Energy Fuels Future Growth

Future criteria checks 5/6

Energy Fuels is forecast to grow earnings and revenue by 66.4% and 45.4% per annum respectively. EPS is expected to grow by 70.9% per annum. Return on equity is forecast to be 8.2% in 3 years.

Key information

66.4%

Earnings growth rate

70.9%

EPS growth rate

Oil and Gas earnings growth	8.2%
Revenue growth rate	45.4%
Future return on equity	8.2%
Analyst coverage	Low
Last updated	05 Nov 2024

Recent future growth updates

Recent updates

Earnings and Revenue Growth Forecasts

NYSEAM:UUUU - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	307	57	-224	49	2
12/31/2025	163	30	-26	42	3
12/31/2024	79	-15	-22	-8	3
9/30/2024	39	-35	-50	-12	N/A
6/30/2024	46	-12	-47	-12	N/A
3/31/2024	44	-11	-31	-4	N/A
12/31/2023	38	100	-60	-15	N/A
9/30/2023	38	102	-68	-31	N/A
6/30/2023	30	82	-65	-32	N/A
3/31/2023	29	69	-68	-42	N/A
12/31/2022	13	-60	-52	-50	N/A
9/30/2022	14	-11	-38	-37	N/A
6/30/2022	12	-10	-35	-34	N/A
3/31/2022	6	-2	-33	-31	N/A
12/31/2021	3	2	-31	-29	N/A
9/30/2021	2	-35	-30	-29	N/A
6/30/2021	2	-36	-34	-33	N/A
3/31/2021	2	-33	-34	-32	N/A
12/31/2020	2	-28	-33	-32	N/A
9/30/2020	2	-32	-35	-35	N/A
6/30/2020	2	-30	-37	-37	N/A
3/31/2020	5	-32	-41	-41	N/A
12/31/2019	6	-38	-44	-44	N/A
9/30/2019	8	-36	-43	-43	N/A
6/30/2019	8	-43	-34	-34	N/A
3/31/2019	32	-27	-8	-8	N/A
12/31/2018	32	-25	-8	-8	N/A
9/30/2018	33	-26	-5	-4	N/A
6/30/2018	38	-16	N/A	-3	N/A
3/31/2018	29	-28	N/A	-13	N/A
12/31/2017	31	-28	N/A	-10	N/A
9/30/2017	48	-32	N/A	-4	N/A
6/30/2017	51	-35	N/A	-10	N/A
3/31/2017	40	-41	N/A	-12	N/A
12/31/2016	55	-39	N/A	-12	N/A
9/30/2016	45	-99	N/A	-21	N/A
6/30/2016	55	-96	N/A	-12	N/A
3/31/2016	72	-90	N/A	-8	N/A
12/31/2015	61	-82	N/A	-2	N/A
9/30/2015	51	-64	N/A	-1	N/A
6/30/2015	53	-55	N/A	-3	N/A
3/31/2015	42	-81	N/A	-10	N/A
12/31/2014	46	-87	N/A	-8	N/A
9/30/2014	41	-22	N/A	-11	N/A
6/30/2014	44	-95	N/A	-4	N/A
3/31/2014	36	-70	N/A	-15	N/A
12/31/2013	64	-37	N/A	-9	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: UUUU is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2.6%).

Earnings vs Market: UUUU is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: UUUU is expected to become profitable in the next 3 years.

Revenue vs Market: UUUU's revenue (45.4% per year) is forecast to grow faster than the US market (9% per year).

High Growth Revenue: UUUU's revenue (45.4% per year) is forecast to grow faster than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: UUUU's Return on Equity is forecast to be low in 3 years time (8.2%).

Energy Fuels Future Growth

Future criteria checks 5/6

Key information

Recent future growth updates

Price target decreased by 8.3% to US$8.25

Price target decreased by 8.0% to US$9.33

Price target increased to US$10.06

Price target increased to US$8.25

Price target increased to US$6.55

Price target raised to US$4.42

Recent updates

New major risk - Financial position

Third quarter 2024 earnings: EPS and revenues miss analyst expectations

Energy Fuels Inc. to Report Q3, 2024 Results on Nov 01, 2024

Energy Fuels Inc. Announces Board Appointments

Energy Fuels Inc. (TSX:EFR) completed the acquisition of Base Resources Limited (ASX:BSE) from Pacific Road Resources fund II L.P. managed by Pacific Road Capital Management Pty Limited, Sustainable Capital Limited and others.

