Why Is UUUU Stock Jumping Over 3% In Premarket Trading Today?

Stocktwits

Energy Fuels stock jumped 3% in premarket trading on Wednesday and is set for its second straight session of gains after Roth Capital upgraded the shares at a time when the company’s expansion into rare earth minerals and increasing demand for nuclear energy have boosted its run for the year.

Shares of Energy Fuels have gained more than 66% so far in January and have built on the 183% jump witnessed in 2025 on the back of U.S. President Donald Trump’s heightened focus on nuclear energy as a major source of energy for the country.

Wall Street View

Roth Capital analyst Joe Reagor upgraded Energy Fuels to ‘Neutral’ from ‘Sell’ and raised the company’s price target to $15.50, up from $13, according to The Fly. The firm said that the company's valuation is stretched, but strong market sentiment and a rising uranium spot price are likely to offset any near-term value correction.

Reagor said the firm believes near-term catalysts and sentiment are likely to be positive. On Thursday, Canaccord also raised its price target on Energy Fuels’ stock listed on the Toronto Stock Exchange to C$37 from C$26 and maintained a ‘Buy’ rating on the shares.

Last week, B. Riley said Energy Fuels has outperformed peers in 2026 on confidence in White Mesa's rare-earth refining capabilities and supportive U.S. policy aimed at securing critical minerals.

Recent Energy Fuels News

Energy Fuels announced last week that it has entered into a Scheme Implementation Deed, or SID, to acquire 100% of the issued share capital of Australian Strategic Materials, a leading producer of rare earth metals and alloys. The transaction valued the Australian company at $299 million.

The company said that this acquisition would help it create what it believes will be the largest, fully integrated rare earth element "mine-to-metal & alloy" producer outside of China, closing a critical strategic gap in global supply chains for magnet applications, including automotive, robotic, energy, and defense technologies.

How Are Stocktwits Users Reacting?

Retail sentiment on Energy Fuels dipped to ‘bullish’ from ‘extremely bullish’ levels a week ago, with message volumes at ‘high’ levels, according to data from Stocktwits. In the last month, the stock saw a 5% spike in followers on the platform.

A user on Stocktwits said the stock could be in the $40-$50 range in the near term.

https://www.stocktwits.com/Ja03/message/643067254

Shares of Energy Fuels have more than quadrupled in the last 12 months.

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Energy Fuels Stock Surges To 3-Month High On Deal To Build Biggest Rare-Earth Player Outside China

Stocktwits

Energy Fuels

-12.68%

Energy Fuels, Inc. shares jumped 7.2% on Tuesday to a fresh three-month high, after it announced the acquisition of Australian Strategic Materials, a leading producer of rare earth metals and alloys.

The company believes the deal would create be the largest, fully integrated rare earth elements (REE) "mine-to-metal & alloy" producer outside of China, essential for closing the critical strategic gap in global supply chains for magnet applications, including automotive, robotic, energy, and defense technologies.

The transaction implies an equity value of A$447 million (about $299 million) for ASM.

Energy Fuels is among the hottest stocks in the market right now, amid recent moves such as the company’s expansion into REE. The Lakewood, Colorado-based company primarily produces uranium for nuclear power – mainly at its White Mesa Mill in Utah, the only fully licensed conventional uranium mill in the U.S. – and has been ramping up production of late.

Investor interest in the stock has grown amid the Donald Trump administration’s position in favour of nuclear power, which it sees as critical for meeting the surging U.S. electricity demand and reducing reliance on Russian uranium.

Energy Fuels beat its own uranium production forecast for the last year, and raised sales expectations, according to quarterly results released in December. Shares have continued their incredible gains into the new year, rising 62% already in January alone. UUUU gained 183.4% over the last year.

Retail’s View

“This is a great strategic acquisition for Energy fuels… many green days ahead,” a Stocktwits user posted. The retail sentiment for the ticker held in the ‘bullish’ zone early Wednesday, unchanged from the previous day.

The stock has pulled in a massive following among retail investors, with watchers jumping 62% on Stocktwits over the past year.

