EFR
Eaton Vance Senior Floating Rate Closed Fund
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Energy Fuels Announces Updated Feasibility Study for Toliara Rare Earth and HMS Project in Madagascar Confirming World-Class Scale and Economics, Including $1.8 Billion NPV and Ramping Up to Over $500 Million of Expected Annual EBITDA
What's next after "Rare Earth and Uranium" trade tension play?
Uranium Boom Idea | Anfield Energy (TSX.V: AEC) & Energy Fuels (NYSE: UUUU)
Uranium to the Moon! Tickers: UUUU or EFR.to, DNN or DML.to, URG or URE.to. The spot price per pound of uranium is shooting up and taking the stocks with it. Can’t wait to watch these share prices sky rocket over the next few years.
I'm lovin Uranium these days... Check out UUUU for $$$$
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BetaDeltic's SPX box point is the actual answer and worth expanding. A box spread on SPX (deep ITM bull call plus deep ITM bear put, four leg structure) implicitly finances at the EFR plus a small dealer spread. Current rate is around 3.7%. So instead of borrowing at 6% from a bank, you're getting the equivalent of a margin loan at near risk free rate, with no fixed repayment schedule and no underwriting risk. The 2.3% spread between your 6% bank rate and the box rate is pure friction you can avoid. Beyond that, the math on the bank loan path is worth doing carefully. 100k at 6% debt service is 6k yearly. Gross trading return at 40% on doubled book is 80k. EU tax on options income depending on jurisdiction is typically 20 to 26% as capital gains, so net of tax is around 60k. Slippage and capacity drag at doubled size for a positive skew scalping strategy is real because your edge per trade compresses when fills get worse, conservatively another 3 to 5 points off the gross return. Net 25% effective annualized return on the borrowed capital after tax, debt service, and capacity drag. That's still good but it's not the 40% you've been earning unlevered. And the variance widens significantly because the debt service is fixed and the returns are bumpy. The drawdown timing problem is the one nobody else flagged. A 4 to 6 month flat or losing stretch means you're paying loan service from somewhere else (savings, credit cards, etc) while your trading capital is underwater. That's the moment positive skew strategies blow up because the psychological pressure to size up to make it back is highest exactly when the strategy edge is weakest. If the goal is genuine scale, the SPX box route plus a smaller bank loan (pagalvin's 25k point) gives you most of the upside with much less of the structural risk. Doubling capacity through expensive debt on a strategy with unknown drawdown profile is the highest risk path to the same return target.
I’m Canadian is EFR the same company? lol ty for the write up
I can't see that on Wealthsimple - but I see EFR as Energy Fuels Inv on the TSX? Is that the same?
Can’t buy options on the TSX for EFR 🥺🥺🥺
If I google EFR all I see is articles about insiders selling? Why? Genuine question.
EFR is a 4.05 billion cap company, how is that a considered low ?!?
I bought 4,500 shares of the Canadian version (EFR.TO), planning on holding for a while. Just sucks I can’t sell covered calls :’(. Going to buy $26k of UCU (Canadian version of UURAF) and then just hold for long. Was already planning on this because I love these two stocks, but your DD made me feel even better. Godspeed
You're like the new Napalm! Lol. Great , great presentation. It was a tough mental hurdle for me to grasp whether or not it was wise to float ore half way around the world, followed by train and truck. Been an investor in EFR since 2018 and was well aware of the many positive synergies but was (am) unable to put it together this well. Many thanks. Energy Fuels is more ready than most for the coming transition and we have Marks vision and follow-through to thank for that. The mechanics of this business are now increasingly impossible to ignore any more.
UUUU is EFR. Thanks for being my exit liquidity
Go for UUUU/EFR the stock went up 15% today just based on the news of MP getting a deal. Luckily I've already been invested in this company for a year. But if the Pentagon gives away another contract/buyout its gonna be energy fuels.
