Every 8-K that Energy Fuels (UUUU) 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 UUUU 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 UUUU filings page.
ENERGY FUELS INC (symbol: UUUU) is the issuer of record for a Form 8-K filing submitted to the SEC.
Energy Fuels Inc. is updating investors on the proposed acquisition of Australian Strategic Materials (ASM) via its subsidiary and on a separate, much larger transaction to acquire 100% of VAC, a German-based magnet manufacturer. Under a June 2026 merger agreement, Energy Fuels would pay total VAC consideration of about US$1.9 billion, including US$718 million in cash, 65,853,000 common shares and potentially preferred shares, subject to regulatory and closing conditions.
To support its rare earth growth plans, Energy Fuels has a conditional US$725 million 20‑year financing commitment from the U.S. Office of Strategic Capital and a committed US$250 million senior secured term loan facility from Goldman Sachs Bank USA, expected to help fund the VAC cash portion. VAC would add established magnet manufacturing in Europe and the U.S., including a Sumter, South Carolina plant scalable up to 12,000 tonnes per year, advancing Energy Fuels’ mine‑to‑magnet strategy.
The supplementary scheme booklet shows ASM’s board and a replacement independent expert still regard the ASM share and option schemes as fair, reasonable and in ASM securityholders’ best interests, and they unanimously recommend voting in favour, with revised meetings scheduled for 12 August 2026 and an indicative implementation date of 28 August 2026.
Energy Fuels Inc. outlined a global, diversified and vertically integrated critical materials strategy spanning uranium, rare earths, heavy mineral sands and advanced magnets. The company is developing a mine-to-magnet platform using its White Mesa Mill and planned expansions in mining, separation, metallization and magnet manufacturing.
The plan relies on pending acquisitions of Australian Strategic Materials and VAC, including VAC’s Sumter, South Carolina plant, which at 12 ktpa magnet capacity is expected to support a run-rate EBITDA of $400M+. Uranium operations mined 425,000 lbs U3O8 in Q1-2026 and are described as scaling toward 2M+ lbs annually at a 240,000 lbs/month run rate. Rare earth and heavy mineral sands projects, including Vara Mada with a stated $1.8B NPV10%, are expected to supply up to 60,000 tpa monazite to produce separated NdPr, Dy and Tb oxides at White Mesa.
Energy Fuels Inc. entered into a Merger Agreement to acquire the Ara VAC entities through a series of cross-border mergers. The aggregate purchase price includes $718,000,000 in cash, 65,853,000 common shares as share consideration, and potential preferred share consideration, including a value top-up capped at $135,000,000.
The cash payment will be adjusted for debt, transaction costs and other leakage, and $12,500,000 will be placed in escrow to secure certain post-closing obligations. The deal is subject to antitrust and other regulatory approvals, stock exchange listing of the share consideration, authorization of any preferred shares, absence of injunctions, and no material adverse effect.
Energy Fuels also secured a $250,000,000 senior secured term loan facility commitment from Goldman Sachs Bank USA and received a conditional $725,000,000 loan commitment from the U.S. Office of Strategic Capital to support expansion of critical minerals and rare earth capabilities. At its 2026 annual meeting, shareholders elected all seven director nominees, approved KPMG LLP as auditor, and supported say‑on‑pay and an annual frequency for future advisory votes.
Energy Fuels Inc. furnished an investor presentation related to its proposed acquisition of Vacuumschmelze GmbH & Co. KG and its related group companies from Ara Partners. The presentation, labeled as an Investor Presentation, is provided as Exhibit 99.1 to this report.
The material is furnished under Item 7.01 as a Regulation FD disclosure, meaning it is not deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934 and is not automatically incorporated into other Securities Act or Exchange Act filings unless specifically referenced.
Energy Fuels Inc. reported leadership changes in its legal and strategic functions. On May 11, 2026, longtime executive David C. Frydenlund moved from Executive Vice President and Chief Legal Officer into a new role as Executive Vice President, Strategic Acquisitions and Financings and Special Counsel to the CEO, tied to his planned retirement in October 2026 under an existing employment agreement.
At the same time, Nathan Longenecker, previously Senior Vice President and General Counsel, was appointed Chief Legal Officer and Executive Vice President, Global Government Relations, formalizing the company’s legal succession plan.