UUUU-ASM Deal: The Fine Print

Under the deal, ASM shareholders will receive A$1.60 per share and will end up owning about 5.8% of Energy Fuels. The companies expect shareholder votes in mid-2026 and aim to close the deal by late June 2026, assuming approvals are granted.

The combined firm would have a presence in the U.S., South Korea and Australia.

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Energy Fuels stock rises after announcing acquisition of Australian Strategic Materials

Investing.com

Avino Silver & Gold Mines

-2.54%

REE Automotive

-3.31%

Investing.com -- Energy Fuels Inc. (NYSE:UUUU) (TSX:EFR) stock rose 2.5% in after-hours trading Tuesday following the company’s announcement of plans to acquire Australian Strategic Materials Limited (ASX:ASM) in a deal valued at US$299 million.

The acquisition, to be completed through a scheme of arrangement under Australian law, aims to create what Energy Fuels believes will be the largest fully integrated rare earth elements (REE) "mine-to-metal & alloy" producer outside of China. The transaction would combine ASM’s operating Korean Metals Plant and planned American Metals Plant with Energy Fuels’ existing REE oxide production at its White Mesa Mill in Utah.

ASM’s Korean facility is one of the few outside China currently producing REE metals and alloys, including neodymium-praseodymium, dysprosium, and terbium metals, as well as neodymium-iron-boron and dysprosium-iron alloys. These materials are critical for magnet applications in automotive, robotic, energy, and defense technologies.

"Energy Fuels is executing our plan to create the largest fully integrated producer of REE materials outside of China, including REE oxides, metals and alloys, while supporting U.S. and allied critical mineral supply chains," said Mark S. Chalmers, CEO of Energy Fuels.

The deal values ASM at approximately A$1.60 per share, with shareholders receiving 0.053 Energy Fuels shares or CHESS Depository Interests worth A$1.47 per ASM share, plus an unfranked special dividend of up to A$0.13. Post-closing, ASM shareholders would own approximately 5.8% of Energy Fuels’ outstanding shares.

ASM’s board has unanimously recommended shareholders vote in favor of the transaction, subject to no superior proposal emerging and an independent expert concluding the deal is in shareholders’ best interest.

The transaction is expected to close in late June 2026, pending approvals from ASM shareholders, the Federal Court of Australia, Australia’s Foreign Investment Review Board, and listing approvals from the NYSE, TSX, and ASX.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Vara Mada project boosts Energy Fuels stock after strong feasibility results

Investing.com

Investing.com -- Energy Fuels Inc (NYSE:UUUU) stock rose 2.3% in premarket trading Thursday after the company released an updated feasibility study for its Vara Mada project in Madagascar, revealing exceptional economics with a $1.8 billion post-tax NPV.

The study shows the heavy mineral sand project, previously known as Toliara, contains significant reserves of titanium, zircon, and rare earth minerals with an initially modeled 38-year mine life. The project is expected to generate up to $500 million in annual EBITDA at full capacity, with a 24.9% internal rate of return.

Energy Fuels plans to process monazite concentrates from Vara Mada at its White Mesa Mill in Utah to produce separated rare earth oxides. At full capacity, the company estimates the project could supply up to 30% of U.S. demand for light rare earth oxides and 85% of U.S. demand for heavy rare earth oxides by 2032.

"Vara Mada is a generational, one-of-a-kind project that has the potential to positively alter the dynamics of global rare earth and critical mineral supply chains," said Mark S. Chalmers, CEO of Energy Fuels.

The project’s proven and probable mineral reserves are estimated at 904 million tonnes with an average heavy mineral grade of 6.1%. The company expects to extend the mine life beyond 38 years through planned refinements to the mine plan and additional drilling.

The project requires $121 million in pre-final investment decision capital expenditure, with an additional $769 million for Stage 1 development and $142 million for Stage 2 expansion.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Energy Fuels 2025 Uranium Output Tops Guidance

Dow Jones Newswires

Energy Fuels

-12.68%

By Adriano Marchese

Energy Fuels produced more uranium than expected in 2025, a rate it expects to continue into next year.

