Podcasts about uuuu

HOST: Mark Longo, The Options Insider Media Group CO-HOST: Henry Schwartz, Cboe Global Markets CO-HOST: Mike Tosaw, St. Charles Wealth Management   In this episode, host Mark Longo and his co-hosts, including "Uncle" Mike Tosaw and Henry "The Flowmaster" Schwartz explore the latest trends and trades in the options market. The show covers everything from the performance of VIX and SPX to notable unusual activities in names like Beyond Meat, Energy Fuels Inc., and Stone Co. Limited. The team also dives into broader market themes, such as potential impacts of government shutdowns, macroeconomic factors, and the Fed's role in economic independence. Listener engagement features include an audience poll on Fed independence and a lively discussion on fantasy football. 

We're joined by TG Watkins, Director of Stocks at Simpler Trading and editor of Profit Pilot, for a breakdown of Monday's sharp market rebound following Friday's China-driven selloff. TG shares how his Moxie Indicator helped flag the correction in advance, why volatility was flashing warnings, and how he's now positioning into the next phase of this bull market. Key topics discussed: Friday's selloff setup: how rising VIX + Moxie divergences signaled a short-term top Monday's rebound: why TG views it as “healthy” and what must confirm a true uptrend Trading framework: waiting for price to reclaim moving averages and Moxie > 0 before sizing long Sector leadership: nuclear energy, AI infrastructure, and drone stocks still showing strong relative strength Commodities watch: gold and silver looking stretched; uranium and copper remain structurally bullish Webinar preview: TG's upcoming Thursday, Oct 16 session on spotting divergences, Moxie signals, and risk management strategies Stocks / ETFs Mentioned: SPX, UVIX, VIX, RUT, IBIT, FNGU, FNGS, GDX, SIL, SILJ, URA, URNM, UUUU, SMR, OKLO, COPX, COPJ, XLE, RCAT, DNA, GEV   -------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

"Nothing's going to stop this train" when it comes to the A.I. trade, says StocksToTrade's Tim Bohen. He offers three stock ideas that he sees as unsung plays in the industry. Tim expects Terawulf (WULF) to gain traction as A.I. infrastructure scales, a need for Applied Digital's (APLD) cooling technology, and Energy Fuels Inc. (UUUU) to pick up the pace in the nuclear energy space. Rick Ducat turns to the chart technicals he's keeping an eye on.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Interview with Mark Chalmers, President & CEO of Energy FuelsOur previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-us-critical-minerals-production-hub-7503Recording date: 8th October 2025Energy Fuels represents a uniquely positioned opportunity in the critical minerals sector, combining operational uranium production generating positive cash flow with strategic development of rare earth and heavy mineral sands assets addressing acute Western supply chain vulnerabilities. The company recently validated this strategy through a $700 million convertible bond offering completed in one week with Goldman Sachs as sole bookrunner, oversubscribed six to seven times at a remarkably low 0.75% interest rate.The investment thesis centers on several compelling factors. First, Energy Fuels operates the only conventional uranium mill in the United States with existing permits and infrastructure capable of processing radioactive monazite ore. This creates a significant competitive moat that would require competitors years and hundreds of millions of dollars to replicate. The White Mesa Mill in Utah provides operational flexibility to process either uranium (240,000 pounds per month capacity) or rare earths depending on market conditions, allowing management to optimize revenue generation dynamically.Second, the uranium business is currently cash flow positive and ramping toward two million pounds of annual production from 100% owned mines. Management projects this uranium revenue will generate sufficient cash to fund all corporate expenses plus rare earth and heavy mineral sands development without requiring ongoing equity dilution. This self-funding model distinguishes Energy Fuels from development-stage competitors who must continuously access capital markets. The White Mesa Mill restarted processing Pinyon Plain ore in early August 2025 and will run "well into next year," providing visible near-term cash generation.Third, Energy Fuels' strategic focus on monazite processing provides access to heavy rare earths—specifically dysprosium, terbium, and samarium—that MP Materials' bastnäsite deposits lack. These heavy rare earths are essential for high-performance permanent magnets used in electric vehicles, wind turbines, and defense applications. Critically, heavy rare earth prices currently command premiums three to four times higher than Chinese alternatives, while neodymium-praseodymium prices have surged from $55 to $85-90 per kilogram, reflecting strong demand for non-Chinese supply.Fourth, the company has tangible near-term development opportunities rather than aspirational long-term projects. The Donald rare earths project in Australia is fully permitted, shovel-ready, with capital costs estimated at $300 million and exceptionally high grades of heavy rare earths. Phase 1 would produce approximately 7,000 tons per year of monazite. The Phase 2 expansion at White Mesa would create processing capacity comparable to Lynas. Multiple feasibility studies on Toliara (Madagascar), Donald, and White Mesa Phase 2 are expected by year-end, providing updated development economics.Fifth, partnerships demonstrate downstream integration progress. POSCO collaboration has advanced to producing sintered magnet blocks being incorporated into electric vehicles in 2025. The company has engaged former General Motors personnel to assist with metal, alloy, and magnet development, showing serious commitment to building integrated non-China supply chain capabilities.The macro context amplifies the opportunity. China controls approximately 70% of global rare earth production and nearly 90% of processing capacity, while the United States imports more than 90% of its uranium. Western governments view these dependencies as national security risks, particularly as clean energy transition, transportation electrification, and defense modernization drive unprecedented critical minerals demand.Energy Fuels offers investors operational cash generation today funding strategic positioning in materials where Western supply chain security commands significant price premiums, backed by existing infrastructure, proven execution capability, and exceptional recent market validation through favorable institutional financing.View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.⚠️ Big moves are coming — and if you own $PLTR, $SOFI, $NVDA, $TSLA, $UUUU, or $UNH, you need to see this breakdown. These stocks are sitting at critical levels, and the next few trading sessions could mean massive opportunity or painful mistakes. Don't get caught off guard.In this video, we'll cover:

