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Best podcasts about uuuu

Latest podcast episodes about uuuu

The Lydian Spin
Episode 299 Musician Graham Lewis

The Lydian Spin

Play Episode Listen Later Apr 11, 2025 76:24


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.

CruxCasts
Energy Fuels (NYSE: UUUU) - Reshoring Critical Mineral Production back to the US

CruxCasts

Play Episode Listen Later Mar 22, 2025 26:06


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

CruxCasts
Energy Fuels (NYSE:UUUU) - Critical Minerals Hub Takes Shape in United States

CruxCasts

Play Episode Listen Later Mar 3, 2025 21:30


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

CruxCasts
Energy Fuels (NYSE:UUUU) - Fixing the US Critical Mineral Shortage

CruxCasts

Play Episode Listen Later Feb 4, 2025 18:45


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

CruxCasts
Energy Fuels (NYSE: UUUU) - Multi-Phase Response Plan To Overcome U.S. Critical Minerals Shortage

CruxCasts

Play Episode Listen Later Dec 10, 2024 23:13


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

SmithWeekly Discussions
Discussion with Mark Chalmers | Energy Fuels (NYSE:UUUU)

SmithWeekly Discussions

Play Episode Listen Later Sep 26, 2024 58:53


Akiba Café
SÍUUUU! | Akiba Café #222

Akiba Café

Play Episode Listen Later Sep 23, 2024 59:09


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

CruxCasts
Energy Fuels (NYSE:UUUU) Enters the Critical Minerals Revolution with Uranium-Rare Earth Synergy

CruxCasts

Play Episode Listen Later Sep 6, 2024 10:19


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

CruxCasts
Energy Fuels (NYSE:UUUU) - US Uranium Giant Becoming Critical Minerals Powerhouse

CruxCasts

Play Episode Listen Later Sep 1, 2024 22:10


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

CruxCasts
Energy Fuels (NYSE:UUUU) - Diversified Critical Minerals Play with Strong Balance Sheet and Ramp Up

CruxCasts

Play Episode Listen Later Aug 13, 2024 21:10


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 

CruxCasts
Energy Fuels (NYSE:UUUU) - Pioneering US Rare Earth & Uranium Production

CruxCasts

Play Episode Listen Later Jun 16, 2024 38:36


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

CruxCasts
Energy Fuels (AMEX:UUUU) - Base Resources Merger Bolsters Rare Earths Strategy

CruxCasts

Play Episode Listen Later Apr 22, 2024 14:49


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

The Option Genius Podcast: Options Trading For Income and Growth
These Unloved Stocks are Exploding in 2024 - 181

The Option Genius Podcast: Options Trading For Income and Growth

Play Episode Listen Later Apr 16, 2024 9:43


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.

SmithWeekly Discussions
Discussion with Mark Chalmers | Energy Fuels (NYSE:UUUU)

SmithWeekly Discussions

Play Episode Listen Later Apr 11, 2024 42:59


CruxCasts
Energy Fuels (AMEX:UUUU) - Riding the Uranium Wave & Preparation for Rare Earths Rebound

CruxCasts

Play Episode Listen Later Mar 5, 2024 20:33


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

CruxCasts
Energy Fuels (AMEX:UUUU) - America's Top Uranium Producer Primed to Capitalize on Surging Prices

CruxCasts

Play Episode Listen Later Dec 18, 2023 21:25


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

#Ofsajd
Ofsajd #365: Bamba

#Ofsajd

Play Episode Listen Later Dec 18, 2023 38:57


⏰ 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!

CruxCasts
Energy Fuels (NYSE: UUUU) - Building America's Critical Minerals Hub and Uranium Production Increase

CruxCasts

Play Episode Listen Later Nov 2, 2023 19:44


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

SmithWeekly Discussions
Discussion with Mark Chalmers | Energy Fuels (NYSE:UUUU) | Uranium | Rare Earths

SmithWeekly Discussions

Play Episode Listen Later Oct 12, 2023 36:33


CruxCasts
Energy Fuels (AMEX:UUUU) - White Mesa Mill Central to US Uranium Recovery

CruxCasts

Play Episode Listen Later Sep 7, 2023 19:41


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.

CruxCasts
Energy Fuels (UUUU) - US Rare Earths Supply Chain Banking on White Mesa

CruxCasts

Play Episode Listen Later Jun 29, 2023 18:00


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.

CruxCasts
Energy Fuels (UUUU) - US Utilities Engaging in Contract Negotiations

CruxCasts

Play Episode Listen Later Apr 23, 2023 8:04


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.

CruxCasts
Energy Fuels (UUUU) - Controls the Only Uranium Mill in the District

CruxCasts

Play Episode Listen Later Mar 13, 2023 23:41


CruxCasts
Energy Fuels (UUUU) - Will Be Producing Rare Earths by YE/23

CruxCasts

Play Episode Listen Later Jan 21, 2023 27:02


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. 

CruxCasts
Energy Fuels (UUUU) - Focus is Still on Uranium, AND Rare Earths

CruxCasts

Play Episode Listen Later Nov 25, 2022 23:56


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. 

Fandom Post Radio
Fandom Post Radio Episode 115: Uuuu-foh-tah-blay!

Fandom Post Radio

Play Episode Listen Later Sep 21, 2022 127:55


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!

Atmósfera
Atmósfera - Corrado de Santis, Vessel, Centro Botín de Santander - 18/09/22

Atmósfera

Play Episode Listen Later Sep 18, 2022 120:06


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

CruxCasts
Energy Fuels (UUUU) - World Nuclear Assoc. (WNA) Fireside Chat

CruxCasts

Play Episode Listen Later Sep 15, 2022 24:43


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.

#Ofsajd
Ofsajd #311: Mol(j)i

#Ofsajd

Play Episode Listen Later Aug 16, 2022 81:22


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!

CruxCasts
Energy Fuels (UUUU) - High Margin Isotopes & Rare Earths for US Market

CruxCasts

Play Episode Listen Later Aug 14, 2022 32:48


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.

Daily Stock Picks
Earnings week is going well for trades - Market update 8-3-22

Daily Stock Picks

Play Episode Listen Later Aug 3, 2022 33:34


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

Selador Sessions
Selador Sessions 164 | André Lodemann

Selador Sessions

Play Episode Listen Later Jul 1, 2022 60:38


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

CruxCasts
Energy Fuels (UUUU) - Uranium Contracts Signed & Producing Rare Earths

CruxCasts

Play Episode Listen Later Jun 2, 2022 25:05


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.

The VectorVest Stock Market Podcast
Is the Market Ready to BOTTOM?? -Trending Thursday LIVE Stock Analysis! | VectorVest

The VectorVest Stock Market Podcast

Play Episode Listen Later May 20, 2022 70:35


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

CruxCasts
Energy Fuels (UUUU) - NOW Processing Uranium, Vanadium & Rare Earths

CruxCasts

Play Episode Listen Later Apr 18, 2022 15:27


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.

GalatraicMinds
Uuuu...Mmmm

GalatraicMinds

Play Episode Listen Later Apr 16, 2022 4:59


This one is a great...moment lol.

CruxCasts
Energy Fuels (UUUU) - Higher Uranium Prices Inevitable As Sanctions Bite

CruxCasts

Play Episode Listen Later Mar 27, 2022 32:45


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.

Daily Dumass
SnowPotcolips Prep

Daily Dumass

Play Episode Listen Later Mar 10, 2022 24:08


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

prep advise uuuu cash daddies
Timing Research Podcasts
⏰ CFN #334: Archna Jagtiani, Erin Swenlin, Anka Metcalf -- Crowd Forecast News for March 7th

Timing Research Podcasts

Play Episode Listen Later Mar 7, 2022 52:10


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/  

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RDG

Play Episode Listen Later Dec 15, 2021 29:59


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CruxCasts
Energy Fuels (UUUU) - US Rare Earths Project Experts Want a Piece of

CruxCasts

Play Episode Listen Later Dec 12, 2021 27:31


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.

Quantum Recast
The Lord of the Rings: The Two Towers - 1985: ...uuuu...