The producer of uranium, rare earths and critical materials said Monday that it has mined over 1.6 million pounds of uranium in 2025 from its Pinyon Plain Mine in Arizona and La Sal Complex in Utah.

The production rate pushed the output for the year about 11% higher than the top end of its guidance.

Energy Fuels said it is currently mining at the rate of around 2 million pounds of recoverable uranium contained in ore per year from the main zones of Pinyon Plain and the La Sal Complex. The company expects to keep up this rate at least through 2026.

At the same time, the company has plans to explore more of the surrounding area of Pinyon Plain which should better define the deposit and potentially expand the mineable resource.

The company's White Mesa Mill in Utah produced over 1 million pounds of finished uranium in 2025, including more than 350,000 pounds in December alone, which was higher than predicted

Energy Fuels said it will continue producing uranium at about 250,000 pounds per month through the first half of 2026 after which it plans to switch to large‑scale production of two rare earth elements, dysprosium and terbium.

For the fourth quarter, Energy Fuels expects to sell 360,000 pounds of uranium, 50% more than the previous quarter, and bringing in about $27 million in sales at an average price of roughly $75 per pound.

Write to Adriano Marchese at adriano.marchese@wsj.com

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Energy Fuels Shares Rise on Successful Rare-Earths Metals Testing

Dow Jones Newswires

Energy Fuels

-12.68%

By Adriano Marchese

Shares of Energy Fuels surged after its high-purity dysprosium oxide from its mill in Utah cleared initial tests with a major South Korean magnet manufacturer, and said it expects to start producing terbium and possibly samarium oxide early next year.

Shares trading in Toronto rose 8.9% to 20.98 Canadian dollars ($15.23).

The critical metals producer said Friday that high-purity dysprosium oxide has passed all initial purity tests, reaching 99.9%, as well as all quality assurance and quality-control benchmarks of a major South Korean automotive manufacturer for downstream rare-earth permanent magnet production.

Dysprosium oxide strengthens high-performance magnets used in electric and hybrid vehicles, robotics and other commercial technologies. It is also vital for magnets in key defense systems--including drones, missiles, jet engines and guidance systems--and for control rods in naval reactors.

Energy Fuels also said that it plans to begin piloting production of terbium oxide, another essential element in battery production, at the White Mesa mill next week and expects to have samples available for qualification in early 2026. This will be followed by piloting production of gadolinium and then samarium, used in special magnets.

The company said it is now going forward with plans for construction of the infrastructure needed to produce these metals, which it said could reach commercial-scale production as soon as late next year.

Write to Adriano Marchese at adriano.marchese@wsj.com

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REG - Geiger Counter Ltd Geiger Counter - GCS - Monthly Factsheet- October 2025

London Stock Exchange

RNS Number : 1085J Geiger Counter Ltd 26 November 2025

Geiger Counter Limited Plc

Monthly Investor Report 26 November 2025

(All Factsheet data is at 31 October 2025)

The full monthly factsheet is now available on the Company's website and a summary can be found below.

NCIM - Geiger Counter Ltd - Fund Page for Geiger Counter Ltd

Enquiries:

For the Investment Manager

Craig Cleland

Manulife CQS Investment Management

0207 201 5368

For the Company Secretary and Administrator

R&H Fund Services (Jersey) Limited

Jane De Barros/Katie De La Cour

01534 825259/01534 825337

-----------------------------------------------------------------------

Fund Description

The objective of Geiger Counter Limited is to provide investors with the potential for capital growth through investment primarily in the securities of companies involved in the exploration, development and production of energy, predominantly within the uranium industry. Up to 30% of the value of the Company's investment portfolio may be invested in other resource- related companies from outside the energy sector.