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/the-next-uranium-supercycle-energy-fuels-isoenergy-on-geopolitics-mills-and-market-gaps-7209Recording date: 21st July 2025Energy Fuels (NYSE/TSE) has emerged as a unique critical minerals company, anchored by its position as the largest uranium producer in the United States while strategically expanding into rare earth elements production. Under CEO Mark Chalmers' leadership, the company operates the White Mesa Mill, which serves as a critical processing hub capable of switching between uranium and rare earth campaigns, providing operational flexibility and consistent cash flow generation.The company's rare earth strategy centers on producing both light and heavy rare earth elements, with particular strength in heavies like dysprosium and terbium where China maintains a stranglehold on global supply. Energy Fuels has already achieved commercial production of NDPR oxide and is advancing heavy separations, positioning itself as the third-largest publicly traded rare earth company globally behind MP Materials and Lynas. The fully permitted Donald project in Australia represents a significant strategic asset, offering heavy mineral sands with high-grade rare earth concentrates that can be processed at White Mesa.Recent market recognition has been driven by government support for critical mineral independence, exemplified by Department of Defense and Apple investments in MP Materials. Energy Fuels is well-positioned to benefit from similar government backing, given its proven production capabilities and strategic assets. The company's approach emphasizes building rather than promoting, with demonstrated technical competence across multiple critical mineral streams.The uranium business provides immediate cash flow strength, particularly from the high-grade Pinyon Plain project, which has delivered grades significantly exceeding expectations. With approximately $250 million in working capital and a clear pathway to scaling production across both uranium and rare earths, Energy Fuels offers investors exposure to critical minerals essential for energy transition and national security, backed by operational expertise and a diversified asset base spanning the United States, Australia, and Brazil.—View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Opendoor just went absolutely ballistic—and everyone's trying to figure out if this is just meme stock madness or something bigger.In this video, we dive into the heart of the recent OpenDoor ($OPEN) surge, breaking down what really happened beneath the surface. Is this a genuine turnaround or just another overhyped rocket that's destined to crash back down? We're talking explosive price action, order blocks, fear and greed extremes, and more.You'll see why OpenDoor went from a 50-cent sleeper to nearly $5 in what felt like a heartbeat—and whether the rally has real legs or is already showing signs of snapping back hard. We also cover the state of the overall market, the real estate sector, and how to use real-time sentiment indicators to avoid getting monkey-hammered when hype takes over logic.We walk through:➡️ What the OVTLYR Nine setup is and why it matters➡️ How trends, signals, and market breadth help confirm (or deny) explosive setups➡️ Why massive greed readings (like 99.74) should flash warning signs, not FOMO triggers➡️ How order blocks act as silent killers to parabolic moves➡️ What retail traders should do when meme stock mania returnsBut that's not all—we also take a look at other tickers traders asked for, including:✅ $INAI (a stealth setup that looks shockingly strong)✅ $UUUU (rare earth sector vibes, but watch that sentiment)✅ $F (Ford's looking rough with sell signals across the board)Each stock gets evaluated using our signature trend-following + sentiment-based OVTLYR Trading System, so you can see exactly how to assess opportunity vs. risk in real time.This isn't just hype. This is real market analysis for traders who want to trade smarter and avoid the bagholder club.If you're tired of guessing and want a consistent, data-driven edge to help you save time, make money, and manage risk like a pro—you'll want to stick around. We even show how to use our free TradingView indicator to find high-probability trade zones before they explode (or implode).Whether you're riding the meme wave or just watching from the sidelines, this video is your no-BS breakdown of what's happening beneath the surface of OpenDoor—and why most traders will miss the next move.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-what-us-automotives-want-7028Recording date: 2nd May 2025Energy Fuels is emerging as a standout player in the critical minerals sector, with its unique dual focus on uranium and rare earth elements production. The company recently demonstrated its operational capabilities by producing 151,400 pounds of uranium in April 2025 from its Pinyon Plane mine, achieving higher-than-expected grades of approximately 1.6%.Led by industry veteran Mark Chalmers, who brings 49 years of global uranium production experience, Energy Fuels has strategically positioned itself to capitalize on growing supply constraints in the uranium market. Chalmers offers a sobering assessment of the global uranium supply situation, noting that the best deposits worldwide are depleting while new discoveries remain limited, unpermitted, and undeveloped.The company's White Mesa Mill represents a significant competitive advantage, with the flexibility to switch between uranium and rare earth processing based on market conditions. This capability allows Energy Fuels to respond with unusual agility to customer demands and price fluctuations.Beyond current production, Energy Fuels is advancing multiple mining projects including Roca Honda in New Mexico, Bullfrog, and potential restarts at the La Sal Complex, Energy Queen, and Whirlwind mines. The company emphasizes "pounds above the ground" rather than just theoretical resources.Energy Fuels has positioned itself to potentially provide 50-100% of US demand for multiple critical minerals, aligning perfectly with governmental priorities for secure domestic supply chains. Despite strong federal support, regulatory and permitting challenges remain significant barriers to rapid industry expansion.Chalmers believes uranium prices must rise "well into the hundreds" per pound to incentivize new production and ensure long-term industry sustainability. With uranium currently trading around $70/lb and production costs at approximately $40/lb, Energy Fuels stands to benefit substantially from this anticipated price appreciation while executing its unique strategy in critical minerals.Learn more: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Interview with VP of Critical Minerals, Debra BennethumOur previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyse-uuuu-reshoring-critical-mineral-production-back-to-the-us-6878Recording date: 23rd April 2025Energy Fuels stands at a pivotal moment in its corporate evolution, transforming from a 45-year veteran uranium producer into potentially America's premier rare earth elements processor. This strategic pivot capitalizes on the company's existing infrastructure, technical expertise, and unique competitive advantages in an increasingly critical sector. The rare earth oxide produced by Energy Fuels—particularly neodymium-praseodymium (NDPR)—is essential for manufacturing permanent magnets used in electric vehicle motors, wind turbines, and defense applications. Unlike many aspirational rare earth companies, Energy Fuels has already commissioned a 1,000-ton per annum production facility at its White Mesa Mill with plans to expand to 6,000 tons by 2028, demonstrating real production capability rather than conceptual plans.The company's strategic advantage stems from its approach to processing monazite sand—a byproduct of heavy mineral sand operations—which provides a more favorable cost structure than competitors. Critically, Energy Fuels' uranium processing expertise, existing facilities, and regulatory permits create significant barriers to entry for potential competitors, as monazite contains uranium that must be properly processed and managed. This positions Energy Fuels as potentially the only American company that can economically process this valuable rare earth source at scale, with the company's leadership believing they can compete with Chinese producers on cost—a critical factor for securing automotive contracts.Recent additions to the leadership team enhance this competitive position. Debra Bennethum, who joined as VP of Critical Minerals in June 2024, brings 13 years of procurement and supply chain experience at General Motors, including direct involvement in sourcing critical minerals for EV batteries and drive units. This automotive industry expertise provides Energy Fuels with invaluable insights into OEM procurement processes and requirements, potentially accelerating customer acquisition and contract negotiations.The timing for Energy Fuels' strategic pivot appears opportune. Recent Chinese export restrictions on seven rare earth elements have highlighted vulnerabilities in global supply chains, accelerating automotive manufacturers' interest in securing domestic supplies. The semiconductor shortage during the pandemic further prompted OEMs to develop more direct relationships with material suppliers to avoid similar disruptions. These dynamics create strong tailwinds for Energy Fuels as it develops its rare earth business.For investors, Energy Fuels offers a compelling combination of execution progress and substantial market opportunity. The company has already secured validation partnerships with manufacturers like POSCO International, with potential for product to enter saleable vehicles as early as this year. The automotive industry's typical 5-7 year contract structures for vehicle programs offer visibility for potentially stable, long-term revenue streams. Additionally, Energy Fuels' diversified revenue approach—maintaining its uranium business while developing rare earth production—provides multiple avenues for growth while reducing concentration risk. With a feasibility study update expected by year-end and financial projections to follow in 2025, investors may soon have clearer visibility into the value proposition of what could become America's cornerstone rare earth producer in an increasingly critical mineral-dependent economy.—Learn more: https://cruxinvestor.com/companies/energy-fuels-incSign up for Crux Investor: https://cruxinvestor.com

English musician Graham Lewis is a  founding member of the legendary post-punk band Wire. Known for his minimal yet charged presence as bassist, vocalist, and lyricist, Graham helped shape the band's stark aesthetic since 1976. Beyond Wire, he's explored experimental sound through projects like Dome, He Said, Hox, and UUUU. An art school background and fascination with the underground shaped his career. Graham is based in Uppsala, Sweden.

