UUUU ENERGY FUELS INC

CIK 0001385849 50 ready 8-Ks latest June 26, 2026, 5:16 PM ET RSS · JSON

Activity: NORMAL 2 filings / 30d vs 1 baseline Risk accumulating: repeated leadership change (2)

Ready 8-Ks 50

Latest filing June 26, 2026, 5:16 PM ET

Top materiality 0.90

Event mix other_material ×18 · leadership ×16 · m_and_a ×12

Sentiment 14 pos · 0 neg · 36 neu

Executive change recent →

Recent 8-K filings for UUUU

Highest-materiality recent filing

Energy Fuels to acquire VAC Group for $718M cash plus 65.85M shares

June 26, 2026, 5:16 PM ET M&A materiality 0.90 positive item 1.01 item 2.03 item 3.02 item 5.07 item 8.01 item 9.01

Total consideration: $718M cash, 65.85M common shares, plus preferred shares up to $135M if stock price <$20.93.
$250M senior secured term loan commitment from Goldman Sachs Bank USA to fund part of cash consideration.

Read filing →

June 26, 2026, 5:16 PM ET M&A materiality 0.90 positive item 1.01 item 2.03 item 3.02 item 5.07 item 8.01 item 9.01

Energy Fuels to acquire VAC Group for $718M cash plus 65.85M shares

Total consideration: $718M cash, 65.85M common shares, plus preferred shares up to $135M if stock price <$20.93.
June 23, 2026, 4:29 PM ET M&A materiality 0.60 neutral item 7.01 item 9.01

Energy Fuels proposes acquisition of Vacuumschmelze GmbH & Co. KG from Ara Partners

Investor presentation furnished as Exhibit 99.1 outlines the proposed transaction.
May 15, 2026, 5:14 PM ET leadership materiality 0.40 neutral item 5.02 ◈ executive_change ×2

Energy Fuels announces planned retirement of EVP & CLO Frydenlund; Longenecker promoted to Chief Legal Officer

David C. Frydenlund transitions to EVP, Strategic Acquisitions and Financings and Special Counsel to CEO, effective May 11, 2026, ahead of planned retirement in October 2026.
April 17, 2026, 7:59 PM ET leadership materiality 0.40 neutral item 5.02

Energy Fuels directors Birks Bovaird and Alexander Morrison to step down at June 2026 annual meeting

On April 13, 2026, J. Birks Bovaird and Alexander G. Morrison notified the Board they would not seek re-election.
March 18, 2026, 7:59 PM ET M&A materiality 0.60 neutral item 1.01 item 9.01 ◈ Material Agreements

Energy Fuels replaces ASM special dividend with direct cash consideration in acquisition

Energy Fuels amends ASM deal: replaces ASM's special dividend with direct cash consideration of A$0.13/share.
March 3, 2026, 6:59 PM ET leadership materiality 0.65 neutral item 5.02 item 9.01

Energy Fuels announces CEO succession: Ross Bhappu to succeed Mark Chalmers effective April 15, 2026

Mark Chalmers to retire as CEO and resign from board on April 15, 2026; will serve as consultant for two years.
February 26, 2026, 6:59 PM ET other material materiality 0.65 positive item 7.01 item 9.01

Energy Fuels releases updated PFS for Pinyon Plain Mine: 133K tons at 0.97% U3O8, 2.6 Mlb produced over 32 months

Pinyon Plain PFS: 133K st ore at 0.97% U3O8 producing 2.47Mlb U3O8 over 32-month LOM; ore trucked to White Mesa Mill with 96% recovery.
February 10, 2026, 6:59 PM ET debt materiality 0.75 positive item 1.01 item 2.03 item 3.02 item 8.01 item 9.01 ◈ Debt Financings◈ Material Agreements

Energy Fuels closes $700M 0.75% convertible notes due 2031; proceeds for rare earth expansion

Issued $700M aggregate principal of 0.75% Convertible Senior Notes due Nov 1, 2031; net proceeds ~$674.6M.
January 26, 2026, 6:59 PM ET M&A materiality 0.80 positive item 1.01 item 3.02 item 7.01 item 9.01 ◈ Material Agreements

Energy Fuels to acquire Australian Strategic Materials for A$447M via scheme of arrangement

Consideration: 0.053 Energy Fuels shares plus up to A$0.13 special dividend per ASM share; implied A$1.60/share.
January 13, 2026, 6:59 PM ET other material materiality 0.65 neutral item 8.01 item 9.01