New minor risk - Shareholder dilution

Price target decreased by 8.3% to US$8.25

Energy Fuels Inc. Receives Written Confirmation from the Foreign Investment Review Board

Energy Fuels Inc. (TSX:EFR) acquired RadTran, LLC for $22.5 million.

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Now 25% undervalued

Energy Fuels Inc.(NYSEAM:UUUU) dropped from Russell 3000 Growth Index

Independent Director recently bought US$150k worth of stock

First quarter 2024 earnings: EPS in line with expectations, revenues disappoint

Energy Fuels Inc. (TSX:EFR) entered into a binding agreement to acquire Base Resources Limited (ASX:BSE) from Pacific Road Resources fund II L.P. managed by Pacific Road Capital Management Pty Limited, Sustainable Capital Limited and others for AUD 360 million.

Price target decreased by 8.0% to US$9.33

Energy Fuels Inc. has filed a Follow-on Equity Offering in the amount of $150 million.

Energy Fuels Inc., Annual General Meeting, May 22, 2024

Full year 2023 earnings: EPS and revenues miss analyst expectations

Energy Fuels Inc. Announces CFO Changes

IsoEnergy Ltd.(TSXV:ISO) completed the acquisition of Consolidated Uranium Inc. (TSXV:CUR) from Energy Fuels Inc. and Mega Uranium Ltd.

IsoEnergy Ltd.(TSXV:ISO) acquired Consolidated Uranium Inc. (TSXV:CUR) from Energy Fuels Inc. and Mega Uranium Ltd.

Now 21% undervalued

New minor risk - Shareholder dilution

Third quarter 2023 earnings: EPS and revenues exceed analyst expectations

Investor sentiment deteriorates as stock falls 16%

IsoEnergy Ltd.(TSXV:ISO) entered into an agreement to acquire Consolidated Uranium Inc. (TSXV:CUR) from Energy Fuels Inc. and Mega Uranium Ltd. for CAD 240 million.

Now 20% undervalued

Investor sentiment improves as stock rises 15%

Second quarter 2023 earnings: EPS in line with analyst expectations despite revenue beat

Insider recently sold US$101k worth of stock

Now 22% undervalued

Independent Chairman recently sold US$121k worth of stock

First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Full year 2022 earnings: EPS and revenues miss analyst expectations

Energy Fuels Inc. (TSX:EFR) completed the acquisition of Seventeen mineral concessions in the State of Bahia, Brazil.

Energy Fuels Inc. (TSX:EFR) completed the acquisition of Seventeen mineral concessions in the State of Bahia, Brazil.

Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Independent Director recently sold US$140k worth of stock

Price target increased to US$10.06

Second quarter 2022 earnings released: US$0.12 loss per share (vs US$0.075 loss in 2Q 2021)

Energy Fuels Inc. Appoints Tom Brock as Chief Financial Officer, Effective August 8, 2022

Energy Fuels Inc. Appoints John L Uhrie as Chief Operating Officer

Energy Fuels Inc. Announces Resignation of Sarai C. Luksch as Chief Accounting Officer and Controller, Effective June 21, 2022

Energy Fuels Inc. Appoints Jaqueline Herrera as Director

Energy Fuels Inc. announced delayed 10-Q filing

Energy Fuels Inc., Annual General Meeting, May 25, 2022

Price target increased to US$8.25

Energy Fuels Inc. Approves Management Appointments

Third quarter 2021 earnings released: US$0.053 loss per share (vs US$0.077 loss in 3Q 2020)

Independent Director recently bought US$53k worth of stock

Second quarter 2021 earnings released: US$0.07 loss per share (vs US$0.08 loss in 2Q 2020)

Independent Director recently sold US$147k worth of stock

Price target increased to US$6.55

First quarter 2021 earnings released: US$0.08 loss per share (vs US$0.053 loss in 1Q 2020)

Independent Director recently sold US$179k worth of stock

Full year 2020 earnings released: US$0.23 loss per share (vs US$0.40 loss in FY 2019)

Energy Fuels Inc., Annual General Meeting, May 26, 2021

Neo Performance Materials and Energy Fuels Announces Joint Launch of U.S.-European Rare Earth Production Initiative

New 90-day high: US$6.19

New 90-day high: US$4.87

Price target raised to US$4.42

Insider recently sold US$69k worth of stock

Insider recently sold US$99k worth of stock

Price target raised to US$3.25

New 90-day high: US$3.02

New 90-day high: US$2.12

Energy Fuels Inc. Produces First Rare Earth Element Concentrate on a Pilot Scale at its White Mesa Mill

Energy Fuels Inc Announces Executive Changes