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-critical-minerals-hub-takes-shape-in-united-states-6778Recording date: 21st March 2025Energy Fuels (NYSE: UUUU) stands at the forefront of America's critical minerals renaissance, offering investors a rare opportunity to capitalize on the urgent national push to secure domestic supply chains. Unlike most players in this space who remain in planning stages, Energy Fuels has already produced rare earth products at its White Mesa Mill, demonstrating operational capabilities that set it apart from competitors.The company's strategic vision extends beyond mere production to creating an integrated hub for at least ten commercially recoverable critical elements. This diversified approach spans uranium, rare earth elements, and heavy mineral sands, providing multiple revenue streams and reducing single-commodity risk. CEO Mark Chalmers' five-year strategy of building this capability has positioned the company perfectly to benefit from the new administration's emphasis on reshoring critical mineral production.Energy Fuels' international partnerships further strengthen its competitive position. Its strategic alliance with South Korean industrial giant POSCO creates a pathway to transform their rare earth materials into high-value magnets for electric vehicles and other applications, potentially as soon as this year. Meanwhile, projects advancing in Madagascar and Australia will secure long-term feedstock supplies while generating cash flow through titanium and zirconium production.The company's ambitious "Project 2028" aims to supply 50% of America's rare earth needs by that year, representing substantial scaling potential from current operations. With Final Investment Decisions advancing on multiple projects, Energy Fuels expects to demonstrate the economic viability of its integrated approach by year-end.For investors seeking exposure to critical minerals without Chinese supply chain risk, Energy Fuels offers a unique combination of current production, advancing projects, strategic partnerships, and strong government alignment. As global competition for these essential materials intensifies, Energy Fuels' first-mover advantage and execution track record position it to capture significant value in this rapidly evolving market.—View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Interview with Mark Chalmers, President and CEO, Energy FuelsOur previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-fixing-the-us-critical-mineral-shortage-6650Recording date: 2nd of March, 2025Energy Fuels is positioning itself as "three companies in one" by developing operations across uranium production, rare earth elements processing, and heavy mineral sands. CEO Mark Chalmers is leading the company's strategy to create a comprehensive critical minerals hub in the United States, addressing domestic supply chain security concerns.The company maintains its primary identity as a uranium producer, with Chalmers bringing 49 years of industry experience. Despite having production capability, Energy Fuels chose not to sell uranium in Q4 due to spot prices ($65/lb) being below replacement value. The company has secured four long-term contracts with capacity to sell up to 300,000 pounds in 2025, and is ramping up production at sites including the Pinyon Plain mine, described as "the richest uranium project in the history of the United States."A significant achievement has been the agreement with the Navajo Nation regarding ore transportation, characterized as a "win-win" situation that creates opportunities for future collaboration on cleanup efforts.On the rare earth front, Energy Fuels has demonstrated production capabilities at its White Mesa Mill, producing on-spec neodymium-praseodymium (NdPr) oxide in just one week. The company built its processing plant for $20 million, compared to industry standards that would typically cost "hundreds of millions of dollars."Energy Fuels is advancing three major projects toward Final Investment Decision (FID): the Toliara heavy mineral sands project in Madagascar (early 2026), the Donald project in Victoria (mid-2025), and Phase 2 expansion at White Mesa Mill (end of 2025). These projects represent significant growth potential but require substantial financing, which the company is actively pursuing.Despite posting a $48 million loss, with approximately $10 million attributed to transaction costs from the Base Resources acquisition, Chalmers defends the company's spending as necessary to unlock the value of world-class assets that "we believe is worth billions."The market dynamics appear favorable, with uranium term prices at $82+ versus $65 spot, reflecting utility concerns about future supply. Chalmers expressed skepticism about the industry's ability to meet growing nuclear fuel demand, predicting that price increases would be triggered by production disappointments from projects that fail to deliver.Energy Fuels is positioning itself as a key player in U.S. critical minerals security, with Chalmers planning to engage the Trump administration about how the company could help address "50% of the United States' critical elements" needs for rare earths with projects that are "world scale" and "low cost."Learn more: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Interview with Mark Chalmers, President & CEO of Energy FuelsOur previous interview:  https://www.cruxinvestor.com/posts/energy-fuels-nyse-uuuu-multi-phase-plan-to-overcome-us-critical-minerals-shortage-6377Recording date: 3rd February 2025Energy Fuels (NYSE: UUUU) is emerging as a unique way for investors to gain exposure to two of the most critical inputs to the clean energy transition - uranium and rare earth elements. As the leading US-based uranium producer with a growing rare earths business, Energy Fuels offers significant upside potential that the market appears to be overlooking.On the uranium side, Energy Fuels is the leading US-based producer with about 1 million pounds per year of current production and a path to 2-6 million pounds over the next several years from a combination of its own mines, toll milling agreements, alternate feed, and ore purchases. This flexible "hub and spoke" model positions Energy Fuels to be the dominant uranium supplier to the US nuclear fleet, which requires about 50 million pounds per year, much of which is currently imported.The company's rare earth elements business, based at its White Mesa Mill in Utah, is ramping up to produce rare earth carbonates and oxides vital for electric vehicle motors and wind turbine generators. Energy Fuels began producing a high purity mixed rare earth carbonate in 2021 and is now moving towards individual separated rare earth oxides with a definitive feasibility study underway to expand capacity 5-10x by 2027. Successful execution would establish Energy Fuels as the first major US-based rare earths processor.The macro backdrop for Energy Fuels could hardly be more favorable. Governments around the world are embracing nuclear power as a 24/7 zero-carbon energy source, supporting robust growth in uranium demand for the foreseeable future. Meanwhile, the US and other Western nations are rushing to build domestic critical mineral supply chains after decades of relying on China, which currently controls 80%+ of rare earths production and processing. This is driving government support and capital into the sector.Despite this compelling setup, Energy Fuels trades at a significant discount to its uranium peers and the market is essentially ascribing no value to the rare earths business. The company's uranium assets alone are worth more than the current enterprise value based on most price to net asset value estimates. That means investors can gain exposure to a strategic US rare earths producer essentially for free at current valuations - a mispricing that is unlikely to persist as commercial contracts are signed.Energy Fuels' recent deal with the Navajo Nation to transport ore and assist with mine cleanup shows strong stakeholder relationships and de-risks the investment case. When combined with the company's first mover status and deep technical know-how, Energy Fuels stands out as a compelling way to play the global energy transition and rising geopolitical importance of critical minerals supply chains. Energy investors with a long-term time horizon should consider adding exposure at these levels before the market catches on to the opportunity.—Learn more: https://cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Interview with Mark Chalmers, President & CEO of Energy FuelsOur previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-base-resources-acquisition-approved-5897Recording date: 6th of December, 2024Energy Fuels (NYSE: UUUU), a leading U.S. uranium producer, has received significant news with the Madagascar government lifting a five-year suspension on its Toliara heavy mineral sands project. This development marks a major milestone in the company's strategy to build a critical minerals hub around its core uranium business.The Toliara project, acquired through the purchase of Base Resources in October 2024, is described by CEO Mark Chalmers as a "world-class, low-cost, world-scale heavy mineral sand project with millions of tons of monazite." The company plans to begin a 14-month final investment decision process, with potential construction starting in early 2026 and production targeted for 2028.While diversifying into critical minerals, Energy Fuels maintains its position as the largest uranium producer in the United States. The company operates multiple mines, including Pinyon Plain and La Sal, with plans to restart the Whirlwind mine in spring 2025. Its White Mesa Mill in Utah currently has approximately one million pounds of uranium in its processing pipeline.The company's financial position remains strong, with $180 million in working capital and zero debt. Energy Fuels has already sold 450,000 pounds of uranium in 2024 at an average price of $84 per pound, with only 300,000 pounds committed for 2025, providing exposure to potential price increases.In the broader uranium market, Chalmers notes that while current prices in the high $70s per pound are sufficient for existing projects with paid-off capital costs, the market needs to consider a "fully-loaded" price that accounts for finding, permitting, building, and operating new projects. This suggests potential upward pressure on uranium prices to incentivize new supply.The company's strategic positioning aligns with increasing U.S. focus on domestic critical minerals production. While not currently relying on government funding, Energy Fuels is positioning itself for potential large-scale support, with Chalmers indicating future funding requests could be in the billions rather than millions of dollars.The scale of the challenge in domestic uranium production is significant. With U.S. annual uranium consumption at 45 million pounds, Chalmers provides perspective on production targets: "To get up to about 5 million pounds of uranium is a big step for the sector in the United States. To get to 10 is a huge step... that's not going to happen anytime soon."Energy Fuels' combination of operational uranium assets, critical minerals development, and strong balance sheet positions it as a key player in the U.S. strategic minerals sector, with multiple catalysts for growth ahead.Learn more: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Discusión y análisis sobre las últimas noticias del mundo geek con un toque de amargura, en este episodio: 00:00 - Intro 18:30 - Pokémon Company detrás de PalWorld 26:17 - Live Action de Cells at Work 34:32 - CR7 en Fatal Fury?! 43:29 - Justin Wong domina en Marvel Vs. Capcom 2 47:10 - Diseño del Nintendo Switch 2 Eso y más en #AkibaCafé! Escucha y/o descarga el Podcast completo en: | Spotify: podcasters.spotify.com/pod/show/akibacafe Ari: | Redes Sociales: linktr.ee/akibaplayer Jim: | Redes Sociales: linktr.ee/jimgarcia #PalWorld #Pokémon #CR7 #CellsAtWork #NintendoSwitch

