secwatch.observer — SEC 8-K summary ====================================== Issuer: URANIUM ENERGY CORP (UEC) CIK: 0001334933 Form: 8-K Filed at: 2026-09-29T10:00:58+00:00 Accession: 0001437749-26-031416 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4.1-flash:cloud@v2 UEC reports FY2026: Q4 production up 157%, realized price $93.13/lb, $753M liquid assets, no debt -------------------------------------------------------------------------------- - Q4 production rose 157% to 82,744 lbs U3O8 from 32,195 lbs in Q3; total cash cost $30.01/lb and total cost $36.54/lb. - FY2026 production totaled 229,294 lbs; sold 400,000 lbs at weighted average realized price of $93.13/lb, generating $37.3M revenue and $16.9M gross profit. - Christensen Ranch Q4 output doubled to 65,392 lbs; total cost/lb fell 35% to $35.63 from $54.61 in Q3. Burke Hollow produced 17,352 lbs in first full quarter at $39.93/lb. - Balance sheet: $753M liquid assets including $495M cash, no debt; 1,256,000 lbs U3O8 inventory valued at $109M as of July 31, 2026. - NNSA RFI seeks 4M lbs/year unobligated U.S. uranium and 1,500 tU as UF6 from 2030; UR&C targets Class IV cost estimate by mid-2027 with Fluor. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1334933/000143774926031416/0001437749-26-031416-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1334933/000143774926031416/uec20260928_8k.htm HTML page: https://secwatch.observer/filing/0001437749-26-031416 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer