UEC - Uranium Energy Corp

Vertically integrated uranium company with strong balance sheet (no debt, $500M cash); physical uranium inventory; well-positioned for rising uranium demand.

Love uranium story but chart not ready yet.

UEC is the largest ISR uranium producer in the United States, filling a critical gap since only about 5% of uranium comes from domestic production. It is positioned as the upstream mining play in the uranium supply chain and fits the government investment criteria.

UEC is the largest ISR uranium producer in the US with operations in Wyoming and South Texas. It spun up a new subsidiary (US Uranium Refining and Conversion Corp) to fill the domestic uranium conversion gap. It checks every box of the government playbook: needs capex capital, has US assets, sits on a Chinese supply chain choke point, and benefits from uranium at $101/pound. Ross sees potential for the stock to run into the $20s-$30s.

Bullish on uranium/nuclear energy play. AI and data center energy needs driving investment in nuclear. Major resistance at $15.50-$16 zone. Looking for break above $15.50 high of day, targeting $16 break and potentially $18-$20.

Trading ~30% below 52-week high; nearly $1B in cash, zero debt; only fully US-based uranium supply chain at scale; positioned to benefit from Trump administration onshoring nuclear fuel cycle away from Russia/Kazakhstan

The host calls UEC a 'generational buy' and 'once-in-a-lifetime steal.' Five reasons: (1) Largest US uranium producer with 12M lbs/year licensed capacity; (2) Just commenced production at Burke Hollow (first new US uranium mine in over a decade) and restarted Christensen Ranch; (3) Pulling uranium at $40/lb and selling at over $100/lb (~60% gross margin); (4) Building a US uranium conversion facility through subsidiary URNC, which would make them the only vertically integrated American uranium company; (5) Fortress balance sheet with $818M in liquid assets and zero debt. Structural tailwinds include Trump's 4x nuclear expansion executive orders, AI data center power demand, and 95% US uranium import dependency.

The host calls UEC a 'generational buy' and 'once-in-a-lifetime steal.' It is the largest US uranium producer with 12M lbs/year licensed capacity. It just commenced production at Burke Hollow (first new US uranium mine in over a decade) and restarted Christensen Ranch. Margins are ~60% ($40/lb cost, $100+ selling price). It has $818M in liquid assets and zero debt. It is building a domestic uranium conversion facility through subsidiary URNC, which would make it the only vertically integrated US uranium company. Multiple tailwinds: 40M lb annual global supply deficit, Trump's executive orders to quadruple US nuclear capacity, data center power demand, and 95% of US uranium currently imported.

First new US uranium production facility to come online in over a decade (South Texas). Only US producer with two active uranium mining operations (Wyoming and Texas), can process 4M pounds of uranium per year. Demand driven by AI data centers being powered by nuclear energy and US government desire for domestic uranium. Felix says it's too early but on his watchlist — higher lows suggest a potential reversal trend.

Uranium companies have been selling off, especially on Friday. If UEC breaks under 1185, watch for downside continuation.