I think they care more about the rare earth minerals currently, and the runner up to MP is UUUU/EFR, they also do rare earth and their stock went up 15% today just based off the news of MP getting the deal But 100% in the future defense stocks will be added. And alot of these defense companies already have government contracts like Boeing.
It never has. Im really hoping UUUU/EFR is next. The stock went up 15% today. I
UUUU/EFR is the next MU, get in now
Ill go in order of my largest holdings, CCO/CCJ, URA, EFR/UUUU, and DNN/DML
So I’ve been doing a bit of digging into uranium stocks lately — partly because of the headlines, partly because I feel like the whole nuclear narrative is quietly heating up again. One name that stood out to me is **Energy Fuels Inc. (EFR in Canada / UUUU in the US)**. I’m not claiming to be an expert, but a few things jumped out that make this one look kind of compelling right now: * **Uranium prices are creeping higher**, and it’s not just a spike — there seems to be real structural demand. Governments are starting to talk more seriously about nuclear again, and the supply chain is tight. The West is clearly trying to move away from relying on Russian/Kazakh sources. * **The US just banned Russian uranium imports from 2028**, and there’s talk of ramping up domestic production. Energy Fuels is one of the few US-based companies already producing (not just sitting on licenses), which feels like a big plus. * **They’ve also got rare earth exposure**, which I didn’t realise at first. That seems like a smart hedge — they’re processing monazite sands and producing REE carbonate domestically, which ties into the whole “secure the supply chain” thing that’s been a theme in both the US and Canada. * **Financially they look solid**. No debt, a decent cash buffer (\~$100M from what I found), and they’re not diluting like crazy. Small-cap, yes, but not a cash-burning black hole. Anyway, I’m not trying to shill — just genuinely curious if anyone else here is looking at them. With uranium trending up, rising geopolitical tensions, and both the US and Canada pushing hard for energy and tech independence, this seems like one of those rare setups where the macro lines up with the micro. Happy to hear any counterpoints too. Anyone holding, or steering clear for a specific reason?
So I’ve been doing a bit of digging into uranium stocks lately — partly because of the headlines, partly because I feel like the whole nuclear narrative is quietly heating up again. One name that stood out to me is **Energy Fuels Inc. (EFR in Canada / UUUU in the US)**. I’m not claiming to be an expert, but a few things jumped out that make this one look kind of compelling right now: * **Uranium prices are creeping higher**, and it’s not just a spike — there seems to be real structural demand. Governments are starting to talk more seriously about nuclear again, and the supply chain is tight. The West is clearly trying to move away from relying on Russian/Kazakh sources. * **The US just banned Russian uranium imports from 2028**, and there’s talk of ramping up domestic production. Energy Fuels is one of the few US-based companies already producing (not just sitting on licenses), which feels like a big plus. * **They’ve also got rare earth exposure**, which I didn’t realise at first. That seems like a smart hedge — they’re processing monazite sands and producing REE carbonate domestically, which ties into the whole “secure the supply chain” thing that’s been a theme in both the US and Canada. * **Financially they look solid**. No debt, a decent cash buffer (\~$100M from what I found), and they’re not diluting like crazy. Small-cap, yes, but not a cash-burning black hole. Anyway, I’m not trying to shill — just genuinely curious if anyone else here is looking at them. With uranium trending up, rising geopolitical tensions, and both the US and Canada pushing hard for energy and tech independence, this seems like one of those rare setups where the macro lines up with the micro. Happy to hear any counterpoints too. Anyone holding, or steering clear for a specific reason?