Energy Fuels publishes feasibility study for Vara Mada (Toliara) Project with 904 Mt mineral reserve

Proven & Probable reserves: 904 Mt at 6.1% total heavy minerals (THM) including ilmenite, rutile, zircon, monazite.
October 28, 2025, 7:59 PM ET leadership materiality 0.25 neutral item 5.02

Director Ivy Estabrooke resigns from Energy Fuels board effective Oct 29

Ivy V. Estabrooke resigned as Director of Energy Fuels, effective October 29, 2025.
October 6, 2025, 7:59 PM ET debt materiality 0.80 positive item 1.01 item 2.03 item 3.02 item 8.01 item 9.01 ◈ Debt Financings

Energy Fuels prices $700M convertible notes at 0.75% due 2031; net proceeds ~$674.6M for rare earth projects

Issued $700M aggregate principal of 0.75% Convertible Senior Notes due Nov 1, 2031.
September 25, 2025, 7:59 PM ET leadership materiality 0.25 neutral item 5.02

Director Robert Kirkwood resigns from Energy Fuels board, effective Oct 15

Robert Kirkwood resigned as director on Sept 22, 2025, effective Oct 15, 2025.
August 29, 2025, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 item 9.01

Energy Fuels EVP Tim Carstens to depart Dec 31, 2025, role redundant after acquisition

EVP & MD Tim Carstens to depart Dec 31, 2025; role deemed redundant after Energy Fuels' Base Resources acquisition.
August 4, 2025, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 item 9.01

Energy Fuels appoints Ross Bhappu as President under planned CEO succession by Apr 2026

Ross R. Bhappu named President effective Aug 4, 2025; Mark Chalmers remains CEO and Director.
July 22, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 item 9.01

Energy Fuels enters new employment agreement with CFO Nathan R. Bennett

Base salary set at US$295,000, effective July 10, 2025.
June 13, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.01 item 1.02 item 8.01 item 9.01

Energy Fuels enters $300M at-the-market equity offering program with expanded agent group

New ATM program allows sale of up to $300M in common shares at Company's discretion, replacing prior March 2024 facility.
June 12, 2025, 7:59 PM ET other material materiality 0.30 neutral item 5.02 item 5.07 item 9.01

Energy Fuels shareholders elect 11 directors and approve equity plan amendment to 17.5M shares

All 11 management director nominees elected; votes for ranged from ~58.8M to ~66.0M, with ~42.5M broker non-votes.
June 6, 2025, 7:59 PM ET other material materiality 0.65 neutral item 8.01 item 9.01

Energy Fuels' Bullfrog Project shows $18.7M after-tax NPV at $90/lb U3O8

Indicated resources: 1.74 Mton at 0.303% eU3O8 (10.5 Mlb); Inferred: 0.61 Mton at 0.279% (3.4 Mlb).
June 3, 2025, 7:59 PM ET other material materiality 0.30 neutral item 7.01

Energy Fuels releases technical report for Bullfrog Project in Utah

Filed Item 7.01 disclosure only; no resource estimates, economics, or project details provided.
May 7, 2025, 7:59 PM ET other material materiality 0.70 positive item 8.01

Energy Fuels reports record April uranium production at Pinyon Plain mine; high-grade Juniper Zone drill results

Mined 4,604 tons of ore in April 2025 containing ~151,400 lbs uranium at 1.64% eU3O8 grade — highest monthly rate since mining began.
April 25, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 ◈ executive_change

Energy Fuels appoints Nathan Bennett as CFO, effective April 21

Bennett, previously CAO and interim CFO since Jan 2024, named permanent CFO.
December 11, 2024, 6:59 PM ET other material materiality 0.75 positive item 8.01 item 9.01

Energy Fuels signs MOU with Madagascar to develop Toliara project; suspension lifted

MOU sets 5% royalty on mining products and $80M in development funding, with $30M due 30 days after Project Certification.
December 4, 2024, 6:59 PM ET regulatory materiality 0.85 positive item 8.01 item 9.01

Madagascar lifts 5-year suspension on Energy Fuels' Toliara project; development to resume

Madagascar Council of Ministers lifted the suspension on Energy Fuels' 100%-owned Toliara project, imposed since Nov 2019.
October 16, 2024, 7:59 PM ET other material materiality 0.40 neutral item 2.01 item 8.01

