Company coverage
Research snapshot 2026-08-31
Research activity
UUUU 114 trade records · 13 option records · 2025-10-27 → 2026-08-24Moat
StrongEnergy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has flagged this asset…
Physical assets
StrongestWhite Mesa Mill (unique dual uranium/REE processing), multiple permitted uranium mines across the Colorado Plateau, mineral rights, and physical uranium/vanadium/REE inventories. These are extraordinarily difficult to replicate due to environmental…
Software / hardware
Software2%
Hardware98%
Growth. White Mesa Mill dual uranium/REE processing ramp captures both nuclear renaissance fuel demand and DoD rare earth supply chain diversification from China. Primary assets. White Mesa Mill (only U.S. uranium mill + REE separation), Pinyon Plai…
- manual · sw-hw
Growth. White Mesa Mill dual uranium/REE processing ramp captures both nuclear renaissance fuel demand and DoD rare earth supply chain diversification from China. Primary assets. White Mesa Mill (only U.S. uranium mill + REE sepa…
- manual · physical-assets
White Mesa Mill (unique dual uranium/REE processing), multiple permitted uranium mines across the Colorado Plateau, mineral rights, and physical uranium/vanadium/REE inventories. These are extraordinarily difficult to replicate d…
- manual · moat
Energy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-08-24 | EXPIRED | CALL option | 0% |
| 2026-08-24 | EXPIRED | CALL option | 0% |
| 2026-08-14 | SELL | CALL option | +0% |
| 2026-08-13 | SELL | CALL option | +1% |
| 2026-07-24 | BUY | Equity | +2% |
| 2026-07-24 | BUY | Equity | +1% |
| 2026-07-23 | BUY | Equity | +0% |
| 2026-07-23 | BUY | Equity | +1% |
| 2026-07-20 | EXPIRED | CALL option | 0% |
| 2026-07-17 | BUY | Equity | +9% |
| 2026-07-16 | BUY | Equity | +5% |
| 2026-07-15 | BUY | Equity | +15% |
| 2026-07-10 | BUY | Equity | +60% |
| 2026-07-09 | BUY | Equity | +5% |
| 2026-07-08 | BUY | Equity | +3% |
| 2026-07-06 | BUY | Equity | +6% |
| 2026-07-02 | BUY | Equity | +17% |
| 2026-07-02 | BUY | Equity | +11% |
| 2026-07-01 | BUY | Equity | +6% |
| 2026-06-16 | BUY | Equity | +100% |
| 2026-05-28 | BUY | CALL option | +12% |
| 2026-05-28 | BUY | Equity | +7% |
| 2026-05-28 | BUY | Equity | +4% |
| 2026-05-28 | BUY | Equity | +7% |
Notes
Full portfolio moat / asset analysis
Energy Fuels owns the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States and the only U.S. facility licensed to both process uranium ore and separate rare earth elements. Goldman Sachs has flagged this asset specifically as carrying "strategic optionality."
Full portfolio moat / asset analysis
Largest U.S. uranium producer: Pinyon Plain mine and La Sal Complex produced 1.6M+ lbs of U3O8 in 2025, exceeding guidance by 11%. Production costs at Pinyon Plain run $23-30/lb — among the lowest in the Western world. Plans for commercial-scale heavy rare earth (dysprosium, terbium) production by Q4 2026.
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