Energy Fuels: A High-Conviction Long Trade on Uranium, REEs and Isotopes
Energy Fuels (UUUU) owns a rare mix of U.S.-based uranium production, rare-earth progress toward separation, and medical isotope capability. With a $4.29B market cap, heavy policy catalysts in play and a stock trading well off its 52-week high, this is an actionable long idea for investors willing to accept above-average execution and balance-sheet…