Energy Fuels supplements risk factors after Base Resources acquisition close

Toliara Project development hinges on lifting Madagascar govt suspension and binding fiscal terms.
October 8, 2024, 7:59 PM ET M&A materiality 0.75 neutral item 3.02 item 5.02 ◈ executive_change ×2

Energy Fuels closes Base Resources acquisition, issues 31.9M shares, appoints Stirzaker and Carstens

Issued 31,920,983 common shares to Base Resources holders under Section 3(a)(10) exemption.
October 3, 2024, 7:59 PM ET M&A materiality 0.80 neutral item 2.01 item 9.01 ◈ M&A Transactions

Energy Fuels completes acquisition of Base Resources for ~$233M total consideration

On Oct 2, 2024, Energy Fuels subsidiary acquired all Base Resources shares; consideration: 0.0260 EFL shares + A$0.065 cash per share.
June 14, 2024, 7:59 PM ET other material materiality 0.40 neutral item 1.01 item 3.03 item 5.07 item 9.01

Energy Fuels shareholders approve shareholder rights plan and elect directors at annual meeting

Shareholders ratified Rights Plan with Equiniti for three-year term: 46,467,501 for, 2,863,050 against, 349,457 abstentions.
June 7, 2024, 7:59 PM ET M&A materiality 0.85 positive item 1.01 item 3.02 item 9.01

Energy Fuels forms JV with Astron for Donald rare earth project; invests up to $122M for 49%

Energy Fuels to invest up to AUD$183M (~$122M) for 49% interest in Donald rare earths JV with Astron.
April 26, 2024, 7:59 PM ET other material materiality 0.60 neutral item 7.01 item 9.01

Energy Fuels discloses $348M Phase 2 REE mill study targeting 3,000 tpa NdPr oxide

Phase 2 facility at White Mesa Mill: 30,000 mtpa ore, ~3,000 mtpa NdPr oxide output.
April 25, 2024, 7:59 PM ET M&A materiality 0.85 positive item 1.01 item 3.02 item 8.01 item 9.01 ◈ Material Agreements

Energy Fuels to acquire Base Resources for A$375M; adds Toliara project and Mill PFS

Consideration: 0.0260 UUUU shares + A$0.065 cash per Base Resources share.
April 22, 2024, 7:59 PM ET leadership materiality 0.55 neutral item 5.02 item 9.01

Energy Fuels enters new employment agreements with CEO and EVP through 2026

CEO Chalmers base salary $621,456; bonus target 85%, equity target 120% of base.
March 25, 2024, 7:59 PM ET other material materiality 0.50 neutral item 1.01 item 1.02 item 9.01 ◈ Material Agreements ×2

Energy Fuels enters new ATM equity offering agreement, terminates prior 2019 facility

New ATM sales agreement with Cantor, BMO, Canaccord, B. Riley; 3.0% aggregate compensation.
March 22, 2024, 7:59 PM ET other material materiality 0.15 neutral item 7.01 item 9.01

Energy Fuels revises Pinyon Plain PFS to add ore processing details

Revised pre-feasibility study adds Section 17.0 on ore processing at White Mesa Mill.
December 27, 2023, 6:59 PM ET other material materiality 0.85 positive item 5.02 item 8.01 ◈ executive_change ×2

Energy Fuels signs MOU for Australian rare earth project and starts uranium production at three mines

CFO Tom Brock departs Dec 31; Controller Nathan Bennett named Interim CFO and CAO effective Jan 1, 2024.
November 13, 2023, 6:59 PM ET other material materiality 0.60 positive item 8.01

Energy Fuels sells remaining $20M enCore note for $22.4M, closing Alta Mesa sale proceeds

Sold $20M convertible note plus $1.5M accrued interest from enCore for $22.4M, less $100K broker commission.
July 17, 2023, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 ◈ executive_change

Energy Fuels COO John L. Uhrie departs July 14, 2023

John L. Uhrie ceased as Chief Operating Officer on July 14, 2023.
May 30, 2023, 7:59 PM ET other material materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

Shareholders elect all 10 director nominees and approve auditor KPMG at annual meeting

All 10 director nominees elected; each received >40M votes for, broker non-votes ~30.4M.
April 4, 2023, 7:59 PM ET leadership materiality 0.40 neutral item 5.02 item 9.01

Energy Fuels enters amended employment agreements with CEO Chalmers and four other top executives

