기업호재
Chinese rare earth firms halt some U.S. shipments, bolstering UUUU supply-chain role영어 원문
Multiple sources cite China's rare-earth restrictions; UU's Western supply alternative draws attention
첫날 +1.0% · 5일 후 -18.9%
M&A·자금조달호재
Energy Fuels Completes ASM Acquisition, Strengthens Rare Earth Supply Chain영어 원문
Deal closed with Korean Metals Plant, marking a solid step in critical minerals transition
첫날 +0.5% · 5일 후 -0.9%
›전개 과정 2회
- 2026-08-29 Company announcement confirms deal close, adding rare earth metal and alloy production, strengthening Western mine-to-magnet chain
- 2026-09-01 Deal closed with Korean Metals Plant, marking a solid step in critical minerals transition
이전 이벤트 16건›
8-K 공시
8-K: 자산 인수·처분 완료, 주식 발행
첫날 +0.5% · 5일 후 -0.9%
규제호재
U.S.-Saudi Nuclear Deal Sent to Congress, Uranium Sector in Focus영어 원문
Trump sent U.S.-Saudi civil nuclear pact to Congress; potential multi-billion-dollar buildout could boost uranium demand
첫날 -1.7% · 5일 후 -9.0%
애널리스트호재
BMO Initiates Energy Fuels at Outperform, PT $18영어 원문
BMO sees potential as largest Western sintered REE magnet producer; multiple ratings today
첫날 +3.6% · 5일 후 +0.3%
실적
Energy Fuels Draws Analyst Scrutiny Post-Q2 on Valuation, Loss영어 원문
Broker reports highlight uranium growth and rare earth expansion, but stretched valuation and expected 2026 loss weigh on near-term appeal
첫날 +3.7% · 5일 후 +13.0%
›전개 과정 3회
- 2026-08-06 EPS loss of $0.13 vs $0.05 expected; revenue $25.1M vs $30.8M est.
- 2026-08-07 Post-earnings stock finds buyers at key support; next hurdle at $17.93
- 2026-08-12 Broker reports highlight uranium growth and rare earth expansion, but stretched valuation and expected 2026 loss weigh on near-term appeal
애널리스트호재
Roth/MKM Upgrades Energy Fuels to Buy, PT $16영어 원문
Multiple sources confirm upgrade; valuation normalized, long-term outlook strong
첫날 +9.6% · 5일 후 +6.8%
›전개 과정 2회
- 2026-08-07 Analyst cites normalized mining valuations and mine-to-magnet supply chain potential
- 2026-08-07 Multiple sources confirm upgrade; valuation normalized, long-term outlook strong
실적
실적 발표
첫날 +3.7% · 5일 후 +13.0%
실적
실적 발표
첫날 -3.3% · 5일 후 +16.3%
기업호재
Energy Fuels Starts Construction of Commercial-Scale Heavy Rare Earth Plant for Tb/Dy Oxides영어 원문
Key step in transformation from uranium miner to integrated rare earth magnet platform
첫날 -5.2% · 5일 후 +15.8%
8-K 공시
8-K: Reg FD 공시, 기타 주요 사항
첫날 -3.2% · 5일 후 +13.5%
M&A·자금조달호재
Energy Fuels' $1.9B Vacuumschmelze Acquisition, CEO Buys ~$1M Shares영어 원문
Acquisition causes 30% dilution, stock drops >10%, CEO purchase signals confidence
첫날 +0.7% · 5일 후 -15.4%
›전개 과정 4회
- 2026-07-10 CEO and director bought ~$1.02M combined on Jul 7-8, signaling insider confidence
- 2026-07-11 CEO bought at $13.08/share, total ~$968K, increasing holdings by 41%; another insider also bought same day.
- 2026-07-15 New CEO Ross Bhappu buys after $1.9B deal causes 30% dilution, signaling insider confidence
- 2026-07-15 Acquisition causes 30% dilution, stock drops >10%, CEO purchase signals confidence
기업악재
Energy Fuels (UUUU) Dips 3.9% to $13.05영어 원문
Stock underperforms market amid dilution concerns
첫날 +1.4% · 5일 후 -6.7%
내부자 매수호재
내부자 매수 100만 달러 (내부자 1명)
첫날 -6.6% · 5일 후 +2.9%
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 주식 발행
첫날 +1.4% · 5일 후 -5.8%
M&A·자금조달호재
Energy Fuels to acquire rare earth magnet maker VAC for ~$1.9B영어 원문
Deal includes $718M cash, 65.85M new shares, ~$140M net debt; pre-market -2.6%
첫날 -4.0% · 5일 후 -6.3%
M&A·자금조달호재
Receives Conditional $725M Financing Commitment from U.S. Office of Strategic Capital; Pre-Market Up 15%영어 원문
Shows growing federal support for domestic uranium and critical mineral supply chains
첫날 -2.7% · 5일 후 -9.5%
기업호재
Energy Fuels mid-year update reaffirms uranium production target, shares +3% premarket영어 원문
Company highlights strong U.S. uranium execution and confirms 2026 guidance, easing concerns
첫날 +10.2% · 5일 후 +9.8%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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