earnings
confidence high
sentiment positive
materiality 0.80
Ur-Energy Q2 2026: record 140,873 lbs drummed, Shirley Basin approved, cash $95.3M
UR-ENERGY INC
- Record 140,873 lbs U3O8 drummed in Q2, +47.4% QoQ; shipped 149,747 lbs, +44% QoQ.
- Q2 sales: 215,000 lbs at $66.85/lb, revenue $14.4M; cash cost $40.20/lb vs $37.51 Q1.
- Received final Wyoming approval for full Shirley Basin production; first resin shipment imminent.
- Cash $95.3M; 2026 base deliveries expected 1.0M lbs, with 150k lbs deferred to 2027 and 150k to 2029.
- Exploration: 120-hole drilling at Lost Creek South planned Q3; Lost Soldier baseline studies underway.