CEO Mark Chalmers: $564,960 salary, 70% target cash bonus, 120% target equity award.
March 1, 2023, 6:59 PM ET other material materiality 0.25 neutral item 7.01 item 9.01

Energy Fuels revises Nichols Ranch and Sheep Mountain technical reports, releases Pinyon Plain PFS

Revised Nichols Ranch and Sheep Mountain reports correct cut-off grade calculations and typographical errors; resource/reserve estimates unchanged.
February 21, 2023, 6:59 PM ET M&A materiality 0.80 neutral item 2.01 ◈ M&A Transactions

Energy Fuels sells Alta Mesa ISR Project to enCore for $60M cash and $60M convertible note

Consideration: $60M cash plus $60M secured convertible note (8% interest, 2-year maturity).
February 16, 2023, 6:59 PM ET M&A materiality 0.50 neutral item 8.01

Energy Fuels completes acquisition of Bahia Project in Brazil for $21.9M cash

Completed acquisition of 17 mineral concessions in Bahia, Brazil totaling ~15,090 hectares for $21.9M cash.
November 17, 2022, 6:59 PM ET M&A materiality 0.85 positive item 1.01 item 9.01 ◈ Material Agreements

Energy Fuels sells Alta Mesa ISR project to enCore for $120M in cash and convertible note

Total consideration $120M: $60M cash at close + $60M secured convertible note (8% interest, 2-yr maturity).
August 9, 2022, 7:59 PM ET leadership materiality 0.55 neutral item 5.02 item 9.01 ◈ executive_change ×2

Energy Fuels appoints Tom L. Brock as CFO, Frydenlund moves to EVP/CLO

Tom L. Brock appointed CFO effective August 8, 2022, replacing David Frydenlund.
June 30, 2022, 7:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

Energy Fuels appoints John L. Uhrie as COO effective August 1, 2022

John L. Uhrie, 52, previously VP of exploration & development at The Doe Run Company, named COO.
June 14, 2022, 7:59 PM ET leadership materiality 0.55 neutral item 5.02 ◈ executive_change

Energy Fuels Chief Accounting Officer Sarai C. Luksch resigns effective June 21

Sarai C. Luksch, Chief Accounting Officer and Controller, submitted resignation on June 8, 2022.
May 26, 2022, 7:59 PM ET other materiality 0.10 neutral item 5.07

Energy Fuels shareholders elect 10 directors and ratify KPMG as auditor at annual meeting

All 10 management nominees elected with average ~33.5M votes for; J. Birks Bovaird received 28,895,258 for, 5,504,196 withheld.
May 24, 2022, 7:59 PM ET M&A materiality 0.60 positive item 1.01 item 9.01

Energy Fuels to acquire 17 heavy mineral sand concessions in Brazil for $27M

Acquires 17 mineral concessions prospective for ilmenite, rutile, zircon and monazite in Bahia, Brazil, totaling 15,089.71 hectares.
March 11, 2022, 6:59 PM ET other material materiality 0.50 neutral item 7.01 item 9.01

Energy Fuels reports Alta Mesa uranium resource: 3.41M lbs M&I, 16.79M lbs inferred

Measured & indicated resources total 1.57M tons at 0.109% U3O8 (3.41M lbs); inferred 7.0M tons at 0.120% (16.79M lbs).
January 28, 2022, 6:59 PM ET leadership materiality 0.20 neutral item 5.02 ◈ executive_change ×3

Energy Fuels appoints new director Ivy Estabrooke, names CAO and corporate counsel

Ms. Ivy Estabrooke appointed to Board effective January 25, 2022; no committee assignments yet.

Executive changes

Role change

David C. Frydenlund

Executive Vice President, Strategic Acquisitions and Financings and Special Counsel to the Chief Executive Officer

UUUU · ENERGY FUELS INC

Effective: 2026-05-11
Successor: Nathan Longenecker
Filed: May 15, 2026, 5:14 PM ET

On May 11, 2026, Mr. David C. Frydenlund, previously Executive Vice President and Chief Legal Officer of Energy Fuels Inc. (the "Company"), transitioned into the role of Executive Vice President, Strategic Acquisitions and Financings and Special Counsel to the Chief Executive Officer, in connection with Mr. Frydenlund's planned retirement in October 2026

Appointed

Nathan Longenecker

Chief Legal Officer and Executive Vice President, Global Government Relations

UUUU · ENERGY FUELS INC

Effective: 2026-05-11
Filed: May 15, 2026, 5:14 PM ET

Further to this general succession plan and concurrently with Mr. Frydenlund's transition into the new role, Mr. Nathan Longenecker, previously Senior Vice President and General Counsel of the Company was appointed as the Company's Chief Legal Officer and Executive Vice President, Global Government Relations.

