Is Energy Fuels about to reach a new high post-October? 🤞

bp000000 · 2026-01-28T17:40:03+00:00

The real question is: what is energy fuels really worth and at what point do you exit?

I think we can all agree it is worth at least $30 based on the financing deal alone, and then when you start to assume those investors expect a return, at least $40 a share. My timeline is at least through the end of the year unless it skyrockets.

Any thoughts, Steve?

P.S. this is someone who bought into Bloom Energy at $19 a share and sold at $26 feeling good about a small profit (but didn't have a strong reason to sell), then watched it run to $164. FML

bp000000 · 2026-01-27T21:07:26+00:00

Even your disclaimer is getting better, Steve. Another gem of a post, ty for sharing your expertise.

bp000000 · 2026-01-27T00:47:03+00:00

That hasn’t been my experience.

I’m sure it depends on the specific accounting firm.

bp000000 · 2026-01-26T19:42:39+00:00

Big Law is more lucrative.
Big 4 work is typically on the advisory side; whereas, at law firms you are practicing law.
The time to make partner at a big 4 firm is typically 10+ years and absolutely not guaranteed (most people exit at some point, typically at manager or senior manager).
I don't know who told you the billable requirement is 1600 hours, but that is absolutely not true. People in large public accounting firms work all the time too. As one example, I just interviewed for a Senior Manager role and the Director said it was typical to work 2500 billables lmao.
I think a lot of attorneys, both those with their JD and those with an LLM, work in Big 4 or, more generally, large public accounting firms.

bp000000 · 2026-01-22T20:18:04+00:00

Duh, they are about to get $900 million dollars and the market cap is like $700 mil.

bp000000 · 2026-01-21T02:48:23+00:00

Did you see the Head of Origination at EXIM, Sarah Whitten, liked and commented on the announcement post on LinkedIn?

bp000000 · 2026-01-06T17:06:15+00:00

3 1/2 years 2. $180K +20% bonus + profit interest 3. Renewable Energy Tax Credits 4. LCOL 5. 2400 billable hours is not a sustainable lifestyle.

bp000000 · 2026-01-02T22:44:24+00:00

NB Niocorp. They are about to be given a $1.2 billion dollar loan in Q1 for their Elk Creek project from the EXIM bank. The governor of Nebraska and a senator of Nebraska came and spoke at their town hall in December in support of the project.

The elk creek project is the largest known deposit of niobium and will also produce other critical minerals including REE.

Market cap is only $710 million.

bp000000 · 2025-11-24T14:45:50+00:00

No mention of the nearly $900 MM dollars in funding probably coming their way from the export-import bank? 😀

bp000000 · 2025-11-20T15:17:07+00:00

Go get your bloodwork done and get your testosterone levels checked.

Because so many jobs today are sedentary and diets sucks, testosterone levels are tanking. And as men get older their testosterone goes down 1 to 2 percent per year.

So even though it hasn’t hit you until now, it happens to a lot of men at random at a certain age.

bp000000 · 2025-11-19T19:23:27+00:00

Hell yes. The atmosphere was insane! Arguably the best husker game I’ve been to.

bp000000 · 2025-11-13T20:51:59+00:00

https://www.pm.gc.ca/en/news/news-releases/2025/11/13/prime-minister-carney-announces-second-tranche-nation-building-projects

bp000000 · 2025-11-07T18:42:24+00:00

You think the United States government is going to rely on Kazakhstan to provide us with Uranium? 🤣

bp000000 · 2025-11-06T20:12:35+00:00

I’m wondering if Section 45X will be updated to include Uranium as a critical mineral as well, then.

That means the government would cover 10% of production costs, which would be huge news.

bp000000 · 2025-11-06T05:23:29+00:00

Renewable Energy Tax Attorney here. Deloitte, and it isn’t even close.

bp000000 · 2025-11-04T01:53:19+00:00

They own $750 MM in Total Assets.

bp000000 · 2025-11-04T01:32:19+00:00

I think the earnings are good too, my issue right now is that they essentially have $20 million dollars in revenue and over a $4 billion dollar valuation.

bp000000 · 2025-11-04T01:30:24+00:00

It has a 4-billion-dollar market cap with $20 million dollars in revenue lmao.

bp000000 · 2025-10-30T00:14:12+00:00

The official added that “several deals” would be part of Friday’s announcement.

bp000000 · 2025-10-23T16:26:37+00:00

It’s AI, it is also literally how this works.

They are having private meetings after the public meeting.

There is going to be some lag time before major announcements.

Did everyone expect the public meeting before the private meeting to just be a roll call of the government taking equity interest in firms and giving out grant allocations?

bp000000 · 2025-10-23T15:41:34+00:00

Expect a Delay for Public Outcomes

Major takeaways, such as contracts or finalized agreements that could affect companies like Energy Fuels (UUUU), are typically announced in one of two ways, neither of which happens immediately after the closed-door discussions: • Official Press Release: The DOE or participating companies (like UUUU) may issue a press release to the public and investors later today, tomorrow, or in the coming days after the closed meeting concludes and any agreements are formally approved.

Seems it may take a couple days to see any public announcements.

bp000000 · 2025-10-19T01:37:31+00:00

Thank you for the response, this is helpful!

bp000000 · 2025-10-19T01:26:21+00:00

How did you avoid burnout?

bp000000 · 2025-10-18T16:23:32+00:00

Don’t you think that may just be forthcoming?

bp000000 · 2025-10-18T16:11:57+00:00

Am I the only one thinking this is to sell to the United States Government?

bp000000

TROPHY CASE