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-us-uranium-giant-becoming-critical-minerals-powerhouse-5854Recording date: 5th September 2024Energy Fuels (NYSE:UUUU) is positioning itself as a unique player in the critical minerals sector, leveraging its established uranium production capabilities to pioneer an ambitious entry into the rare earth elements (REE) market. This strategic pivot, highlighted by the recent shareholder-approved combination with Base Resources, could potentially reshape the company's future and offer significant opportunities for investors looking to capitalize on the global clean energy transition.CEO Mark Chalmers describes the Base Resources acquisition as "company-changing," providing Energy Fuels with access to heavy mineral sands operations and the Toliara project in Madagascar. The key attraction is the project's rich monazite content, a mineral abundant in rare earth elements. Chalmers estimates that the Toliara project could yield 50-60,000 tons of monazite annually, comparable to the production scale of major player Lynas Rare Earths.This influx of monazite positions Energy Fuels to significantly scale up its rare earth element production. The company plans to process this monazite at its existing facilities in the United States, creating a vertically integrated rare earth supply chain outside of China – a strategic advantage given current geopolitical tensions and the push for supply chain diversification in critical minerals.Energy Fuels' strategy extends beyond just acquiring new resources. The company is actively diversifying its supply chain across multiple countries, including Brazil, Australia, and Madagascar, in addition to its U.S. operations. This geographical spread helps mitigate risks associated with single-source dependencies and aligns with global efforts to create resilient supply chains for critical minerals.While the rare earth elements business is an exciting new frontier for Energy Fuels, the company isn't abandoning its uranium roots. Uranium production is expected to provide a stable revenue stream as the company develops its REE capabilities. This dual focus on uranium and rare earth elements provides Energy Fuels with a unique position in the market and potentially offers investors exposure to two critical sectors of the clean energy transition.The company's unique business model, straddling both uranium and rare earth elements production, presents an interesting valuation proposition for investors. Traditional mining companies and rare earth processors often trade at different multiples, reflecting the different dynamics of their respective markets. Energy Fuels' blended approach to valuation could potentially unlock significant value for investors as the market begins to fully appreciate the company's diversified portfolio.Investor should still keep the challenges and risks involved in mind. The rare earth elements market is known for its price volatility, which can impact profitability. Developing new mining projects and scaling up rare earth processing capabilities will require significant capital expenditure and time. The company will need to navigate regulatory hurdles, especially given the radioactive nature of some of the materials it processes.Despite these challenges, the market opportunity for Energy Fuels appears substantial. The global push towards electrification and renewable energy is driving increasing demand for both uranium and rare earth elements. As countries and companies seek to secure supplies of these critical minerals from stable, environmentally responsible sources, Energy Fuels' positioning as a Western supplier could prove advantageous.For investors seeking exposure to the critical minerals sector and the clean energy transition, Energy Fuels presents an intriguing opportunity. The company's success will hinge on its ability to execute its ambitious plans, navigate market volatility, and establish itself as a key player in the global rare earth elements market. As always, thorough due diligence and careful consideration of the risks alongside the potential rewards are essential when considering an investment in this evolving sector.View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-diversified-critical-minerals-play-with-strong-balance-sheet-and-ramp-up-5789Recording date: 31st August 2024Energy Fuels, a long-standing player in the uranium industry, is embarking on an ambitious strategy to transform itself into a diversified critical minerals company. This 500-word summary outlines the key aspects of their evolving business model and the potential implications for investors.At the core of Energy Fuels' strategy is a pivot from being primarily a uranium producer to becoming a key player in the broader critical minerals space, particularly focusing on rare earth elements and medical radioisotopes. This diversification is designed to capitalize on the growing demand for materials essential to the clean energy transition and advanced technologies.The company's unique position stems from its expertise in handling radioactive materials and its ownership of the White Mesa Mill in Utah. This infrastructure gives Energy Fuels a competitive advantage, allowing it to process both uranium and rare earth-bearing minerals like monazite, which often contain uranium.Energy Fuels is actively pursuing acquisitions of heavy mineral sand projects rich in monazite. These projects, such as the Bahia project in Brazil, have the potential to produce substantial amounts of rare earth elements along with uranium. The company aims to position itself as a major Western supplier of rare earth elements, potentially rivaling the production scale of significant players outside of China.In the uranium sector, Energy Fuels maintains its strong position with three operating mines and plans to restart its mill for uranium recovery. This keeps the company well-positioned to benefit from an anticipated upturn in uranium prices driven by growing nuclear power demand and supply constraints.The company is also exploring opportunities in the medical radioisotope market, leveraging its expertise in handling radioactive materials to potentially enter the cancer treatment sector. This move could open up another revenue stream and further diversify the company's portfolio.Energy Fuels' long-term vision, as articulated by CEO Mark Chalmers, is to become a sustainable, dividend-paying company focused on critical minerals for the energy transition. This approach aims to create a more stable business model that can weather market volatility while capitalizing on multiple high-growth sectors.For investors, this strategy offers several potential benefits:Diversified exposure to critical minerals markets, reducing reliance on any single commodity.Potential for significant growth as demand for rare earth elements and other critical minerals increases.Established infrastructure and expertise providing a competitive advantage in processing complex ores.Maintained exposure to the uranium market, which many analysts expect to see price increases in the coming years.However, this strategy also comes with risks. The success of this diversification depends on effective execution across multiple fronts, requiring significant capital investment and management of complex market dynamics. The rare earth element market, in particular, is highly competitive and dominated by Chinese producers.Additionally, the company's performance will be tied to the broader adoption of clean energy technologies and the continued growth of nuclear power, which could be affected by regulatory changes, public perception, or technological disruptions.In conclusion, Energy Fuels' strategic pivot represents a bold move to position itself at the heart of the critical minerals supply chain for the clean energy transition. While the strategy comes with execution risks, it also offers the potential for significant value creation if successful. Investors considering Energy Fuels should closely monitor the company's progress in implementing this diversified strategy and its ability to establish itself as a key player in these growing markets.—View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-pioneering-us-rare-earth-uranium-production-5536Recording date: 8th August 2024Energy Fuels, a U.S.-based critical minerals company, is strategically positioning itself for long-term success in the uranium and rare earth elements (REE) markets. With a robust financial position, growing uranium production, and strategic moves into the rare earths space, the company offers investors a unique opportunity in the evolving landscape of strategic resources.Financial Strength and Production GrowthEnergy Fuels boasts a strong balance sheet with over $200 million in cash and zero debt, providing significant flexibility in the current market environment. This financial strength allows the company to pursue growth opportunities while weathering market volatility. The company is actively producing uranium, with sales of 400,000 pounds in the first half of the year at a blended price of about $85 per pound. Energy Fuels is ramping up production, targeting 1.1 to 1.4 million pounds by year-end, with plans to increase to 2 million pounds annually in the future.A key advantage for Energy Fuels is its flexible production capabilities. The company can blend uranium from various sources, including alternate feed materials and existing inventory, resulting in attractive profit margins of 50-65% on uranium sales. This flexibility also allows Energy Fuels to offer unique contract terms to utilities, enhancing its competitive position.Strategic Diversification into Rare EarthsWhile uranium remains core to its business, Energy Fuels is actively diversifying into the rare earth elements sector. The company is advancing several projects, including the acquisition of Base Resources and the development of the Astron project in Victoria, Australia. These moves are designed to position Energy Fuels as a significant player in the global rare earths market, leveraging its existing assets and expertise while acquiring new capabilities through strategic acquisitions.Market Dynamics and Competitive PositioningThe uranium market has experienced significant volatility, but Energy Fuels' CEO, Mark Chalmers, remains optimistic about long-term prospects. The company's long operating history, existing infrastructure (particularly the White Mesa Mill), and technical expertise provide significant advantages as it pursues its growth strategy.Energy Fuels sees itself as uniquely positioned in the North American critical minerals space. As a U.S.-based producer of strategic resources, the company may benefit from increasing focus on domestic supply chains for critical minerals.Investment ConsiderationsFor investors, Energy Fuels offers several key attributes:Strong balance sheet providing resilience and flexibilityGrowing uranium production with leverage to potential price increasesStrategic diversification into rare earth elementsUnique positioning as a US-based critical minerals producerExperienced management team with a track record of navigating market cyclesValuable infrastructure assets, particularly the White Mesa MillWhile challenges remain, including market volatility and technical hurdles in rare earth production, Energy Fuels' conservative yet growth-oriented approach may appeal to investors seeking exposure to the strategic resources sector with a focus on North American production.As global demand for clean energy and advanced technologies continues to grow, companies like Energy Fuels that can provide secure, domestic sources of critical minerals are likely to play an increasingly important role. For investors willing to take a long-term view, Energy Fuels offers exposure to multiple growth drivers in the strategic resources sector, backed by a strong balance sheet and experienced management team.View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com 

