With uranium price hitting 19-year records, $EFR (along with obvious plays like Cameco, Vistra, DML) is important one to keep an eye on. Its also expanding into magnet company that will benefit from humanoid robots boom. China controls about 94% of permanent magnets and West doesn’t have many companies to rely on. If governments try to go domestic on magnets, Energy Fuels could benefit a lot. The stock is pretty beat up down from $38.37 CAD to $15.28 CAD, about -58% from ath. https://substack.com/@theresearchinvestor/note/p-218670437?r=8lyv1b&utm_medium=ios&utm_source=notes-share-action
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