$14.670
-0.998 (-6.80%)收盘时
UUUU 资讯
UUUU 事件
Energy Fuels Stock Rises 10.9% to $15.41
Energy Fuels is up 10.9%, or $1.51 to $15.41.
Energy Fuels Confirms Terbium Oxide Meets Global Manufacturer Standards
Energy Fuels announced that its terbium oxide has successfully passed all qualifications for use by one of the world's largest manufacturers of rare earth permanent magnets outside China. The Japan-based manufacturer has informed Energy Fuels that the terbium oxide produced at its White Mesa Mill in Utah meets their specifications and is approved for use in commercial rare earth permanent magnet production with no further qualification or validation required. Terbium is among the most valuable and strategically important rare earth elements, serving as a critical input that improves the heat resistance and performance of high-strength NdFeB permanent magnets used in a variety of advanced technologies. Terbium oxide currently commands a market price of approximately $5.5M per tonne according to Benchmark Mineral Intelligence. Energy Fuels previously announced the qualification of its neodymium-praseodymium and dysprosium oxides for the manufacture of rare earth permanent magnets. Upon closing of the pending acquisitions of Australian Strategic Materials and Vacuumschmelze, Energy Fuels expects to become the leading vertically integrated mine-to-rare earth permanent magnet producer in the U.S. and Europe.
Tesla Recalls 20,349 Vehicles Over Low Beam Headlight Issue
Institutional investors and professional traders rely on The Fly to keep up-to-the-second on breaking news in the electric vehicle and clean energy space, as well as which stocks in these sectors that the best analysts on Wall Street are saying to buy and sell.From the hotly-debated high-flier Tesla, Wall Street's newest darling Rivian, traditional-stalwarts turned EV-upstarts GMand Fordto the numerous SPAC-deal makers that have come public in this red-hot space, The Fly has you covered with "Charged," a weekly recap of the top stories and expert calls in the sector.Clickto check out Tesla's recent Media Buzz Sentiment as measured by TipRanks.ROADSTER:Tesla appears to be nearing the long-delayed unveiling of its radically redesigned Roadster, with CEO Elon Musk and design chief Franz von Holzhausen recently signaling that the reveal is imminent and potentially featuring flying capabilities, The Information's Grace Kay.TESLA-SPACEX MERGER:In the $1T pay package approved by Tesla's shareholders, there is an escape clause that could pay off Elon Musk in a few different ways if he folds the automaker into SpaceX, Theo Francis and Andrew Mollica of The Wall Street Journal. A tie-up between the two companies would give Musk tighter control at Tesla and a hefty-enough price would wipe away key performance targets standing between Musk and the pay package.RECALL:Tesla is recalling 20,349 vehicles in the U.S. over low beam headlights that may be excessively bright, potentially reducing visibility for oncoming drivers and raising crash risk, the NHTSA says. The recall affects certain Model 3 and Model Y vehicles.BUY FIRST SOLAR:Baird initiated coverage of First Solarwith an Outperform rating with a price target of $318, up from $205. The company will benefit from a strong utility scale market while the Section 232 tariffs remove an overhang for bookings to resume, the firm tells investors in a research note. Baird also believes First Solar's estimates are now "more appropriately calibrated." The Section 232 overhang being removed "simplifies the story" and will catalyze First Solar's bookings for 2029-2030, contends the firm.BULLISH ON ENERGY FUELS:BMO Capital initiated coverage of Energy Fuelswith an Outperform rating and $18 price target. Energy Fuels is positioned to become the largest Western producer of sintered rare earth permanent magnets and one of only a few integrated rare earth producers outside of China following a series of acquisitions, the firm tells investors in a research note. BMO says Energy Fuels is also the largest producer of uranium in the U.S., a commodity that is benefiting from "renewed nuclear growth tailwinds."
Energy Fuels' Acquisition of ASM Receives 98.23% Support
Energy Fuels announced it has reached a major milestone toward its planned acquisition of Australian Strategic Materials, or ASM, with ASM Securityholders overwhelmingly voting in favor of the transaction at the Scheme Meetings held in Perth, Australia on August 12. As previously announced, Energy Fuels entered into a Scheme Implementation Deed to acquire 100% of ASM through EFR Critical Materials, a wholly owned subsidiary of Energy Fuels, by way of schemes of arrangement under Australia's Corporations Act 2001. Under the Share Scheme, each ASM shareholder is entitled to receive 0.053 new Energy Fuels CHESS Depositary Interests plus A$0.13 cash for each ASM share held at the Scheme Record Date. Under the Option Scheme, ASM option holders are entitled to receive A$0.50 cash per option. At the Scheme Meetings held in Perth, Australia, ASM securityholders voted in favor of the transaction. 98.23% of the votes cast by ASM shareholders were in favor of the Share Scheme, and 83.62% of ASM shareholders present and voting voted in favor. ASM will apply to the Federal Court of Australia for approval of the Schemes, which is scheduled to occur on August 18. If the Court approves the Schemes, a copy of the Court order will be lodged with the Australian Securities and Investments Commission and the Schemes will become effective, which is expected to occur on August 19. ASM Securities are expected to be suspended from trading on the ASX from the close of trading on the Effective Date. Implementation of the Schemes, on which the Scheme Consideration will be provided to ASM securityholders, is expected to occur on August 28. The acquisition of ASM would add commercial-scale rare earth metals and alloys capability, through ASM's Korean Metals Plant, and a planned American Metals Plant, to Energy Fuels' rare earth oxide production at its White Mesa Mill in Utah. Together with ASM's Dubbo Project in New South Wales and the Donald Project in Victoria, which Energy Fuels is developing in a joint venture with Astron, the transaction is intended to advance an integrated Western supply chain spanning mining, processing, separation, metals and alloys. Separately, and subject to its own conditions, Energy Fuels has agreed to acquire the permanent magnet manufacturer Vacuumschmelze, which, if completed, would extend the platform through to magnet production. Completion of the VAC acquisition, which, subject to regulatory approvals and certain other conditions, is expected to occur in early 2027, is not a condition to the ASM schemes.