Quantum Recast

Play Episode Play 30 sec Highlight Listen Later Nov 17, 2021 109:04


Continuing our journey through Middle Earth, we head to Helm's Deep to discuss the second chapter in The Lord of the Rings Trilogy, ‘The Two Towers,' recasting it in 1985!Welcome to the second part (of three!) of our attempt to take Middle Earth to the Mid-80s, as Tanner picks between Cory and Nick's choices for this round of Tolkien characters! We've planned this out as best we could, (and limited it to 8 characters per episode), continuing from last episode to highlight characters from across the trilogy!Will Nick lose it trying to appeal to Tanner's TV heart? Will Cory be successful in retro-fitting this cast in true 80s fashion? And what does Jesse have to think of all this madness? Hit play to find out!

SmithWeekly Discussions
Discussion with Mark Chalmers | Energy Fuels (NYSE:UUUU)

SmithWeekly Discussions

Play Episode Listen Later Nov 16, 2021 32:16


CruxCasts
Energy Fuels (UUUU) - USA Critical Minerals Hub Getting Love

CruxCasts

Play Episode Listen Later Oct 3, 2021 34:35


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.

CruxCasts
Energy Fuels (UUUU) - Sold Asset Better Than 50% of Existing Companies

CruxCasts

Play Episode Listen Later Jul 24, 2021 30:31


Energy Fuels is emerging as the largest critical mineral producer in all of North America, and perhaps even the world. Their prime focus has been on Uranium and then the rare earths production and processing and also vanadium production plus some recycling. Energy Fuels is a very exciting opportunity for investors and they are moving quickly on all things related to critical minerals. The market is desperate for the Uranium price to start responding but it is currently stuck at $32-33/lb. The price still needs to increase substantially, to probably more than $50/lb to really start the delivery of newly produced Uranium at any kind of margin.Once the Uranium price does start to move, equity will start to move with it again. With increased focus on reducing carbon emissions, the Uranium price is sure to react in the near future.Energy Fuels has recently completed a deal with ICU whereby the companies have agreed to enter into toll-milling and operating agreements which positions ICU  as a potential near-term US Uranium producer subject to an improvement in uranium market conditions and/or ICU entering into acceptable uranium supply agreements. Energy Fuels is the largest shareholder in this agreement and will provide advice to ICU on these projects which have a proven production history. Energy Fuels doesn't have time to focus on these projects which is why they instigated the deal.Energy Fuels are first and foremost a Uranium company with the later addition now of rare earths. They have a contract with Neo Performance Materials and have started to export the rare earth carbonate to Estonia. The future aim would be to bring rare earth processing capabilities into the US rather than to rely on exporting to other countries for the processing.

Blackouts & Babies The Podcast
Episode 13 - All My Single Ladies Part 2

Blackouts & Babies The Podcast

Play Episode Listen Later Jul 1, 2021 80:44


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

CruxCasts
Energy Fuels (UUUU) - Uranium Producer Working with US Dept of Energy

CruxCasts

Play Episode Listen Later Jun 5, 2021 30:48


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.

Možgani na dlani: nevron pred mikrofon
"To imam nekje v malih možganih", Tokrat na dlani - mali možgani

Možgani na dlani: nevron pred mikrofon

Play Episode Listen Later Apr 22, 2021 9:57


Ste tudi vi že kdaj slišali koga reči ali pa sami komentirali: »Uuuu, samo malo, da razmislim, nekje v malih možganih imam shranjeno to informacijo?« S tem bržkone mislimo, da nekje v ozadju, saj tam, če gledamo z vidika velikih možganov, ležijo tudi naši mali možgani oziroma cerebelum. O njih se bomo pogovarjali z zdravnikom, mladim raziskovalcem na Nevrološki kliniki in dolgoletnim članom Slovenskega društva za nevroznanost Matejem Perovnikom. Bodite pripravljeni na šotor, črva, srp, prečne jame in drevo življenja. Se slišimo v četrtek ob 7.35. Pripravlja Mojca Delač.

Investors Hub - Market Vision
Stocks to Watch! (NLS, EBAY, etc.) and Coinbase (COIN) Breakdown | Jea Yu from MarketBeat

Investors Hub - Market Vision

Play Episode Listen Later Apr 19, 2021 13:46


We chat with Jea Yu from MarketBeat, where he breaks down what happened before and after Coinbase's (COIN) emergence on the stock market through DPO. He also shares some companies he is watching in the stock market right now like Nautilus (NLS), Ebay (EBAY), Energy Fuels (UUUU), and MP Materials (MP). 0:00 Introduction with Disclaimer 0:39 Coinbase Breakdown 4:39 Companies to Watch Watch the video version on YouTube!: https://youtu.be/n1vr-LWnuPU Disclosures: Jea says he is long calls on Ebay and Nautilus Andrew is long shares of Nautilus We produce videos and content to share the perspective of different investors. No video we produce is designed to be direct investing advice, and the investing opinions of our guests are their own. Invest at your own risk. Do your due diligence. Nautilus (NLS): https://ih.advfn.com/stock-market/NYSE/nautilus-NLS/stock-price Ebay (EBAY): https://ih.advfn.com/stock-market/NASDAQ/ebay-EBAY/stock-price MP Materials (MP): https://ih.advfn.com/stock-market/NYSE/mp-materials-MP/stock-price Energy Fuels (UUUU): https://ih.advfn.com/stock-market/AMEX/energy-fuels-UUUU/stock-price Website: https://investorshub.advfn.com/ Market Vision Twitter: https://twitter.com/IHub_Vision Investors Hub Twitter: https://twitter.com/Investors_Hub Talk with me on the Market Vision forum: https://investorshub.advfn.com/Investors-Hub-Market-Vision-38574/ Investors Hub LinkedIn: https://www.linkedin.com/company/investorshub-com-inc- Investors Hub Facebook: https://www.facebook.com/InvestorsHub #stocks #investing #stockmarket --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

CruxCasts
Energy Fuels (UUUU) - USAs No1 Uranium Producer Chasing REE Crown

CruxCasts

Play Episode Listen Later Apr 14, 2021 25:17


Energy Fuels is the leading US 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 US producer of vanadium and an emerging player in the commercial rare earth business where its work is helping to establish a fully integrated US supply chain. Energy Fuels is delighted to have recently reached the USD$1B market cap milestone. This market valuation increase tracks valuations of Uranium peers in the space which means there is also potential for further increase once their rare earths business has increased recognition in the marketplace. With a unique portfolio, Energy Fuels has more production capacity, licensed mines and processing facilities, and in-ground Uranium resources than any other US producer. Energy Fuels has diverse cash flow generating opportunities, including Vanadium production, Uranium recycling and rare earth processing. The addition of the rare earths business is really exciting for the company as they become a diversified, green energy company that can reduce carbon emissions and increase electrification of the world. Energy Fuels need Uranium prices to increase substantially to put their Uranium projects back into production to produce Uranium cost effectively but the rare earths business is moving forward as the company has their first Monazite contract signed. Energy Fuels are now processing Monazite and aims to increase the scale of production for economies of scale and believe that the rare earths business has potential for higher margins than Uranium in the long-term. It is early days for the rare earths business as Energy Fuels is currently making the carbonate and shipping to Estonia for separation. They plan to become fully integrated in the rare earths space and within a couple of years, the separation will also take place at White Mesa Mill as Energy Fuels becomes as independent as possible to become cost competitive with China. Energy Fuels is in a strong position with more than USD$80M in cash or working capital and they are debt free. Uranium equities are starting to move and it is a busy time for the company as the emphasis on clean energy, carbon free energy and electrification continues. Company page: http://www.energyfuels.com/ Explore More Here: https://cruxinvestor.com Join our Club's waitlist: https://cruxinvestor.com/club For FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook: https://twitter.com/cruxinvestor https://www.linkedin.com/company/crux-investor/ https://www.facebook.com/cruxinvestor If you got value from this interview, please subscribe. 

