IRS Employer
of incorporation)	File Number)	Identification No.)

225 Union Blvd., Suite 600
Lakewood, Colorado, United States 80228
(Address of principal executive offices) (ZIP Code)

Registrant’s telephone number, including area code: (303) 974-2140

Not Applicable
(Former name or former address, if changed since last report)

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:

☐ 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))

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

Title of each class		Trading Symbols		Name of each exchange on which registered
Common shares, no par value		UUUU		NYSE American LLC

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

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 8.01 Other Events.

Energy Fuels Inc. (the "Company") has filed a prospectus supplement (the "ATM Prospectus Supplement") to its effective U.S. registration statement on Form S-3 (File No. 333-278193) (the "Registration Statement") in connection with its Controlled Equity Offering^SM Sales Agreement with BMO Capital Markets Corp., Canaccord Genuity LLC, Cantor Fitzgerald & Co., B. Riley Securities Inc. and H.C. Wainwright & Co., LLC, dated June 13, 2025 (the "Sales Agreement").

Pursuant to the ATM Prospectus Supplement, the Company may, at its discretion from time to time, sell up to an additional $500 million of common shares under its "at the market" program.

The Company had previously filed a prospectus supplement to the Registration Statement in connection with the Sales Agreement on June 13, 2025 (the "Prior Prospectus Supplement"). As of the date of the ATM Prospectus Supplement, the Company had issued and sold common shares for aggregate gross sale proceeds of approximately $300 million under the Prior Prospectus Supplement.

Item 9.01. Exhibits.

Exhibit	Description
5.1	Legal Opinion of Dentons LLP with respect to the ATM Prospectus Supplement
23.1	Consent of Dentons LLP with respect to the ATM Prospectus Supplement (contained in Exhibit 5.1)

SIGNATURES

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

	ENERGY FUELS INC.
	(Registrant)

Dated: October 13, 2026
	By: /s/ Nathan Longenecker
	Nathan Longenecker Chief Legal Officer and Executive Vice President, Global Government Relations

Source: View Original Filing on SEC EDGAR

Filing Exhibits & Attachments

6 documents