Eaton Vance Senior Floating-Rate Trust (EFR)

Energy Fuels Inc. has surged nearly 400% since last April, outperforming uranium and rare earth peers. Despite continued positives for it, however, its stretched valuations diminish the stock's attractiveness. Results for 2025 show uranium production and sales far exceeded guidance. While total revenue fell 15.6% due to rare earths segment weakness, even this was less than expected. Guidance for 2026 indicates the likelihood of a near doubling of revenues, driven by a robust uranium outlook and rare earth acquisitions, though losses may widen.

Energy Fuels Inc. (EFR:CA) Q4 2025 Earnings Call Transcript

VVR: Avoid This Floating-Rate Fund For The Time Being

Energy Fuels Inc. (EFR:CA) M&A Call Transcript

Energy Fuels Inc. remains a Strong Buy, driven by bipartisan U.S. support for rare earths and uranium independence. UUUU's White Mesa mill boasts among the world's lowest CapEx/OpEx for NdPr production, targeting $29.39/kg versus a Pentagon price floor of $110/kg. Recent feasibility study projects 33% IRR and first-year profitability, but share dilution and near-term losses make UUUU highly speculative.

Cwm LLC increased its stake in Eaton Vance Senior Floating-Rate Trust (NYSE: EFR) by 81,184.5% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 125,991 shares of the company's stock after purchasing an additional 125,836 shares during the period. Cwm

Eaton Vance Senior Floating-Rate Trust (EFR) remains rated Hold as declining interest rates pressure earnings and dividend sustainability. EFR trades at a 9.7% discount to NAV, near a five-year low, reflecting market skepticism about its forward income prospects. With 91.5% allocation to floating rate securities and 95% below investment grade, EFR faces heightened credit and rate risk as rates fall.

Energy Fuels Inc. (TSE: EFR - Get Free Report) (NASDAQ: UUUU) Director Dennis Higgs sold 15,000 shares of the company's stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of C$21.20, for a total value of C$318,000.00. Following the transaction, the director directly owned 164,498 shares of the

Energy Fuels advanced faster than I expected, showing in 2025 a company already executing production, costs and rare earths with a consistency that reshapes its position in the sector. Results reflect more volume, better feed, falling costs and a balance sheet that now supports real scaling rather than just sustaining operations as in prior years. Within a sector trading at geopolitical and strategic premiums, UUUU still sits at a valuation that does not fully reflect its growth, cost trajectory or the scale of its rare.

Energy Fuels Inc. ( EFR:CA ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants Mark Chalmers - CEO & Director Ross R. Bhappu Nathan Bennett - Chief Financial Officer David Frydenlund - Executive VP, Chief Legal Officer & Corporate Secretary Nathan Longenecker Conference Call Participants Heiko Ihle - H.C.

Energy Fuels dominates U.S. uranium production while expanding into rare earths and medical isotopes, positioning itself as a leading critical materials supplier. Strategic inventory retention allows Energy Fuels to benefit from projected uranium price increases but adds complexity to valuation. A $700 million convertible note strengthens liquidity, funds growth initiatives, and uses a capped call to mitigate potential shareholder dilution.

Energy Fuels Inc. (UUUU) stands out as a top pick, benefiting from both uranium and rare earths exposure. UUUU has delivered strong portfolio performance, but recent volatility highlights the sector's catalyst-driven, politically sensitive nature. Despite short-term political risks, long-term catalysts in nuclear and rare earths markets support a bullish outlook for UUUU for years to come.

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Conference Call and Webcast at 9:00 AM MT on Tuesday, November 4, 2025 DENVER , Oct. 22, 2025 /PRNewswire/ - Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR), a leading U.S. producer of uranium, rare earth elements, and critical minerals, will hold a conference call on Tuesday, November 4, 2025, at 9:00 AM Mountain Time to discuss its financial results for Q3-2025.  Financial results and other highlights will be issued in a press release prior to the call.

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Energy Fuels offers a compelling investment case as it transitions to lower-cost uranium production from Pinyon Plain, targeting $23-30/lb costs. It's margins are highly sensitive to uranium prices, with significant upside potential if spot prices remain at or above current levels. Rare earths production, though in early stages, presents an additional catalyst for future growth and margin expansion.