The NetworkNewsAudio News Podcast
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) Strives to Return REE Production to United States as Demand Grows

The NetworkNewsAudio News Podcast

Play Episode Listen Later Mar 18, 2021 14:27


Indispensable for production of cell phones, wind turbines and electric vehicles, rare earth elements ("REEs") have rocketed in importance as demand for electronics and EVs continue to surge. In addition, rare earths play an essential role in national security and commercial applications. For cell phones to vibrate or EV motors to provide power, they need powerful magnets, and REEs are critical to the manufacture of these powerful permanent magnets. However, serious supply chain concerns have arisen with REEs, because China has a stranglehold on global supply. This is of particular concern due to the need for REEs by the military. The typical F-35 fighter contains nearly 1,000 pounds of rare earths. The United States used to be a large producer of REEs, but Chinese REE producers gradually drove U.S. mines out of business; China now controls more than 80% of world production and dominates nearly every stage of the global REE supply chain. Reliance on China jeopardizes U.S. national security, and growing demand has EV makers on edge. Initiatives are underway to rectify the imbalance, and Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) (Profile) is leading the effort to tilt the balance back to American shores. UUUU just announced a new rare earth production initiative spanning European and North American critical material supply chains. Already the country's largest producer of uranium and a leading producer of vanadium (both designated as critical minerals), Energy Fuels has all the necessary technical know-how, licenses, production facilities, production capacity and resources to bring REEs production back to the United States. And this is all happening in 2021, while other initiatives are years away. Energy Fuels' initiative will produce value-added rare earth products from natural monazite sands, a low-cost byproduct of heavy mineral sand operations that mainly produce zircon and titanium. There are heavy mineral sand operations in the United States, Australia, Africa and elsewhere, and they are all selling their monazite sands into China's rare earth industry. This new non-Chinese supply chain can't happen soon enough for automakers, which are rapidly turning to all-electric vehicle production. The world's most recognized EV company, Tesla Inc. (NASDAQ: TSLA), has shifted to a magnetic motor using neodymium in its Model 3 Long Range car, which adds to pressure on already strained supplies of a rare earth metals. General Motors Company (NYSE: GM) plans to end production of its fossil-fuel-powered vehicles and exclusively offer electric vehicles by 2035. Ford (NYSE: F) has pledged that all its cars sold in Europe will be electric by 2030 and is adding more EVs to its U.S. lineup. On a similar electric-powered path, Honda Motor Company Ltd. (NYSE: HMC) intends to electrify two-thirds of global automobile unit sales in 2030 and is planning a global electric vehicle platform for larger EVs across select global markets. These automakers represent just the tip of the iceberg for the coming demand for REEs.

The NetworkNewsAudio News Podcast
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) Strives to Return REE Production to United States as Demand Grows [Video Edition]

The NetworkNewsAudio News Podcast

Play Episode Listen Later Mar 18, 2021 14:29


Indispensable for production of cell phones, wind turbines and electric vehicles, rare earth elements ("REEs") have rocketed in importance as demand for electronics and EVs continue to surge. In addition, rare earths play an essential role in national security and commercial applications. For cell phones to vibrate or EV motors to provide power, they need powerful magnets, and REEs are critical to the manufacture of these powerful permanent magnets. However, serious supply chain concerns have arisen with REEs, because China has a stranglehold on global supply. This is of particular concern due to the need for REEs by the military. The typical F-35 fighter contains nearly 1,000 pounds of rare earths. The United States used to be a large producer of REEs, but Chinese REE producers gradually drove U.S. mines out of business; China now controls more than 80% of world production and dominates nearly every stage of the global REE supply chain. Reliance on China jeopardizes U.S. national security, and growing demand has EV makers on edge. Initiatives are underway to rectify the imbalance, and Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) (Profile) is leading the effort to tilt the balance back to American shores. UUUU just announced a new rare earth production initiative spanning European and North American critical material supply chains. Already the country's largest producer of uranium and a leading producer of vanadium (both designated as critical minerals), Energy Fuels has all the necessary technical know-how, licenses, production facilities, production capacity and resources to bring REEs production back to the United States. And this is all happening in 2021, while other initiatives are years away. Energy Fuels' initiative will produce value-added rare earth products from natural monazite sands, a low-cost byproduct of heavy mineral sand operations that mainly produce zircon and titanium. There are heavy mineral sand operations in the United States, Australia, Africa and elsewhere, and they are all selling their monazite sands into China's rare earth industry. This new non-Chinese supply chain can't happen soon enough for automakers, which are rapidly turning to all-electric vehicle production. The world's most recognized EV company, Tesla Inc. (NASDAQ: TSLA), has shifted to a magnetic motor using neodymium in its Model 3 Long Range car, which adds to pressure on already strained supplies of a rare earth metals. General Motors Company (NYSE: GM) plans to end production of its fossil-fuel-powered vehicles and exclusively offer electric vehicles by 2035. Ford (NYSE: F) has pledged that all its cars sold in Europe will be electric by 2030 and is adding more EVs to its U.S. lineup. On a similar electric-powered path, Honda Motor Company Ltd. (NYSE: HMC) intends to electrify two-thirds of global automobile unit sales in 2030 and is planning a global electric vehicle platform for larger EVs across select global markets. These automakers represent just the tip of the iceberg for the coming demand for REEs.

The NetworkNewsAudio News Podcast
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) Strives to Return REE Production to United States as Demand Grows [Video Edition]

The NetworkNewsAudio News Podcast

Play Episode Listen Later Mar 8, 2021 14:29


Indispensable for production of cell phones, wind turbines and electric vehicles, rare earth elements ("REEs") have rocketed in importance as demand for electronics and EVs continue to surge. In addition, rare earths play an essential role in national security and commercial applications. For cell phones to vibrate or EV motors to provide power, they need powerful magnets, and REEs are critical to the manufacture of these powerful permanent magnets. However, serious supply chain concerns have arisen with REEs, because China has a stranglehold on global supply. This is of particular concern due to the need for REEs by the military. The typical F-35 fighter contains nearly 1,000 pounds of rare earths. The United States used to be a large producer of REEs, but Chinese REE producers gradually drove U.S. mines out of business; China now controls more than 80% of world production and dominates nearly every stage of the global REE supply chain. Reliance on China jeopardizes U.S. national security, and growing demand has EV makers on edge. Initiatives are underway to rectify the imbalance, and Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) (Profile) is leading the effort to tilt the balance back to American shores. UUUU just announced a new rare earth production initiative spanning European and North American critical material supply chains. Already the country's largest producer of uranium and a leading producer of vanadium (both designated as critical minerals), Energy Fuels has all the necessary technical know-how, licenses, production facilities, production capacity and resources to bring REEs production back to the United States. And this is all happening in 2021, while other initiatives are years away. Energy Fuels' initiative will produce value-added rare earth products from natural monazite sands, a low-cost byproduct of heavy mineral sand operations that mainly produce zircon and titanium. There are heavy mineral sand operations in the United States, Australia, Africa and elsewhere, and they are all selling their monazite sands into China's rare earth industry. This new non-Chinese supply chain can't happen soon enough for automakers, which are rapidly turning to all-electric vehicle production. The world's most recognized EV company, Tesla Inc. (NASDAQ: TSLA), has shifted to a magnetic motor using neodymium in its Model 3 Long Range car, which adds to pressure on already strained supplies of a rare earth metals. General Motors Company (NYSE: GM) plans to end production of its fossil-fuel-powered vehicles and exclusively offer electric vehicles by 2035. Ford (NYSE: F) has pledged that all its cars sold in Europe will be electric by 2030 and is adding more EVs to its U.S. lineup. On a similar electric-powered path, Honda Motor Company Ltd. (NYSE: HMC) intends to electrify two-thirds of global automobile unit sales in 2030 and is planning a global electric vehicle platform for larger EVs across select global markets. These automakers represent just the tip of the iceberg for the coming demand for REEs.

CruxCasts
Energy Fuels (UUUU) - $1Bn USA Critical Minerals Hub Closed Loop Co.

CruxCasts

Play Episode Listen Later Mar 7, 2021 22:59


The Quackalope Podcast - Board Games
TWQ #25 - The Weekly Quack - Uuuu, Rosenberg!