Portfolio Managers

Keith Watson and Robert Crayfourd

Key Advantages for the Investor

· Access to mining assets in the uranium sector

· May benefit from embedded subscription share

· Low correlation to major asset classes

Key Fund Facts1

Total Gross Assets	£103.5m
Reference Currency	GBP
Ordinary Shares:
Net Asset Value	82.27p
Mid-Market Price	61.50p
Net gearing4	14.30%
Discount	(25.25%)

Ordinary Share and NAV Performance2

	One Month	Three Months	One Year	Three Years	Five Years
	(%)	(%)	(%)	(%)	(%)
NAV	13.55	55.84	38.29	57.94	429.75
Share Price	3.89	30.02	33.70	18.27	275.00

Commentary3

The Fund's NAV rose 13.6% in October, broadly in line with the Solactive Uranium Pure Play Index and ahead of the Sprott Uranium Mining ETF, which limits investments to equities allocating at least 50% of assets toward uranium mining, that returned 7% in sterling terms over the month. The ETF limits investments to equities allocating at least 50% of assets toward uranium resource exploration or development.

The U₃O₈ spot price recovered from a mid-month dip to close October at $82.13/lb, up 0.5%. The most significant development was the US announcement of $80bn in funding for nuclear reactor construction. Under an agreement with Westinghouse (owned by Brookfield and Cameco), the US government will arrange financing and secure permits for AP-1000 reactor development in exchange for a 20% share of future profits and a potential future listing of Westinghouse. Additionally, Japan agreed to participate in funding as part of its trade agreement with the US, signalling a possible commitment of $330bn to support US infrastructure development.

Sector sentiment was further boosted by the Sprott Physical Uranium Trust, which acquired approximately 1.2 Mlbs of uranium following its recent equity issuance. This helped lift prices from a mid-month low of $76/lb, driving strong equity performance.

Looking ahead, uranium mining is emerging as the key bottleneck in the reinvestment cycle. While funding has focused on reactors, enrichment, and conversion capacity, little has been directed toward mining-the least flexible part of the fuel cycle. Greenfield projects face lengthy timelines for discovery, drilling, permitting, and construction, often exceeding a decade. Expanding conversion and enrichment capacity without addressing raw U₃O₈ supply risks creating even tighter markets.

Nexgen was a key contributor to Fund performance, with its share price rising nearly 12% in sterling terms ahead of the first-stage permit hearing scheduled for mid-November, followed by a second phase in February. Additional strong gains came from Energy Fuels and Paladin, which advanced 37% and 17%, respectively, in sterling terms.

Geiger Counter Ltd

Gross Leverage2

(%)

115

Commitment Leverage3

(%)

115

CQS (UK) LLP

4th Floor, One Strand, London WC2N 5HR, United Kingdom

T: +44 (0) 20 7201 6900 | F: +44 (0) 20 7201 1200

CQS (US), LLC

152 West 57th Street, 40th Floor, New York, NY 10019, US

T: +1 212 259 2900 | F: +1 212 259 2699

Tavistock Communications

18 St. Swithin's Lane, London EC4N 8AD

T: +44 20 7920 3150 | geigercounter@tavistock.co.uk

Sources: 1R&H Fund Services (Jersey) Limited, as at the last business day of the month indicated at the top of this report. 2R&H Fund Services Limited/DataStream, as at the last business day of the month indicated at the top of this report, total return performance net of fees and expenses based on bid prices. These include historic returns and past performance is not a reliable indicator of future results. The value of investments can go down as well as up. Please read the important legal notice at the end of this document. 3Market data sourced from Bloomberg unless otherwise stated. The Fund may since have exited some or all of the positions detailed in the commentary. 4 BMO, UxC, Company data September 2023. 5 www.eia.gov. 6CQS, as at the last business day of the month indicated at the top of this report. For methodology details see Article 4(3) of Directive 2011/61/EU (AIFMD) and Articles 6, 7, 9 and 10 of Delegated Regulation 231/2013. 7CQS, as at the last business day of the month indicated at the top of this report. For methodology details see Article 4(3) of Directive 2011/61/EU (AIFMD) and Articles 6, 8, 9, 10 and 11 of Delegated Regulation 3231/2013.

The Company has announced the fifth Subscription Rights Price of 37.20 pence on 1 May 2025. The exercise date for the fifth Subscription Right is expected to be 30 April 2026.

This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact rns@lseg.com or visit www.rns.com.

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