Interview withJack Lifton, Co-founder of Technology Metals ResearchConstantine Karayannopoulus, CEO of Neo Performance MaterialsMark Chalmers, President & CEO of Energy Fuels Inc.Recording date: 14th June 2024Energy Fuels (NYSE: UUUU) is emerging as a leading U.S. producer of two critical minerals – rare earth elements and uranium. The company's integrated business model positions it to capitalize on the global transition to clean energy, which is driving unprecedented demand for these essential materials.At the heart of Energy Fuels' rare earth strategy is the White Mesa Mill in Utah. This unique facility is the only one in the world capable of processing uranium, vanadium, and rare earths all under one roof. Energy Fuels recently commissioned a commercial-scale rare earth separation circuit at White Mesa, which can produce 2,500 tons of rare earth oxides per year, including the valuable magnet materials neodymium and praseodymium (NdPr).The plant's modular design allows for rapid expansion. Energy Fuels is already planning Phase 2, which will quadruple production capacity to meet growing demand from electric vehicles, wind turbines, and defense applications. By doing so, Energy Fuels aims to produce half of the U.S.'s rare earth needs in the coming years.To feed the White Mesa Mill, Energy Fuels is securing rare earth resources through several deals and acquisitions. The company has agreements with Chemours to process monazite sands, acquired the Bahia project in Brazil, and is in the process of acquiring a stake in Base Resources, a major mineral sands producer. These moves will provide Energy Fuels with decades of low-cost rare earth feedstock.On the uranium front, Energy Fuels is the largest U.S. producer with several operating and standby mines. Uranium prices have surged recently on supply disruption concerns and the push for carbon-free baseload power. Energy Fuels' ability to pivot between rare earth and uranium production provides flexibility and diversification.The U.S. government recognizes the strategic importance of establishing domestic rare earth and uranium supply chains. The Department of Defense has provided funding to jumpstart production, and the recently passed Inflation Reduction Act includes incentives for electric vehicle manufacturing and critical mineral development. Energy Fuels is well-positioned to benefit from these initiatives.From an investment perspective, Energy Fuels offers exposure to two critical and high-growth mineral markets. The company's vertical integration strategy de-risks its business model and allows it to capture margin along the value chain. And with China still dominating global rare earth supply, Energy Fuels provides a secure, domestic alternative for Western buyers.Rare earth and uranium market fundamentals are also improving. Industry experts believe rare earth prices have bottomed and should rise as demand rebounds. For uranium, the supply deficit is expected to widen as utilities rush to contract long-term supply. Energy Fuels is poised to benefit from these favorable macro trends.While Energy Fuels has made significant progress, the market is not yet fully valuing its rare earth potential. This disconnect provides an attractive entry point for investors looking to gain exposure to the global energy transition. As Energy Fuels executes on its plans and expands production, there is considerable room for shareholder value creation.In conclusion, Energy Fuels presents a differentiated opportunity to invest in two critical mineral supply chains – rare earths and uranium. With a proven management team, a growing asset base, and a first-mover advantage, the company is positioning itself to become a leading domestic supplier to the electric vehicle, clean energy, and defense industries. As the U.S. looks to secure critical mineral supply chains, Energy Fuels is in the right place at the right time to create significant value for shareholders.—Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

Interview with Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-amexuuuu-riding-the-uranium-wave-preparation-for-rare-earths-rebound-5019Recording date: 21st April 2024The recently announced merger between Energy Fuels and Base Resources is a transformative transaction that significantly enhances Energy Fuels' position in the rare earths sector. By acquiring the Toliara heavy mineral sands project in Madagascar, Energy Fuels gains access to a world-class asset with the potential to be a long-life, low-cost source of monazite feedstock for its growing rare earths business.The Toliara project boasts an impressive 1.4 million ton monazite resource, with an additional 800,000 ton inferred resource, making it one of the largest undeveloped deposits globally. Importantly, the monazite is contained within the heavy mineral sands at an average grade of 2%, which is relatively high and should enable low-cost extraction as a byproduct of the titanium and zircon production.Based on the DFS and PFS studies completed by Base Resources, the Toliara project has the potential to produce 22,000 tons of monazite per year over a multi-decade mine life. At full production, this could generate annual EBITDA of $350-400 million, making it a financially robust operation even before considering the rare earths upside.For Energy Fuels, securing access to this large-scale, long-life monazite supply is a key step in its strategy to become a leading global rare earths producer. The company is already in the process of commissioning its Phase 1 rare earths separation circuit at the White Mesa Mill in Utah, which will have the capacity to process 2,500 tons of monazite per year. With the addition of Toliara, Energy Fuels will have enough feedstock to support a much larger Phase 2 and 3 expansion, potentially positioning it as one of the largest non-Chinese rare earths producers.Another benefit of the transaction is the addition of Base Resources' experienced management team and operating expertise. Base has a proven track record of developing and operating heavy mineral sands projects, most notably the Kwale mine in Kenya which has been a consistent cash flow generator. This should help de-risk the development of Toliara and provide valuable knowledge sharing as Energy Fuels ramps up its own rare earths operations.From a macro perspective, the merger also enhances Energy Fuels' geopolitical positioning. With the US and other Western countries increasingly focused on securing critical mineral supply chains outside of China, having a large-scale rare earths project in Madagascar helps diversify global production. Energy Fuels' White Mesa Mill in Utah is the only licensed and operating conventional uranium mill in the US, making it a strategic asset for domestic processing of uranium and rare earths. The combination of US processing capabilities and non-Chinese monazite feedstock should be highly attractive to Western governments and end-users looking to shore up rare earths supplies.Overall, the merger with Base Resources checks a lot of boxes for Energy Fuels. It provides a large, long-life source of low-cost monazite feedstock to fuel the company's rare earths ambitions. It adds geographic diversity and operating expertise in heavy mineral sands. And it enhances the company's positioning as a strategic Western supplier of critical materials. For shareholders, the transaction brings significant rare earths exposure and growth potential, complementing Energy Fuels' existing uranium business. As the world focuses on electrification and decarbonization, Energy Fuels is positioning itself to be a key player in supplying the necessary critical minerals, which should create meaningful value over time.—Learn more: https://cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Hey there, if you're looking to invest in 2024, you've probably already heard of the AI boom and how those stocks have already taken off and gone into the stratosphere, you've already probably looked at the weight loss drugs like Eli Lilly and how that's already exploded and gone into the stratosphere. And you've probably even looked at, you know, the mega cap tech stocks and how they've already taken off and gone. So far so high? Well, there is one sector, it's an unloved sector, but it is on fire and it is going to do amazing in 2024. That's what I want to talk about today. So what is this sector? Well, it's not really a sector, it's more of a commodity, which commodity? Well, it's not the normal ones you normally think about. It's uranium. So if you look at uranium prices, uranium prices have doubled in the last year, and they're probably going to double even more, I don't know more than double, but they're gonna go up continuously, maybe even doubled this year that those are the expectations. Why? Because uranium is used in nuclear power plants. And more and more countries are getting away from coal power plants are shutting their coal ones down. And they're building nuclear plants. Only problem is there is a shortage of uranium. So uranium only comes in a few places. It doesn't come from everywhere, you can't mine it everywhere. It's only in a few countries and only in a few mines. And creating a new uranium mine takes millions of dollars and years of planning and research and development to actually get the uranium out of the ground. So right now there is a shortage of uranium. But the demand continues to explode. Pun intended, right. And so that is why your energy prices continue to go higher and higher and higher. Now, if you were companies starting to do a uranium mine, right now to take advantage of these higher prices is going to take you years before you get your money back. And before you even start mining. So the companies that are already there, they already have mines, they are making a killing. And they're making more and more money because their costs are staying relatively the same, but they're making more money when they sell their uranium because the prices continue to go up. Now you can go ahead and check to see a chart of uranium and see how it's going from the bottom left to the top right, and how it continues to grow. Now, if you look at some of the companies themselves, they're doing great as well. There are companies that do mining, they're also ETFs that can only focus on the uranium. Now normally, if you are looking at a miner versus the commodity, you will make more money on the miner than the commodity usually, because there's more Alpha there, there's it can grow faster. But the uranium utility or ETF are also going to be doing very well as well. You might even even get into the futures I haven't even checked to see if there are futures. But that might be an option to play as well. So why is uranium prices going up? Well, one of the reasons is because of the explosion in or not the explosion, but the demand for more nuclear power plants, right? For energy, because the world continues to need more and more energy and wind and solar are not getting the job done in terms of renewables, because of battery power problems. You can't store the energy, so they need a different source. Nuclear is one of the cleanest ones out there. I don't want to get into the politics of it, but it is very clean. And it's a very powerful source of energy. So we have a imbalance in supply and demand. Right. One of the largest mines of uranium is in the country of Kazakhstan. Now Kazakhstan puts a limit on how much uranium is allowed to be mined every year. And so, the main mind there, they announced a few months ago that they were only going to be able to produce about 90% of that limit, because of their own little internal problems. Recently, about a week or two ago, they announced that they're only going to be mining 80% of their prediction, and that chant that sent prices up even higher. And if you look at the price charts of some of these companies, you'll see, there was a big gap on that day. So these are companies and stocks that are not going to go up, you know, 500% in a year, like on the video, right, but they are slow and steady, and the train has not left the station, they've already gone up a lot, they've already more than doubled. But there's a lot more room to go. And that's why I think in 2024, uranium is going to be a very hot ticket. Now there are some ticker symbols that I want to give you. So you can take a look, put them up on your charts, see which ones you like, if you'd like them, great. If you don't, no worries, the first one is CCJ. Okay, this is probably the biggest company out there. It's a Canadian company. And it has mines all over the world. So this one, if you're looking for the biggest one, the more reliable one, I think this is the one that you can look at. Now, disclaimer, okay, I do not own any stock in any of these companies or ETFs. Neither does my hedge fund, okay. But we are trading CCJ, we're trading options on a we're selling naked puts on it as it goes up. So if we own it, we might own it. But I just want to give full disclaimer that yes, we are trading CCJ. Because this is a theme that I think is going to work for all of the whole year. And I'm sharing it with you to help you make some money off of it as well. And so, I think that CCJ is a good one another one is you are n m, okay, you are n m, the next one is DNN. The next one is LEU. The next one is UROY then you have an NXE, you have UEC you have UUUU this for us. And then the last one is URG. Now, do your own research. Look at these companies, see which ones you like if any, if you want, use your own judgment, talk to your financial advisor make an investment if you want. But I think this is a sector or a commodity that is going to do very well. As long as that supply demand balance stays out of balance. It could take two years, three years, four years for more uranium supply to come online. And as long as nothing happens to the demand of uranium, the price is going to continue to go up. So that's how it is. And even if these companies don't mind more, as long as price continues to increase of uranium, the stock price will go up as well. So it's not going to go as fast as you know, Eli Lilly did, but those stocks, the weight loss, the mega cap tech, and the AI boom, right? Those have run up so far so fast. It's kind of like I don't know if I want to get in here because they've gone up so far, there has to be a pullback, eventually there will be who knows when it's going to come. This train has left the station, but it's a slower moving trade, you could still make a lot of money. And it's investable, I believe, like now. So take that with a grain of salt trade with the odds in your favor. We'll see you around. Are you ready to get started with passive trading, and be a consistent and confident and profitable trader generating cash flow consistently from the stock market? Well, I have some great news for you. For a limited time we are offering my new book passive trading for free. All you got to do is go to passive trading.com/free book. And we will send you the book in the mail for free as long as you cover the postage and handling. So if you didn't cover that, we'll send you the book for free. We've already printed it, we got it for you. We're gonna send it out to you. It's free. All you got to do is just go to passive trading.com/free book and learn the basics of passive trading. Get the behind the scenes, get some examples, learn the strategies, and put this stuff to work in your life right now. Remember, go to passive trading.com/free book and get yours now while this offer is still available.