The Quackalope Podcast - Board Games

Play Episode Listen Later Jan 14, 2021 80:44


Hops, magic and bad microphones.  Today in Shelf or Sell we discuss Kitara, Calimala and The Magnificent! Afterwards on the Medley Minute, Jesse talks about a new reprint for Spires End,  Alex talks about the new Terraforming card game, and Jan brings some exclusive news for V Commandos! Later in On The Radar we discuss Tinners Trail, Hallertau and the CMON Animation Collection. All that and more in this week's episode of The Weekly Quack!We hope you enjoyed this week's episode! Have a question you'd like featured next week? Leave it on our website at theweeklyquack.com! We'll pick our favorites and talk about them on the show!  Did you know we have t-shirts? Well, you do now! Get yours here: (Mens) (Womens).Time Stamps- Shelf or Sell- 05:09 - Kitara ft. Alex 15:36 - Calimala ft. Jesse 30:05 - The Magnificent ft. Jan Medley Minute-  39:55 - Spires End Reprint! ft. Jesse 42:13 - V-Commandos Reprint + Minis! ft. Jan 46:03 - Terraforming Mars: Ares Expedition ft. Alex  On the Radar- 49:19 - Tinners Trail ft. Alex 55:15 -  Hallertau ft. Jan 1:02:53 - CMON Animation Collection ft. Jesse 1:12:50 - Audience FeedbackSupport the show (http://patreon.com/quackalope)

CruxCasts
Energy Fuels (UUUU) - Investors Only Critical Minerals Hub Outside China

CruxCasts

Play Episode Listen Later Jan 13, 2021 25:00


The NetworkNewsAudio Interviews Podcast
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) Interview

The NetworkNewsAudio Interviews Podcast

Play Episode Listen Later Jan 13, 2021 11:18


Energy Fuels (NYSE American: UUUU) (TSX: EFR) is a leading U.S.-based uranium mining company, supplying U3O8 to major nuclear utilities. The company also produces vanadium from certain of its projects, as market conditions warrant, and anticipates commencing commercial production of rare earth element (“REE”) carbonate in 2021. Its corporate offices are in Lakewood, Colorado, near Denver, and all of its assets and employees are in the United States. Energy Fuels holds three of America's key uranium production centers: the White Mesa Mill in Utah, the Nichols Ranch in-situ recovery (“ISR”) Project in Wyoming, and the Alta Mesa ISR Project in Texas. The White Mesa Mill is the only conventional uranium mill operating in the U.S. today, has a licensed capacity of over 8 million pounds of U3O8 per year, has the ability to produce vanadium when market conditions warrant and is completing final test-work for the production of REE carbonate from various uranium-bearing ores. The Nichols Ranch ISR Project is on standby and has a licensed capacity of 2 million pounds of U3O8 per year. The Alta Mesa ISR Project is also on standby and has a licensed capacity of 1.5 million pounds of U3O8 per year. In addition to the above production facilities, Energy Fuels also has one of the largest NI 43-101 compliant uranium resource portfolios in the U.S. and several uranium and uranium/vanadium mining projects on standby and in various stages of permitting and development. The primary trading market for Energy Fuels' common shares is the NYSE American under the trading symbol “UUUU,” and the company's common shares are also listed on the Toronto Stock Exchange under the trading symbol “EFR.”

The NetworkNewsAudio Interviews Podcast
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) Interview [Video Edition]

The NetworkNewsAudio Interviews Podcast

Play Episode Listen Later Jan 13, 2021 11:18


Energy Fuels (NYSE American: UUUU) (TSX: EFR) is a leading U.S.-based uranium mining company, supplying U3O8 to major nuclear utilities. The company also produces vanadium from certain of its projects, as market conditions warrant, and anticipates commencing commercial production of rare earth element (“REE”) carbonate in 2021. Its corporate offices are in Lakewood, Colorado, near Denver, and all of its assets and employees are in the United States. Energy Fuels holds three of America's key uranium production centers: the White Mesa Mill in Utah, the Nichols Ranch in-situ recovery (“ISR”) Project in Wyoming, and the Alta Mesa ISR Project in Texas. The White Mesa Mill is the only conventional uranium mill operating in the U.S. today, has a licensed capacity of over 8 million pounds of U3O8 per year, has the ability to produce vanadium when market conditions warrant and is completing final test-work for the production of REE carbonate from various uranium-bearing ores. The Nichols Ranch ISR Project is on standby and has a licensed capacity of 2 million pounds of U3O8 per year. The Alta Mesa ISR Project is also on standby and has a licensed capacity of 1.5 million pounds of U3O8 per year. In addition to the above production facilities, Energy Fuels also has one of the largest NI 43-101 compliant uranium resource portfolios in the U.S. and several uranium and uranium/vanadium mining projects on standby and in various stages of permitting and development. The primary trading market for Energy Fuels' common shares is the NYSE American under the trading symbol “UUUU,” and the company's common shares are also listed on the Toronto Stock Exchange under the trading symbol “EFR.”

CruxCasts
Energy Fuels (UUUU) - US Uranium & Rare Earths Hub Building Critical Mass

CruxCasts

Play Episode Listen Later Dec 19, 2020 34:52


The NetworkNewsAudio News Podcast
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) Aims to Revitalize Rare Earth Element Production in the U.S.

The NetworkNewsAudio News Podcast

Play Episode Listen Later Dec 18, 2020 12:06


The United States was once a thriving producer of rare earth elements (“REEs”), a group of 17 elements deemed critical to clean energy and modern technologies. REEs are used in a bevy of applications including cell phones, computers, electric vehicles, defense equipment, renewable energy systems and more. China has dominated global rare earth markets, driving out competitors and controlling nearly all of the world's processing capacity. China has wielded this monopoly of the REE supply chain to influence foreign policies, a weaponization that threatens the economic and national security of the U.S. and other countries around the world. Against this backdrop, the U.S. government is committed to ending its dependence upon China for REEs, and Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) (Profile) is among the leaders with projects that intend to re-ignite REE production in the U.S., which in Energy Fuels' case, is expected as soon as early 2021. In December 2020, the company advanced its entry into the REE market by inking a three-year supply agreement with the Chemours Company (NYSE: CC) to acquire a minimum of 2,500 tons per year of natural monazite sand ore, one of the highest-grade and highest-value rare earth minerals in the world. Yet, the relatively tiny quantity of natural monazite the company will be acquiring from Chemours contains close to 10% of total U.S. demand for rare earths. Chemours is the nation's leading miner of monazite, a reddish-brown phosphate mineral sand containing high concentrations of REEs and uranium. Companies are looking to shift their supply chains away from China, as EV maker Tesla Inc. (NASDAQ: TSLA) recently did by becoming a lithium miner in Nevada to supplement its other material feeds. Tech juggernaut Apple Inc. (NASDAQ: AAPL) is following a different path, using recycled REEs in its latest products with plans for the entire corporate footprint to have net zero climate impact by 2030. Siemens Gamesa Renewable Energy SA (OTC: GCTAF) has challenges of its own as a major supplier of wind turbines, which requires REEs in their construction.

The NetworkNewsAudio News Podcast
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) Aims to Revitalize Rare Earth Element Production in the U.S. [Video Edition]

The NetworkNewsAudio News Podcast

Play Episode Listen Later Dec 18, 2020 12:07


The United States was once a thriving producer of rare earth elements (“REEs”), a group of 17 elements deemed critical to clean energy and modern technologies. REEs are used in a bevy of applications including cell phones, computers, electric vehicles, defense equipment, renewable energy systems and more. China has dominated global rare earth markets, driving out competitors and controlling nearly all of the world's processing capacity. China has wielded this monopoly of the REE supply chain to influence foreign policies, a weaponization that threatens the economic and national security of the U.S. and other countries around the world. Against this backdrop, the U.S. government is committed to ending its dependence upon China for REEs, and Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) (Profile) is among the leaders with projects that intend to re-ignite REE production in the U.S., which in Energy Fuels' case, is expected as soon as early 2021. In December 2020, the company advanced its entry into the REE market by inking a three-year supply agreement with the Chemours Company (NYSE: CC) to acquire a minimum of 2,500 tons per year of natural monazite sand ore, one of the highest-grade and highest-value rare earth minerals in the world. Yet, the relatively tiny quantity of natural monazite the company will be acquiring from Chemours contains close to 10% of total U.S. demand for rare earths. Chemours is the nation's leading miner of monazite, a reddish-brown phosphate mineral sand containing high concentrations of REEs and uranium. Companies are looking to shift their supply chains away from China, as EV maker Tesla Inc. (NASDAQ: TSLA) recently did by becoming a lithium miner in Nevada to supplement its other material feeds. Tech juggernaut Apple Inc. (NASDAQ: AAPL) is following a different path, using recycled REEs in its latest products with plans for the entire corporate footprint to have net zero climate impact by 2030. Siemens Gamesa Renewable Energy SA (OTC: GCTAF) has challenges of its own as a major supplier of wind turbines, which requires REEs in their construction.

