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← @unclestocknotes

$UUUU

BULLISH2026-09-08
Price around the call
↑ 2026-09-08
By horizon✗ miss-33.4%
1d
✗ -5.7%
5d
✗ -18.3%
21d
✗ -33.4%
Original post
Unclestocknotes · 2026-09-08

Energy Fuels $UUUU 2026年第二季財報更新 $UUUU 鈾分部已經由虧轉盈,生產成本控制也開始往公司指引下緣靠攏,資產負債表短期流動性充裕,這些都替公司提供不錯的底。問題在於,公司現在同時在跑稀土、重礦砂、金屬合金、永久磁鐵。這幾條線大多還停留在前期投資、擴建、融資、審批或併購整合階段。 故事都有邏輯,但能拿來驗證管理層執行力的財務數字還不夠多。方向正確,資產也有價值。但還沒到可以把整套垂直整合當成熟平台估值的階段。 https://t.co/PIzKjO9Emm

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