So I’ve been doing a bit of digging into uranium stocks lately — partly because of the headlines, partly because I feel like the whole nuclear narrative is quietly heating up again. One name that stood out to me is **Energy Fuels Inc. (EFR in Canada / UUUU in the US)**. I’m not claiming to be an expert, but a few things jumped out that make this one look kind of compelling right now: * **Uranium prices are creeping higher**, and it’s not just a spike — there seems to be real structural demand. Governments are starting to talk more seriously about nuclear again, and the supply chain is tight. The West is clearly trying to move away from relying on Russian/Kazakh sources. * **The US just banned Russian uranium imports from 2028**, and there’s talk of ramping up domestic production. Energy Fuels is one of the few US-based companies already producing (not just sitting on licenses), which feels like a big plus. * **They’ve also got rare earth exposure**, which I didn’t realise at first. That seems like a smart hedge — they’re processing monazite sands and producing REE carbonate domestically, which ties into the whole “secure the supply chain” thing that’s been a theme in both the US and Canada. * **Financially they look solid**. No debt, a decent cash buffer (\~$100M from what I found), and they’re not diluting like crazy. Small-cap, yes, but not a cash-burning black hole. Anyway, I’m not trying to shill — just genuinely curious if anyone else here is looking at them. With uranium trending up, rising geopolitical tensions, and both the US and Canada pushing hard for energy and tech independence, this seems like one of those rare setups where the macro lines up with the micro. Happy to hear any counterpoints too. Anyone holding, or steering clear for a specific reason?
At this point in the cycle holding bills in not a bad thing but between inflation and tax you make no gains. A money market fund isa small step up in yield with minimal extra risk so you might as well go there. Deposits over 100k usually save a few basis points on expenses. Floating rate bank loans pay at least double what bills pay, but are a somewhat more risky version of sub investment grade securities. Look at EFR as an example. This is a yield kicker, not a portfolio anchor. I own a small amount of these. Leveraged mortgage loans are also a possibility. They aren't highly correlated with bank loans and so can go in the same portfolio, but they often contain significant amounts of commercial mortgages which may not yet be appropriately marked to market. An example is NLY, which I once owned but no longer do and cannot recommend. Whatever you do don't go overboard on these things as they are leveraged and can lose a lot of value quickly when things go wrong. If you don't understand how these things behave I would limit to maybe 5% each of your portfolio. A wise man one told me "Bulls can make money, bears can make money, but pigs get slaughtered".
EFR. American uranium is in a perfect storm with the Russian uranium ban. EFR just dropped to a tasty low. Buying the dip and getting calls farther out. May see 9.50 in a month or so
I missed ALL the trains. Got out of smci two days ago like a chump. Missed ASTA, missed ARM. Hell I was too cautious after day one of the Nvidia split I bounced. So my moves Tomarrow..... Wallow in regret and get calls on EFR and ERO
There is a Canadian ticker EFR but it's never been close to $0.10.
Energy Fuels ticket UUUU or EFR (on the TSX). Positioning themselves to be big REE play in the US.
I wanted to buy Cameco at 25CAD but didn't have money at the time. Once I had money for it, it was at 30 and I thought it would drop back to 25 so i could buy... it never did I wish I bought st 30 lol oh well. I did get in on Energy Fuels (EFR) at 7/share though at least
Slick. Thanks. The stock price of EFR is 92% down from ATH. Time to buy that stock?
Exactly… it appears that way now cause they are… not as lose as they were though, things are definitely tighter than they were pre 5% EFR… so the Fed will continue to increase, but they they will go too far is my prediction
Even after these roll, and go through TAS, there's still a crap ton of residual OI that gets "settled" through EFP/EFR. I mean, the whole idea of using a futures exchange for PMs was to *increase* the volatility, to discourage people from wanting to hold it.
Cameco. The best ETF is URNM. smaller companies to look at are NXE, GLO, EFR (TSX tickers)
Cameco is just the safer play and every other North American uranium stock has risk. Cameco doesn't go up or down as far as a result, it's just less volatile than EU, URE, WUC, EFR, NXE, etc.
UUUU or EFR for Canada.
Well BMN went from $0.015 CAD to $0.45 CAD in 18 months. GLO went from $0.23 CAD to over $5 CAD. EFR went from $1.10 to $14+ CAD. All from 2020 to 2021. Strong uptrend again today. Also I could list another dozen or so that went 5x-10x. I'd say that's pretty good.
