)
Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Energy Fuels
Energy Fuels (EFR) investor relations material
Energy Fuels Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 May, 2026
Executive summary
New CEO Ross Bhappu prioritized execution, safety, and community engagement for long-term growth and shareholder value.
Revenue rose 112% year-over-year to $35.8 million, driven by uranium contract deliveries and higher spot sales.
Achieved significant operational progress in uranium and rare earth elements (REE) production, including pilot-scale terbium oxide output and advancing key development projects.
Announced a definitive agreement to acquire Australian Strategic Materials, aiming to expand global critical materials footprint and become the largest integrated REE producer outside China.
Maintained strong liquidity and working capital position, supporting ongoing growth and project development.
Financial highlights
Ended Q1 2026 with $956.6 million in working capital, $108.4 million in cash, $802.2 million in marketable securities, and $1.4 billion in total assets.
Net loss improved to $10.8 million in Q1 2026, compared to $26.3 million in Q1 2025 and $21 million in Q4 2025, driven by higher uranium revenues and investment income.
Generated $8.3 million in operating cash flow for the quarter, reversing a prior outflow.
Revenue: $35.8 million (Q1 2026), up from $16.9 million (Q1 2025).
Sold 510,000 pounds of uranium in Q1, including 100,000 pounds at $95.88/lb (spot) and 410,000 pounds at just under $64/lb (long-term contracts).
Outlook and guidance
2026 uranium production guidance: 2.0–2.5 million pounds mined, 1.5–2.5 million pounds processed, 1.5–2.5 million pounds sold.
Mill processing guidance for 2026 remains at 1.5–2.5 million pounds, with planned maintenance downtime at end of Q2 and start of Q3.
Cost of goods sold expected to decrease to ~$30/lb as low-cost Pinyon Plain production increases.
Phase I-B and I-C expansions targeted for operational status by late 2027; Donald Project FID anticipated as early as Q2 2026.
Phase 2 REE circuit expansion at the Mill targeted for completion by mid-2029, increasing NdPr oxide capacity to over 6,000 tpa.
ASM acquisition impact on REE supply chain
Fiscal and stability risks for Vara Mada Project
Pinyon Plain uranium production cost breakdown
Pinyon Plain blending impact on 2026 unit costs
Phase 2 REE circuit FID and financing outlook
Vara Mada fiscal and political risk update
Explain Phase 1C simultaneous processing
Update on Vara Mada investment agreement
Rationale for integrated heavy mineral sands
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Energy Fuels
- Strong uranium and rare earth progress, robust liquidity, and major project advances in 2024.EFR
Q4 202427 Apr 2026 - Shareholders to vote on directors, auditor, executive pay, and ESG-focused growth initiatives.EFRProxy filing17 Apr 2026
- Expanding global leader in uranium and rare earths, with strong financials and growth projects.EFRCorporate presentation23 Mar 2026
- Record uranium and rare earths output, expanded contracts, and strong liquidity for 2026.EFRQ4 202527 Feb 2026
- Q2 uranium sales and REE milestones drove growth, with strong liquidity despite a net loss.EFRQ2 20242 Feb 2026
- All proposals passed as the company advances uranium and rare earths growth with a major acquisition.EFRAGM 20241 Feb 2026
- Board re-elected, all proposals passed, and major global mineral expansion plans advanced.EFRAGM 20251 Feb 2026
- Deal creates the largest integrated rare earths producer outside China, closing in June 2026.EFRM&A announcement23 Jan 2026
- Expanding from uranium into rare earths and critical minerals, backed by strong financials.EFRCorporate presentation21 Jan 2026
Next Energy Fuels earnings date
AGM 202624 Jun, 2026
Energy Fuels
Next Energy Fuels earnings date
AGM 202624 Jun, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Explore our global coverage