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-amexuuuu-americas-top-uranium-producer-primed-to-capitalize-on-surging-prices-4724Recording date: 2nd March 2024Energy Fuels (AMEX:UUUU) is an integrated uranium and rare earths producer uniquely positioned to capitalize on opportunities in both critical mineral sectors.The company had a breakout year with its uranium business in 2023, generating $100 million in net income after producing over 560,000 pounds of uranium. Energy Fuels is now focused on ramping up output to 1.5-2 million pounds annually at its licensed mines in the U.S. This profitable uranium production provides cash flows to support Energy Fuels' growth.The White Mesa Mill in Utah gives Energy Fuels flexibility to process uranium from its own operations and third-party producers. Buying agreements and toll milling contracts allow the company to optimize feed for the mill and lower costs. As uranium prices rise amid growing nuclear power demand, this operating leverage offers profits.Energy Fuels also has substantial rare earths upside. While uranium prices are high, rare earths prices have fallen dramatically. This creates an opportunity for Energy Fuels to acquire undervalued rare earths projects and assets. The company's strong balance sheet, with over $250 million in cash, gives it firepower for acquisitions.Energy Fuels is on track to complete its rare earth separation facility at White Mesa Mill. This will further boost its integrated rare earths capabilities, helping offset pricing risks. When rare earth prices eventually rebound, Energy Fuels will be primed to benefit.With diversified critical mineral production and assets, technical expertise, and financial strength, Energy Fuels is in an enviable position relative to mining peers. As decarbonization accelerates demand for uranium and rare earths, Energy Fuels offers unique exposure supported by real assets and cash flows._Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc. Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyse-uuuu-building-americas-critical-minerals-hub-4349 Recording date: 16th December 2023Energy Fuels (NYSE: UUUU) stands uniquely positioned among uranium producers to capture outsized gains from the unfolding nuclear renaissance. With uranium spot prices already doubling over the past year to 8-year highs near $90 per pound, the company holds a suite of production-ready assets and existing sales agreements that will drive significant cash flow expansion through the remainder of the decade.However, tailored exposure to the parallel growth in renewable energy also factors into the bull case for Energy Fuels. Management has strategically pivoted into rare earth elements (REEs), leveraging the company's White Mesa Mill to establish an emerging “critical mineral” hub that recovers both uranium and vital magnet metals from ore feedstock. This two-pronged strategy straddling both nuclear power and the wider energy transition thematically places Energy Fuels to outperform across diverging clean energy catalysts.On the uranium front, Energy Fuels is the leading American uranium producer with capacity to deliver over 30% of current US nuclear fleet demand. The company is restarting three mines during 2024 with potential to scale future production to over 5 million pounds per annum as prices rise. Existing inventories and processing flexibility also enable Energy Fuels to leverage additional regional ore sources, including from third-party uranium projects. With many nuclear utilities still well under-contracted beyond 2030, this production growth stands ready to capitalize on the supply-demand imbalance driving uranium values back to incentive levels.In parallel, Energy Fuels is adding rare earth processing at their White Mesa Mill to open 2024. Installation of a cracking and leaching circuit will establish near-term free-world sourcing of magnet rare earth oxides used in EV motors and wind turbines. While small initially, the expected Phase 2 expansion would elevate the Mill's REE output into the top echelon globally, cementing critical mineral exposure as a secondary facet of value creation. REE revenues further support ongoing uranium expansion from a cash flow standpoint while aligning with global net zero emissions trends.With cash holdings and inventory assets worth upwards of $200 million, Energy Fuels retains a solid treasury that enables the pursuit of these dual mineral production pathways without dilution risk. Potential M&A in securing additional rare earth resources also remains funded at current capitalization. As markets recognize both the immediate earnings growth and long-term strategic positioning offered through exposure to both nuclear power and renewable energy tailwinds, shares of Energy Fuels offer investors leveraged upside relative to diversified miners tethered solely to uranium or EV metals individually. The unique dual market dynamics make Energy Fuels a compelling play on supercharged energy decarbonization trends this decade. — View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuels Sign up for Crux Investor: https://cruxinvestor.com

⏰ Driiiiiing! Tukaj je! Še stisnjen za zadnji dve tekmi, šnelkurs epizoda, bam bam za gol Bambe in celjski dirn! Hvala ti, Žiga Kos, da nekak stiščiva na 1,2,3 ;) Čakava pa, ja, na božično specialko tudi midva!

