)
Edge6 Mar 2026
Upvoted: The Story of Reddit
How Reddit built a unique platform around communities and conversation, turning human insight and intent into a distinctive business model.
Energy Fuels
Energy Fuels (EFR) investor relations material
Energy Fuels Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary27 Feb, 2026
Executive summary
Achieved a breakout year in 2025, exceeding and upgrading guidance across all operational and financial fronts, with record uranium production over 1 million pounds and expanded long-term contracts.
Advanced rare earth operations, confirming commercial-scale production and qualification for EV and hybrid manufacturers, and announced a proposed acquisition to expand downstream capabilities.
Strengthened position as the largest and lowest-cost U.S. uranium producer and an emerging leader in rare earths and critical minerals.
Completed a $700 million convertible note offering, boosting working capital to nearly $1 billion.
Announced CEO succession, with a smooth transition planned for April 2026.
Financial highlights
Ended 2025 with $1.41 billion in total assets and $927 million in working capital, including $862 million in cash and marketable securities.
Net loss of $86.1 million ($0.38/share) for 2025, compared to a $47.8 million loss in 2024, mainly due to higher SG&A, acquisitions, and project investments.
Gross margin was 31% in 2025, with expectations to rise above 50% in 2026 as costs decrease and uranium prices strengthen.
Operating loss widened to $101.2 million from $47.5 million year-over-year.
Completed an upsized $700 million convertible note at 7.75% coupon, providing strong liquidity.
Outlook and guidance
2026 uranium production guidance: 1.5–2.5 million pounds finished U3O8, with sales of 1.5–2.5 million pounds, depending on market conditions.
Continued focus on expanding REE production, with Phase 1 and Phase 2 circuit enhancements expected to be operational in 2027.
Multiple new mines (Whirlwind, Energy Queen, Nichols Ranch) could come online by 2027, with low capital requirements.
Ongoing development of major projects in Madagascar, Australia, and Brazil, with final investment decisions pending regulatory and fiscal stability.
Gross margin expected to exceed 50% as production costs fall and uranium prices rise.
Explain the current uranium inventory cost basis
Rationale for Phase 1 REE production timeline shift
Vara Mada project: Madagascar political risks
What is the path to sub-$30/lb uranium costs?
Donald Project FID and delivery timeline update.
How does uranium fund critical mineral growth?
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Next Energy Fuels earnings date
Q1 20267 May, 2026
Energy Fuels
Next Energy Fuels earnings date
Q1 20267 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Energy Fuels Inc. (Energy Fuels) is a producer of uranium in the United States, primarily engaged in the extraction, recovery, exploration, processing, and sale of uranium, vanadium, and rare earth elements. Utilizing both conventional and in-situ recovery (ISR) methods, the company operates three strategic facilities: the White Mesa Mill in Utah for conventional processing, the Nichols Ranch Plant in Wyoming, and the Alta Mesa Plant in Texas for ISR. Energy Fuels is distinguished for its significant uranium production capacity, contributing to a considerable portion of U.S. uranium output. It is also the only primary producer of vanadium in the U.S., with substantial vanadium resources and production capabilities, particularly through its White Mesa Mill, which stands as the only conventional vanadium mill in the country. Moreover, Energy Fuels is emerging as a player in the commercial rare earth business, processing monazite to recover uranium and produce a marketable mixed rare earth element carbonate, highlighting its role in reestablishing a U.S. rare earth element supply chain. The company was incorporated in 1987 and is headquartered in Lakewood, Colorado. Its shares are traded on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage