Energy Fuels (UUUU) - The King of US Uranium Juniors?
Matthew Gordon, Ptolemy Capital
6 Months ago
Energy Fuels is America's leading producer of uranium and vanadium and is venturing into the rare earths space. All critical and possibly strategic minerals in the US.
We caught up with Chalmers to get the latest on how he is re-shaping Energy Fuels into tantalising value proposition. There have been plenty of catalyst moments within the uranium space over the last few months, predominantly surrounding the destruction of inventories and tightening of supply caused by COVID-19. The US House of Appropriations Committee recent decision to block the funding of a US uranium reserve appears to be a minor setback for uranium bulls, but Chalmers doesn't see it as a definitive no. He experts the topic will be revisited one the DoE can provide a little more clarity on how exactly the reserve would be implemented, at some point in the next 180-days.
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