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-amexuuuu-white-mesa-mill-central-to-us-uranium-recovery-3820Recording date: 1st November 2023Energy Fuels Inc (NYSE: UUUU) is a uranium and rare earth elements mining company with assets located in the western United States. The company holds more in-ground vanadium resources than any other US producer, and its White Mesa Mill in Utah is the only fully-licensed and operating conventional uranium mill in the U.S, and with licensed capacity of 8+ million pounds of uranium per year.Energy Fuels is currently preparing to resume uranium production at its Pinyon Plain Mine and La Sal Complex, which together have an annual licensed capacity of over 1 million pounds of uranium. With the uranium market showing signs of a structural supply deficit as demand grows and supply declines, the company is well-positioned to benefit from higher uranium prices needed to incentivize new mine production. The company is building a critical minerals hub and currently recovers uranium, high-purity vanadium, REE, and potentially radium-226. Energy Fuels has produced small quantities of rare earth elements in the past and is looking to significantly ramp up production. Energy Fuels has a strong balance sheet with over $200 million in working capital and is preparing for potential M&A in both the uranium and rare earth sectors. View Energy Fuels company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc. (NYSE:UUUU)Our previous interview: https://youtu.be/CYRgRRJUahARecording date: 6th September 2023Energy Fuels is a critical mineral company led by CEO Mark Chalmers, specializing in the production of uranium, rare earth elements, and isotopes such as radium-226. The company's focus lies in contributing to the decarbonization and electrification efforts. The US rare earths supply chain, long dominated by China, is undergoing changes, with Western companies and countries seeking to establish their own capabilities in this crucial sector. However, challenges such as skill sets and knowledge gaps need to be addressed. The fragmentation of the rare earth industry has led to smaller companies realizing the need for consolidation to achieve critical mass, expertise, and financing. The complexities and costs associated with rare earth mining and production are becoming apparent, causing longer timelines and higher funding requirements than initially anticipated. Governments are beginning to recognize the importance of supporting miners in the critical minerals space, but implementation and support measures are not yet aligned. Overall, the rare earth industry faces a growing supply-demand gap, urging companies to find innovative solutions and collaborate to ensure a sustainable future.

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc. (NYSE:UUUU)Our previous interview: https://youtu.be/9MMhS1rzKVcRecording date: 23rd June 2023Energy Fuels is a critical mineral company led by CEO Mark Chalmers, specializing in the production of uranium, rare earth elements, and isotopes such as radium-226. The company's focus lies in contributing to the decarbonization and electrification efforts. The US rare earths supply chain, long dominated by China, is undergoing changes, with Western companies and countries seeking to establish their own capabilities in this crucial sector. However, challenges such as skill sets and knowledge gaps need to be addressed. The fragmentation of the rare earth industry has led to smaller companies realizing the need for consolidation to achieve critical mass, expertise, and financing. The complexities and costs associated with rare earth mining and production are becoming apparent, causing longer timelines and higher funding requirements than initially anticipated. Governments are beginning to recognize the importance of supporting miners in the critical minerals space, but implementation and support measures are not yet aligned. Overall, the rare earth industry faces a growing supply-demand gap, urging companies to find innovative solutions and collaborate to ensure a sustainable future.

Interview with Curtis Moore, Senior VP of Marketing & Corporate Development from Energy Fuels (NYSE: UUUU)In this video, we hear from Curtis Moore, Senior VP of Marketing and Corporate Development at Energy Fuels. Energy Fuels is the largest US uranium producer and has recently expanded into the Rare Earth element space. Curtis discusses their attendance at the World Nuclear Fuel Conference in the Netherlands, where they are engaging in contract negotiations with North American utilities for the sale of uranium. With concerns over security and supply due to Russia's invasion of Ukraine, utilities are looking to shift away from Russian suppliers and are interested in companies like Energy Fuels to fill the gap.In addition to their uranium production, Energy Fuels is also producing Rare Earth elements at their White Mesa Mill and has made an investment decision to install Rare Earth separation capabilities. This will allow them to produce up to 1,000 metric tons of neodymium prasiodymium oxide per year, which is enough for up to a million electric vehicles. This video provides valuable insights into the uranium and Rare Earth element markets, and the role that Energy Fuels is playing in meeting the growing demand for these commodities.

Energy Fuels Inc. is the leading producer of uranium in the United States, a major US vanadium producer, and an emerging supplier of commercial rare earth elements (REE). The company aims to aid electrification and drive the reduction of carbon emissions through its commodity supply. 

Energy Fuels Inc. is the leading producer of uranium in the United States, a major US vanadium producer, and an emerging supplier of commercial rare earth elements (REE). The company aims to aid electrification and drive the reduction of carbon emissions through its commodity supply. 

Dust off the cobwebs, and fire up the potatoes, we are back baby! Yes, after an unexpected, unanticipated, and uninspired break in which at least two hosts were down for the count with plagues of various sorts we have returned with TWO MONTHS OF NEWS. From industry head-spinning purchases to somber stories of industry legends passing, we have the full gamut of announcements, new and cold. Plus a couple of recommendations and a promise that we want you, the listener, to hold us to... which is making sure we stay healthy in mind AND body. Uuuu-foh-tah-blay!

Esta semana abrimos novedades potentes como la del guitarrista italiano Corrado María De Santis o H3AR y volvemos a los trabajos de Vessel, UUUU o Thisquietarmy. Además, adelantamos el AV de Bromo “No Signal” que será el protagonista del último concierto de la temporada del ciclo Música Abierta: Visiones sonoras del Centro Botín de Santander que tendrá lugar el próximo viernes 30 de septiembre. Escuchar audio

Energy Fuels is the leading U.S. producer of uranium – the fuel for carbon- and emission-free nuclear energy. Nuclear energy is expected to see strong growth in the coming years, as nations around the world work to provide plentiful and affordable energy, while combating climate change and air pollution. Energy Fuels is also a major U.S. producer of vanadium and an emerging player in the commercial rare earth business where its work is helping to reestablish a fully integrated U.S. supply chain.With a truly unique portfolio, Energy Fuels has more production capacity, licensed mines and processing facilities, and in-ground uranium resources than any other U.S. producer. It boasts diverse cashflow-generating opportunities, including vanadium production, uranium recycling and rare earth processing.

Oooooo! Aaaa! Uuuu! Peti krog, pa se zdi, kot da smo že skozi dali zgodbo prvenstva! Prva trenerska menjava, nizi petk, snemanje na lokaciji... Z molji, hehe. To je to! Če se znajdete v Ofsajdu, ga lahko podprete na: urbani.si/ofsajd. Hvala vsem in vsakomur posebej! Oddajo #Ofsajd o fuzbalu slovenskem snemamo od septembra 2015, skoraj vsak fuzbal sezonski ponedeljek. Pa še kdaj vmes. Hvala!