StockWave
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) Aims to Revitalize Rare Earth Element Production in the U.S.

StockWave

Play Episode Listen Later Dec 18, 2020


*This audio content was produced by Stock Wave for Investor Brand Network. For more information please visit https://www.investorbrandnetwork.com/

Stock Talking
Sunday Options (12/13/2020): Hanging in the Pit with The Impervious

Stock Talking

Play Episode Listen Later Dec 13, 2020 69:42


Are we in a bubble? The Impervious and I debate the question everyone is asking as the market again hovers around all-time highs. We talk about the IPO market and the crazy upward movements from offering prices for Airbnb, DoorDash and C3.ai. In industry specific news, we talk about the consequences of the $FEYE hack and the consequences for $CRWD, $NET and $OKTA. I make the case for two potential Stock Talking long-form recommendations that represent good value - $AZO and $FISV - and discuss what Disney's streaming announcements might mean for the stock. Sean offers two bull cases for mortgage originators ($RKT) and uranium ($UUUU, $CCJ), where prices actually are above 2018 & 19 levels. We take a look at rising expectations for inflation measured via treasuries and what that might mean for the market.

CruxCasts
Energy Fuels (UUUU) - US Uranium Reserve Talks and REE By-Products

CruxCasts

Play Episode Listen Later Nov 15, 2020 17:18


Catalyst Talks
Bang Yos menilai Jakarta sekarang, kira-kira dikasih berapa ya?

Catalyst Talks

Play Episode Listen Later Oct 14, 2020 22:52


Episode terakhir bersama Bang Yos! Sebuah pengalaman suka duka Bang Yos mengarungi dunia militer sebagai pasukan khusus. Eits, ga cuma ngomongin dunia Bang Yos di dunia militer, Bang Yos juga menilai kinerja Jakarta di bawah gubernur sekarang ini. Uuuu, intriguing!

CruxCasts
Energy Fuels (UUUU) - The King of US Uranium Juniors?

CruxCasts

Play Episode Listen Later Aug 3, 2020 38:45


Interview with Mark Chalmers, President & CEO of Energy Fuels (NYSE:UUUU)  Energy Fuels is America's leading producer of uranium and vanadium and is venturing into the rare earths space. All critical and possibly strategic minerals in the US. We caught up with Chalmers to get the latest on how he is re-shaping Energy Fuels into tantalising value proposition. There have been plenty of catalyst moments within the uranium space over the last few months, predominantly surrounding the destruction of inventories and tightening of supply caused by COVID-19. The US House of Appropriations Committee recent decision to block the funding of a US uranium reserve appears to be a minor setback for uranium bulls, but Chalmers doesn't see it as a definitive "no." He experts the topic will be revisited one the DoE can provide a little more clarity on how exactly the reserve would be implemented, at some point in the next 180-days. Courtesy of its strengthened balance sheet, Energy Fuels has been able to redeem half of its C$20.86M convertible debenture loan, with the rest of it due at the end of this year. The company will avoid approximately US$350,000 in interest payments in 2020 as a consequence. Uranium juniors across the land are currently running up big debts to fund exploration programmes for assets that are as yet not proven economical. Energy Fuels seems keen to set itself apart as a logical option for new uranium speculators. Their real key differentiator is their White Mesa Mill in Utah. The only remaining fully-operational conventional uranium mill in the US is coveted by many, but some investors have not yet recognised the full extent of its capabilities. It is able to process uranium, obviously, but it is also able to process vanadium and Rare Earths. Which, Chalmers argues will be crucial as America might see REEs as strategic commodities and is attempting to build a new global REE hub to rival the status quo of Chinese dominance. 5 companies have recently told us they will be using White Mesa Mill to process their uranium, but Chalmers says he has had no discussions and has signed no agreements with anyone. In fact he has blunt message to uranium companies claiming that they will be tolling at White Mesa: STOP. Energy Fuels is likely to enjoy a monopoly over Northern American uranium juniors who face the choice to pay a toll fee to Energy Fuels', or ship ore more expensively to South America. The competitive tension is palpable. With consolidation in the industry becoming more likely, especially to make the utilities take producers more seriously, Energy Fuels could well be looking at M&A in the future. We challenge Chalmers on what exactly he could be looking for.Company page: http://www.energyfuels.com/ Explore More Here: cruxinvestor.comJoin our Club's waitlist: club.cruxinvestor.com For FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook: https://twitter.com/cruxinvestor https://www.linkedin.com/company/crux-investor/ https://www.facebook.com/cruxinvestor If you got value from this interview, please subscribe.

The NetworkNewsAudio Interviews Podcast
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) Interview [Video Edition]

The NetworkNewsAudio Interviews Podcast

Play Episode Listen Later Jun 15, 2020 9:39


Energy Fuels (NYSE American: UUUU) (TSX: EFR) is a leading U.S,-based uranium mining company, supplying U3O8 to major nuclear utilities. The company also produces vanadium from certain of its projects, as market conditions warrant. Its corporate offices are near Denver, Colorado, and all of its assets and employees are in the United States. Energy Fuels holds three of America's key uranium production centers: the White Mesa Mill in Utah, the Nichols Ranch in-situ recovery (“ISR”) Project in Wyoming and the Alta Mesa ISR Project in Texas. The White Mesa Mill is the only conventional uranium mill operating in the United States today, has a licensed capacity of over 8 million pounds of U3O8 per year, and has the ability to produce vanadium when market conditions warrant. The Nichols Ranch ISR Project is on standby and has a licensed capacity of 2 million pounds of U3O8 per year. The Alta Mesa ISR Project is also currently on standby. In addition to the above production facilities, Energy Fuels has one of the largest NI 43-101 compliant uranium resource portfolios in the U.S., including several uranium and uranium/vanadium mining projects on standby and in various stages of permitting and development. The primary trading market for Energy Fuels' common shares is the NYSE American under the trading symbol UUUU; the company's common shares are also listed on the Toronto Stock Exchange under the trading symbol EFR.

The NetworkNewsAudio Interviews Podcast
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) Interview

The NetworkNewsAudio Interviews Podcast

Play Episode Listen Later Jun 15, 2020 9:39


Energy Fuels (NYSE American: UUUU) (TSX: EFR) is a leading U.S,-based uranium mining company, supplying U3O8 to major nuclear utilities. The company also produces vanadium from certain of its projects, as market conditions warrant. Its corporate offices are near Denver, Colorado, and all of its assets and employees are in the United States. Energy Fuels holds three of America's key uranium production centers: the White Mesa Mill in Utah, the Nichols Ranch in-situ recovery (“ISR”) Project in Wyoming and the Alta Mesa ISR Project in Texas. The White Mesa Mill is the only conventional uranium mill operating in the United States today, has a licensed capacity of over 8 million pounds of U3O8 per year, and has the ability to produce vanadium when market conditions warrant. The Nichols Ranch ISR Project is on standby and has a licensed capacity of 2 million pounds of U3O8 per year. The Alta Mesa ISR Project is also currently on standby. In addition to the above production facilities, Energy Fuels has one of the largest NI 43-101 compliant uranium resource portfolios in the U.S., including several uranium and uranium/vanadium mining projects on standby and in various stages of permitting and development. The primary trading market for Energy Fuels' common shares is the NYSE American under the trading symbol UUUU; the company's common shares are also listed on the Toronto Stock Exchange under the trading symbol EFR.

CruxCasts
Energy Fuels (NYSE:UUUU) - I Believe in New Beginnings

CruxCasts

Play Episode Listen Later Apr 29, 2020 30:48


Interview with Mark Chalmers, President & CEO of Energy Fuels (NYSE:UUUU)Off the back of the promising NFWG report, Chalmers was keen to talk about what this could mean for US uranium producers and Energy Fuels. The report talks about restoring America's competitive nuclear energy advantage.What is Chalmers' take on the report? Energy Fuels was one of the two American uranium CEOs (Ur-Energy was the other company) to petition under section 232 petition, he must be feeling quite pleased of himself. They managed to get a Nuclear Policy document out of the US Govt Department of Energy.Chalmers states it not very often that a sector can be this impacted by something like a report from the US government, but uranium is a unique case. Was the document what Chalmers was expecting? He thinks it's the boldest position the US government has taken on the nuclear fuel cycle in decades. Many uranium investors have been concerned at the lack of detail in the document, but Chalmers is clear: this is a policy document. There are still things that need to be filled in, but the language and narrative that is being created appear to be strong: American uranium mining and operations must be supported. For Energy Fuels, a company ready to pull the production trigger, this latest catalyst could lead to real growth. They have 500,000lbs of material in inventory at surface, and as much as 700,000 by the end of this year, waiting to be processed at the right time, in the right price environment. If the US Govt does re-energise its nuclear industry, American uranium producers who are ready to move will benefit the most. Those are the companies that will be able to sit at the table with utility companies and negotiate long-term supply contracts. The uranium juniors that are left floundering around with lengthy permitting processes and explorative drilling will be left out in the cold. Energy Fuels appears primed to move; its White Mesa Mill is capable of processing 2,000t of material per day. This is likely to be key to rebuilding the North American uranium industry: the only fully-functioning conventional mill in the entire country.The first step will be U308 purchases, but Chalmers is observing the situation calmly. Chalmers thinks the government needs to focus on a few producers by being selective, rather than spreading uranium budget to lots of small uranium explorers and developers. Does America need to focus on the few to restore its uranium prestige? Chalmers states the regime of the government should be a buying schedule focussed on a limited number of ISR projects and the White Mesa Mill: the government should not be giving everyone a piece of the pie.The spot price is up around c. US$33/lb, but Chalmers points to the price he feels is fair for "a pound of uranium produced in the western world:" US$60, or greater. This appears to be the "sustainable" figure that an industry can be rebuilt upon, though not all uranium companies will survive in such a price environment. Chalmers feels the US uranium space will continue to struggle until it hits long-term prices around US$60/lbs. Chalmers states that while Cameco may negotiate some contracts at US$40/lbs, the uranium giant will struggle unless prices rise much higher. The message is definitive: utility companies need to stop being used to dirt cheap uranium.Moving onto specifics for Energy Fuels, what is the short-term focus? Cashed-up with 3 good assets, an experienced management team, and a great mill, Energy Fuels has a lot going for it, but what will it do to add value for shareholders? Chalmers will seek clarity from the DoE on the report and will advocate for themselves, being the producers of 35% of American uranium supply in the last 15 years. Selling inventories and working on alternate feed remain are other priorities; the rare earth elements play could be a real gamechanger.  Company page: http://www.energyfuels.com/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux...https://www.facebook.com/cruxinvestorTake advantage, hear it here first: https://www.youtube.com/CRUXinvestor

CruxCasts
Energy Fuels (NYSE:UUUU) - I'm Back And Ready To Go

CruxCasts

Play Episode Listen Later Apr 17, 2020 32:26


Interview with Mark Chalmers, President & CEO of Energy Fuels (NYSE: UUUU)We like the uranium space. It's been nearly a decade of hardship, but there are now signs of life. Uranium has the potential to make investors significant multiples of their initial investments; that's if they pick a winner rather than a loser. Risk mitigation is key to this, and one of the most important components of certain uranium stories is commodity diversification. Energy Fuels, has mitigated risk with multiple cash streams: vanadium, milling and cleanup operations. Chalmers talks about another potential revenue stream: rare earths processing. This week the company announced it was entering the rare earth element (REE) space. The first thing Chalmers makes clear is that this is a serious commercial venture. The White Mesa Mill is the ace up Energy Fuels' sleeve, and if it can process rare earths, it makes sense to monetise this ability.Energy Fuels believes the fully licensed and constructed White Mesa Mill (the only uranium and vanadium mill in operation in the US), can play a key role in bringing the rare earth element supply chain back to the U.S. from China. Energy Fuels' primary focus remains on uranium and vanadium, but it believes it can leverage its existing licenses, infrastructure and capabilities at the mill to also produce REEs. Smart.What exactly is then mill capable of? It is primarily licensed to treat vanadium and uranium ores, but over the past 20 years, Energy Fuels has taken a variety of other feed streams that the company has permits to receive. Most of those are low-level natural uranium streams. The company has licences for 17 other streams, and can also recover uranium from other rare earth producers. White Mesa Mill is extremely large, capable of processing 2,000t per day. The mill will be operated on a batch basis. Material from a variety of different streams will be generated, collected, stored, collated, then processed. The feed arrangements are still in their early days, but Energy Fuels is mainly looking at this from a toll processing standpoint. Energy Fuels has all the tailings storage facilities necessary to make this work. The company is ready to move.The US government is also on board with the rare earth elements play and has encouraged Energy Fuels' venture. This is extremely positive news.We then move to Energy Fuels' priority. Energy Fuels has plenty of material in inventory (over 500,000lbs), waiting to be processed, so has much greater control of its production timescale than other uranium producers. As the spot price increases, so does the value of the inventory. The company is constantly working on mineralogy and pilot testing to ensure that when the time is right, Energy Fuels can move swiftly to capitalise on a resurrected uranium market. Energy Fuels is clearly ahead of the curve. They know what they don't know. The company looks like it has the scale to attract strategic partners and the best minds in the uranium space to propel the company forward.Chalmers doesn't think US$40/lb will even be enough for uranium-giant Cameco. there are some projects in Kazakhstan that could be profitable, but for the rest of the world, they need a higher uranium spot price: north of US$50/lb, closer to US$60/lb to take "full-loading on cost." Companies like Kazatomprom would like the price to stay down so they can maintain a monopoly, and their inflated currency has also given them an advantage. The spot price has risen 25% in the last month or so, and these disruptions may start to shake utility companies up. "There is less uranium out there than people think."  Company page: http://www.energyfuels.com/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/https://www.facebook.com/cruxinvestorTake advantage, hear it here first: https://www.youtube.com/CRUXinvestor

CruxCasts
Energy Fuels (NYSE: UUUU) - Front Foot Planted, We Don't Move Backwards

CruxCasts

Play Episode Listen Later Feb 22, 2020 19:28


Interview with Mark Chalmers, President & CEO of Energy Fuels (NYSE: UUUU)Energy Fuels made an announcement last week about a $16.6M Bought Deal, which closed on Thursday, some shareholders do not seem pleased. We ask Chalmers why he did it and why on those terms. Let us know in the comments section below what you think. Your comments allow us to know what you are thinking and how we should approach the company next time.What does Chalmers know that we don't about the DOE announcement? What are his use of proceeds? And what is his strategy? Is there M&A planned, yes or no? And how does he plan to monetise the White Mesa Mill?Insider buying in the market for UUUU has been heavy in the last couple of days.Company page: http://www.energyfuels.com/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/https://www.facebook.com/cruxinvestorTake advantage, hear it here first: https://www.youtube.com/CRUXinvestor

CruxCasts
Energy Fuels (NYSE: UUUU) - Do you Hear What I Hear Ringing Through the Sky?

CruxCasts

Play Episode Listen Later Feb 3, 2020 19:11


Interview with Mark Chalmers, President & CEO of Energy Fuels (NYSE: UUUU).It's a bloodbath for uranium equities at the moment. There is no news from Washington. Most Uranium CEOs have gone quiet. So we call Mark Chalmers to see what he knows.Company page: http://www.energyfuels.com/ Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com For FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestor https://www.linkedin.com/company/crux-investor/ https://www.facebook.com/cruxinvestor Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor 

Javanepod
Episode 6 ( Saaaaaakiit Haaaaaaatiku.. uuuu uuu..) Part 1

Javanepod

Play Episode Listen Later Jan 25, 2020 20:42


Tiap orang pernah ngrasa patah hati.. Rasa ini bisa bikib toxic.. kek kamu..

