Thank you Charlotte for hosting Curtis and focusing on Energy Fuel's diversification strategy. IMO; Charles Mackay's classic; "Extraordinary delusions and the madness of crowds"; is apt description of today's stock market; where price and value are fully divorced on the daily time frame. I applaud the vision and long term focus that UUUU is employing with this vertical integration strategy via Monazite by-product feed stock. Over time; 1+1+1 is going to = 5; and this market is going to pay 7 for it.😉
The company continues to execute. The market is not giving them too much love for it. Wishing Curtis, Mark and the team all the best. I continue to hold
I have alot of science fiction type questions and what ifs for you and your competors and the recycle people as far as what can be mixed into thisr products. I will be looking forward to seeing how that all works out.
I have noticed a non rare earth magnet company going into production that is iron nitrogen from what i understand so it would be good to have last man standing numbers and any info about what the other formulation cant do. Since you are sort of a milling company is there other metals that we haven't even thought of.
Disappointed they signed another long term contract. Assuming it has limited upside on price. If they think the price is going up why sign now at the new floor level. On the plus side he said the current 4 contracts they have accounts for about 25 % of production. Hopefully that means their near term production target of 2M ounces NOT their loner term target of 5-6M ounces. Clarification of that would have been appreciated
The market has a different message. Pull up a 5 year price chart of UUUU and any uranium ticker or ETF to see where the divergence came. EF mirrored Cameo (and the others) into l2022 when mark decided to be all things to all people (REE, Isotopes, Vanadium, Mineral Sands, recycles and Uranium) but so far he confess everyone and EF has not gotten its bread and butter done right (uranium). EF stock is sharply below the 5 years highs while the sector is at or near all time highs. Investors want uranium pure plays and it is clear in the price charts. What if Mark is wrong? Market thinks so. EF stock got smoked 7% lower on Friday earnings call. Investors do not approve or agree or so it seems
❓ Do you have exposure to rare earths? Tell us in the comments!
Thank you Charlotte for hosting Curtis and focusing on Energy Fuel's diversification strategy. IMO; Charles Mackay's classic; "Extraordinary delusions and the madness of crowds"; is apt description of today's stock market; where price and value are fully divorced on the daily time frame. I applaud the vision and long term focus that UUUU is employing with this vertical integration strategy via Monazite by-product feed stock. Over time; 1+1+1 is going to = 5; and this market is going to pay 7 for it.😉
The company continues to execute. The market is not giving them too much love for it. Wishing Curtis, Mark and the team all the best. I continue to hold
Will be buying more of this company in the coming weeks ans months
Its mind boggling how few investors get this.
Keep up the good work, Curtis!! Thanks for the update!!
I’m a holder of energy fuels 👏🏽🎉
Just some “dumb” welder here
Cool greetings from belgium
I have alot of science fiction type questions and what ifs for you and your competors and the recycle people as far as what can be mixed into thisr products. I will be looking forward to seeing how that all works out.
I have noticed a non rare earth magnet company going into production that is iron nitrogen from what i understand so it would be good to have last man standing numbers and any info about what the other formulation cant do. Since you are sort of a milling company is there other metals that we haven't even thought of.
Disappointed they signed another long term contract. Assuming it has limited upside on price. If they think the price is going up why sign now at the new floor level. On the plus side he said the current 4 contracts they have accounts for about 25 % of production. Hopefully that means their near term production target of 2M ounces NOT their loner term target of 5-6M ounces. Clarification of that would have been appreciated
The market has a different message. Pull up a 5 year price chart of UUUU and any uranium ticker or ETF to see where the divergence came.
EF mirrored Cameo (and the others) into l2022 when mark decided to be all things to all people (REE, Isotopes, Vanadium, Mineral Sands, recycles and Uranium) but so far he confess everyone and EF has not gotten its bread and butter done right (uranium).
EF stock is sharply below the 5 years highs while the sector is at or near all time highs.
Investors want uranium pure plays and it is clear in the price charts.
What if Mark is wrong? Market thinks so.
EF stock got smoked 7% lower on Friday earnings call. Investors do not approve or agree or so it seems