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Performance gains at Lost Creek were driven by improved wellfield flow rates and plant throughput, resulting in a 65% year-over-year increase in pounds drummed.
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Strategic drilling at Lost Creek successfully extended the estimated mine life by nearly three years and increased the post-tax net cash flow estimate by approximately 45%.
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The company achieved a 55% workforce expansion in 2025, primarily to support the commissioning and upcoming startup of the Shirley Basin ISR facility.
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Management attributes the $12 increase in profit per pound sold to disciplined operating focus and enhanced capture efficiency within the wellfields.
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Exploration at North Hassel and Lost Soldier aims to leverage existing Lost Creek infrastructure by developing satellite operations to maximize capital efficiency.
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The company maintains a strong liquidity position of $123.9 million to fund the simultaneous ramp-up of two production centers and continued resource growth.
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Management is confident in meeting 1.3 million pounds of contractual sales in 2026 through a combination of existing inventory and new production from both sites.
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The Shirley Basin facility is on track to begin moving solution through the plant in March 2026, with resin shipments expected to initiate in the second quarter.
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Production at Lost Creek is projected to follow a non-linear ramp-up, with drumming activity expected to peak in the third and fourth quarters of 2026.
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Future contracting strategy prioritizes 2029 and beyond, with management intentionally leaving near-term capacity open to capture potential premiums for U.S.-based supply.
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Operational focus for 2026 includes significant capital allocation toward water treatment upgrades and ‘fines’ management to improve ion exchange efficiency.
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A significant weather event in December 2025 caused 11 days of power disruption at Lost Creek, highlighting environmental risks to consistent monthly production cadences.
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The company achieved a milestone positive gross profit of $74,000 in 2025, signaling a transition toward operational profitability as production scales.
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A 250,000-pound product loan due in November 2026 must be settled in physical material, though management is monitoring spot prices for opportunistic settlement.
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Regulatory approvals from the Wyoming Department of Environmental Quality remain a critical dependency for the commencement of injection at Shirley Basin Header House 1.
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