Energy Fuels is the leading U.S. producer of uranium – the fuel for carbon- and emission-free nuclear energy. Nuclear energy is expected to see strong growth in the coming years, as nations around the world work to provide plentiful and affordable energy, while combating climate change and air pollution. Energy Fuels is also a major U.S. producer of vanadium and an emerging player in the commercial rare earth business where its work is helping to reestablish a fully integrated U.S. supply chain.With a truly unique portfolio, Energy Fuels has more production capacity, licensed mines and processing facilities, and in-ground uranium resources than any other U.S. producer. It boasts diverse cashflow-generating opportunities, including vanadium production, uranium recycling and rare earth processing.

https://anchor.fm/dailystockpick/support I've had some long days working here in LA so I haven't had tons of time to look at stocks, but the ones I pointed out this week have been doing REALLY well.  $AMTD $PLTR $EJH $SOFI $Uber $TSLA $F $Spg $Xom $Cvx $Dvn $Fang $Shop $Pypl - wow $SQ reports tomorrow Monday $DVN and $MOS and $SPG and $FANG Tuesday $Uber $amd and $cat  Wednesday $MRNA and $MRO Thursday $cop   $lng Friday $DKNG for me personally $Apph $UPRO $SPXU $SPXL $TQQQ $SQQQ $SARK Premarket ferilizers: $UAN, $MOS, $CF . Natural gas: $BOIL, $UNG. Lithium stocks: $PLL, $ALB and uranium stock: $UUUU or $UEC.  $Etrn  OPEC very small increase in production so oil is up…  concerned about full European sanctions on Russia Dec 5th --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/dailystockpick/support

This week we are proud to welcome an extraordinarily talented artist from Germany who's held in particularly high regard round these parts with his releases on the likes of Siamese, Freerange, Innervisions, his own Best Works imprint and most recently for us here at Selador where he remixed Carlos Barbero & Dom Fricot's ‘Closure To Closure' with his usual panache. We are of course talking about the one, the only André Lodemann, in the mix right here, right now, exclusively for the Selador Sessions. 01. Argia - Lost Skin (Ruede Hagelstein Remix) 02. Tiello, CCINNI - Do You Know 03. Torn Sail - Scared Of My Heart (Andre Lodemann Remix) 04. Motip White - Swing Boat 05. Keinemusik (&Me, Rampa, Adam Port) - What You Expected 06. Ditian - Insignia 07. Carlos Barbero, Dom Fricot - Closer To Closure (Andre Lodemann Remix) 08. Cipy - Breath of Izzy 09. Oriol Calvo, LMNL - Love Loud (Kevin Di Serna Remix) 10. Sparrow & Barbossa, Nomvula SA - Amore Profondo (Caiiro Remix) 11. WhoMadeWho & Rampa 'UUUU' (&ME Remix) This show is syndicated & distributed exclusively by Syndicast. If you are a radio station interested in airing the show or would like to distribute your podcast / radio show please register here: https://syndicast.co.uk/distribution/registration

Energy Fuels Inc. is engaged in conventional and in situ recovery (ISR) uranium extraction and recovery, along with the exploration, permitting, and evaluation of uranium properties in the United States. The Company also extracts and recovers vanadium from certain of its uranium projects. It conducts its ISR activities through its Nichols Ranch Project in northeast Wyoming and Alta Mesa Project in south Texas. The Nichols Ranch Project includes a licensed and operating ISR processing facility (the Nichols Ranch Plant); licensed and operating ISR wellfields (the Nichols Ranch Wellfields); additional licensed ISR wellfields planned for future production (the Jane Dough Property), and; a licensed satellite ISR uranium project (the Hank Project). The Alta Mesa Project is a fully licensed, permitted, and constructed ISR processing facility that has an operating capacity of approximately 1.5 million pounds of uranium per year and comprises a total of about 195,501 contiguous acres of land.

https://youtu.be/n3DyJQmRnq4Trending Thursday is all about stocks making news! Does the news make them worthy to buy or are you just getting caught up in the Hype? The VectorVest software can easily put things into perspective and help you make better decisions about what to do!Market OverviewSaying that the market is experiencing volatility, is an understatement! “Blood in the streets” is also an understatement! The power of the VectorVest System has never been needed as much as it is needed now! VVC, SPYRetail Stocks BustRetail got hit hard this week and weighed heavy on the market. Are these stocks still worth buying? Should we just walk away? Let us help you answer that question! LOW, HD, WMT, TGTNuclear EnergyGas prices are the highest they have ever been! People are making decisions in regards to what to do next. Electric Vehicles, Hydrogen Motors, Nuclear Energy? Let's take a look! UUUU, LTBR, BHP, DNNContra ETFsBesides energy (which I still like) Contrarian ETFs may be a play to keep your money. FAZ, SDOW, DXD, DOGUse this link for a FREE Stock Analysis Report ➥➥➥ http://bit.ly/2KsZlqzVectorVest mobile app ➥➥➥ http://bit.ly/2UjF6y6 ➥➥➥ SUBSCRIBE FOR MORE VIDEOSNever miss a daily video about making money online⇢ https://www.youtube.com/user/VectorVestMB/?sub_confirmation=1

Energy Fuels Inc. is engaged in conventional and in situ recovery (ISR) uranium extraction and recovery, along with the exploration, permitting, and evaluation of uranium properties in the United States. The Company also extracts and recovers vanadium from certain of its uranium projects. It conducts its ISR activities through its Nichols Ranch Project in northeast Wyoming and Alta Mesa Project in south Texas. The Nichols Ranch Project includes a licensed and operating ISR processing facility (the Nichols Ranch Plant); licensed and operating ISR wellfields (the Nichols Ranch Wellfields); additional licensed ISR wellfields planned for future production (the Jane Dough Property), and; a licensed satellite ISR uranium project (the Hank Project). The Alta Mesa Project is a fully licensed, permitted, and constructed ISR processing facility that has an operating capacity of approximately 1.5 million pounds of uranium per year and comprises a total of about 195,501 contiguous acres of land.

Energy Fuels Inc. (Energy Fuels) is engaged in conventional and in-situ recovery (ISR) uranium extraction and recovery, along with the exploration, permitting, and evaluation of uranium properties in the United States. The Company conducts its ISR activities through its Nichols Ranch Project in northeast Wyoming and its Alta Mesa Project in south Texas. The Nichols Ranch Project is an ISR facility on standby that recovers uranium through a series of injection and recovery wells. The Alta Mesa Project is a licensed, permitted and constructed ISR processing facility, which comprises a total of approximately 195,501 contiguous acres of land also is on standby. The Company conducts its conventional uranium, rare earth element (REE) and vanadium extraction and recovery activities through its White Mesa Mill in the United States. The White Mesa Mill located near Blanding, Utah. It also owns the Sheep Mountain Project, which is a conventional uranium extraction project located in Wyoming.

DipShit Dal Rants about his Stock Profile. Not Financial Advice! But watching And HODL some UUUU. Advise hears on the Cash Daddies #80 pod. DipShit Dal also talk briefly about buying house price in LA VS OK. And Prep for SnowPotcolips. 100 mg nerd rope REEF Candy --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/daily-dumass/message Support this podcast: https://anchor.fm/daily-dumass/support

TimingResearch.com Crowd Forecast News Episode #334, recorded at 1PM ET on March 7th, 2022. The full video, timeline, special offers, and show notes available here: https://timingresearch.com/blog/2022/crowd-forecast-news-episode-334/   Highlights: • S&P 500 / $SPX / $SPY projections for the week. • Metals, AgTech trends, inflation, and interest rates. • Hedging strategies and sector rotation. • Other symbols discussed: $MKC, $USO, $URA, $MOS, $CF, $NTR, $GDX, $HRL, $BKR, $WPM, $SFM, $APPH, $UUUU, $MOS, $BG, $CCJ, $FCX, $SLB, and more!   Lineup for this Episode: - Archna Jagtiani of ArchnaTrades.com - Erin Swenlin of DecisionPoint.com - Anka Metcalf of TradeOutLoud.com (moderator)   Terms and Policies: https://timingresearch.com/policies/  

On this episode we dive into part 2 of our conversation with Brandi & Jes about what it is like to be single these days. They share more great do's and don'ts that the guys need to know and Mal's chimes in with a few of her experiences from her single days 100 years ago. And we share some big news... we are officially on iTunes! Like, rate, subscribe, send us your stories! Email us at blackoutsnbabies@gmail.com and check us out on Instagram @blackoutsandbabies Show Notes: Follow Brandi on Instagram @brandisavouy and Jes @jessicap0991 Products: Mare Magic https://www.valleyvet.com/ct_detail.html?pgguid=4456ef9f-86c6-4a3e-8915-c7d19a9390dc&grp=S000&grpc=UUUU&grpsc=UUUU&sp=e&ccd=IGO043&gclid=CjwKCAjwz_WGBhA1EiwAUAxIcWF-jiZkz1VmBPteXdl6rrzJyB1kDngFGegF9bSHfvJQTOtdL7cgKxoCFDQQAvD_BwE --- Support this podcast: https://anchor.fm/blackouts/support