Energy Fuels Inc. reported that directors J. Birks Bovaird and Alexander G. Morrison have notified the Board that they will not seek re-election at the Annual Meeting of Shareholders scheduled for June 24, 2026. The company states their decision is not due to any disagreement regarding its operations, policies, or practices. The Board publicly thanked both directors for their years of service and dedication to the company.
Energy Fuels Inc. is revising the consideration mix in its planned acquisition of Australian Strategic Materials (ASM). Under a new Deed of Amendment and Restatement dated March 12, 2026, each ASM share under the court-approved scheme of arrangement will still receive 0.053 Energy Fuels CHESS Depository Interests by default, or 0.053 common shares at the holder’s election, but will now also receive A$0.13 in cash paid by Energy Fuels.
This A$0.13 cash consideration replaces ASM’s previously intended special dividend of up to A$0.13, with no other material changes to the earlier Scheme Implementation Deed. The transaction remains subject to approvals from ASM shareholders, the Australian court, Australia’s Foreign Investment Review Board, required stock exchange listings and other regulatory conditions, with customary forward-looking risk disclosures emphasizing that the scheme may not close as expected.
Energy Fuels Inc. has outlined a planned leadership transition at the top of the company. On April 15, 2026, President Ross Bhappu is expected to become President and Chief Executive Officer and join the Board of Directors, consistent with previously announced succession plans and his existing employment agreement.
Current CEO Mark Chalmers will retire from his role on the same date and resign from the Board. He will remain with the company exclusively as a consultant for two years to support Mr. Bhappu and other leaders on current and future growth initiatives. The company states that Mr. Chalmers’ resignation from the Board is not due to any disagreement regarding operations, policies, or practices.
The filing highlights Mr. Bhappu’s more than 35 years of mining-sector experience, including nearly 25 years at Resource Capital Funds in technical, financial, and leadership roles, and prior positions at Cyprus Minerals Company, Newmont Mining Corporation, and GTN Copper Corporation.
Energy Fuels Inc. furnished an updated pre-feasibility study for its Pinyon Plain underground uranium mine in Arizona, along with a separate feasibility study for the Donald rare earths and mineral sands project in Australia. The Pinyon Plain plan envisions mining 133,000 tons of ore grading 0.97% U₃O₈ over a 32‑month life, producing about 2.47 million pounds of U₃O₈ at 96% recovery.
The study assumes a long-term uranium price of $80/lb, generating after-tax undiscounted cash flow of $97.7 million and an after-tax NPV at a 5% discount rate of $78.3 million. Life-of-mine capital is estimated at $10.6 million and operating costs at $73.7 million, or $542 per ton milled, equating to cash operating costs of $30.08/lb U₃O₈ and all-in costs of $34.39/lb.
Energy Fuels Inc. completed a private offering of $700.0 million aggregate principal amount of 0.75% Convertible Senior Notes due 2031, using this amended filing mainly to refile a corrected indenture exhibit.
The notes pay 0.75% interest, mature on November 1, 2031, and can be converted into common shares at an initial rate of 49.1672 shares per $1,000 principal (a conversion price of about $20.34 per share, a 32.5% premium to the September 30, 2025 NYSE American closing price). Net proceeds are approximately $674.6 million after fees, with about $53.55 million spent on capped call transactions designed to limit dilution and offset cash above principal on conversion up to a $30.70 per-share cap. Based on a higher maximum conversion rate, initially up to 45,602,550 common shares may be issued if all notes convert at that maximum rate.
Energy Fuels Inc. has entered into a Scheme Implementation Deed to acquire all ordinary shares of Australian Strategic Materials Limited through a court-approved scheme of arrangement in Australia. Scheme shareholders are to receive 0.053 Energy Fuels common shares or CHESS Depository Interests plus a potential special cash dividend of up to A$0.13 per share, giving total implied consideration of A$1.60 per share and an implied Transaction value of approximately A$447 million, based on prices on January 16, 2026.
Post-closing, the target’s shareholders are expected to own about 5.8% of Energy Fuels’ outstanding shares, with the share exchange ratio fixed but the value varying with Energy Fuels’ share price. The deal is subject to multiple conditions, including shareholder and court approvals, Australian Foreign Investment Review Board clearance, stock exchange listings for the new Energy Fuels shares, and securities law exemptions, with closing expected around June 2026. Both parties agreed to reciprocal termination fees of A$4,470,000 (1.0% of the Transaction value) in specified circumstances.