Listen to the guy about 75/25 split in safe/highrisk investment. Safe high dividend stocks would be best and normally I would recommend banks, but I got advised there were better places in the current market. Microsoft is definitely safe and there could be decent upside in all the stocks with planned splits. GOOG, AMZN and TSLA would be a good idea to research for you at least in the short term. There are few stocks that can be mentioned here, but Uranium is good in my opinion to at least consider. Avoid options for it as volatility is a big factor here. U.UN and EFR/UUUU are the only ones I have that can be mentioned here. CCJ would be a safer play, but its too expensive for me.
Not until they do. Probably 0.25% this month, and 0.25% every 3 months thereafter. Time will tell, but I’m expecting ~1% EFR and SPY at record high by December 🤷♀️
> Uranium miners and other rare earth companies UUUU/EFR covers both of those :) People should be warned uranium is very volatile to try to hold and you do need to do some profit taking. There's r/uraniumsqueeze if anyone has more questions (no relation to WSB).
UUUU and EFR are the same company on different exchanges
Anything relating to uranium production. ETF's or EFR/UUUU are my recommendations
UUUU or EFR. DML for small cap
To anyone interested, I welcome you to r/uranium squeeze there's plenty of solid DD and discussion over there for specific companies in the uranium sector. To those who just want a tickeRand blindy toss cash (I do NOT recommend you do this) DNN, (DML.TO), NXE, UUUU (EFR.TO), GLO.TO are popular discussions on the uranium reddits. Not financial advice. Green is the future, nuclear green. The color of money. Source: Montgomery Burns
In as many words we're burning through the stockpiles left from Japan and Germany shutting down their reactors. Also, Russia/Kazakhstan isn't on great terms with the Western world right now. Disclosure I own 300 shares of EFR/UUUU
UUUU/ / [EFR.TO](https://EFR.TO) is doin good. 6% today, about 8% yesterday. go Uranium
The ticker is UUUU on NYSE, EFR.TO on TSX
Invite you to r/uraniumsqueeze. There's lots of solid DD over there about various uranium companies in different supply levels (exploration, mining, production). Some favorites on the sub that are focused in North America for larger growth potential are - Energy Fuels (UUUU, EFR.TO) - Denison mines (DNN, DML.TO) - NexGen (NXE) - Cameco (CCO, CCJ) - UEX / FCU There is various others as well, especially those in other countries (Deep Yellow, Bannerman, Kazatomprom). Another thing that's good for the uranium thesis is Sprott uranium participation trust developing this summer. Long story short once it is formed in the summer they're going to be using funds to physically buy uranium off the market which will further lead to increase supply squeezes which can hopefully get spot prices up and start having these uranium companies kick up contracts.
Couple of things I would add to the DD .... 1) DNN has been around mining - pulling U from the earth for 50 + years, no production since about mid 2000 - Used to own EFR and spun it out back then (as well as other assets around the world to focus on Canadian properties). A few comments below were wondering ... 2) Right now in Georgia (USA) there are 2 modern large reactors under construction, there is a miss-conception voiced below that nuclear is finished in the USA which is the largest single nuclear powered country in the world. 3) Currently there are 54 modern large reactors in construction around the world. 4) It is a fact that no one died as a result of the nuclear meltdowns at Fukushima, many thousands however dies from the tidal wave, no one is known to have died from the radiation release/meltdown. 5) Wind and solar are heavily subsidized, nuclear is not - that fact seldom comes to light when esg's make cost comparisons, the play field is always tilted to the esg's end of the field. 6) There are over 440 operable commercial reactors in the world, that does not count military reactors operating in ships and submarines. 7) The Chinese can build a new modern high capacity nuclear reactor in about 5 years from start to finish.
Bought some **Energy Fuels Inc**. \[Toronto: EFR\] Canadian group that is producing rare earth substitutes according to recent FT article. Mkt cap circa 1.2bn. Interesting, and yes I am writing this so others know!! But DYOR.
[Update:](https://i.imgur.com/QSs8EFR.jpg)AMC, PLTR, and SPY are top 3