Energy Fuels INC

Market Movers (8-K)

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Energy Fuels Inc. announced updates on its definitive agreement to acquire VAC and a conditional $725 million financing commitment from the U.S. Office of Strategic Capital.
Delay expected
Capital raise
AMEX
Energy Fuels Inc. has entered into a definitive agreement to acquire VAC Group B.V. and Ara VAC TOPCO US LLC for $718 million in cash and stock to expand its critical minerals processing capabilities.
Capital raise
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Energy Fuels Inc. has initiated a planned executive leadership transition involving the Chief Legal Officer role.
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Energy Fuels Inc. announced that directors J. Birks Bovaird and Alexander G. Morrison will not seek re-election at the upcoming June 2026 Annual Meeting.
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Energy Fuels Inc. has amended the consideration structure for its acquisition of Australian Strategic Materials Limited, replacing a special dividend with direct cash payment.
Capital raise
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Energy Fuels Inc. announced the planned succession of Ross Bhappu to President and CEO, with current CEO Mark Chalmers retiring.

Quarterly Earnings (10-Q)

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Energy Fuels Inc. reported a net loss for Q2 2026, with revenues significantly up year-over-year, driven by increased uranium sales, while also detailing progress on rare earth element initiatives and significant transaction costs for planned acquisitions.
Worse than expected
Capital raise
AMEX
Energy Fuels reported a net loss of $10.96 million for Q1 2026, driven by increased uranium production and strategic investments in rare earth and heavy mineral sands projects.
Capital raise
AMEX
Energy Fuels Inc. reported an increased net loss in Q3 2025 despite higher uranium revenues, driven by significant investments in rare earth and heavy mineral sands projects, and a successful $700 million convertible note offering.
Delay expected
Worse than expected
Capital raise
AMEX
Energy Fuels Inc. reports a significant net loss in Q2 2025 due to lower uranium sales and increased operating costs, while aggressively advancing its critical minerals and medical isotope initiatives.
Delay expected
Worse than expected
Capital raise
AMEX
Energy Fuels Inc. announced a net loss for the first quarter of 2025, driven by lower uranium sales volumes compared to the prior year and costs associated with its heavy mineral sands operations, while significantly increasing its 2025 uranium production guidance following positive developments at its Pinyon Plain mine.
Capital raise
Worse than expected
AMEX
Energy Fuels Inc. reported a net loss for the third quarter of 2024, impacted by lower uranium sales volumes and increased operating costs, while advancing its rare earth element and medical isotope initiatives.
Delay expected
Worse than expected
Capital raise

Annual Reports (10-K)

AMEX
Energy Fuels Inc. posted a higher net loss in 2025, driven by significant investments in rare earth and heavy mineral sands projects, despite steady uranium production and strategic acquisitions.
Worse than expected
Capital raise
Delay expected
AMEX
Energy Fuels Inc. details its 2024 financial results, emphasizing strategic acquisitions in heavy mineral sands and rare earth elements, alongside uranium production and medical isotope initiatives.
Delay expected
AMEX
Energy Fuels Inc. has entered into a joint venture agreement to develop the Donald Mineral Sands and Rare Earths Project in Australia, securing a potential future supply of rare earth elements.
Delay expected
Capital raise
AMEX
Energy Fuels Inc. has begun uranium production at three mines and is advancing its rare earth element separation capabilities at its White Mesa Mill.
Better than expected
Capital raise

Insider Trading (Form 4)

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Werner Duvenhage, EVP Heavy Mineral Sands of Energy Fuels Inc, reported multiple transactions in common stock on August 4, 2026.
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Oscar Armando German, EVP & CHRO of Energy Fuels Inc, reported multiple transactions in common stock on June 24, 2026.
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Nathan Longenecker, CLO & EVP, Global Gov Relation of Energy Fuels Inc, reported multiple transactions in common stock on June 24, 2026.
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Akkooi Michiel Van, EVP, Metals, Alloys & Magnets of Energy Fuels Inc, reported multiple transactions in common stock on June 24, 2026.
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Ross R. Bhappu, President and CEO and a Director of Energy Fuels Inc, reported a transaction in 14,375 shares of common stock on August 5, 2026.
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Daniel Kapostasy, SVP & Chief Technical Officer of Energy Fuels Inc, reported multiple transactions in common stock on June 24, 2026.

Proxy Statements (Def-14A)

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Energy Fuels Inc. filed its 2026 Proxy Statement detailing executive leadership transitions, compensation structures, and strategic growth initiatives in critical materials.
Better than expected
Capital raise
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Energy Fuels Inc. is asking shareholders to approve an amendment to its Omnibus Equity Incentive Compensation Plan to increase share authorization limits.
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Energy Fuels Inc. has issued a supplement to its proxy statement, modifying proposals related to its Equity Incentive Compensation Plan and Shareholder Rights Plan in response to shareholder feedback and the identification of a typographical error.
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Energy Fuels Inc. is holding its annual and special meeting of shareholders on June 11, 2024, to vote on key proposals including the election of directors, the amendment and extension of its equity incentive plan, and the ratification of its shareholder rights plan.

Schedule 13G - Passive Investments

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Global X Management Company LLC has reported a 6.83% beneficial ownership stake in Energy Fuels Inc. through its Global X Uranium ETF.
AMEX
Van Eck Associates Corporation has reported a 6.48% beneficial ownership stake in Energy Fuels Inc. as of March 31, 2026.
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Vanguard Capital Management disclosed a beneficial ownership of 17,675,625 shares, representing 7.31% of the outstanding common stock of Energy Fuels Inc.
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The Vanguard Group has filed an amended Schedule 13G for Energy Fuels Inc/Canada, reporting zero beneficial ownership due to an internal organizational realignment.
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Van Eck Associates Corporation has reported a 5.17% beneficial ownership stake in Energy Fuels Inc, holding over 12 million common shares.
AMEX
The Vanguard Group has filed an amended Schedule 13G, reporting a 6.31% beneficial ownership stake in Energy Fuels Inc/Canada, alongside an internal corporate realignment.