{"schema_version":"secwatch.filing_event.v1","accession":"0001062993-26-000754","form_type":"8-K/A","ticker":"UUUU","cik":"0001385849","company_name":"ENERGY FUELS INC","filed_at":"2026-02-10T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.961741+00:00","generated_at":"2026-05-16T03:33:48.009415+00:00","sec_items":["1.01","2.03","3.02","8.01","9.01"],"event_type":"debt","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Energy Fuels closes $700M 0.75% convertible notes due 2031; proceeds for rare earth expansion","bullets":["Issued $700M aggregate principal of 0.75% Convertible Senior Notes due Nov 1, 2031; net proceeds ~$674.6M.","Initial conversion price ~$20.34 per share (32.5% premium to Sept 30, 2025 closing price).","Proceeds to fund ~$53.55M capped call cost and development of Phase 2 rare earth circuit at White Mesa Mill and Donald project in Australia.","Capped call transactions cover initial underlying shares with cap initially at $30.70 per share.","Interest payable semiannually starting May 1, 2026; notes redeemable at Company's option after Nov 6, 2028 if stock price ≥130% of conversion price."],"urls":{"canonical":"https://secwatch.observer/filing/0001062993-26-000754","json":"https://secwatch.observer/filing/0001062993-26-000754.json","markdown":"https://secwatch.observer/filing/0001062993-26-000754.md","text":"https://secwatch.observer/filing/0001062993-26-000754.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1385849/000106299326000754/0001062993-26-000754-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1385849/000106299326000754/form8ka.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T03:33:48.009415+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7cf66759af83e7c041607400554b325a770a148a","claim":"ENERGY FUELS INC incurred convertible notes of $600.0 million aggregate principal amount with Goldman Sachs & Co. LLC at 0.75% per year maturing November 1, 2031.","evidence_excerpt":"On September 30, 2025, Energy Fuels Inc. (the \"Company\") entered into a purchase agreement (the \"Purchase Agreement\") with Goldman Sachs & Co. LLC., as representative of the several initial purchasers listed therein (collectively, the \"Purchasers\"), relating to the issuance and sale of $600.0 million aggregate principal amount of its 0.75% Convertible Senior Notes due 2031 (the \"notes\").","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1385849/000106299326000754/0001062993-26-000754-index.htm","confidence":0.95,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"convertible notes"},{"label":"Principal","value":"$600.0 million aggregate principal amount"},{"label":"Counterparty","value":"Goldman Sachs & Co. LLC"},{"label":"Rate","value":"0.75% per year"},{"label":"Maturity","value":"November 1, 2031"},{"label":"Event","value":"incurrence"}],"fact_type":"debt_financing"},{"claim_id":"89fec1e0eb5c8b3cebee7f1e74dde0bb901944fc","claim":"ENERGY FUELS INC entered into Purchase Agreement with Goldman Sachs & Co. LLC., as representative of the several initial purchasers valued at $600.0 million aggregate principal amount (effective 2025-09-30).","evidence_excerpt":"On September 30, 2025, Energy Fuels Inc. (the \"Company\") entered into a purchase agreement (the \"Purchase Agreement\") with Goldman Sachs & Co. LLC., as representative of the several initial purchasers listed therein (collectively, the \"Purchasers\"), relating to the issuance and sale of $600.0 million aggregate principal amount of its 0.75% Convertible Senior Notes due 2031 (the \"notes\").","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1385849/000106299326000754/0001062993-26-000754-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"notes offering"},{"label":"Counterparty","value":"Goldman Sachs & Co. LLC., as representative of the several initial purchasers"},{"label":"Value","value":"$600.0 million aggregate principal amount"},{"label":"Effective","value":"2025-09-30"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}