Energy Fuels Inc. reported a new feasibility-level Technical Report for the Vara Mada (formerly Toliara) mineral sands and rare earths project in southwest Madagascar. The study outlines open-pit mining of the Ranobe deposit over a 38-year life, with staged development ramping ore throughput from 12.6 Mtpa to 25.0 Mtpa. Average annual production is expected to be about 959 kt of ilmenite, 66 kt of zircon, 8 kt of rutile and 24 kt of monazite.
The report estimates Proven and Probable reserves of 904 Mt at 6.1% total heavy minerals and forecasts a project NPV of $1,415 million at a 10% discount rate and an IRR of 22.1%, based on June 30, 2025 economics. Total capital is budgeted at $121 million pre-final investment decision, $769 million for Stage 1 and $142 million for Stage 2, with life-of-mine free cash flow of $10,040 million. The project relies on new mine, plant, haulage corridor and export facilities, and still requires land access, updated environmental approvals, monazite exploitation rights and a finalized investment agreement with the Government of Madagascar.
Energy Fuels Inc. (UUUU) reported a board change. On October 24, 2025, director Ivy V. Estabrooke tendered her resignation, effective October 29, 2025.
The company stated that her resignation is not due to any disagreement with Energy Fuels on operations, policies, or practices. The company’s common shares trade on NYSE American as UUUU and on the Toronto Stock Exchange as EFR.
Energy Fuels Inc. issued and sold $700.0 million aggregate principal amount of 0.75% Convertible Senior Notes due 2031, including full exercise of a $100.0 million option for additional notes. The company expects net proceeds of about $674.6 million, of which approximately $53.55 million will fund capped call transactions, with the balance intended to support rare earth development at the White Mesa Mill, the Donald project in Australia, and general corporate and working capital needs.
The notes bear interest at 0.75% per year, payable semiannually, and mature on November 1, 2031, with multiple conditions under which holders may convert before maturity. The initial conversion rate is 49.1672 common shares per $1,000 principal amount (about $20.34 per share, a 32.5% premium), and an initial maximum conversion rate of 65.1465 shares per $1,000 means up to 45,602,550 common shares may be issued on conversion, subject to adjustments. Capped call transactions with a cap initially at $30.70 per share are designed to reduce potential dilution or excess cash payments upon conversion.
Energy Fuels Inc. reported that Robert Kirkwood resigned from its board of directors on September 22, 2025, with the resignation to take effect on October 15, 2025. The company states that his departure is for personal reasons and is not due to any disagreement with the company regarding its operations, policies, or practices. Energy Fuels’ common shares trade on the NYSE American under the symbol UUUU and on the Toronto Stock Exchange under the symbol EFR.
Energy Fuels Inc. reported a material corporate event on a Form 8-K disclosing a Separation and Release Deed executed among Tim Carstens, Base Resources Limited, and Energy Fuels Inc. The deed is dated August 28, 2025 and is filed as Exhibit 10.1. The filing identifies the company’s common shares trading under ticker UUUU on NYSE American LLC. No financial terms, operational changes, or additional descriptive details about the deed’s content were provided in the text available for review.
Energy Fuels Inc. (NYSE American: UUUU) disclosed in an 8-K that, effective 4 Aug 2025, mining veteran Ross R. Bhappu (age 65) will assume the newly created role of President. Current President & CEO Mark S. Chalmers will remain CEO and Director, providing continuity while advancing the Board’s long-term succession plan.
Under a two-year employment agreement signed 30 Jul 2025, Bhappu will receive a US$550k base salary, target 85 % cash bonus, target 120 % equity award, and a 150,000-RSU sign-on grant valued at ~US$1.46 m (vesting in three equal annual tranches). He may be considered for promotion to CEO no later than 30 Apr 2026, subject to Board-defined performance metrics.
If terminated without cause, for good reason, disability or death, Bhappu is entitled to 2.99× the sum of base salary plus target bonus (≈ US$3.04 m if triggered 31 Dec 2025) plus accrued obligations. A strict non-solicitation covenant applies during the agreement. No family relationships exist with current directors or executives.
Bhappu adds 35+ years’ mining & private-equity experience, including senior roles at Resource Capital Funds and Molycorp, bolstering Energy Fuels’ strategy in uranium and rare-earth supply chains.