Roth Capital Upgrades Energy Fuels to Buy with $16 Price Target
Institutional investors and professional traders rely on The Fly to keep up-to-the-second on breaking news in the electric vehicle and clean energy space, as well as which stocks in these sectors that the best analysts on Wall Street are saying to buy and sell.From the hotly-debated high-flier Tesla, Wall Street's newest darling Rivian, traditional-stalwarts turned EV-upstarts GMand Fordto the numerous SPAC-deal makers that have come public in this red-hot space, The Fly has you covered with "Charged," a weekly recap of the top stories and expert calls in the sector.Clickto check out Tesla's recent Media Buzz Sentiment as measured by TipRanks.EARNINGS:Lucid Groupreported Q2 adjusted losses per share of ($2.78) and Q2 revenue of $405M, with consensus at ($2.32) and $407.96M. The company said it produced 4,774 vehicles, up 24% year over year, with production intentionally reduced to lower inventory and free up cash. Delivered 3,953 vehicles, up 19% year over year."Lucid has leading technology, compelling products and deeply committed people, but potential is not performance," said Silvio Napoli, CEO of Lucid. "We are going back to basics, with a clear focus on cash, customers, and culture. We are focused on delivering on our four must win priorities, including our $1.4 billion cash flow improvement plan and the advancement of our Robotaxi, AMP-2, and Midsize programs, which will establish a strong foundation for Lucid's next chapter."Lucid Group also said it has "sufficient liquidity runway well into 2027," given recently secured financing, combined with ongoing operational measures.POLYSILICON:President Trump issued a 15% duty on products made from polysilicon, with the executive orderin part, "Polysilicon is the base material underpinning the security of America's semiconductor and solar-power supply chains. Yet for decades, America has allowed foreign countries to weaken United States producers in the polysilicon sector -- eroding our economic and national security. Today, I am taking action to put a stop to these practices and revitalize the United States polysilicon sector."In light of these findings and the other findings in the Secretary's report, the Secretary recommended a range of actions to adjust imports of polysilicon and polysilicon derivatives so that such imports will not threaten to impair the national security of the United States. The Secretary recommended the establishment of minimum import prices for polysilicon and polysilicon derivatives to create a protected domestic market that allows United States producers to compete free from global distortions. The Secretary also recommended that I impose a 15 percent ad valorem rate of duty on downstream polysilicon derivatives. The Secretary recommended that these two remedies be accompanied by an onshoring program to encourage companies to build new United States polysilicon, ingot, wafer, and cell production facilities."The applicable minimum import prices for imported polysilicon and polysilicon derivatives shall be: $21 per kilogram for polysilicon; $100 per kilogram for polysilicon ingots and wafers; $0.22 per watt for solar cells; and $0.38 per watt for solar modules." Publicly traded companies in the space include Array Technologies, Canadian Solar, Emeren, Enphase Energy, FTC Solar, First Solar, JinkoSolar, Maxeon Solar, Shoals Technologies, SolarEdge, SunPowerand Sunrun.EVGO SUPERCHARGERS:EVgoannounced plans to add "EVgo Superchargers" to its metropolitan network. The V4 Superchargers are capable of up to 500kW / 1000 Volts, bringing more fast charging choices to EV drivers. EVgo Superchargers will appear on the in-car Teslanavigation, and Tesla drivers can be automatically routed to these sites using the Tesla Trip Planner. Deployments will start this fall, and the first EVgo Supercharger sites are expected to be operational in the second half of 2026. Consumer demand on the EVgo network has increased over 700% in the last three years, and the addition of Superchargers will continue to accelerate EVgo's network growth. With more than 35 NACS-equipped models anticipated by the end of 2026 and more than 3 million Tesla vehicles already sold in the U.S., this expansion will ensure EVgo continues to lead with NACS.BUY ENERGY FUELS:Roth Capital upgraded Energy Fuelsto Buy from Neutral with an unchanged price target of $16. The company's Q2 results were below expectations, but this did not materially impact the stock's valuation, the firm told investors in a research note. Roth said Energy Fuels' valuation has returned to "more normalized" mining industry metrics and multiples, while the company has also strengthened its long-term outlook. It believes the company is "on the cusp" of completing multiple acquisitions that would allow it to control a full mine to magnet supply chain.
本页仅供研究参考，不构成投资建议。模型可能出错。过往表现不代表未来结果。