CruxCasts
Energy Fuels (NYSE: UUUU) - Owning Mill Creates Value. Here is Why

CruxCasts

Play Episode Listen Later Dec 19, 2019 48:54


Interview with Mark Chalmers, President & CEO of Energy Fuels (NYSE: UUUU).Has anything changed in recent weeks? Not really, but Chalmers talks the macro factors again that all company CEO's and fund managers are obliged to talk whilst the market await price discovery.We were interested in understanding how their White Mesa Mill actually contributes to their valuation and future fortunes. Chalmers gets in to some detail on that and gives us a some insight in to how they view the economics and how they feed the beast. It has a licenced capacity of 8Mlbs pa of uranium. The most it has operated at is 5Mlbs pa. It can also process multiple lines of ore (c.17), which are licenced too. Many investors were keen to hear solid evidence of the mill's processing capabilities, feedstock/toll situation, margins and its economic feasibility for lower-grade producers. He answers. Chalmers also touches on Energy Fuels' ISR facilities.Energy Fuels is the leading US producer of uranium and a potential producer of vanadium. We've covered the story before and it's one we definitely have an affinity for. The strong, experienced management team, substantial capital reserves and fantastic set of assets solidify Energy Fuels' status as the go-to for American uranium investment. The bonus White Mesa Mill is the cherry on top of the tasty yellowcake.Utility companies are currently using their uranium reserves, but how low will they be willing to allow these reserves to get before going to the market, and how long will it take to get to that stage? Nobody really knows. Energy Fuels has the cash to last longer than most, but Chalmers is insistent it is incredibly unlikely to come to that.Chalmers then touches on the virtues of each of Energy Fuels' impressive assets and permit situations, in addition to revenue from their land cleanup project in New Mexico.Chalmers provides an insight into the current contractual situation at the mill.When it comes to vanadium, Chalmers is currently adding the majority into an inventory. He explains why.Company page: http://www.energyfuels.com/ Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com For FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestor https://www.linkedin.com/company/crux-investor/ https://www.facebook.com/cruxinvestor Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor 

PRAMBORS PODCAST
COKIBER SHOW X PEREMPUAN TANAH JAHANAM

PRAMBORS PODCAST

Play Episode Listen Later Oct 21, 2019 30:48


Rumah Cokiber kedatangan tamu dari Cast Perempuan Tanah Jahannam loh! Uuuu merinding ga? Belum ya?

CruxCasts
Energy Fuels (NYSE: UUUU) - Picking Winners & Identifying Losers

CruxCasts

Play Episode Listen Later Oct 8, 2019 27:01


A conversation with Mark Chalmers, CEO of Energy Fuels (NYSE: UUUU) about what uranium investment targets are going to need to have to make it in this cycle. Without contracts in place some uranium companies will not get funded. So price discovery is important but that does not equate to immediate financial relief for some. Don't be left holding that uranium stock. And I discuss a disturbing conversation that I had.There is lots of money to be made if investors focus on the fundamentals and are not distracted by rhetoric by uranium company's that won't make money even at $100 a pound. Pick companies with the right business model. Management teams experienced in bringing uranium companies in to production and selling in to a contract market. And which won't fall before the race starts.We discuss our investment thesis with several Uranium CEO's. If you believe in the macro story of the Supply Demand story for Uranium then you need to know how to pick winners in this section. Not all boats will float on this high tide.What is clear is that:1. If the management team has not worked in mining uranium before and produced and sold uranium in to the market, they don't know what they don't know. We discuss why this is important. Do you agree with the argument?2. Cash is King. In a market short on institutional funding, some companies are running on vapour and struggling to find money and if they can it is expensive and dilutory. We discuss options available to these companies. Plus can the company get funded to deliver the project? 3. Quality assets - the basics of mining are the same. Companies that can get uranium out of the ground cheaply will do better than others. Investors need to understand a company's ability to mine economically.If you buy in to the macro story, we encourage uranium investors to start looking at which companies are most likely to make it. It is apparent to industry insiders and veterans which companies and which assets will find it more difficult than others. We are listening to them and forming our thoughts.Company page: http://www.energyfuels.com/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/https://www.facebook.com/cruxinvestorTake advantage, hear it here first: https://www.youtube.com/CRUXinvestor

CruxCasts
Energy Fuels (NYSE: UUUU) - You Need 3 Things to be Successful in Uranium

CruxCasts

Play Episode Listen Later Sep 9, 2019 44:58


Interview with Mark Chalmers, CEO of Energy Fuels (NYSE: UUUU).We meet Mark Chalmers for the first time as he comes to London as part of his European Roadshow before he heads to New York to talk to more investors and potential investors.Top Three decision making criteria when investing:1. My big takeaway from this discussion, and one I would encourage retail investors to look at and do their homework on, is that uranium mining is not easy. It is complicated.So if management teams have not been through a cycle before, have not produced uranium and sold uranium into the market before that would make me extremely nervous. Those management teams, to use I phrase I heard in this interview, do not know what they do not know.2. The other element that is really important is that uranium companies now more than ever, before the market turns, need cash. Cash is king. Those without cash will struggle. There is only so much waiting and cost cutting that can be done. Energy Fuels has +$40M.3. The asset or assets need to be good. Grade and technically. What infrastructure do they have in place. The big win for Energy Fuels is their mill .functioning and operating. the only one in the US. It can process either Uranium and Vanadium.mark Chalmers has had a lot of criticism for submitting the Section 232 Petition but he argues it was necessary but reluctantly done. He is honest and open. What do you make of his positioning in the market. And do you think Energy Fuels has what it takes to get a seat back at the table?Company page: http://www.energyfuels.com/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/https://www.facebook.com/cruxinvestorTake advantage, hear it here first: https://www.youtube.com/CRUXinvestor

CruxCasts
Energy Fuels (NYSE: UUUU) - Grabbing a Tiger by the Tail. Uranium Market Goes Wild.

CruxCasts

Play Episode Listen Later Jul 31, 2019 44:21


Interview with Mark Chalmers, CEO of Energy Fuels UUUUMark discusses Section 232 and how the Presidential Memorandum has been received the Uranium Market. Speculation is abound as to what the The 90 day Working Group has been asked to do and what all the possible outcomes will be. Some say Section 232 is not dead for the US Uranium companies. Others say that this has led to a much bigger discussion for Nuclear Fuel Industry as a whole. The Memorandum says it is to look at Nuclear Fuel Production. What is clear is that despite the continued uncertainty for fuel buyers and uranium companies, everyone is claiming it as a win, albeit one which leaves sour taste in the mouth. Mark Chalmers has no regrets.And what exactly will be decided in 90 days? It took over 12 months to respond to the Section 232 petition. Will US uranium production be used only for Department of Defence needs? And what does "domestic uranium production concerns to be addressed" mean?Just how annoyed are the utility companies with Energy Fuels. Will they be punished? Plus just how many friends do Mark and Amir have left in the Uranium community for submitting the Section 232 petition and paralysing the contract market?Is Energy Fuels prepared? Does it have enough cash? And will it use the White Mesa Mill to bend others to its will?The good news is that the macro story is strong. And perhaps the outcome of 232 and the 90 Day Working Group don't matter. Let's see what Mark Chalmers has to say.Company page: http://www.energyfuels.com/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter and LinkedIn:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Studentrådet
Studentrådet S5E7 Big spending, fuckboyspotting & listePOP!!!

Studentrådet

Play Episode Listen Later Mar 21, 2019


Adrian, Helene H og Samuel diskuterer hvordan man skal prøve å bruke mindre penger på byen og hvordan fikse fuckboy-radaren sin. Vi har gjensyn med Hurtigrunden og en annen gammel spalte!! Uuuu, spennende!

3 Geeks Podcast
3 Geeks Reviews Happy Death Day 2U

3 Geeks Podcast

Play Episode Listen Later Feb 15, 2019 4:40


Jason rolls solo to deliver his review of Happy Death Day 2 U! Happy Death Day 2 U, Happy Death Day 2 U, Happy Death Day 2 UUUU, Happy Death Day 2 U!!!! Let us know what you thought of the film 3geekspodcast@gmail.com!! Please rate and review. --- Send in a voice message: https://anchor.fm/3-geeks-podcast/message Support this podcast: https://anchor.fm/3-geeks-podcast/support

The Citizen's Guide to the Supreme Court
Pri-i-vate Eyes! Are Watching Yooo-uuuu!

The Citizen's Guide to the Supreme Court

Play Episode Listen Later Jul 29, 2018 53:13


This week's episode is more than just catchy Hall & Oates songs, but instead covers Carpenter v. U.S., a case that discusses how the Supreme Court believes the 4th Amendment applies to cell phone information that discloses your location.  Brett and Nazim debate the evolution of the 4th Amendment and which Justice's approach was most prudent (the answer MAY surprise you!).  Law starts at (04:26).

Spartacus Roosevelt Podcast
Spartacus Roosevelt Podcast, Episode 214: Six Year Flood

Spartacus Roosevelt Podcast

Play Episode Listen Later Feb 28, 2018


"Bread" by Palm from Rock Island; The title track from Leopard on my Right by Filthy Huns; "Squashed" by No Age from Snares Like a Haircut; The title track from Tahoe by Dedekind Cut; "Verlagerung, Verlagerung, Verlagerung" by UUUU from their self-titled album; "Slow Storm" by The Skull Defekts from the self titled album; "Fruit Stand" by Onyx Collective from Lower East Suite Part One; "Patterns for Alto" by Lea Bertucci from Metal Aeither; "Catastrophe Anthem" by Clark from Death Peak; The untitled second track from Smoke Under The Water by Takashi Ueno.

Spartacus Roosevelt Podcast
Spartacus Roosevelt Podcast, Episode 214: Six Year Flood

Spartacus Roosevelt Podcast

Play Episode Listen Later Feb 28, 2018


"Bread" by Palm from Rock Island; The title track from Leopard on my Right by Filthy Huns; "Squashed" by No Age from Snares Like a Haircut; The title track from Tahoe by Dedekind Cut; "Verlagerung, Verlagerung, Verlagerung" by UUUU from their self-titled album; "Slow Storm" by The Skull Defekts from the self titled album; "Fruit Stand" by Onyx Collective from Lower East Suite Part One; "Patterns for Alto" by Lea Bertucci from Metal Aeither; "Catastrophe Anthem" by Clark from Death Peak; The untitled second track from Smoke Under The Water by Takashi Ueno.

LE PRECENSIONI
LE PRECENSIONI • S2E21 • 8 febbraio 2018

LE PRECENSIONI

Play Episode Listen Later Feb 8, 2018 23:32


U! U! UUUU! U!È arrivata l'Età delle facce di Bronzo, quelle di ALABAMA e CHICKENBROCCOLI, primitivi e selvaggi contro i film brutti!Puntatissima piena di eroi che hanno pagato caro il biglietto, gite in montagna che si trasformano in tragedie, artisti pazzi e miliardari che "io non recito, faccio film di merda forte". E poi tutti al party più noioso dell'anno!La cover preistorica è di MARCO BONATTI!BUON ASCOLTO!In questo episodio: I primitivi • Ore 15:17 - Attacco al treno • Dancer • L'ultima discesa • The Final Portrait • Cinquanta sfumature di rosso • The Party 

LE PRECENSIONI
LE PRECENSIONI • S2E21 • 8 febbraio 2018

LE PRECENSIONI

Play Episode Listen Later Feb 8, 2018 23:32


U! U! UUUU! U! È arrivata l'Età delle facce di Bronzo, quelle di ALABAMA e CHICKENBROCCOLI, primitivi e selvaggi contro i film brutti! Puntatissima piena di eroi che hanno pagato caro il biglietto, gite in montagna che si trasformano in tragedie, artisti pazzi e miliardari che "io non recito, faccio film di merda forte". E poi tutti al party più noioso dell'anno! La cover preistorica è di MARCO BONATTI! BUON ASCOLTO! In questo episodio: I primitivi • Ore 15:17 - Attacco al treno • Dancer • L'ultima discesa • The Final Portrait • Cinquanta sfumature di rosso • The Party 

Independent Music Podcast
#154 - John Maus, Annabel (lee), Laura Cannell, Rosine Nyiranshimiyimana - 4 September 2017

Independent Music Podcast

Play Episode Listen Later Sep 4, 2017 61:46


A long awaited new release from John Maus gets us going this week with a cut from his new record ahead of a career-spanning reissue release on Ribbon Music. There are plenty of newbies on the show though, including Coil/Wire/Tomaga members collaborating as UUUU, 19-year old Rwandian freestylist Rosine Nyiranshimiyimana, London jazz collective Ill Considered, and Flamingods solo project Samsara. We also have the latest from Dead Albatross Award winners Annabel (lee) and immense disco edits from Yung Bae

Brainwashed Radio - The Podcast Edition
Episode 365: August 13, 2017

Brainwashed Radio - The Podcast Edition

Play Episode Listen Later Aug 13, 2017 60:42


Episode 365: August 13, 2017 playlist: The Residents, "Rest Aria" (Meet The Residents) 1974 Ralph UUUU, "Verlagerung, Verlagerung, Verlagerung" (UUUU) 2017 Editions Mego Linda Perhacs, "Parallelograms" (Parallelograms) 1970 Kapp Tuxedomoon, "In A Manner Of Speaking" (Holy Wars) 1985 Cramboy Supersilent, "13.9" (13) 2016 Smalltown Supersound Astrid and Rachel Grimes, "Le Petit Salon" (Through the Sparkle) 2017 Gizeh The Duellists, "Baba Yaga's Cat" (English Hurdy Gurdy Music) 1997 Panic ATC Fontanelle, "When the Fire Hits the Forest" (Vitamin F) 2012 Southern Lord Abul Mogard, "All This Has Passed Forever (excerpt)" (Nervous Hydra / All This Has Passed Forever) 2017 Ecstatic Lisa Germano, "Red Thread" (In The Maybe World) 2006 Young God Email podcast at brainwashed dot com to say who you are; what you like; what you want to hear; share pictures for the podcast of where you're from, your computer or MP3 player with or without the Brainwashed Podcast Playing; and win free music! We have no tracking information, no idea who's listening to these things so the more feedback that comes in, the more frequent podcasts will come. You will not be put on any spam list and your information will remain completely private and not farmed out to a third party. Thanks for your attention and thanks for listening.

wire residents sparkle brainwashed coil verlagerung fontanelle tuxedomoon uuuu linda perhacs rachel grimes lisa germano abul mogard graham lewis supersilent
Whil Boulala
Podcast 3

Whil Boulala

Play Episode Listen Later Apr 17, 2017 8:16


Uuuu que miedo de episodio, Espero los disfruten un saludo enorme y nos vemos en el siguiente episodio !!!

Wirtschaft – detektor.fm
Das brand eins Magazin zum Hören | Schwerpunkt „Vorbilder“ - "Ohbeedooo, I wanna be like you-uuuu!"

Wirtschaft – detektor.fm

Play Episode Listen Later Sep 4, 2016 38:11


Sie geben die Richtung vor, ohne den Weg zu zeigen. Es gibt gute, es gibt schlechte und sogar falsche. Im aktuellen brand eins Magazin dreht sich alles um Vorbilder. >> Artikel zum Nachlesen: https://detektor.fm/wirtschaft/das-brand-eins-magazin-zum-hoeren-schwerpunkt-vorbilder

Das brand eins Magazin zum Hören – detektor.fm
Das brand eins Magazin zum Hören | Schwerpunkt „Vorbilder“ - "Ohbeedooo, I wanna be like you-uuuu!"

Das brand eins Magazin zum Hören – detektor.fm

Play Episode Listen Later Sep 4, 2016 38:11


Sie geben die Richtung vor, ohne den Weg zu zeigen. Es gibt gute, es gibt schlechte und sogar falsche. Im aktuellen brand eins Magazin dreht sich alles um Vorbilder.Der Artikel zum Nachlesen: https://detektor.fm/wirtschaft/das-brand-eins-magazin-zum-hoeren-schwerpunkt-vorbilder