Appointed

Nathan Bennett

Chief Financial Officer

UUUU · ENERGY FUELS INC

Effective: 2025-04-21
Filed: April 25, 2025, 7:59 PM ET

Nathan Bennett, who served as the Company's Chief Accounting Officer/Interim Chief Financial Officer from January 1, 2024 to April 21, 2025, was appointed as Chief Financial Officer of the Company effective April 21, 2025.

Appointed

Tim Carstens

Executive Vice President, Heavy Mineral Sands Operations

UUUU · ENERGY FUELS INC

Filed: October 8, 2024, 7:59 PM ET

the Company appointed Tim Carstens, age 57, then Managing Director of Base Resources, as the new Executive Vice President, Heavy Mineral Sands Operations of Energy Fuels.

Appointed

Michael Stirzaker

Director

UUUU · ENERGY FUELS INC

Filed: October 8, 2024, 7:59 PM ET

the Company appointed Michael Stirzaker, former Chair of the Base Resources Board of Directors (the " Base Resources Board "), to the Board of Directors of Energy Fuels (the " Board ").

Appointed (interim)

Nathan Bennett

Chief Accounting Officer and Interim Chief Financial Officer

UUUU · ENERGY FUELS INC

Effective: 2024-01-01
Filed: December 27, 2023, 6:59 PM ET

Nathan Bennett, the current Corporate Controller of the Company, will be appointed as Chief Accounting Officer and Interim Chief Financial Officer of the Company effective January 1, 2024.

Departed

Tom Brock

Chief Financial Officer

UUUU · ENERGY FUELS INC

Effective: 2023-12-31
Successor: Nathan Bennett
Filed: December 27, 2023, 6:59 PM ET

Tom Brock will cease to be the Chief Financial Officer of Energy Fuels Inc. ("Energy Fuels" or the "Company") effective December 31, 2023.

Departed

John L. Uhrie

Chief Operating Officer

UUUU · ENERGY FUELS INC

Effective: 2023-07-14
Filed: July 17, 2023, 7:59 PM ET

John L. Uhrie departed from Energy Fuels Inc. (the "Company") on July 14, 2023 and ceased to be Chief Operating Officer of the Company effective that date.

Appointed

Tom L. Brock

Chief Financial Officer

UUUU · ENERGY FUELS INC

Effective: 2022-08-08
Filed: August 9, 2022, 7:59 PM ET

On August 4, 2022, Energy Fuels Inc. (the "Company") appointed Tom L. Brock to serve as the Company's Chief Financial Officer ("CFO"), effective August 8, 2022.

Role change

David Frydenlund

Executive Vice President, Chief Legal Officer and Corporate Secretary

UUUU · ENERGY FUELS INC

Effective: 2022-08-08
Filed: August 9, 2022, 7:59 PM ET

Concurrently with Mr. Brock's appointment as CFO, David Frydenlund will cease to be the Company's CFO and will assume his appointment as the Company's Executive Vice President, Chief Legal Officer and Corporate Secretary, to take effect August 8, 2022.

Appointed

John L. Uhrie

Chief Operating Officer

UUUU · ENERGY FUELS INC

Effective: 2022-08-01
Filed: June 30, 2022, 7:59 PM ET

On June 24, 2022, Energy Fuels Inc. (the "Company") appointed John L Uhrie to serve as the Company's Chief Operating Officer effective as of August 1, 2022.

Departed

Sarai C. Luksch

Chief Accounting Officer and Controller

UUUU · ENERGY FUELS INC

Effective: 2022-06-21
Filed: June 14, 2022, 7:59 PM ET

On June 8, 2022, Sarai C. Luksch, Chief Accounting Officer and Controller of Energy Fuels Inc. (the "Company"), submitted her formal resignation from her positions as Chief Accounting Officer and Controller of the Company, which is effective June 21, 2022.

Materiality & sentiment trend

Max materiality 0.90 · Median 0.57 · Most common event other_material

14 positive 0 negative 36 neutral

source · UUUU on sec.gov