Energy Fuels expects to hit 2026 uranium guidance by midyear

• •So they're saying they expect to hit their full-year 2026 uranium guidance of 1.5-2.5 million lbs by mid-year.
• •To already be forecasting hitting your upper guidance range three years out is a bold move, or super confident, depending on how you look at it.
• •This kind of news definitely makes me consider adding more UUUU.

Hey everyone,

Just read this article from Mining.com about Energy Fuels (https://www.mining.com/energy-fuels-expects-to-hit-2026-uranium-guidance-by-midyear/) and wanted to get your take. So they're saying they expect to hit their full-year 2026 uranium guidance of 1.5-2.5 million lbs by mid-year. That's pretty wild! To already be forecasting hitting your upper guidance range three years out is a bold move, or super confident, depending on how you look at it. I've been watching UUUU for a while now, and their moves in the rare earths space have always been interesting to me, but obviously, the uranium narrative is really strong right now. My portfolio is a bit heavy on traditional energy, and I've been thinking about diversifying into more nuclear, especially with the global push for cleaner energy. This kind of news definitely makes me consider adding more UUUU. I mean, if they're this confident, what does that say about the broader market sentiment for uranium demand in 2026?

My wife and I are thinking about our retirement goals, and I'm trying to make sure I'm investing in sectors that have long-term growth potential, not just short-term hype. On one hand, it's great to see a company with such clear forward-looking statements. On the other, sometimes these aggressive forecasts can come back to bite you if market conditions shift even slightly. What do you all think? Is this a signal that the uranium bull run has even more legs than we thought, or are they just being overly optimistic? Would love to hear if anyone here is holding UUUU and what your conviction level is after hearing this.