Energy Fuels Analysis

I analyze EnergyFuels' assets, balance sheet, cash flow, valuation and its sensitivity toward uranium price.
I comment on its share count explosion and the acquisitions / divestitures they make.

[octaldecimal]

Can you do an analysis on DNN denison mines.

[doginthesand]

Thanks, appreciate your analysis of the uranium market. Agree, I don't like UUUU either. What do you think of Laramide resources? Jumped almost 20% yesterday

[johnchew]

You may not be comparing apples to apples on the purchase of URANERZ. They issued 25 million shares for uranium resources but they ALSO received an operating plant--so you need to adjust for the replacement of the plant in your comparison to what they sold in 2017. Perhaps they bought low in URANERZ vs. selling low in the resources they sold in 2017

[interests]

isr production, makes that the cash cost to produce the uranium is less. They also have resources, land etc that they probably haven't explored yet. They have the only uranium mill in the u.s, and they are doing alternate feeds and make cash flow through their mill. Not many or maybe no other uranium company can do that in the u.s. They have the only mill in the u.s. They are looking to go into vanadium production. And their mill has already produced vanadium before. I am a shareholder of Energy Fuels UUUU. Do your home work before investing..at own risk.

[interests]

Most uranium companies aren't making money..if you didn't know..

[interests]

Also I believe their resources uranium is around 130 mill measured and indicated so you seem to have wrong estimates in your video???

[interests]

Stock has more than doubled from its lows