Opportunity
21 / 100
Current score
0.35
Thesis calls
1
Active decisions
1
Recent proof-backed thesis calls
Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.
Energy Fuels (UUUU) released a Bankable Feasibility Study for a Phase 2 rare earth processing expansion at its White Mesa Mill (Utah). Reported CAPEX is ~$410M (lower than expected per headline), with stated low all-in production cost (~$29.39/kg NdPr-equivalent from Vara Mada) and planned capacity of ~6,000 tpa NdPr plus dysprosium (240 tpa) and terbium (66 tpa). The company frames this as a U.S. rare earth supply-chain “bottleneck” solution and claims first-quartile cost positioning.
Mentioned: Jan 15, 2026, 6:15 AM ESTConviction: 32 / 100
Source: Energy Fuels' U.S. Rare Earth Processing Expansion Boasts Lower-Than-Expected CAPEX, Significant Annual EBITDA, and Among the Lowest Cost NdPr Production in the World
Current stance
Recommendationbuy
Authors1
Active decisions1
Latest pricen/a
Top authors on this asset
Investment decisions
LYSCF
watchLYSCF
risk_reviewUnlock full asset monitoring
Create an account to inspect complete asset history, trust-weighted rankings, and persisted evidence across authors, theses, and market events.